Segment customers and contacts

You can group customers and contacts according to different reporting needs. Tracking profitability and managing different lists is easy with the tools provided by Severa. With market segments, you can:

✔️ Easily identify different key accounts and other customer levels
✔️ Categorise your customer registry into clear, manageable and trackable sections
✔️ Manage reporting of customer data more smoothly

Managing and editing market segments

You can edit and create new market segments to match your needs. Market segments and their settings are managed in the system as follows:

1. Go to Settings via the cogwheel icon
2. Go to Customers & contacts
3. Open the Market segments section
4. Add group or add a new market segment under a group by clicking Add market segment

Groups are used to categorise market segments. With groups, you can divide market segments into clear sections. You can name groups and market segments as you wish. The actual market segments are added under the groups. One customer can belong to several market segments.

Example: Name the group "Customer type" and add the desired market segments under it, such as "Customer", "Prospect" or "Partner".

Defining a market segment in customer details

Categorise a customer into selected market segments by going to the customer card from the page navigation via Customers > Summary. Search for the customer and go to the Customer settings tab:

1. You will find the groups and market segments defined in the settings available under Market segmentation
2. Click to select the desired segments from the checkbox list 
3. The information is saved automatically

You can also update market segment information in bulk for several customers. Go to the Customers report from the page navigation via Reports > Report creation:

1. Open the Customers section
2. Select the Customers report
3. Use the checkbox on the left to activate the desired customers
4. From the top menu select Select action > Add market segmentations or Remove market segmentations
5. Finally, save the information by clicking Update

Grouping contacts with keywords and roles

By using keywords and roles, you can effectively group your customers’ contacts for different reporting needs. This makes it easier, for example, to maintain targeted mailing lists.

Manage contact roles and keywords in the settings:

1. Go to Settings via the cogwheel icon
2. Go to Customers & contacts
3. Open the Contact roles and Contact keywords sections

Add a role or keyword to a contact by going to the customer card from the page navigation via Customers > Summary. Search for the customer and go to the Contacts & addresses tab:

1. Open the contact card from the Contacts & addresses section
2. Define the Role or add keywords from Add keywords
3. Finally, Save the information

Keywords: market segments, profitability tracking, key accounts, customer levels, partners, subcontractor users, settings, reporting needs

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