Banza Analytical Segmentation for Creatio
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Database segmentation for efficient analysis

Overview

Product overview

Product description

Banza Analytical Segmentation for Creatio is a tool for B2B and B2C businesses for segmentation and working with databases aimed at their effective analysis.

Use cases:

  • Allocate any interesting customer segments based on various criteria, for example:
    • categories: legal or natural person,
    • type: potential or current client,
    • deal probability,
    • data relevance,
    • frequency and number of operations,
    • the volume of working capital for the period.
  • Plan an effective interaction strategy depending on the segment. For example, VIP, inactive, permanent, but with a small turnover, potential, etc.
  • Track changes in dynamics.

Key features:

  • Defining the segmentation of any object;
  • Setting up an unlimited number of segments;
  • Analysis of the structure of segments in the form of graphs and dynamic groups;
  • Adding selected segments to marketing campaigns with Marketing Creatio;
  • Priority management for segment assignment;
  • Saving the segment in the field of the segmented object;
  • Storing the history of segment changes.

Categories

Category

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
7.13.4 and up

Pricing

Monthly
Annual
Standard
$ 440.00 / month
billed annually

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Installation

Setup guide

  1. Add a new [Segmentation] section to the needful workspace.
  2. Set up segmentation rules. Go to the [Segmentation] section, add segmentation rules, or activate existing ones.
  3. Refresh the segments. To start updating segments manually, in the [Segmentation] section, select the [Update segments] action. To visually display the segmentation results, go to the dashboard page of this section.

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

7.13.4 and up

Versions

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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