Actionable Segmentation in Consumer Goods Cloud for Sales

Use actionable segmentation to create actionable lists of customers for outreach initiatives such as product introduction, promotions, follow-up orders, special discounts, and handling returns. Manage your retail business efficiently by prioritizing, managing, and tracking the actionable list created through actionable segmentation. Guide your sales or service agents to effectively engage with customers interested in your products or services such as orders and promotions.

Outreach List

Help your sales agents meet their monthly goal by curating a list of prospective customers including existing customers for orders and promotions, and introducing products. Sales agents use the outreach list to proactively engage with the customers.

Actionable List Members

Help your sales agents view actionable list members or prospects, including existing customers. Set up and assign actionable lists to sales agents. The agents can then engage with the prospects and build trusted relationships with them.

Actionable List Engagement

Help your sales agents engage with the customers for orders, promotions, or visits. Enable agents to complete an engagement without having to leave the sales console. They can record responses, execute various actions, and wrap up the engagement by taking notes and scheduling a followup.