- Texada Knowledge Base
- Sales: Equipment CRM
- Executive - Getting Started
-
Top Searched Articles
-
Release Notes
-
Support & Troubleshooting
-
Onboarding Programs
-
SRM Training Videos
-
Sales: Equipment CRM
-
Service: ServiceLink
-
Rental: SRM
-
Handle CRM
-
Rental: Analytics
-
Rental: GateWay
- Getting Started
- New Administration Panel
- Administration Panel
- Administration Panel - CMS
- Administration Panel - Products, Categories, and Attributes
- Administration Panel - Users
- Administration Panel - Requests
- Customer Access Portal
- Customer Access Portal - Rentals
- Customer Access Portal - Invoices
- eCommerce Websites
- eCommerce Websites - Ordering
- Integrations
-
Rental: Texada Mobile
-
Rental: Texada Pay
-
Rental: Texada Web
-
Rental: WorkFlow
-
Sales: Customer Order to Invoice
-
Sales: iMACS
-
Sales: iQuote
-
Service: Condition Monitoring Portal
-
Service: Equipment Monitoring Toolkit
-
Service: Parts & Service Quoter
-
Service: Service Agreement Quoter
-
Sales & Service: CloudLink
-
Sales & Service: Tools
SalesLink - Executive: Automated Customer Segmentation
We’re willing to bet you haven’t used customer segmentation in 10 years or more. Recent dealer feedback was that this is a game changer with automation. It’s time to rethink how you create and manage campaigns and sales strategy. Don’t miss opportunities - explore how automated segmentation will empower your dealership.
Automated Customer Segmentation
This new functionality automates the segmentation process for equipment and parts & service. Equipment segmentation is based on customer machine population size and last purchase date; Service segmentation is based on Service Loyalty (POLS) and last purchase date. This provides always-updated and ERP sourced (accurate) data that can be used for creating new campaigns, researching customers or developing sales and service strategies.
Who (is this for): Sales & Service Managers, Marketing, Sales Reps
What (is it): Automated Customer Segmentation based on ERP customer data
Why (is this important): This aligns with OEM marketing excellence requirements, and provides a significant new tool-set for creating accurate and current marketing initiatives
When (would you use this): When creating campaigns or new marketing strategies
Where / How (would you use it): SalesLink Executive / SalesLink Rep Landing Page, Customer Profile Page, Advanced Search
Increased Campaign Effectiveness
Customer segmentation is essential to creating effective and relevant sales and marketing campaigns across any dealership. Now, campaigns and sales strategies can be created on the fly with a few clicks and shared across the organization, maximizing revenues and target marketing effectiveness.
OEM Reporting
OEM reporting just got a whole lot easier and more accurate with this new tool, saving time and freeing up valuable dealer resources to focus on customers.
Overview of Segmentation Functionality
Click to view full-size image.