Not all of your customers are going to have the same needs, or offer the same value to your company. That is where customer segmentation comes in; your customers will benefit from receiving the level of help and attention they need, and you can make sure your time and efforts are spent in the most efficient and effective ways!

Segmenting Your Customers in Planhat

Planhat lets you segment your customers in ways that are almost limitless!

You can choose to segment based on factors such as revenue and licenses, basic customer data, custom data that you choose to add into Planhat, CSM scores, your custom KPIs (or calculated metrics), and NPS scores.

If you don't know how to create a customer segment, click here to learn how!

Ways to Segment Your Customers

What types of customer segments you create will be based on your customer base, product, and your CS strategy. So take some time to think through But here are some of the most common ways to segment your customers, and what you can do with those segments in Planhat.

1. Segment based on Revenue or Subscription Plan

If you have different levels of revenue and/or subscription plans then this is one of the easiest and most straightforward ways to segment your customers. There is an obvious difference in value that the customers in each subscription tier offer your company. This type of segment can then inform your strategy.