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  • Frances Blackie

How to Segment Customers on Zoho CRM


A graphic showing how segmentation takes place with Zoho CRM

Segmenting your customer base is an essential part of any business. By dividing your customers into different categories, you can better understand their needs and cater to them in a more personalized way. This not only improves customer satisfaction but also helps your sales team focus on the most relevant leads.


In this blog post, we will discuss the benefits of customer segmentation and show you how to create segmentations in Zoho CRM.


Why is customer segmentation important?

a photo of FWRD CRM mascot bot with a question mark

There are many reasons why customer segmentation is important. First and foremost, it allows you to better understand your customer base. By segmenting your customers, you can learn more about their individual needs and desires. This information is essential in developing targeted marketing campaigns that will resonate with your audience. Additionally, customer segmentation can help you improve customer satisfaction.


By catering to the specific needs of each customer segment, you can ensure that each customer has a positive experience with your brand. Finally, customer segmentation can help you boost sales. By focusing your sales team on the most relevant leads, you can increase close rates and drive revenue growth.


How to create customer segmentations in Zoho CRM



Creating customer segmentations in Zoho CRM is easy and can be done in just a few steps. First, log into your Zoho CRM account and click on the “Segments” tab. Next, click on the “Create Segment” button. This will open a new window where you can specify the criteria for your segmentation.


To start, give your segmentation a name and description. Then, select the customer module you want to use for your segmentation. You can segment your customers by their location, industry, or any other custom field. Once you have selected the module, specify the criteria for your segmentation. For example, you can segment your customer by country or by the size of their company.


After you have specified the criteria for your segmentation, click on the “Save” button. Your customer segmentation will now be saved and you can view it by clicking on the “Segments” tab.


Segmenting your customer base is an essential part of any business. By dividing your customers into different categories, you can better understand their needs and cater to them in a more personalized way. This not only improves customer satisfaction but also helps your sales team focus on the most relevant leads.


So far in this post, we have discussed the benefits of customer segmentation and shown you how to create segmentations in Zoho CRM. customer segmentation will now be saved and you can view it by clicking on the “Segments” tab.


How does Zoho CRM's segmentation differ from its competitors like HubSpot?


One of the key differences is that Zoho CRM allows you to segment your customer base by location, industry, or any other custom field. Additionally, customer segmentation can help you improve customer satisfaction.

By catering to the specific needs of each customer segment, you can ensure that each customer has a positive experience with your brand. Finally, customer segmentation can help you boost sales. By focusing your sales team on the most relevant leads, you can increase close rates and drive revenue growth.


Here are some of the biggest differences between Zoho CRM's segmentation against HubSpot:

  • Zoho CRM allows you to segment your customer base by location, industry, or any other custom field.

  • Zoho has a step-by-step process that makes it easy to create customer segments

  • The user interface is easier to understand

  • Helpful guides are available throughout your segmentation creation

Need help with your Zoho CRM?


If you need help getting started with customer segmentation in Zoho CRM, contact our team of experts today. We would be happy to walk you through the process and answer any questions you may have.



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