TLS 1.39% $3.66 telstra group limited

Where to now for long term investors of Telstra, page-12711

  1. 1,814 Posts.
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    Agree with this. One of the underlying issues Telstra have is they are attempting to provide a deep domain level; of expertise to far too many customers. the T25 strategy will evolve into reducing how many customers are managed directly by Telstra for solutions to strategic accounts.

    I suspect Telstra will end up with a core 500 - 1000 key customers who they will apply their deep domain specialists within ie Purple and the companies they have acquired such as Versant etc. That will be why Telstra are reducing by two thirds their solutions and support teams. whats left will be focused on what the market requires from a tier one Telco imo.

    The balance of customers will be managed but via a shared pool of resources. The other thing T25 is reducing is the amount of hands touching every sale but not in contact with Telstra customers ie double dipping sales rewards. That will go and sooner the better.

    Then, Telstra will be lean and strategic enough to be successful for key accounts such as ADF, Public sector, Large Corporate, Local Govt, large finance sector, Health, Aged care, agriculture etc but some stringent conditions on just which customers. That will enable a significant reduction in highly skilled work force team, required.

    The partner channel are already ;lean and Telstra make a decent share of all revenues via their partners and vendors.

    Reminds me a lot of what NEC did globally 20 years ago when they reduced their directly managed aus customers to 500 and gave the to dealers to manage.
 
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