Function documentationProduct Segmentation

 

Product segmentation is a flexible way of grouping products. In a similar fashion to a target group, a product segment contains all products that possess a particular combination of product attributes. Unlike product groups, which are a static division of products, product segmentation enables you to work with dynamic attributes. A product segment can, for instance, include products that you have sold in the last three months and with which you have made more than USD 10,000 revenue.

Product segmentation simplifies both campaign planning as well as the creation of condition records in trade promotion management:

  • Campaign planning

    You can use product segments in a campaign to simplify key figure planning. You assign a product segment to the campaign and can then carry out planning based on all products contained in the segment.

  • Condition records in trade promotion management

    If you assign product segments to a condition record, you reduce the maintenance effort required for generating conditions since you do not have to link individual products with conditions. A condition record is then valid for all products within a product segment.

Prerequisites

  • You have created an InfoSet for the product segmentation.

    When segmenting products, you do not have direct access to set type data. Instead, you must work with the InfoSet data source. For segmenting product data, SAP delivers the sample InfoSet CRM_MKTTG_PRODUCT_GEN. For more information, see Standard InfoSets for Use in Segmentation and Editing Data Sources and Attribute Lists .

  • You have made the settings in Customizing for Customer Relationship Management, by choosing Start of the navigation path Marketing Next navigation step Segmentation End of the navigation path.

Features

  • You can merge and intersect product segments or remove the products of one product segment from another.

  • You can split or reduce product segments according to certain rules.

  • You can export the product segment to a file. You can also import products to a product segment.

  • You can schedule the generation of product segments to run in the background. You can also schedule the generation to run periodically in the background.

  • You can deduplicate individual product segments or all product segments of a segmentation model and can set a priority for the deduplication.

  • You can work with segmentation bases to control user authorization.

  • You can assign the statuses Active, Inactive, and Modeling Completed to your product segments.

Activities

  1. Select Product as the segmentation object.

    The segmentation object tells the system whether the data belongs to a product or a business partner.

  2. Create a segmentation model with the usage Conditions.

  3. Open the graphical modeling and create a segment based on the product attributes.

    You can refine the segment as often as required and can check at any time how many products fulfil the selection criteria within the segment.

  4. Create a product segment based on the segment.