Sales customer segmentation matrix

Boost your sales strategy with this customer segmentation matrix template

This Sales Customer Segmentation Matrix template from Formaloo helps you categorize and prioritize your customer base for more targeted sales efforts.

Who benefits from this template?

• Sales managers
• Business development teams
• Marketing teams

How does this template help?

• Identify high-value customers: Pinpoint your most profitable customers who are also highly engaged with your brand.
• Prioritize customer outreach: Focus your sales efforts on the customer segments with the highest potential return on investment (ROI).
• Tailored sales strategies: Develop targeted sales strategies for each customer segment based on their value and engagement level.

Customer segmentation model:

The template categorizes customers into four groups based on value and engagement:

• High-value, High-engagement: These are your most important customers. They generate significant revenue and are actively engaged with your brand.
• High-value, Low-engagement: These customers bring high value but may not be as actively engaged. They might be infrequent buyers who spend a lot per purchase.
• Low-value, High-engagement: These customers are frequently engaged with your brand, but their purchases generate lower revenue. They might be frequent website visitors who make small purchases.
• Low-value, Low-engagement: These customers generate low revenue and are not very engaged with your brand.

Customize the template for your business:

Easily modify the pre-defined questions in the template to match your specific customer data and sales goals.

Analyze your data with charts:

The template automatically generates charts to help you visually evaluate customer feedback and analyze trends within each customer segment.

Filter, sort, and analyze:

• Filter your customer data based on specific criteria.
• Sort your data to see customer segments ranked by value or engagement.
• Analyze responses with easy-to-understand charts.