Zoho CRM customer segmentation setup
Budget: €10 – €75 EUR
Hello,
I have a company that I have been operating using Zoho Books for the past 5 years. I recently signed up to Zoho One. I'm setting up my Zoho CRM, Inventory and some other software to improve my business.
I need someone to setup extremely accurate customer segmentation RFM fields. Note that it is manual segmentation not the automatic version. Please also note that I want the RFM setting up one time so that it is dynamic so I do not always need to keep changing the values and updating it. I want all the records to show a label, representing the status of the account i.e loyal customer, etc.
Please note that I want this setting up using the accounts module, utilising the data coming from Zoho Books integration. The data used must be based on the invoice creation date, and grand total of invoice transactions.
To do this job properly, you will need to look at my business, understand the business model, check some reports and other data to understand what kind of metrics you will need to use. I do have some reports on Zoho Analytics which may help for this.
You must have a lot of experience with this RFM segmentation setup. This job is confidential, I do not want it using in your portfolio. Your bid price must be your final price. No automatic bidding please. Thank you.
I have a company that I have been operating using Zoho Books for the past 5 years. I recently signed up to Zoho One. I'm setting up my Zoho CRM, Inventory and some other software to improve my business.
I need someone to setup extremely accurate customer segmentation RFM fields. Note that it is manual segmentation not the automatic version. Please also note that I want the RFM setting up one time so that it is dynamic so I do not always need to keep changing the values and updating it. I want all the records to show a label, representing the status of the account i.e loyal customer, etc.
Please note that I want this setting up using the accounts module, utilising the data coming from Zoho Books integration. The data used must be based on the invoice creation date, and grand total of invoice transactions.
To do this job properly, you will need to look at my business, understand the business model, check some reports and other data to understand what kind of metrics you will need to use. I do have some reports on Zoho Analytics which may help for this.
You must have a lot of experience with this RFM segmentation setup. This job is confidential, I do not want it using in your portfolio. Your bid price must be your final price. No automatic bidding please. Thank you.