Are your best clients slipping away without you noticing? Still treating all your customers the same? That disconnect is silently killing your growth. Find out how to fix it in just minutes with Amazing Business Results segmentation.
Automated segmentation is a process of classifying your customers based on specific behavior and criteria, such as how frequently they buy, how recently they interacted with your company, how much they spend, and so on.
In Amazing Business Results, segmentation is done using the RFM model:
We automatically use these criteria to assign accounts into segments. Likewise, you can apply specific criteria you are interested in.
To set up your segmentation, you require 10 minutes or less. Once you’re done, segmentation updates automatically based on new data. No manual sorting, no spreadsheets, no guesswork.
Important details: Segmentation settings are updated every 24 hours. So, if you make changes and don’t see them immediately, don’t worry! Your CRM is working fine; it just needs time to update and reflect the changes.
Take a look at our video, here we teach you more about the segmentation functionality:
While segmentation isn’t new, automating it puts its power into the hands of smaller companies, without the need for expensive custom development or technical teams.
Here’s why implementing automatic segmentation can boost your company’s growth.
Understanding your customers goes far beyond knowing their names and email addresses. When you implement automated segmentation, you unlock detailed insights into your customers’ behavior, preferences, and value to your business.
For example, by evaluating how recently a customer made a purchase, how frequently they engage with your business, and how much they’ve spent over time, you can easily identify your most valuable customers, (those who bring in the highest revenue and are the most loyal). But equally important, you can also spot those who have stopped buying or whose interactions are falling apart.
This kind of insight helps you build stronger, more relevant relationships. Instead of sending the same messages to everyone, you can personalize communication to match where a customer is in their journey. You’ll be able to:
The result? A smarter business that sees each customer as an individual, not just another entry in a database. And the best part, these insights update automatically, giving you a real-time pulse on your customer base without manual effort.
Today’s consumers expect personalized offers that speak directly to their needs and preferences. With automated segmentation, your sales and marketing teams can finally deliver targeted campaigns that drive action and boost conversion rates.
Let’s look at a few powerful use cases:
The beauty of this system is that everything happens automatically once the segments are defined. Your CRM tracks customer behavior, and the moment someone shifts into a new category, they receive the message crafted for that group.
Customer relationships don’t fade overnight, they fall apart slowly over time thanks to inattention, lack of engagement, or unmet expectations. With automated segmentation, you can detect these early warning signs and take proactive steps before it’s too late.
Imagine this: you log into your CRM and immediately see that several of your formerly top-tier clients haven’t made a purchase in 60+ days. In the past, this might have gone unnoticed. But with live segmentation, you’re alerted right away. That gives you the opportunity to reach out personally, offer help, or provide incentives that bring them back.
Proactive engagement, such as a simple check-in call or a regular email, can make a difference in retention rates and customer lifetime value. Automated segmentation allows you to prioritize relationship-building efforts. Rather than treating every account equally, you can focus on the customers who represent the greatest potential for growth.
Small business owners and teams often wear many hats. Between managing operations, fulfilling orders, and keeping customers happy, there’s little time left for deep data analysis or manual CRM maintenance. That’s why automated segmentation is a game changer.
Instead of spending hours filtering spreadsheets, running reports, or manually tagging contacts, the segmentation tool works in the background 24/7. It continuously reviews customer behavior and reassigns them to the appropriate segment. That means no more delays or outdated lists, your CRM is always freshly updated and ready for action.
This automation saves countless hours each month and reduces reliance on IT support or data analysts. Beyond time, segmentation also reduces errors. In the end, this means your team can spend less time organizing data and more time using it to drive growth.
Informed decisions are the foundation of successful businesses. Automated segmentation gives you clear, actionable insights into customer behavior and trends.
With just a glance at your dashboard, you’ll know:
These insights help you manage resources more strategically. If you see that your Champions make up 10% of your customer base but generate 50% of your revenue, it makes sense to invest in retaining and rewarding them. If a large portion of your clients are slipping away, you know where to focus your win-back efforts.
In short, automated segmentation doesn’t just help you organize your customers. It helps you build a data-informed culture, one where every decision is backed by evidence and designed at driving results.
Implementing segmentation the right way doesn’t just require technical know-how, it takes business experience, strategic thinking, and platform expertise. That’s where we come in.
You don’t have to be a full-time developer or marketing team. At Amazing Business Results, we empower you to use what you already have, with zero fluff and real results.
If you feel like you need a hand, you can get in touch with us! We’ll be happy to support you.