This feature allows you to monitor the purchasing behavior of your contact base registered in Zenvia Customer Cloud, helping to evaluate the effectiveness of applied strategies and identify necessary actions. The Success monitor serves as a tool for analyzing and tracking data based on your registered customers, providing better monitoring and control of each customer’s engagement.

⚠️ Attention: To fully utilize the Success monitor feature, it is recommended to integrate with an ERP system. Additionally, the Success Monitor is available for Administrator/Operator user profiles. 

Remember, it is important to keep the contact base in the Contacts module updated, as it contains detailed customer behavior information that is reflected in the Success Monitor.

To access this feature, go to Zenvia Customer Cloud > Analytics > Success monitor.

Data is presented according to each contact grouping, as explained below:

Best Customers

Displays the total number of contacts in this category, which is the sum of contacts in the Champion + Loyal groupings.

Got potential

Displays the total number of contacts in this category, which is the sum of contacts in the Potentially Loyal + Recent groupings.

Attention priority 

Displays the total number of contacts in this category, which is the sum of contacts in the At Risk + Needs Attention + Can’t be lost groupings.

💡 Tip: For all contact groupings listed above, you can not only view the information but also click Create automation to initiate a new action for these customers.

Additionally, you can click Download report to generate a CSV file and perform a deeper analysis of the data.

Customer cluster - RFM classification

The RFM classification considers the criteria of Recency, Frequency, and Monetary Value to categorize customers and identify the group with the highest return potential. Contacts grouped in this table are classified according to the date of the last purchase, frequency (number of times the customer made purchases/interacted with the company), and average ticket value (average purchase amount).

For example, the Champion grouping will appear at the top of the table, showing the total number of contacts, followed by other groupings in succession.

💡 Tip: To learn more about RFM, understand existing contact groupings, and how to classify your own, refer to this documentation.

Sales - RFM classification

In this final section, you will find the general purchase data for your entire contact base in Zenvia Customer Cloud. This data is presented according to the applied time filter and classification criteria: Recency, Frequency, and Value. All monetary values are approximate.

• Recency
  Average time since the last purchase.

• Frequency
  Total number of orders placed during the period.

• Monetary value (Average ticket)
  Average purchase amount - approximate.

• Revenue
  Approximate total purchase value.

The selectable periods include:

• Yesterday;

• Last 7 days;

• Last 15 days;

• Last 30 days;

• Last 45 days;

• Last 60 days;

• Last 90 days;

• Custom (you can define the period to filter).

Done! You have reviewed all your contact data.