Sortment

Sortment is a warehouse-native Lifecycle Marketing and CRM platform designed to automate audience segmentation and multichannel campaign execution. The solution integrates directly with an organization's data warehouse to facilitate real-time access to customer behavior and transactional data without requiring manual data extraction or engineering intervention.

Key Capabilities

• Warehouse-Native Data Access: Connects directly to the primary data source (e.g., Snowflake, BigQuery) to eliminate data silos and ensure that segments are built on the most current user behavior and product events.
• Behavioral Audience Builder: Enables lifecycle teams to create granular customer segments and attributes derived from event-based data, transaction history, and product usage patterns.
• Multichannel Journey Orchestration: Supports the design and deployment of automated, multi-step customer journeys across Email, Push Notifications, SMS, WhatsApp, and In-App channels.
• AI-Assisted Operations: Employs AI agents to assist with audience discovery, content generation, and performance tracking, intended to reduce manual campaign configuration time.
• Outcome-Based "Quests": Provides a framework for teams to define specific business goals (such as improving onboarding conversion or increasing repeat purchases) and align automated actions toward those outcomes.

Audience & Use Cases

• Audience: CRM managers, growth marketers, and lifecycle marketing analysts.
• Use Case: Automating User Onboarding and Activation sequences based on real-time product interactions.
• Use Case: Implementing Churn Prevention and Winback campaigns by identifying at-risk segments through behavioral analysis.
• Use Case: Scaling Upsell and Cross-Sell initiatives by leveraging transactional data to trigger personalized offers.

Technical Specifications

• Data Integration: Warehouse-native architecture (direct connection to data stores).
• Communication Channels: Email, Push, SMS, WhatsApp, and In-App messaging.
• Automation Framework: Supports trigger-based events and scheduled batch processing.