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Factfile 18

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Defining portfolio marketing


Portfolio marketing is driven by a number of inter-related factors:

  • the need to ensure that the product portfolio is capable of meeting those customer needs that one is capable of serving profitability;      
  • the ability to ?cross sell? and ?up sell? new services to existing customers; and      
  • profit maximisation.

It is therefore vital to understand:

  • The profit/contribution made by each element of the portfolio.      
  • Product performance against key non-financial criteria ? for example quality of service and brand awareness.      
  • Product inter-relationships.      
  • The applications for which current products are used and any change to the patterns of product usage for these applications across the customer base.      
  • Competitor product propositions.      
  • Gaps in the product portfolio.

A thorough understanding of product contribution helps the portfolio marketer to develop distinct product plans for each product/product group and customer/customer group, based on value maximisation.

The broad strategic direction for subsequent plans should be:

Value creating products Planning for growth, increased market share

Value diluting products (ie conventional profit but not covering cost of capital)
- plans to raise returns before growing by either reducing costs or pricing according to customer value delivered.
Value destroying products (conventional loss) Aggressively attack costs, consider price rises or releasing capacity for other products

Products with negative gross margin  Cease to produce




Two examples of this in practice:

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