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Analytical segmentation for Creatio

Database segmentation for efficient analysis

Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    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.
    Languages
    Support conditions

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

    Price
    Analytical segmentation for Creatio cloud / on-site subscription
    $ 4.000
    / year
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Product
    CRM Creatio
    Service
    Financial Services (sales)
    Financial Services (customer journey)
    Financial Services (lending)
    Version
    7.13.4 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Framework

    Terms & Conditions

    Guides and manuals
    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.

    Leave your feedback about the solution to its developer and Marketplace team