Categorization and segmentation of customers by purchase history

Purpose

1.1. Automate categorization and segmentation of customers based on their purchase history to enable tailored marketing, efficient sales strategies, improved customer service, targeted promotions, enhanced inventory planning, and strategic decision making for a wholesale aerated drinks supplier in the carbonated drinks sector.
1.2. Aggregate transactional data, identify patterns, and assign dynamic customer segments (e.g., high-frequency purchasers, seasonal clients, volume buyers, lapsed customers).
1.3. Automatically update CRM, trigger segment-specific workflows, and notify sales or marketing teams upon category changes.

Trigger Conditions

2.1. New purchase entry logged in POS or ERP system.
2.2. Scheduled batch processing (e.g., daily, weekly).
2.3. CRM update or status change detected.
2.4. Manual override by sales representatives.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder with "Record Update" trigger; segment via "Custom Fields" and "Reports & Dashboards."
• Sample: Configure criteria on Opportunity CloseDate and Product Code.

3.2. HubSpot
• Feature/Setting: Workflows (“Contact property” based segmentation); Lists API.
• Sample: “Last purchase date” triggers workflow to update “Lifecycle Stage.”

3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate flows; Dynamic Customer Segments under “Marketing.”
• Sample: Flow triggers on SalesOrder entity create, pipes to Segment.

3.4. Zoho CRM
• Feature/Setting: Blueprint and Workflow Rules; Custom “Segmentation” fields.
• Sample: Update Segment picklist on new SalesOrder.

3.5. Pipedrive
• Feature/Setting: Automation with Filters; “Labels API.”
• Sample: Apply “Big Buyer” label after threshold calculation.

3.6. SAP C4C
• Feature/Setting: Business Rules Framework; “Target Group” creation API.
• Sample: Rule segments by annual spend.

3.7. Oracle NetSuite
• Feature/Setting: SuiteFlow; Customer Grouping via Saved Searches API.
• Sample: Trigger on SalesTransaction, assign Group.

3.8. Freshsales
• Feature/Setting: Auto-profile enrichment; Workflows based on custom fields.
• Sample: Tier assignment on new purchase entry.

3.9. Insightly
• Feature/Setting: Workflow Automation; “Custom Field” triggers.
• Sample: When purchase logged over $10K, segment as “VIP.”

3.10. SugarCRM
• Feature/Setting: Advanced Workflow; “Dynamic Target Lists.”
• Sample: Auto-populate list when purchase recurs bi-monthly.

3.11. Intercom
• Feature/Setting: Smart Rules, Segments API.
• Sample: Segment by frequency variable.

3.12. Marketo
• Feature/Setting: Smart List triggers; segmentation via field update action.
• Sample: Cross-reference with purchase custom field.

3.13. ActiveCampaign
• Feature/Setting: Automated Tagging; “Contact & Deal” segment triggers.
• Sample: Tag as “Bulk Buyer” after threshold crossed.

3.14. Klaviyo
• Feature/Setting: Dynamic Segments; Segment API.
• Sample: Use “Ordered Product” filter for group creation.

3.15. Mailchimp
• Feature/Setting: Customer Segmentation via Tags; API for batch updates.
• Sample: Tag as “Carbonated Fan” when repeat buys logged.

3.16. Segment
• Feature/Setting: Identify & Group Traits; Event-based pipelines.
• Sample: Assign “Labeled Segment” on purchase event.

3.17. Google Sheets
• Feature/Setting: Scripted categorization with Apps Script; trigger: on form submit.
• Sample: Auto-assign segments in “Segment” column on new data arrival.

3.18. Airtable
• Feature/Setting: Automations with “Record Update”; Segmented views.
• Sample: Update ‘Customer Type’ when spend threshold met.

3.19. Shopify
• Feature/Setting: Customer Tags; Scripted admin API action.
• Sample: Tag based on purchase history length.

3.20. QuickBooks Online
• Feature/Setting: Custom Fields and Smart Lists; API trigger on invoice.
• Sample: Add customer to “Frequent Buyer” Smart List post-invoice.

3.21. Odoo
• Feature/Setting: Automated Actions; Partner Category field assignment.
• Sample: Rule updates “Customer Category” on purchase event.

3.22. Monday.com
• Feature/Setting: Automations; Conditional column update.
• Sample: If order count > X, update “Customer Tier.”

3.23. Notion
• Feature/Setting: Database Automation using linked databases; Automation API.
• Sample: Linked “Purchase Log” triggers updated “Segment.”

3.24. Power BI
• Feature/Setting: Scheduled refresh and Dataflows for automatic segment visuals.
• Sample: Filter view updates on data refresh.

3.25. Tableau
• Feature/Setting: Extract Refresh Automation; Dynamic visualization by segment.
• Sample: Segment buckets auto-updated on refresh.

Benefits

4.1. Real-time customer targeting for marketing and sales activities.
4.2. Enhanced customer retention through tailored engagement.
4.3. Expanded upsell and cross-sell opportunities.
4.4. Streamlined manual work and increased operational efficiency.
4.5. Reduced errors and improved data-driven insights.
4.6. Dynamic and scalable customer management.