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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
Pricing
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.
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.
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
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.
Support contacts
Email
supportmpl@banzait.com
Installation
Product compatibility
Product
Service
CRM Creatio
Financial Services (sales)
Financial Services (customer journey)
Financial Services (lending)
Version
7.13.4 and up
DBMS
Any supported DBMS
Platform
.Net Framework
Deployment options
Cloud
On-site
Guides and manuals
- Add a new [Segmentation] section to the needful workspace.
- Set up segmentation rules. Go to the [Segmentation] section, add segmentation rules, or activate existing ones.
- 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.
Feedback
Type
Compatibility
Leave your feedback about the solution to its developer and Marketplace team