Take action on customer segments

Open segmentation data in other tools, create CRM tasks, and export data for use outside Phocas.

After identifying opportunities in the segmentation view, use these actions to follow up with customers and explore your data further.

Open a customer scorecard

If your administrator linked the database to a customer scorecard dashboard during setup, you can click a customer in the segmentation summary table to open that scorecard. This helps you view detailed information for that customer, explore related insights, and drill down deeper into the data.

Open a customer segment in Flex Modes

From the customer segmentation grid, open a customer segment in Flex Modes. This passes the customers in the selected segment to Flex Modes as a filter, so you can analyze their transactions, products, and trends in more detail.

1. In the customer segmentation chart, identify the segment you want to analyze.

2. Click Open in Flex Modes at the bottom of the customer segmentation grid.

Flex Modes opens with the selected customers applied as a filter. You can then explore their data in more detail using the analytics grid.

Create CRM tasks

You need a CRM license to use this functionality. See Licenses and CRM.

When using the customer segmentation grid, create CRM tasks for customers that require follow-up without leaving Insights.

1. Go to your customer segmentation chart.

2. Select one or more customers in the grid.

3. Use the bulk actions bar to select Create task/tasks.

4. Enter the task details and confirm. A task is created in CRM for each selected customer. To see the tasks in CRM, click View tasks in the confirmation message that appears at the top of your screen, or navigate to CRM using the Phocas sidebar menu.

Create CRM tasks from customer segments

Export data

Export your customer segmentation data when you want to use it in another system or for further analysis. Download the data as a CSV file, which you can open in spreadsheet tools such as Excel.

Click the Export button in the configuration bar, next to the filter button, then download and open the file.

Exporting customer segmentation data as a CSV file