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More focus with flexible customer segmentation

Written by Erik Ledeboer on . Posted in Exact Online

An important success factor for driving your business is to be able to divide your (potential) customers in relevant segments. Focus on those segments in which your business can and will be most successful! Every business is different so each business can have different segmentation (also named: classification) criteria  which are applicable to their accounts. One business often divides her target group in multiple ways because each segment requires a different sales and marketing approach.

Now general available: Extended account classification
Marketing fields that already existed in Exact Online on the account card are for example Sector, Subsector, Company size, Business type, Source and there was one so-called Classification field which could freely be used for any other classification purposes. To provide you much more flexibility to classify your accounts this old classification field has now been replaced by 8 new classification fields.  Each classification field can have its own label (description) so users will easily understand the meaning of the field. For example:
AccountClass2

Targeted marketing and better reporting
As the new classification fields can be used for filtering in the account search, contact search, account overview, contact overview and marketing lists this enables you to execute your marketing activities like e-mailings to a more targeted audience. The new classification fields can also be used in lots of overviews which results in more accurate insights. Supported overviews are:

(Financial)
• Financial transaction search
• Debtor outstanding items
• Debtor ageing analysis
• Debtor balance list
• Debtor print reminders
• Link accounts to financial entry template

(Logistics)
• Invoice history
• Print invoices
• Sales analysis
• Purchase analysis
• Link accounts to price lists

(Subscriptions)
• Generate subscription invoices
• Update subscription prices
• Print subscriptions
• Search subscriptions

(Activities)
• Overview activities: Search requests

Feedback
If you have any feedback on these innovations just place a comment on this blog or send an e-mail directly to Erik Ledeboer (erik.ledeboer@exact.com).

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