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Customer
This tool is designed to:
1) Enable the organization to segment customers on the basis of
importa
goals and values: and
2) Visually represent the customer position on a matrix,
allowing ease of
Customer Name: Evaluator:
Customer Type:
IMPORTANCE TO THE BUSINESS UNIT
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0
1
2
0 1 2
DegreeofAli
Import
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current p
new rod
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CUSTOMER DETAILS
NAME: TYPE:
Account Manager: Type:
LOCATION 1 LOCATION 2
Street: Street:
City/Town: City/Town:
Province/State: Province/State:
Country: Country:
Postal/ZIP Code: Postal/ZIP Code:
TYPE: TYPE:
DIRECTIONSLOCATION 1 LOCATION 2
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Name:
Title:
Phone Office:
Phone Cell:
E-mail:
Name:
Title:
Phone Office:
Phone Cell:
E-mail:
Name:
Title:
Phone Office:
Phone Cell:
E-mail:
region
PRODUCT MARKET
B d 1 M k t 1
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LOCATION 5
Street:
City/Town:
Province/State:
Country:
Postal/ZIP Code:
TYPE:
LOCATION 4
Nearest Airport:
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Revenue
New$0 - 500k
$500k 1MM
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Strategic Action:KPI
Activity In Support of
StrategyObjective Quarter
Was the
objective
completed
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Total Units Units/KA Units Total Units Units
ey ccoun us omers 90 Hrs 90
0 0% 0
0 0% 0
0 0% 0
0 0% 0
Total per year 0% 0 0% 0
Engineeri
e
SALES
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I POWER CHART/KEY
INFLUENCERS
Name
CEO
Plant Manager
QCPurchasing
Accounts Payable
Shipping
Engineering
Customer Service
Other
II VOLUMECurrent revenue streams by location or product
group
Location
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Other Plastiflex
Personnel
involvement
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N
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N
YES
PENDINGNOT INITIATED
