Reference:  Client profiling part and prediction for a growth strategy CRM

“Our customers evolve. We need to have a solution that addresses that in a timely manner.”

Partner in our Client’s company

Client need

A growth strategy experts company experiences that their customers base attitude towards certain products is not constant. Our client is able to evaluate their portfolio at the acquisition phase but is not able to address that the preferences do change and evolve.

Approach

We have developed a segmentation tool solution that utilizes, as an ongoing process, CRM end-client’s features and third-party data and hence provides a base for targeted offer. Thus, both emerging and latent demand can be better unveiled.

Solution

A state-of-the-art machine learning (ML) algorithms provided high accuracy when segmenting client’s customers portfolio into actionable groups. The output was wrapped up as an executable solution to be integrated on-site.

Benefits

  • Executable solution that runs through the whole data-base quickly;
  • Trustworthy automated segmentation tool that matches predefined profiling criteria with high accuracy;
  • The model solution provided deeper customers understanding through the data mining process;
  • Helped enrich the CRM.