Segmentation

How segmentation creates benefits

The segmentation feature in Vertec allows you to group contact addresses based on freely definable keywords, industries, postal codes, etc. This allows you to create precise target groups for campaigns, events or mailings, which significantly increases business value in marketing and sales. The feature utilizes the system of keyword folders, the CRM address structure, and customizable additional labels.

• Targeted group formation (e.g. by industry, interest, customer/lead)
• Efficient planning and execution of campaigns, mailings and events
• Seamless integration into existing address structure using keyword folders

How segmentation works

Segmentation via marketing measures

Vertec supports you in planning, executing and evaluating typical marketing measures such as campaigns, mailings or events. Segmentation plays a key Role in this process: You provide contacts with freely selectable keywords, such as customer, lead, supplier, or sort them by industry, interest potential or size. This segmentation is the basis for targeted campaign management and can be used in newsletter tools such as MailChimp, for example.

Use of keyword folders

In Vertec, folders can be marked as keyword folders. Subfolders of this folder are then used as keywords that you can assign to any entries, such as addresses or projects. Change to the folder name automatically affects all assigned entries. You can also define whether the assignment should be exclusive (one entry only in one subfolder) or inclusive.

CRM address structure as a basis

The additional feature “Remote Folder CRM” creates a basic structure for addresses and CRM data in Vertec. It includes, for example, keyword folders for industries, address types such as customer, supplier or other, categories for contacts or newsletter distribution lists. This structure provides the basis for targeted segmentation in address management.

Integrate segmentation into your processes

• Assigning matching keywords (e.g. industry, address type, contact category) via the CRM address structure
• Creation of target group-specific segments for marketing measures such as mailings, events, greeting cards, etc.
• Automated export of your segments to tools such as MailChimp or Word mail merges

Operational and economic benefits

Segmentation helps you avoid wastage and ensures that your marketing and sales communications are relevant and efficient. Group contacts into keyword-based groups saves time and increases the impact of your actions – whether sending invitations, event follow-up or targeted newsletters.