Analytical segmentation for Creatio

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.