In the Customer Segments view you will find a list of your current customer segments. Some are predefined by the software.
As a sales manager, you want your team to treat customers differently. To customise the way the software forecasts are consumed, you can create customer segments.
You can add new segments by clicking on the “Add segment” button.
How to create a customer segment in Qymatix?
Click on the “Add customer segment” button. A customer segment needs a name and a description.
Now you can select which customers should belong to the segment. You can select customers by postcode, industry, key account manager (KAM) or by favourites.
Once you have set the above criteria, you can click on the “refresh” button on the map and see how many customers have been found for this segment. When you are satisfied with the result, do not forget to save the customer segment.
Qymatix Expert Tip: A customer segment should be neither too large nor too small.
How can you tell which accounts will be part of your customer segment? Simply go to the Accounts view and filter your accounts according to the same criteria.
This online manual reflects the functionality of Qymatix Predictive Sales SaaS version 0.7.0. Variations may occur with more advanced versions of the tool.