Documentation:UserManual/The Modules/CRM/CRMSegmentation

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[edit] Segmentation of the customers/suppliers

[edit] Introduction

The segmentation functions enable us to categorize the partners according to relevant criteria:

* The state of mind of the partner (happy, unhappy...),

* Purchase volumes,

* Purchases frequencies,

* Product specifications

* Sales volumes,

* Sales frequencies,

Segmentation is very important to offer a better service to customers, to target marketing campaigns, to identify bad suppliers, to send special offers to dissatisfied customers, ...

Generally, 80% of the profit of a company is made by only 20% of the customers. It is important to know these 20% of customers.

For example: if the segmentation detects that a dissatisfied customer has called the help desk over 10 times the last two months, you can take an extra care of this customer before he goes to your competitor. All these stages can be automated within the system of workflow of Tiny ERP.

[edit] The screen: the partner card

[edit] The use

The partners can be segmented in various categories. A partner can belong to several categories at the same time. (e.g. customer & supplier). The categories are found in the partner card.

You can manualy assign a partner to a category or use the automatic tool for segmentation based on selected criteria.

For more information concerning the definition of automatic segmentations, refer to the section: " Definitions of the segmentations ".