# Create and implement customer segmentation

**URL:** <https://community.hubspot.com/t/create-and-implement-customer-segmentation/85221>\
**Category:** CRM\
**Tags:** professional\
**Created:** [July 12, 2023, 8:57pm UTC](https://community.hubspot.com/t/create-and-implement-customer-segmentation/85221 "2023-07-12T20:57:03Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![AChapin](https://avatars.discourse-cdn.com/v4/letter/a/85e7bf/32.png) [@AChapin](https://community.hubspot.com/u/AChapin)\
**Post date:** [July 12, 2023, 8:57pm UTC](https://community.hubspot.com/t/create-and-implement-customer-segmentation/85221/1 "2023-07-12T20:57:03Z")

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Hello,

I have been tasked with creating tier levels for our existing clients so our CS team knows when to reach out to them.

I want to label each tier based on their total sales and number of orders in a year.

How can I create a property that will label customers “tier 1, tier 2, tier 3” based on this? and how can I apply it to all existing customers?

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**Author:** ![Mike\_Eastwood](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mike_eastwood/32/70075_2.png) [@Mike\_Eastwood](https://community.hubspot.com/u/Mike_Eastwood)\
**Post date:** [July 12, 2023, 10:03pm UTC](https://community.hubspot.com/t/create-and-implement-customer-segmentation/85221/2 "2023-07-12T22:03:29Z")

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Hello @AChapin

[HubSpot’s Account Based Marketing](https://knowledge.hubspot.com/account/get-started-with-account-based-marketing-in-hubspot) will do exactly what you need.

You will need to enable it to add new properties, then a bit of work to categorise your Contacts.

Have fun

Mike

Here to learn more about HubSpot and share my HubSpot Knowledge. I’m the founder of [Webalite](https://www.webalite.com?utm_campaign=community-forum&utm_source=community&utm_content=signature) a HubSpot Partner Agency based in Wellington, New Zealand and the founder of **Portal-iQ** the world’s first automated [HubSpot Portal Audit](https://portal-iq.com?utm_campaign=community-forum&utm_source=community-forum&utm_content=signature) that helps you work smarter with HubSpot.

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**Author:** ![AChapin](https://avatars.discourse-cdn.com/v4/letter/a/85e7bf/32.png) [@AChapin](https://community.hubspot.com/u/AChapin)\
**Post date:** [July 12, 2023, 10:06pm UTC](https://community.hubspot.com/t/create-and-implement-customer-segmentation/85221/3 "2023-07-12T22:06:07Z")

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[@Mike\_Eastwood](https://community.hubspot.com/t5/user/viewprofilepage/user-id/9259) Will this work for Customer Success? I would like it to auto assign a CSM for higher tier customers.

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**Author:** ![Mike\_Eastwood](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mike_eastwood/32/70075_2.png) [@Mike\_Eastwood](https://community.hubspot.com/u/Mike_Eastwood)\
**Post date:** [July 12, 2023, 10:40pm UTC](https://community.hubspot.com/t/create-and-implement-customer-segmentation/85221/4 "2023-07-12T22:40:01Z")

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Sorry @AChapin

I just ran a test in one of our HubSpot Portals and some of the [most useful] functionality is available for Sales Pro users _NOT_ Service Pro Users.

You still have all of the Properties, and the Target Accounts Dashboard, but there are some features that need the Sales pro license to set Stakeholders and Roles.

 ![Mike_Eastwood_0-1689201520040.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/6/e/6e951f763f6649d2fffa88378100062fb4434d46.png)

If you turn on ABM you can’t turn it off again.

Happy to do a screen share if you want to see the features.

Mike