Analyze and Group Your Customers

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Gather Data: This is the bedrock of effective segmentation.

Internal Data: CRM records (company size, industry, purchase history, lead source), sales data, customer support interactions, website analytics, product usage data.
External Data: Industry reports, market research, competitor analysis, public company information (annual reports, press releases).
Choose Your Segmentation Variables: Based on your objectives and available data, select the most relevant criteria for grouping your customers. Start broad, then refine.


Manual Analysis: For smaller datasets, you can manually identify commonalities.
Spreadsheets & Databases: Use tools like Excel or Google Sheets for sorting and filtering.
CRM & Marketing Automation Tools: Leverage built-in seg country email list mentation features.
Advanced Analytics/AI: For larger, more complex datasets, consider data analytics platforms, machine learning algorithms, or specialized segmentation software to identify patterns and clusters.
Profile Your Segments: Once you have distinct groups, create detailed profiles for each. This "persona-like" approach helps bring your segments to life:

Give each segment a name (e.g., "Enterprise Innovators," "SMB Efficiency Seekers").
Describe their key firmographic characteristics.
Outline their primary pain points and challenges.
Identify their key goals and objectives.
Understand their purchasing behavior and decision-making process.
Note their preferred communication channels.
Quantify their potential value (CLTV).