Segmentation is the process of taking data with a lot of disparate values and creating smaller segments to target more effectively.
Common attributes to segment include: Title, Industry, Annual Revenue, Number of Employees
Openprise provides reference tables in Data Catalog -> Open Data for each of the above listed attributes.
- Data Essentials: It is highly recommended that you implement Data essentials to cleanse, standardize and normalize your data prior to segmenting your data.
- Optional: Enrichment - to provide more comprehensive data on records for full segmentation
Segmentation is recommended prior to more complex use cases, such as routing, particularly if routing requires region, industry, or similar segmentations.