Customer Segmentation Assessment
Identify your best-fit customers and maximize sales efficiency. Chassi’s Customer Segmentation Analysis combines CRM and ERP data to pinpoint accounts that drive higher win rates, faster expansion, and increased lifetime value (LTV). Gain insights into which segments deserve more focus and which you should deprioritize.
Are you targeting the right customers?
Inefficient targeting holds back growth potential. If your sales and marketing teams are investing resources in accounts that don’t convert or expand, it’s time to get a clear picture of who your ideal customers really are. Understand which segments provide the highest value to maximize efficient growth and stay above the rule of 40.
Inefficiencies slow sales cycles
Gaps and inefficiencies in your sales process can lead to missed opportunities and wasted resources. Without clear insights into where deals stall, it becomes challenging to move prospects smoothly through each stage — ultimately limiting growth.
Poor targeting reduces win rates
Chasing the wrong accounts wastes resources and drags down win rates. By targeting segments that convert and expand faster, you can maximize impact and accelerate growth.
You need data-driven insights to overcome these challenges. Chassi’s experts use our proprietary technology to discover what’s needed to refine your sales focus, accelerate deal velocity, and close more high-value opportunities
Powered by the Chassi platform, guided by our experts
With Chassi’s AI-powered platform and expert analysis, our Customer Segmentation Assessment reveals the segments that drive the highest value and those that should be deprioritized. We help you create an Ideal Customer Profile (ICP) based on real data, optimizing your sales efforts and improving win rates — without straining your team.
Here’s how we do it.
Analyze sales effectiveness and efficiency
Understand how efficient your sales organization is. We evaluate your current sales cycle to identify which parts of the process drive success — and which create delays.
Break down pipeline by source
Evaluate your pipeline by source, including inbound, outbound, and partner leads. Understand which sources contribute the most value, with differences in win rates, deal cycle, and average contract value.
Identify high-value customer segments
Break down your pipeline by customer segments such as industry, employee size, and company size. Determine which segments deliver the highest win rates and where expansion happens fastest to refine your focus.
Create your ICP
Use historical win, retention, and expansion data to develop an ICP that guides your sales strategy. Ensure your team focuses on accounts with the highest growth potential.
Why Chassi?
Chassi doesn’t deliver a traditional assessment. We’re an AI-powered platform that connects directly to your CRM and ERP to analyze and model your processes instantly — delivering insights in weeks, not months.
Here’s why CROs and fund operating teams trust Chassi to optimize their sales strategies.
Data-driven segmentation for better results
Our platform combines CRM and ERP data to deliver deep segmentation analysis so you can target the right accounts and increase win rates.
Seamless integration, virtually no disruption
Chassi integrates directly with your existing systems, requiring minimal effort from your team. We handle the analysis while providing actionable insights and recommendations that your sales team can implement immediately.
Optimize efficiency and drive growth
By identifying high-value segments, Chassi helps you boost efficiency and focus resources where they’ll drive the most growth — leading to faster sales cycles and higher average contract values.
Pick the plan that fits your needs
Minimal commitment, maximum impact
All it takes is 3–5 hours of your time. In just 3–4 weeks, you’ll gain a data-backed understanding of your best-fit customer segments, optimize your sales focus, and drive higher win rates.
Unlock full access with a subscription
With a Chassi subscription, your team gets ongoing visibility into customer segments and sales performance. Run assessments on demand, continuously refine your ICP, and keep your sales efforts aligned with the most promising opportunities.