Segmentation and CRM strategy by customer lifecycle stage. Managing potential, active, and loyal customers.
Customer lifecycle refers to the stages from first contact to purchase and loyalty. Segmenting by these stages helps you set the right communication and offer strategy.
Potential customer: Not yet purchased but in contact. Marked in CRM as lead or prospect; follow-up and quote processes are tailored for this segment.
Active customer: Has purchased; target for repeat or cross-sell. Personalized offers and campaigns based on order history and preferences.
Loyal customer: Repeat purchases and high satisfaction. Strengthen the relationship with special terms, priority support, or loyalty programs. CRM reports enable segment-level sales and collection analysis.
In short: Customer lifecycle and segmentation form the basis of your CRM strategy. When customer data, order history, and communication are in one platform, segmentation becomes data-driven.
Effective CRM strategies increase customer satisfaction and boost sales. Practical tips and best practices for managing customer relationships.
How to move from approved quote to sales order in one click. Software features and best practices that shorten the sales cycle.
How to prioritize open orders and overdue collections. Building a daily priority list with sales and finance modules.