Customer Segmentation

Store customer information in Daylite

Vimeo

By loading the video, you agree to Vimeo's privacy policy.
Learn more

Load video

Experience Daylite live

Exclusively for Mac, iPhone & iPad

Customer Segmentation

Store customer information in Daylite

Experience Daylite live

Exclusively for Mac, iPhone & iPad

Vimeo

By loading the video, you agree to Vimeo's privacy policy.
Learn more

Load video

  1. Home
    2.  » 
  2. Daylite CRM for Mac, iPhone & iPad
    3.  » 
  3. Daylite Features
    4.  » Customer SegmentationPage 11
or.png

Qualify customers

Use keywords and definable fields to store information on customers that’s conducive to your needs.

gor.png

Recommendation Management

Define relationships between your customers, whether that’s through referrals or external relationships.

zor.png

Segment and share customers

Create intelligent segments of your current and prospective clients to share with your team.

Distinct customer information can be used as a filter

Make Daylite your own personal business solution by creating your own relevant fields. Search and filter based on keywords or additional criteria you’ve defined.
In Daylite, everything works synonymously with one another and can be used as filter criteria.
Get as detailed as you’d like when it comes to sourcing contacts, with criteria such as: “All customers from Berlin, who you haven’t had contact within the last 6 months, that have an annual turnover of more than a million and are interested in your product in Variant B.”
Daylite answers the most complex questions and lets you create intelligent lists that fill automatically.

Most important features

  • Categories and keywords: Centrally managed, freely inheritable categories and keywords
  • Extra fields & forms: Ability to create custom fields with different attributes (text, currency, numbers, popups, etc.)
  • Linking: All objects in Daylite can be linked to a contact, allowing you to see related projects, tasks, or sales opportunities
  • Segmentation: Contacts can be grouped according to any freely definable criteria
  • Shared Lists: Split lists allow specific customer segments to be shared with different internal teams
  • Networking of contacts: People and companies can be reflected based on their relation to one another – allowing you to see the networking of contacts
  • Role concept: Freely define relationship types between people and companies

Related topics:

 

Experience Daylite and the Plugins live

Book our Online-Webcasts

Experience Daylite live

Learn more

Daylite Academy Courses

HelpCenter Articles

This function belongs to the section: Close More Deals.

 

Blog Entries | Close More Deals