Customer segmentation

Say goodbye to one-size-fits-all customer success with targeted, scalable journeys and communications that match your customers’ needs, lifecycle stages, industries, and health scores.

Better customer experiences start with segmentation

Customer segmentation dashboard screenshot - ChurnZero

“I love the way all of my accounts are organized, how I can create an endless number of segments based on the identifiers I need most, and how I can create plays for my accounts.” – Alondra P., via G2

Segment customers by:

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Active customers

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Account status

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Customer size/product type/industry

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Customers who use/don’t use specific features

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Churned customers (why, when, where they went, and more)

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Customer sentiment

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New, mature, at-risk customers

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Customers with decreased license utilization

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Negative/positive NPS scores

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Contact-specific lists

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Decision makers at accounts

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Admins at accounts

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Customers with upsell potential

“I love the ability to build very rich, specific segmentation on application usage. The ability to set success goals with customer outreach gives ease to understanding the full impact of our outreach.” – Sean Z., via G2

Why customer success teams love ChurnZero segmentation

CSMs

use segments to drill down to their own book of business.

Customer success leaders

can review team-specific segments to better understand the health of the customer base.

Customer revenue leaders

can target revenue initiatives by customer type, tier, or behavior to maximize ROI on team efforts.

Agentic AI that knows your business inside out.

ChurnZero’s AI Knowledge Sources is an industry-first capability that connects your AI agents directly to the knowledge your team already relies on, so they understand your business as well as your customer data.

The more info your agents have, the smarter they get. AI Knowledge Sources adds another critical layer: your company’s documentation, playbooks, and product knowledge.

By connecting your internal and external knowledge sources (e.g., Zendesk or Confuence), ChurnZero AI agents become even smarter digital teammates, automatically referencing trusted sources as they analyze customer interactions, recommend next steps, and help you scale.

See how ChurnZero’s segmentation can transform your customer engagements