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What are "segments", and what can I do with them, and what should I be doing with them?

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"Segments" are groups of clients that have something in common. You can make however many segments you want, any segment can contain any number of clients, and any client can be in any number of segments.

For any given segment, you can see what that segment's total lifetime sales are, the average sales per client, and how many orders clients in that segment have placed. You can also download a list of clients in that segment as an Excel spreadsheet if you want to send them a print mailing, and you can email any segment or set of segments any email blast you set up in the system.

Here are some of the segments we have in Quintify's own database:

  • Bill-by-the-hour
  • Monthly hosting payer
  • in North Carolina
  • Pleasure Island Chamber of Commerce member
  • Quintify::Virtual Assistant prospects

Business coach Reggie Shropshire has used his segments to keep track of invitees to seminars he is going to give. As people sign up, he moves them from an "invitee" segment into an "accepted" segment, so that when he sends an email reminder to the invitees (using his Quintify database system) he doesn't have to resend it to those who have already accepted. He also has segments for those who respond saying they can't make it, for those who actually attend, and for those who said they would be there but ended up not making it. Then, over time, he can look at his very segments to see how each has performed.

Reggie's Quintify database allows him and his team to easily move people from one segment to another and to create new segments on the fly.

Clients can also be segmented by industry, company size, importance, RFM (recency / frequency / monetary), or any other criteria you want.

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