Drive engagement and growth with customer segmentation

Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/Up-sell opportunities and execute targeted campaigns to increase engagement, improve retention and deliver better ROI.

CRM Software benefits | Zoho CRM

Here's how we can help you

  • Prioritize on your next followups
  • Group records easily around various criteria
  • Personalize your campaigns 

Prioritize your leads better with scoring

Lead scoring lets you prioritize your prospects by assigning them scores based on the criteria you define. If you feel that leads from a specific industry need to be your focus or if a specific tradeshow holds more value, you can assign a higher score to the leads that match this criteria, allowing you to prioritize your efforts.

Lead scoring

Find the right records with ease using tags

Make segmenting and searching for customer records more efficient, through keyword tagging. Mark records with various keywords that indicate the source of the lead, the industry, or any custom segmentation criteria you prefer to use which makes it easier for you to group and identify records belonging to a common tag.

Tag CRM records

Bring a unique visual flair to your tags

When working with hundreds of records everyday, a unique visual identifier makes it easier for your sales reps to search, categorize, prioritize, and segment records efficiently. Associate unique colors with your tags so your sales reps can see details like priority, deal state, associated departments, and more at a glance.

unique visual

Find your most valuable customers

Who are your best customers? The big spenders, or the ones who regularly make purchases? You don't have to guess anymore. Zoho CRM can help you identify and segment your customers based on their purchase patterns. You can create different buckets for your customers and define the criteria for each bucket. Zoho CRM will automatically segment your customers into these buckets, so you can plan your engagement with each group.

Segment your customers based on their purchase history

Plan out your course of action

Segmenting customers based on the recency, frequency, and monetary value of their purchases can help you gauge their lifetime value and identify any up-sell or cross-sell opportunities. Whether they are big spenders, frequent purchasers, or they are actively engaged with your brand, you can form unique strategies to strengthen your relationship with your customers.

Personalize your campaigns and engagements according to your customer's segment

Territory Management for focused selling

Organize your sales team to engage customers based on geography, product lines or any custom territory you define. Share accounts, allocated resources, set targets and exceed sales, all the while delivering excellent service.

Split your audience into territories

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CRM solution?

Unify your sales, marketing, and service teams on an integrated platform.

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