Not all customers want the same song on repeat – and neither should your pricing or promos! With Customer Groups in Unleashed, customer groups unleashed software allows you to personalise sales, boost profits, and keep every buyer dancing to their own beat. Want better margins and happier customers? Keep reading—we’ll show you how.

Understanding Customer Groups in Unleashed

In the bustling world of B2B sales, treating every customer the same is like offering one-size-fits-all shoes—someone’s bound to get blisters. Enter Customer Groups in Unleashed, your secret weapon for tailoring interactions, pricing, and promotions to fit each unique client perfectly.

The Benefits of Using Customer Groups

Streamlined Customer Management

Imagine juggling a dozen balls at once. Without a system, you’re bound to drop one. Customer Groups in Unleashed act as your extra set of hands, keeping everything organised and ensuring no customer feels neglected.

Targeted Marketing

Sending the same marketing message to everyone is like casting a wide net and hoping for the best. By segmenting your customers, you can craft messages that resonate, turning prospects into loyal patrons.

Efficient Pricing and Discount Application

Manually adjusting prices for each client? That’s a recipe for errors and headaches. With Customer Groups, set it once and let Unleashed handle the rest, ensuring consistency and fairness across the board.

Key Features for Customer Groups

Group Creation and Management

Setting up groups in Unleashed is as easy as naming your favorite playlists. Whether it’s “VIP Clients” or “Seasonal Shoppers,” create and manage them effortlessly.

Assigning Customers to Groups

With a few clicks, assign customers to their respective groups. It’s like sorting your contacts into folders—simple, intuitive, and incredibly effective.

Setting Up Customer Groups in Unleashed

Creating and Managing Customer Groups

Defining Group Criteria

Start by identifying common traits among your customers. Are they bulk buyers? Frequent shoppers? Define these criteria to make grouping straightforward.

Assigning Customers to Groups

Once your criteria are set, slot your customers into their groups. Unleashed’s user-friendly interface makes this process a breeze.

Applying Group-Specific Pricing and Discounts

Configuring Group-Based Price Lists

Tailor your pricing strategies to each group. Whether it’s offering discounts to loyal customers or setting premium prices for exclusive products, Unleashed has you covered.

Setting Group-Specific Discounts

Reward your customers appropriately. Set up discounts that apply automatically, ensuring your best clients always get the best deals.

Using Customer Groups for B2B Management

Managing Group-Specific Sales and Orders

Applying Group-Specific Terms

Different strokes for different folks. Set payment terms, delivery schedules, and other specifics tailored to each group’s needs.

Tracking Group Sales Performance

Keep a pulse on how each group is performing. Unleashed’s analytics provide insights that help you make informed decisions.

Communication and Marketing to Customer Groups

Targeted Email Marketing

Craft emails that speak directly to each group’s interests and needs. Personalised communication fosters stronger relationships and drives sales.

Group-Specific Promotions

Launch promotions that cater to specific groups. Whether it’s a holiday sale for retailers or bulk discounts for wholesalers, targeted promotions hit the mark.

Best Practices for Customer Groups

Maintaining Accurate Group Data

Regular Group Updates

Businesses evolve, and so do customers. Regularly review and update your groups to reflect current realities.

Data Validation

Ensure the information you have is accurate. Clean data leads to better decisions and more effective strategies.

Optimizing Group-Based Strategies

Analyzing Group Performance

Dive into the data. Understand which groups are thriving and why, then replicate that success across the board.

Refining Group Criteria

As you gather more insights, refine your group definitions to better align with your business goals and customer behaviors.

Enhancing Unleashed with TideConnects

While Unleashed offers robust tools for customer segmentation, integrating with TideConnects takes your eCommerce operations to the next level. TideConnects seamlessly bridges Unleashed with various eCommerce platforms, automating data synchronization and streamlining processes.

For instance, if you’re using platforms like Shopify or WooCommerce, TideConnects ensures that your inventory levels, orders, and customer data are consistently updated across all systems. This integration reduces manual data entry, minimises errors, and provides real-time insights into your operations.

By combining Unleashed’s Customer Groups with TideConnects’ integration capabilities, you create a cohesive system where personalised customer management meets efficient eCommerce operations. It’s like having a well-oiled machine that not only understands your customers but also delivers seamless service across all touchpoints.

Incorporating TideConnects into your Unleashed setup ensures that your customer segmentation efforts are complemented by synchronised data and automated workflows, leading to enhanced efficiency and customer satisfaction. Read more about how TIDE can support you on our B2B Solutions page.