MARKETING FRAMEWORK FOR CUSTOMERS CLASSIFICATION
DOI:
https://doi.org/10.32782/pdau.eco.2025.3.8Keywords:
marketing, customer classification, machine learning, clustering, decision tree, error matrix, marketing strategies, management, adaptation, efficiency, competitivenessAbstract
Customer classification is a pivotal tool in modern marketing, aimed at optimizing business strategies through consumer segmentation and behavior prediction. The purpose of this study is to analyze the theoretical foundations of customer classification, practical machine learning algorithms, and their application in building predictive models. The paper explores methods such as decision trees (C4.5, ID3), the 1R algorithm, k-nearest neighbors (KNN), Random Forest, and clustering techniques for identifying customer groups with similar characteristics. Using a case study of a travel agency, the research demonstrates how analyzing age and income data enables the identification of optimal advertising materials for different customer segments. The study emphasizes evaluating model quality through metrics (Accuracy, Precision, Recall, F1-score, AUC-ROC) and analyzing confusion matrices, which are critical for minimizing financial losses caused by prediction errors. Marketing strategies (mass, concentrated, differentiated marketing) and their alignment with classification results are discussed in detail. The conclusions highlight the necessity of integrating classification models into decision-making systems to enhance customer loyalty, reduce churn, and maximize revenue. This work holds practical value for marketers, data analysts, and managers seeking to transform data into competitive advantages.
References
Класифікація. Словник української мови. URL: https://slovnyk.ua/index.php?swrd=класифікація
Mykhailichenko M., Lozhachevska O., Smagin V., Krasnoshtan O., Zos-Kior M., Hnatenko I. Competitive strategies of personnel management in business processes of agricultural enterprises focused on digitalization. Management Theory and Studies for Rural Business and Infrastructure Development. 2021. Vol. 43(3). P. 403–414.
Задача класифікації. URL: https://uk.wikipedia.org/wiki/Задача_класифікації
Binary Classification. LearnDataSci. URL: https://www.learndatasci.com/glossary/binary-classification/
Шість порад для фахівців-початківців з машинного навчання. UAspectr. URL: https://uaspectr.com/2021/05/31/shist-porad-dlya-fahivtsiv-pochatkivtsiv-z-mashynnogo-navchannya/
Zhyvko Z., Nikolashyn A., Semenets I., Karpenko Y., Zos-Kior М., Hnatenko I., Klymenchukova N., Krakhmalova N. Secure aspects of digitalization in management accounting and finances of the subject of the national economy in the context of globalization. Journal of Hygienic Engineering and Design. 2022. Vol. 39. P. 259-269.
1R Algorithm. James Tharpe. URL: https://www.jamestharpe.com/1r-algorithm/
C4.5. GitHub. URL: https://github.com/barisesmer/C4.5?tab=readme-ov-file#c45
k-Nearest Neighbors (KNN). IBM. URL: https://www.ibm.com/think/topics/knn
Random Forest. IBM. URL: https://www.ibm.com/think/topics/random-forest
Sklearn Iterative Dichotomiser 3 (ID3) Algorithms. GeeksforGeeks. URL: https://www.geeksforgeeks.org/sklearn-iterative-dichotomiser-3-id3-algorithms/
Прогностична модель схильності: Дізнайтеся про поведінку клієнтів. Zfort. URL: https://www.zfort.com.ua/blog/prognostichna-model-skhilnosti-diznaitesya-pro-povedinku-kliyentiv-za
Customer Churn Rate. Zendesk. URL: https://www.zendesk.com/blog/customer-churn-rate/
Метод SABONE: Як продавати новий продукт. ABest Agency. URL: https://abest.agency/tpost/3muasco981-metod-sabone-yak-prodavati-novii-produkt
Process Communication Model (PCM) Introductions. LemanSkills. ULR: https://lemanskills.com/process-communication-model-pcm-introductions/
Customer Lifetime Value (CLV). Qualtrics. URL: https://www.qualtrics.com/experience-management/customer/customer-lifetime-value/
Customer Insight. TechTarget. URL: https://www.techtarget.com/searchcustomerexperience/definition/customer-insight-consumer-insight
Олійник А. С., Толочій О. Р., Щербина Ю. В. Ефективність проєктного менеджменту сучасних підприємств в умовах диджиталізації. Вісник Полтавського державного аграрного університету (Серія «Економiка, управлiння та фiнанси»). 2024. Випуск 2. С. 61-66.
Clustering. Solix. URL: https://www.solix.com/uk/kb/clustering/
Driver and Kroeber Quantitative Expression of Cultural Relationships. University of California Publications in American Archaeology and Ethnology. Berkeley, CA: University of California Press, 1932. P. 211–256.
Zubin J. A technique for measuring like-mindedness. The Journal of Abnormal and Social Psychology. 1938. №33(4). P. 508–516.
Tryon R. C. Cluster Analysis: Correlation Profile and Orthometric (factor) Analysis for the Isolation of Unities in Mind and Personality. Edwards Brothers. 1939. P. 212–215.
Cattell R. B. The description of personality: Basic traits resolved into clusters. Journal of Abnormal and Social Psychology. 1943. № 38(4). P. 476–506.
Какурінов К. В., Чернікова Н. М., Долина Р. М. Цифрові технології̈ в управлінні маркетинговою діяльністю підприємства. Вісник Полтавського державного аграрного університету (Серія «Економiка, управлiння та фiнанси»). 2024. Випуск 2. С. 36-43.
Терещенко І.О., Буряк О.М. Оцінка та удосконалення маркетингової збутової політики підприємств аграрної сфери. Вісник Полтавського державного аграрного університету (Серія «Економiка, управлiння та фiнанси»). 2024. Випуск 1. С. 28-35.
Accuracy, Precision, and Recall. Google Developers. URL: https://developers.google.com/machine-learning/crash-course/classification/accuracy-precision-recall?hl=uk
Матриця невідповідностей і метрики. URL: https://dumnyj.eu/blog/matrytsia-nevidpovidnostej-i-metryky/
Recall. Kolena Docs. URL: https://docs.kolena.com/metrics/recall/
F1-Score Guide. V7 Labs. URL: https://www.v7labs.com/blog/f1-score-guide
F1-Score. Flowhunt. URL: https://www.flowhunt.io/glossary/f1-score/
ROC Curve. DataTab. URL: https://datatab.net/tutorial/roc-curve
Classification. Slovnyk ukrainskoi movy [Ukrainian Language Dictionary]. URL: https://slovnyk.ua/index.php?swrd=класифікація
Mykhailichenko, M., Lozhachevska, O., Smagin, V., Krasnoshtan, O., Zos-Kior, M., Hnatenko, I. (2021). Competitive strategies of personnel management in business processes of agricultural enterprises focused on digitalization. Management Theory and Studies for Rural Business and Infrastructure Development, 43(3), 403–414.
Classification problem. URL: https://uk.wikipedia.org/wiki/Задача_класифікації
Binary Classification. LearnDataSci. URL: https://www.learndatasci.com/glossary/binary-classification/
Six tips for aspiring machine learning specialists. UAspectr. URL: https://uaspectr.com/2021/05/31/shist-porad-dlya-fahivtsiv-pochatkivtsiv-z-mashynnogo-navchannya/
Zhyvko, Z., Nikolashyn, A., Semenets, I., Karpenko, Y., Zos-Kior, M., Hnatenko, I., Klymenchukova, N., Krakhmalova, N. (2022). Secure aspects of digitalization in management accounting and finances of the subject of the national economy in the context of globalization. Journal of Hygienic Engineering and Design, 39, 259-269.
1R Algorithm. James Tharpe. URL: https://www.jamestharpe.com/1r-algorithm/
C4.5. GitHub. URL: https://github.com/barisesmer/C4.5?tab=readme-ov-file#c45
k-Nearest Neighbors (KNN). IBM. URL: https://www.ibm.com/think/topics/knn
Random Forest. IBM. URL: https://www.ibm.com/think/topics/random-forest
Sklearn Iterative Dichotomiser 3 (ID3) Algorithms. GeeksforGeeks. URL: https://www.geeksforgeeks.org/sklearn-iterative-dichotomiser-3-id3-algorithms/
Propensity Model: Learn about customer behavior. Zfort. URL: https://www.zfort.com.ua/blog/prognostichna-model-skhilnosti-diznaitesya-pro-povedinku-kliyentiv-za
Customer Churn Rate. Zendesk. URL: https://www.zendesk.com/blog/customer-churn-rate/
SABONE Method: How to sell a new product. ABest Agency. URL: https://abest.agency/tpost/3muasco981-metod-sabone-yak-prodavati-novii-produkt
Process Communication Model (PCM) Introductions. LemanSkills. URL: https://lemanskills.com/process-communication-model-pcm-introductions/
Customer Lifetime Value (CLV). Qualtrics. URL: https://www.qualtrics.com/experience-management/customer/customer-lifetime-value/
Customer Insight. TechTarget. URL: https://www.techtarget.com/searchcustomerexperience/definition/customer-insight-consumer-insight
Oliinyk, A. S., Tolochii, O. R., Shcherbyna, Y. V. (2024). Efficiency of project management of modern enterprises in the conditions of digitalization. Bulletin of Poltava State Agrarian University (Series "Economics, Management and Finance"), 2, 61-66.
Clustering. Solix. URL: https://www.solix.com/uk/kb/clustering/
Driver and Kroeber (1932). Quantitative Expression of Cultural Relationships. University of California Publications in American Archaeology and Ethnology. Berkeley, CA: University of California Press. P. 211–256.
Zubin, J. (1938). A technique for measuring like-mindedness. The Journal of Abnormal and Social Psychology, 33(4), 508–516.
Tryon, R. C. (1939). Cluster Analysis: Correlation Profile and Orthometric (factor) Analysis for the Isolation of Unities in Mind and Personality. Edwards Brothers. P. 212–215.
Cattell, R. B. (1943). The description of personality: Basic traits resolved into clusters. Journal of Abnormal and Social Psychology, 38(4), 476–506.
Kakurinov, K. V., Chernikova, N. M., Dolyna, R. M. (2024). Digital technologies in enterprise marketing management. Bulletin of Poltava State Agrarian University (Series "Economics, Management and Finance"), 2, 36-43.
Tereshchenko, I. O., Buriak, O. M. (2024). Evaluation and improvement of marketing sales policy of agricultural enterprises. Bulletin of Poltava State Agrarian University (Series "Economics, Management and Finance"), 1, 28-35.
Accuracy, Precision, and Recall. Google Developers. URL: https://developers.google.com/machine-learning/crash-course/classification/accuracy-precision-recall?hl=uk
Confusion Matrix and Metrics. URL: https://dumnyj.eu/blog/matrytsia-nevidpovidnostej-i-metryky/
Recall. Kolena Docs. URL: https://docs.kolena.com/metrics/recall/
F1-Score Guide. V7 Labs. URL: https://www.v7labs.com/blog/f1-score-guide
F1-Score. Flowhunt. URL: https://www.flowhunt.io/glossary/f1-score/
ROC Curve. DataTab. URL: https://datatab.net/tutorial/roc-curve