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Analytical segmentation for Creatio

Database segmentation for efficient analysis

Application type
On-site deployment
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.
    Analytical segmentation for Creatio cloud / on-site subscription
    $ 4.000
    / year
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
    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.

    Terms & Conditions

    Product compatibility
    CRM Creatio
    Financial Services (sales)
    Financial Services (customer journey)
    Financial Services (lending)
    7.13.4 and up
    Any supported DBMS
    .Net Framework
    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