We have a quick update on Segmentation in Zoho CRM. Let's go!
As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers based on their purchase recency, frequency, and monetary values. It helps you to understand your customers, assess their purchase pattern, and devise targeting techniques appropriately.
Now, for you to create a segment, you need to determine which module to segment and which module contributes to aid the segmentation.
For example, to segment customers based on revenue, you can choose Accounts module as segmenting module and Invoices as contributing module. This way, you can categorize your accounts based on the Invoice raised for them.
In a nutshell, segmenting modules are those modules with customer information and contributing modules are those modules with their transactional information.
Thus far, you were able to use different modules that belonged to CRM as contributing modules. Hereon, you can choose custom modules like invoices, sales orders, estimates, purchase orders, etc., created as a result of Zoho Finance Suite integration with your CRM organization, as well. This allows you to categorize your records using data from an external source.
You cannot deactivate your Finance suite integration, when you have an active Segmentation configured in your CRM.
That's about the update. For more information about Segmentation, kindly refer to our
. Also, click
to know more about Finance Suite Integration with Zoho CRM.
We have opened this feature for all users, in all DCs.
Thanks and have a good one,
Zoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRM
Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
Introducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
Include Finance Suite modules to Segment your records
Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers