In B2B marketing, finding and connecting with the right business clients can be tough. Many...
Are you wasting time and money on marketing that doesn’t hit the right people? Many businesses struggle because they don’t fully understand their customers. Without the right customer segmentation software, you could be sending the wrong message to the wrong audience and missing out on sales.
That’s why using the right tool matters. Customer segmentation software helps you break your audience into clear groups, so you can target each one with the right message, at the right time. It helps improve your marketing, boost your sales, and grow your business.
In this article, you’ll discover what makes great customer segmentation software, what features to look for, and how top tools compare—so you can pick the best one for your business.
Looking to understand RFM customer segmentation? Read "RFM Customer Segmentation: Importance and How to Use It."
What is Customer Segmentation Software?
Customer segmentation software is a tool that helps businesses divide their customers into smaller groups. These groups are based on things like age, location, shopping habits, or interests. Instead of treating all customers the same, businesses can talk to each group in a more personal way.
The software works by collecting and analyzing customer data. It looks at information such as how often people buy, what they buy, or how they interact with a website. This helps businesses find patterns and understand their customers better.
By using customer segmentation software, businesses can create better marketing campaigns, improve customer service, and increase sales by focusing on what each group of customers really wants.
Why Businesses Use Customer Segmentation Tools
Businesses use customer segmentation tools to better understand their customers and make smarter marketing decisions. These tools help divide customers into smaller groups based on shared traits, so companies can speak to each group more effectively.
Here are some key reasons why businesses use customer segmentation tools:
To Create Targeted Marketing Campaigns: By knowing what different customer groups want, businesses can send messages that match their needs. This leads to higher engagement and more sales.
To Improve Customer Experience: Segmentation tools help personalize communication, allowing businesses to recommend products or services based on customer interests, making the experience feel more personal and valuable.
To Boost Sales and Conversions: When businesses send the right offers to the right people, customers are more likely to buy. Segmentation makes it easier to run promotions that appeal to specific groups.
To Save Time and Resources: Instead of guessing, businesses use data from segmentation tools to focus their efforts. This means less wasted marketing and a better return on investment.
To Support Different Business Goals with Various Tools: Businesses may use different types of segmentation tools, such as CRM systems, customer data platforms (CDPs), or revenue intelligence software. Each tool helps meet specific goals, like improving customer service, analyzing buying behavior, or tracking sales performance.
B2B Software Options for Customer Segmentation
1. Revenue Intelligence Software
Revenue intelligence software is a category of tools that collect and analyze sales, customer, and financial data to provide insights on how businesses generate revenue. These tools pull information from CRMs, financial records, and customer interactions to improve visibility into revenue streams.
In B2B settings, revenue intelligence software is often used to segment accounts based on financial metrics such as revenue contribution, customer lifetime value (CLV), deal size, and profitability trends. This allows B2B companies to identify high-impact accounts, detect churn risks, and find upsell opportunities within existing customers.
The key benefit of this software category is its ability to help businesses focus on the most valuable customer segments. It enables sales and marketing teams to prioritize accounts, improve targeting, and make revenue-driven decisions that increase efficiency and profitability.
Core features of revenue intelligence software include:
Sales forecasting to predict revenue based on past and current pipeline data.
Churn analysis to identify accounts likely to disengage or cancel.
Deal scoring to rank opportunities based on the likelihood to close and expected revenue.
Revenue attribution to map which marketing or sales activities drive revenue.
Pipeline health monitoring to detect bottlenecks and gaps in the sales funnel.
Account segmentation by financial value, such as grouping by profitability or growth potential.
Real-time dashboards and reporting for leadership and revenue teams to track KPIs.
180ops is a revenue intelligence platform designed specifically for B2B organizations. It uses AI, machine learning, and account-based data to help sales, marketing, and leadership teams make revenue-focused decisions.
With 180ops, businesses can segment accounts by growth potential, churn risk, buying readiness, and financial impact. The platform provides clear, data-backed insights that help prioritize accounts and guide both sales and marketing actions for B2B companies.
2. Customer Data Platforms (CDPs)
Customer Data Platforms (CDPs) are systems that gather and unify customer data from various sources into one centralized database. They create a single customer view by combining data from websites, CRM, email systems, and other channels.
In B2B, CDPs help segment customers by pulling together both firmographics (company size, industry) and behavioral data (engagement, product usage). This allows businesses to create more accurate customer segments based on how companies interact and where they are in the buying journey.
The benefit of using CDPs is precision. CDPs give B2B marketers and sales teams unified, up-to-date profiles that make targeting and personalization much more effective.
CDP features like real-time data unification, identity resolution, and audience segmentation help businesses create firmographic and behavioral segments. For example, accounts can be segmented based on industry, buying signals, or engagement scores, allowing teams to target accounts with tailored messaging.
3. CRM Systems with Segmentation Features
CRM systems with segmentation features are platforms that manage customer relationships while also enabling users to group accounts or contacts into segments. They store data related to customer interactions, sales activities, and contact details.
In B2B, CRMs help segment leads and accounts based on pipeline stages, sales history, industry, or account size. This makes it easier for businesses to focus on warm leads or strategic accounts that are more likely to convert or grow.
The benefit of using CRMs for segmentation is alignment. Sales and marketing teams work from the same system, improving lead prioritization and nurturing efforts.
CRM features like tagging, list creation, and custom fields let users create segments such as “enterprise accounts,” “repeat buyers,” or “at-risk accounts.” These segments help sales reps and marketers deliver relevant follow-ups and campaigns based on the account’s position in the sales funnel.
4. Standalone Customer Segmentation Tools
Standalone customer segmentation tools are specialized platforms focused only on creating customer groups based on specific data points. They don’t offer CRM or full analytics, but are designed to build precise segments for targeting.
In B2B, these tools are valuable when a business needs advanced segmentation but already has separate CRM or analytics systems. They help divide accounts based on clear criteria like industry, buying patterns, or customer engagement levels.
The benefit of this category is laser focus. Businesses get deeper, cleaner segmentation without the extra complexity of bundled systems.
Features like customizable segmentation models, multi-criteria filters (e.g., revenue size, deal cycle length), and exportable segment lists allow B2B companies to create refined audience groups. These can then be used to run highly targeted campaigns or sales outreach.
5. AI-Powered Predictive Analytics Tools
AI-powered predictive analytics tools use machine learning to identify patterns in customer data and predict future behavior. They automatically update segments as new customer data flows in.
In B2B, these tools are used to create dynamic segments based on predictive factors like likelihood to convert, churn risk, or upsell potential. They go beyond static rules and adjust to changing customer behaviors.
The key benefit here is adaptability. B2B companies can build forward-looking segments that guide sales and marketing to act before competitors do.
Features such as clustering algorithms, churn prediction models, and AI-generated lead scores help B2B teams create segments that respond to real-time signals. For example, accounts showing declining engagement can be flagged for retention efforts automatically.
When to Choose Which Type of Customer Segmentation Software
1. For Data-Driven B2B Sales and Account Insights
When businesses need actionable insights into account performance and revenue trends, Revenue Intelligence Software is a strong choice. It helps segment accounts by profitability, churn risk, and buying readiness. Platforms like 180ops add value here by using AI to prioritize high-value accounts and forecast sales outcomes.
CRM systems with segmentation features are also useful when companies need to manage relationships and categorize customers based on pipeline stages or sales history, directly supporting sales teams.
2. For Centralizing Customer Data Across Multiple Channels
Customer Data Platforms (CDPs) are ideal when businesses need to unify customer data from multiple touchpoints (CRM, website, email, social). CDPs allow companies to build a single view of each account and create firmographic and behavioral segments.
Revenue Intelligence Software like 180ops complements this by layering financial insights and predictive analytics on top of unified customer data, helping teams make segmentation decisions that are revenue-focused.
3. For Streamlining B2B Sales and Marketing Workflows
To align sales and marketing teams under shared customer segments, Revenue Intelligence Software provides cross-functional data such as deal scores and financial metrics. 180ops strengthens this by offering actionable insights for both sales and marketing to target the right accounts together.
Standalone Customer Segmentation Tools can also assist by creating detailed customer segments based on demographics or behaviors, helping to refine campaigns and outreach strategies.
4. For Advanced Behavioral and Predictive B2B Segmentation
AI-Powered Predictive Analytics Tools are suited for businesses aiming to create dynamic, behavior-based segments. These tools predict customer actions like churn or upsell potential, allowing teams to adjust campaigns in real-time.
CDPs support this by continuously feeding diverse customer data into AI models, helping businesses maintain fresh and responsive segments.
5. For Businesses Needing Scalable and Customizable Solutions
When flexibility and deep customization are key, Standalone Customer Segmentation Tools allow businesses to build highly tailored segmentation models without the weight of larger systems.
Revenue Intelligence Software, including 180ops, offers scalability by integrating internal and external data sources while customizing insights based on account size, growth potential, and profitability, making it fit for growing or complex B2B organizations.
Conclusion
Choosing the right customer segmentation software impacts both operational efficiency and strategic decision-making. The right tool enables businesses to refine targeting, personalize engagement, and optimize resource allocation. As technology advances, AI-driven insights and automation further improve segmentation precision. Investing in the right solution is not just about data management—it's about enabling smarter, data-driven growth.
180ops is a B2B revenue intelligence platform built on account-based customer data. It helps businesses segment accounts by buying readiness, growth potential, churn risk, and financial impact. With AI, machine learning, and integration with key internal and external data sources, 180ops provides clear insights to guide sales, marketing, and executive teams.
Contact us to discover how 180ops can help drive revenue growth and improve customer segmentation.
FAQ
What Is Customer Segmentation Software?
It groups customers by traits like behavior or demographics. This helps businesses personalize marketing, improve engagement, and make data-driven decisions.
Why Do I Need Customer Segmentation Software?
It helps you target the right audience, improve customer engagement, and boost sales. It also saves time and resources by focusing efforts on the right customer groups.
What Are The Key Features of Customer Segmentation Software?
Key features include data integration, AI-driven insights, customer grouping, real-time reporting, and CRM or marketing tool integration.
How Do I Choose The Right Customer Segmentation Software?
Check your business needs, budget, and the tools you already use. Look for software that is easy to use, scalable, and offers useful insights.
How Much Does Customer Segmentation Software Cost?
Costs range from free to over $1,000 per month, depending on features. Small businesses may pay $50–$200 monthly, while larger solutions cost more.
