Customer Segmentation and Policies
Itransition deploys CRM features that help you to resolve the most vital segmentation problems.
1 Accurately define customer segment
- Formalize and aggregate financial, legal and historical data related to a customer bothfrom external sources and in-house data storages.
- Automate segmentation depending on the data collected and rules applied.
- Automate segmentation audits ensuring that new essential data affects transferring a customerto the other segment.
2Apply customer policies according to segmentation
- Switch routing, guidelines and restrictions within your processing and financial systems.
- Automate notifications and alerts for customer-related process participants.
- Collect feedback to improve policies & segmentation rules
3 Track & manage performance
- Visualize customer statistics per segment in order to promptly distinguish valuable and low-profit groups
- Check and compare related activities efficiency for different customer segments
- Efficiently allocate advertising, sales and customer service resources and efforts