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How to use segmentation?

Customer segmentation is one of the most useful features in Livespace, automating and streamlining your sales team's daily work.

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Written by Support
Updated over 2 weeks ago

Once configured, segmentation will automatically identify key customers and show which ones best fit your ideal business partner profile. With Livespace segmentation, you'll understand which customers you're working with and which ones to prioritize first to achieve better sales results.

You know best what kind of customer you’re looking for, so you can freely adjust segmentation criteria and their priority—add, change, or remove them—and the entire process will be fully automated once set up.

In this article, we describe:


An example of customer segmentation

Let’s suppose you run a company which provides marketing services. Your company’s best customers have full decision-making in Poland. They do not have to consult with their foreign headquarters on the costs. In addition, they have several brands in which they are investing a lot, and you know the board members, which makes it easier to discuss large strategic projects. In such a case, your segmentation model may look like this:

table

This table is only an example of how you can evaluate your customers. To create effective segmentation, analyze your existing customer base and determine which features define the most important clients. You don’t need fancy tools—just pen and paper. Once you identify criteria that distinguish key customers from less promising ones, decide which parameters matter most to your company—and you’re ready to start segmenting.


Configuring automatic segmentation

1. To set the segmentation process, go to Account settings > Contacts > Segmentation. Depending on your needs, choose segmentation for companies or people.

2. You will see several pre-defined segmentation parameters in the configuration wizard. You can remove them or turn them off, and add your own parameters with Add parameter button.

3. You can assign points to each range. If you want to favor a particular range that seems more important to you, just grant it more points.

4. You can also set the parameter relevance levels to define their influence on the overall assessment of a contact.

5. Press the Go to segment naming button.

6. Give a name to each segment.

7. According to your preferences, you can change the point range for each segment.

8. To save all the segmentation settings, press Save information and finish the configuration and close the configuration wizard. From now on, your customers will automatically be segmented according to these settings.

You can always return to the segmentation configuration wizard to change the criteria or the relevance level of a particular parameter. After saving it, new changes will automatically affect the segmentation process for all Livespace contacts.

Worth knowing

Segmentation details are updated twice a day. However, if you need the latest information regarding a segment of a particular contact, you can force the update by editing and saving a contact form.


Using segmentation

After the proper configuration of the company’s segmentation feature, you can quickly identify your key customers. Simply, use the Segmentation filter at the bottom left corner of the Contacts tab, and select a segment of your choice.

The information about the segment to which the given contact has been automatically assigned appears on the contact profile below the company logo.

Worth knowing

  • After you configure the segmentation, determine in what way customers from different segments should be serviced in your company, and what actions your sales team working with them should take. For example, consider how to deal with customers from the segment with the highest sales potential, and what to do with those who have been assigned to the lower segments. You can also adopt a different model of the sales process for your key customers.

  • You can freely decide which parameters should be used to segment your customers. If you want to evaluate them based on the parameter that is not present on the contact profile, just add a new field to the contact editing form.

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