Customer Matrix: Categorization & Targeting Strategy

Introduction

In today’s competitive business landscape, understanding your customers is more critical than ever. A Customer Matrix - a strategic framework for categorizing and targeting different customer segments - helps businesses optimize marketing efforts, enhance customer experience, and drive revenue growth. By analyzing factors such as demographics, purchasing behaviour, and engagement levels, companies can develop tailored strategies to meet diverse customer needs. Effective customer segmentation enables businesses to allocate resources efficiently, personalize marketing campaigns, and strengthen customer loyalty. Moreover, a well-structured targeting strategy ensures that the right message reaches the right audience at the right time, increasing conversion rates and long-term retention. Whether for B2B or B2C markets, leveraging a customer matrix empowers organizations to make data-driven decisions, adapt to changing consumer trends, and stay ahead of competitors. In this training program, we explore how businesses can implement a Customer Matrix to maximize growth and customer satisfaction.

How you will benefit

  • Understand how to categorize and identify customers of A, B, C and D
  • How to build customer matrix and strategy for each category
  • Plan and approach techniques for each category
  • Bridge the gap between departments of sales & marketing

Who should attend

RBNC designed this program for all levels of management, from Country Managers to Sales Force Effectiveness Managers and First-line Managers

What you will cover

  • The importance of categorizing customers in your sales plan
  • How it is impact to your sales performance and KPIs
  • The importance of customer matrix in market and business development, channel development, KOL/Referral development

  • Evaluate the potential and adoption criteria
  • Quantify criteria for the matrix
  • Assess the product penetration for each customer
  • Techniques to approach each customer category

Group exercise 1:

  • Each team has to choose 4 existed customers to categorize in A, B, C and D.
  • Map out approach techniques to leverage and maximize all marketing tools at your organization

Group exercise 2:

  • Each team has to choose 4 new customers to categorize in A, B, C and D.
  • Map out approach techniques to leverage and maximize all marketing tools at your organization

Ready to enroll

Course information

Customer Matrix: Categorization & Targeting Strategy

To discuss your Corporate Training needs, please speak to one of our Global Business Advisors by completing the following form

Your information

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If you enroll more than one person on the same course you will automatically receive a 10% discount (per person).

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