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How Does RMOS™ Unify Segmentation with VoC?

RMOS™ (Revenue Marketing Operating System) brings segmentation, data, and Voice of the Customer (VoC) together in one operating model. It turns personas, firmographics, behaviors, and customer feedback into a single, shared segmentation framework that guides strategy, journeys, playbooks, and dashboards across marketing, sales, and customer success.

Explore the Revenue Marketing Index Take the Revenue Marketing Assessment (RM6)

RMOS™ unifies segmentation with VoC by defining a common segmentation schema (personas, buying groups, lifecycle stages, needs-based segments), mapping VoC signals into that schema, and operationalizing it in your data, technology, and playbooks. Instead of separate “CX segments” and “campaign segments,” RMOS™ creates one view of the customer that combines who they are, how they behave, and what they say—so every program and dashboard uses the same truth.

What Matters for RMOS™ + VoC Segmentation?

Shared segmentation strategy — RMOS™ aligns marketing, sales, CX, and product on one hierarchy of segments: markets, accounts, buying groups, personas, and lifecycle stages—all of which can be enriched with VoC data.
VoC as a core data domain — VoC isn’t an add-on. Within RMOS™, it becomes a defined data domain with owners, standards, and connections into MAP, CRM, CDP, and analytics platforms.
Unified taxonomies & fields — RMOS™ standardizes fields (persona, segment, lifecycle, intent, risk, opportunity themes) so VoC attributes and scores can plug directly into your segmentation model.
Activation in journeys & playbooks — VoC-informed segments drive RMOS™ playbooks for acquisition, onboarding, adoption, renewal, and expansion—ensuring feedback flows into actual actions, not just insight decks.
Measurement & governance — RMOS™ connects segments and VoC to revenue dashboards, making sure performance is tracked by segment, persona, and key VoC themes and governed over time.
Maturity-based roadmap — Using RM6 and the Revenue Marketing Index, RMOS™ gives you a staged roadmap for evolving from basic demographic segmentation to VoC-rich, revenue-linked segments.

The RMOS™ Segmentation + VoC Playbook

Use this sequence to move from disconnected feedback and lists to a unified, VoC-powered segmentation framework inside RMOS™.

Align → Design → Map Data → Activate → Measure → Optimize → Govern

  • Align on the RMOS™ model: Start with RMOS™ pillars and your revenue marketing strategy. Agree on core segments (industries, tiers, products, lifecycle stages, personas) and how they connect to your RM6 maturity goals.
  • Design a unified segmentation schema: Define how accounts, buying groups, and contacts roll up into segments. Identify which levels should be enriched with VoC (e.g., persona-level pains, account-level satisfaction, segment-level themes).
  • Map VoC into the data layer: Connect surveys, NPS/CSAT, interviews, win/loss notes, reviews, and usage feedback into your RMOS™ data architecture. Standardize fields so VoC signals (scores, themes, intent, risk) are available for segmentation.
  • Activate VoC segments in systems: Implement the schema in MAP, CRM, and analytics: persona and segment fields, VoC tags, risk/opportunity flags, and journey triggers that are all aligned with RMOS™ process and technology layers.
  • Measure performance by VoC segment: In your revenue marketing dashboard, report pipeline, win rate, NRR, and expansion by segment and key VoC themes. Use this to prioritize which segments get new plays, content, or product work.
  • Optimize with RMOS™ playbooks: Use RMOS™ playbooks to test different motions (education, save, expansion, advocacy) for VoC-defined segments and route learnings back into your segmentation and journey design.
  • Govern and evolve: Establish a cross-functional council to maintain segment definitions, VoC taxonomies, and RMOS™ configuration. Use RM6 and the Revenue Marketing Index to guide quarterly updates and track maturity.

RMOS™ Segmentation + VoC Maturity Matrix

Capability From (Ad Hoc) To (Operationalized in RMOS™) Owner Primary KPI
Segmentation Strategy Lists and personas defined in slides Codified RMOS™ segmentation framework aligned to RM6 and growth strategy Marketing Strategy / RevOps % of programs using standard segments
VoC Integration VoC stored in CX tools only VoC fields and scores mapped into RMOS™ data layer and shared schema CX / Data / RevOps Accounts & contacts with VoC-enriched profiles
System Configuration Different segments in MAP, CRM, and CS Unified RMOS™ fields and picklists across MAP, CRM, CS, and analytics Marketing Ops / Sales Ops / CS Ops Field alignment & data quality scores
Journey & Playbook Activation Generic lifecycle nurtures and renewals VoC-informed RMOS™ playbooks for acquisition, onboarding, adoption, renewal, and expansion Demand Gen / CS Leadership Pipeline, renewal, and expansion by segment
Dashboards & Insight Fragmented reporting by channel or function Revenue dashboards showing performance by segment, persona, and VoC theme RevOps / Analytics Leader adoption of segment-based views
Governance & Maturity Infrequent, tactical changes RMOS™ governance model with RM6-based roadmap and quarterly VoC + segmentation reviews CMO / CRO / CXO RMOS™ segmentation maturity score (Index / RM6)

Client Snapshot: RMOS™ Segmentation + VoC Lift Pipeline Quality

A global B2B organization used RMOS™ to standardize segments across MAP, CRM, and CS, then layered in VoC data from win/loss, NPS, and product feedback. By redefining its “strategic,” “growth,” and “at-risk” segments with shared criteria, they redesigned plays and dashboards across teams. The result: a double-digit increase in qualified pipeline from priority segments and more focused investment in segments with the highest VoC-defined growth potential. For a deeper look at how disciplined revenue marketing drives impact, explore Transforming Lead Management: How Comcast Business Optimized Marketing Automation and Drove $1B in Revenue and benchmark your own maturity with the Revenue Marketing Index.

When RMOS™ unifies segmentation with VoC, every program, playbook, and dashboard is anchored in the same understanding of your customers—what segments they belong to, how they behave, and what they’re telling you in their own words.

Frequently Asked Questions about RMOS™, Segmentation, and VoC

What is RMOS™ in the context of segmentation and VoC?
RMOS™ (Revenue Marketing Operating System) is a structured way to connect strategy, people, process, data, technology, and metrics. For segmentation and VoC, it defines how customer segments are created, enriched with feedback, activated in systems, and measured against revenue outcomes.
How does RMOS™ keep segmentation and VoC from becoming separate projects?
RMOS™ treats segmentation and VoC as core components of the same operating system. It standardizes taxonomies and fields, embeds VoC in the data layer, and ensures both are reflected in playbooks and dashboards—so you don’t end up with a “CX view” of customers and a separate “campaign view.”
Where do RM6 and the Revenue Marketing Index fit?
RM6 and the Revenue Marketing Index help you assess how mature your RMOS™ model is across segmentation, data, and VoC. They give you benchmarks and a roadmap for moving from basic lists to VoC-enriched, revenue-linked segments.
What systems need to reflect RMOS™-aligned segments?
At a minimum, your MAP, CRM, and customer success platform should share the same segment fields and VoC attributes. Over time, analytics, data warehouses, and product systems should also map to the RMOS™ schema so everyone is working from the same definition of high-value, growth, and at-risk segments.
How does RMOS™ affect our dashboards?
RMOS™ encourages you to design dashboards that show pipeline, win rate, NRR, and expansion by segment, persona, and VoC theme—not just by channel. Resources like Execution & Playbooks: What Metrics Belong in a Revenue Marketing Dashboard? help you align metrics with your RMOS™ segmentation model.
How do we get started unifying segmentation and VoC with RMOS™?
Start by documenting your current segments and VoC sources, then use the Revenue Marketing Assessment (RM6) to understand your maturity. From there, design a simple, shared segmentation schema, map VoC into it, and prioritize a handful of high-impact use cases to activate in your RMOS™ roadmap.

Make RMOS™ the Link Between Segmentation, VoC, and Revenue

We’ll help you design an RMOS™ roadmap where unified segments and VoC insights power playbooks, dashboards, and growth decisions.

Explore the Revenue Marketing Index Take the Revenue Marketing Assessment (RM6)
Explore More Revenue Marketing & RMOS™ Resources
Revenue Marketing Index Revenue Marketing Assessment (RM6) Revenue Marketing eGuide Key Principles of Revenue Marketing What Is Revenue Marketing? Pedowitz RM6 Insights Execution & Playbooks: What Metrics Belong in a Revenue Marketing Dashboard?

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