Hi, we want to be able to segment both company and contact records based upon deal activity within a certain amount of time.
Taking the Ecommerce model of RFM data - Recency, Frequency and Monetary we want to segment based on things like
If someone places 2 or more orders in the last 6 months make them a VIP customer
If someone places £50,000 or more within the last 12 months, make them VIP
If someone places more than 2 orders per month on a consistent basis, make the VIP
Other examples needed that there doesn’t seem to be a straight forward approach
If someone isn’t a new customer (has previously ordered before a 6 month period) and then orders twice in the last 6 months, make them a retained customer
If we have a lapsed customer - e.g. they haven’t ordered within 12 months, and then they order, make them status= winback customer.