ActVantage for MDM: 6 Steps to Create a Portfolio Management Plan that Will Strengthen Customer Loyalty

In a companion piece to his MDM article explaining portfolio management and its benefits in distribution, Brent Johnstone provides a guideline to help distributors apply the strategy.

What does it take? You must:

  1. Know your market and industry trends.
  2. Learn your customers’ needs and goals.
  3. Develop and apply benchmarks.
  4. Design custom portfolios with customers.
  5. Use statistics and your expertise to choose products.
  6. Continually enhance portfolios with customers.

Dive deeper and learn how to use portfolio management with your customers.

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