Automatic segmentation of B2B customers

Purpose

1.1. Enable automated, precise segmentation of B2B customers based on purchase behavior, demographics, engagement, payment history, and industry-specific signals.
1.2. Facilitate hyper-targeted marketing, loyalty programs, pricing strategies, and product launches.
1.3. Streamline corporate account management, proactive sales outreach, and partnership evaluation in the alcoholic beverage sector.
1.4. Ensure regulatory compliance by segmenting according to region-restricted products or promotions.

Trigger Conditions

2.1. New B2B deal or account creation in CRM.
2.2. Large order placement or threshold-based purchase event.
2.3. Updated company metadata (e.g., SIC codes, revenue, license status).
2.4. Customer engagement spike (opened campaigns, website visits).
2.5. Change in payment terms, credit scoring, or overdue balances.
2.6. Manual trigger via sales manager dashboard.
2.7. Regulatory update or compliance event.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder/Flows; Configuration: Automate "Account Segmentation" using field-based criteria & triggers.

3.2. HubSpot
• Feature/Setting: Workflow Automation; Configuration: Create auto-segmentation workflows with list membership and custom properties.

3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flows; Configuration: Triggered segmentation flows based on account type or purchase events.

3.4. Zoho CRM
• Feature/Setting: Blueprint & Custom Functions; Configuration: Segment B2B accounts using workflow rules tied to lifecycle stages.

3.5. SAP Sales Cloud
• Feature/Setting: Intelligent Sales Segmentation; Configuration: Criteria filters set on industry, order value, region.

3.6. Oracle CX
• Feature/Setting: Audience Segmentation API; Configuration: Segment entities using API driven by real-time transaction attributes.

3.7. Pipedrive
• Feature/Setting: Custom Fields and Workflow Automation; Configuration: Assign segments based on tags/triggers from new deals.

3.8. Freshsales
• Feature/Setting: Auto-assignment Rules; Configuration: Rules to label or group B2B partners by sales signals.

3.9. Intercom
• Feature/Setting: Smart Segments; Configuration: Dynamic segmentation by last seen, spend, or product type purchased.

3.10. Marketo
• Feature/Setting: Smart Lists; Configuration: Rule-based group creation using custom data fields.

3.11. Mailchimp
• Feature/Setting: Audience Tags & Segments; Configuration: Automated rule-based tagging for transactional properties.

3.12. Segment (Twilio)
• Feature/Setting: Computed Traits API; Configuration: Update traits in real-time for downstream segmentation.

3.13. Snowflake
• Feature/Setting: Snowflake Streams; Configuration: Query-based segmentation using SQL triggers on data change.

3.14. Google BigQuery
• Feature/Setting: Scheduled Queries; Configuration: Routine segmentation with SQL scheduled batch updates.

3.15. Amazon Redshift
• Feature/Setting: Event Triggers/Lambda Integration; Configuration: Push segment changes to downstream systems.

3.16. Mixpanel
• Feature/Setting: Cohort Analysis; Configuration: Auto group accounts based on activity.

3.17. Tableau
• Feature/Setting: Data Source Filters & Calculated Fields; Configuration: Create real-time dashboards segmenting B2B entities.

3.18. Datorama
• Feature/Setting: Data Streams & Segmentation; Configuration: Rules engine for segment mapping.

3.19. Zendesk Sell
• Feature/Setting: Smart Lists and Triggers; Configuration: List segmentation by history and engagement.

3.20. ActiveCampaign
• Feature/Setting: Dynamic Contact Segments; Configuration: Segmentation using deal & contact data.

3.21. Outreach
• Feature/Setting: Account Scoring and Smart Views; Configuration: Criteria-based segment assignment for targeted engagement.

3.22. Monday.com
• Feature/Setting: Automation Blocks; Configuration: Status-based account segmentation automations.

3.23. NetSuite
• Feature/Setting: Saved Searches & SuiteFlow; Configuration: Triggering customer group assignment on field update.

3.24. Klaviyo
• Feature/Setting: Segments API; Configuration: Programmatic creation/refresh of B2B segments based on recent order data.

Benefits

4.1. Target high-value B2B partners precisely for exclusive offers.
4.2. Accelerate go-to-market via instant cross-team visibility on segment shifts.
4.3. Reduce compliance risk by region- or license-aware targeting.
4.4. Enhance sales conversion with predictive, behavior-driven segmentation.
4.5. Drive retention from personalized, timely engagement initiatives.
4.6. Free sales and marketing teams from manual effort, speeding up growth.
4.7. Harmonize data-driven actions across CRM, ERP, and analytics environments.