How do you segment your contacts?

involve.me
involve.me Member Posts: 5
First Comment Integration Partner
edited July 2022 in Sales CRM #1
How do you segment your contacts?
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Comments

  • Tim Berman_32
    Tim Berman_32 Member Posts: 6
    edited March 2020 #2
    By purchase behavior (recency, frequency, and monetary values), in addition to sales cycle stage.
  • Matt Oehlert
    Matt Oehlert Member Posts: 14
    edited April 2020 #3
    By GP per hour or 20 plus other KPI in the Custom fields
  • Max_1769
    Max_1769 Member Posts: 15
    First Comment Integration Partner
    edited April 2020 #4
    Syncing our backend product data into Intercom works really well - we can see the activity of our customers with our apps - giving us a better idea of who is finding real value and who is not.
  • Jan Visser_342
    Jan Visser_342 Member Posts: 70
    First Comment
    edited May 2020 #5
    @Bethany Ann George - assuming you mean the colorful labels? For accounts, we use them to classify account type (local, regional, national) but basically any way you want to segment your contacts, accounts or deals could work.