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Siebel Applications Administration Guide > Managing Portfolios > About the Portfolio Management ProcessPMP is an account-based, structured methodology for sales professionals who manage a portfolio of accounts, and who must be responsible for, penetrate, retain, and grow those accounts. A portfolio contains a set of accounts organized by industry application, geographic location, and so on. Typically, a portfolio contains strategically important accounts that represent high-potential business for the sales organization. PMP is designed to help portfolio managers perform the following activities:
PMP separates a group of accounts into four segments, as shown in Table 91.
PMP plots the accounts in each group on a segmentation map. Each quadrant corresponds to an A, B, or C segment. PMP plots the D segment separately. The PMP methodology is integrated with Siebel applications. The PMP methodology integrated in Siebel applications is licensed from, and is the intellectual property of, The TAS Group. |
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