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 profile

Drill down into detailed information for a customer, explore AI-generated summary and opportunities.

In the customer segmentation table, click a customer link to open the Customer profile page.

See Review a customer profile.

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, select 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 activities

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

Create CRM activities for customers you want to follow up with, without leaving Sales Insights. You can create a task, meeting, phone log, or business note for one or more customers at the same time.

1. In the customer segmentation grid, select one or more customers.
2. In the bulk actions bar, select Create CRM activities.
3. Select the type of activity you want to create:

   • Task
   • Meeting
   • Phone log
   • Business note
4. Enter the activity details. The available fields depend on the activity type. For example, you can assign an owner, set dates and times, link the activity to a campaign, or add a description.
5. Select Add. A separate CRM activity is created for each selected customer.

Create CRM activities from customer segments

When the activities are created, a confirmation bar appears. Select View activities to open them in CRM. You can also open CRM > Activities from the Phocas menu to view and manage them.

See Activities for more information about working with activities in CRM.

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