Use customer behaviours and traits to identify trends and build additional revenue opportunities.
Using SugarCRM's powerful analytics and unlimited filtering and reporting capabilities, you can easily create customer and prospect segments based on any number of built-in or custom factors (e.g. products purchased, number of seats, geographic location, etc.). Customer and prospect segments can be used for understanding more about your user base or as input for outbound communications campaigns. Reporting allows you to easily track response rates from outbound communications against a segment.
Why Is This Feature Important for CRM
Analysing and mining customer and prospect data helps companies identify trends and targets for ongoing and future business.
The SugarCRM Difference
SugarCRM's powerful, unlimited data filtering capabilities make it easy to cut through the noise to identify the right opportunities for your business. Other vendors limit the number of filters you can apply to five, which limits your ability to cull large segments down to just the targets you need.
Business Benefits
- Identify customer segments based on behaviour or history that may be new or existing product cross-sell or up-sell targets.
- Use customer segments as distribution lists for outbound communications and track response rates.
Key Product Features
- Generate an unlimited number of custom segmentation reports.
- Save historical segments and compare current segments against historical data.
- Display segment information in reports, charts, cross-tabs, tables and dashboards.
- Create chart animations to see segment trends.
- Create distribution lists from segments.