In NetEase Foreign Trade, the customized lead/customer grouping function can help users better manage and utilize these resources. The following are detailed clustering steps and reference information:
1. 了解分群的重要性
- Grouping is the classification of user groups based on their attribute characteristics and behavioral characteristics, which helps to observe and analyze user groups more accurately, thereby formulating more effective marketing strategies.
2. 自定义分群的步骤
- Enter the customer management interface
- After logging in to NetEase Foreign Trade, find and click "Customer Management" or related options to enter the customer list interface.
- Select group function
- In the customer list interface, find and click "Group Management" or similar options to enter the group function interface.
- Create new group
- Click the "New Segment" or similar button to start creating a new customer segment.
- Set grouping conditions
- Set filtering conditions for grouping based on business needs. This may include multiple dimensions such as the customer's region, industry, importance, potential, consumption habits, relationships, etc.
- For example, you can select "regional grouping" to group customers according to their region; or "industry grouping" to group customers according to their industry.
- Name and save the cluster
- Give the newly created group a name and save the settings.
3. 分群管理的其他功能
- Query grouping: Provides a quick search function for groups to facilitate users to quickly find specific groups.
- Basic information display: Display the basic information of each group, such as group name, number of people in the group, creator, creation method, etc.
- View detailed information: Including detailed information such as the latest execution status of the group, execution time, total number of people in the group, as well as historical execution information and group creation rules.
- Permission system: Set permissions for group viewing, creation, modification, use, etc. to ensure data security and controllability.
4. 注意事项
- When setting grouping conditions, ensure that the conditions are specific and operable so that customers can be screened and classified more accurately.
- According to changes in business needs, grouping conditions can be regularly adjusted and optimized to maintain the accuracy and effectiveness of grouping.
5. 归纳
Through NetEase Foreign Trade's custom grouping function, users can accurately classify and manage leads/customers based on multiple dimensions. This helps users understand and analyze customer groups more deeply, develop more effective marketing strategies, and improve sales efficiency and customer satisfaction.
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