Customer Segmentation & Prioritization
Saved views over one linked customer record, filtered by tier, health, region, or any synced field.
Segmentation runs on DataViews: saved, shareable views over the linked account record, filtered by tier, health, region, or any synced field.
A segment is a view your team defines over one record, the same record support, document, and CRM signals already land on. It replaces the report someone used to rebuild per product every quarter.
How it works.
Today, your team builds saved views to work its accounts by the fields that matter, on records that stay linked across systems.
When Account Health Scoring lands, those same fields stop being filters on a list and start deciding what gets worked first.
Where it shows up.
In DataViews today. Prioritization that acts on a segment (routing weight, alert thresholds, SLA targets) arrives with the scoring engine.