Customer Groups can be used
- Because NGU wanted an easy way to analyze and evaluate the sales based on the customers groups (tags). .
- Customer groups can be used to pilot some changes (new processes).
- Customer groups can be used in researches.
- Can be used in A/B testing.
As for this Documentation we will use RWACOF as an example
Customer Groups can only be created by CSCC Manager.
This Process will involve
- Create customer groups
- Assign customers to groups (one group or more)
- Filter customers by group
- Import customers to a customer group
- Add an already created customer to a group
Browsing to Customer Groups
CRM > Customer Groups > CRM Groups Maintenance
CRM > CRM Groups Maintenance > Create
Creating a new Customer Group
- Type the name of the customer group
- In the Group Type, select Customer
- Click on Add an item, to a new or existing customer
Assigning the customer to the Customer Group
- You can search or filter (for existing customers)
- You can select from the list of existing customers
- If you selected the existing customers you can click on Select to apply your selection
- After assigning the customer to the right group, click on Save.
Filter customers using customer groups
CRM > Advanced search > Application
Importing a customer group
CRM > Customer Groups > Import Customers into CRM… > Click on Select > Click on Import > Browse for the created csv file > Click on Import
click OK
Verify the imported customer group
This is how the imported csv file looks like.
Ability to assign a customer to multiple groups
- Customer groups are visible in customer’s Personal Information
- It’s possible to assign one customer to more than one customer group
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