Customer Segmentation Model (RFM)Target the right customers at the right time
Problem TrackingTurn every problem into an amazing customer experience
IntegrationsIntegrate your Prospect CRM Free Trial to your Inventory/Accounting system
Quoting SoftwareOptimise your Quote-to-Order Workflow
Grow Faster with Shared GoalsAccurately set goals & targets against revenue and orders
Cross-sell & Upsell MatrixStrategically upsell and cross-sell with Prospect’s Magic Matrix
Faster Order TakingTake more orders in less time - without duplicating data entry
The Growth EngineMaximise sales growth with the CRM Growth Engine
Missing Order AlertsIdentify at-risk customers before you lose them for good
Opportunity TrackingTrack sales performance with ease
End-to-End ReportingTrack performance by customer, product or salesperson
Stock-Aware CRMWhat is it, why you need it & how it will grow your product business
B2B Portals & Web ShopsOur trade portals offer integrated account details online
Get Orders 24/7Extend your business hours so customers can do business with you at any time
Content ManagementQuickly & easily make changes to your website as and when you need to
Sales Growth Strategies in B2B Sector ReportDownload the latest report for analysis and insights into the sales processes, strategies and opportunities within UK B2B SME firms
The Growth Playbook ScorecardAnalyse your growth performance to take control & drive your B2B sales success
CRM Comparison GuideCompare built-in features, weigh up star ratings & hear from real customers
"What is Stock-Aware CRM?" eBookDiscover how you can increase sales by 25% without a single new customer with a Stock-Aware CRM!
Understanding the Recency, Frequency, and Monetary Value (RFM) of your customer base helps you to send the right messages to the right customers at the right time, making your business more reactive to churning customers.
Segmenting customer data is a technique used by many organisations to manage unpredictable spending patterns. But for B2B Wholesalers and Distributors, RFM Analysis is a game-changer!
Recency, Frequency and Monetary Analysis transforms customer and sales data into valuable insights that simplify your customer segmentation strategy. By regularly calculating the buying patterns of your entire customer base using an automated system, RFM Analysis enables product sellers to evaluate customer behaviour across three areas; recency, frequency, and monetary value. Using these insights, you can deliver more focused communications and start driving growth.
Take a free 14-day trialWhen your database is overcrowded with hundreds or even thousands of customers, RFM Analysis will automatically recalculate your data, from who is spending the most to who is slipping away, so you never lose sight of where to focus your efforts first. Maintaining real-time awareness of your customer data is the key to winning back lost customers and building stronger relationships with those slipping through the net, making RFM Analysis the ultimate tool to drive growth in B2B wholesale, distributor and manufacturing businesses.
Take a free 14-day trial
Track customer spending behaviour in real-time so you can take proactive measures for quick results with RFM online
Win back your churning customers for continuous revenue growth
Identify opportunities for product promotion and upsell to increase average order value
Elevate your onboarding process so new customers quickly become regular buyers
Maximise the lifetime value of your customers and ensure confidence in order repeatability
Shorten the sales cycle by nurturing prospective customers into profitable opportunities
RFM segmentation provides a solid foundation for businesses to truly understand their customer base. Segmenting customers based on purchasing behaviour forms the basis for tailored marketing strategies and enhanced customer relationships.
As businesses expand, RFM Analysis scales accordingly to accommodate growing datasets. Evolving customer data is imported seamlessly without the need for manual updates or new expertise, making RFM online simple.
Online RFM analysis allows smaller business to allocate their resources more effectively by pinpointing the best opportunities for targeted marketing efforts, maximising return on investment.
RFM Analysis helps SMEs make smarter decisions. With data-driven insights, businesses are better equipped to have confidence in commitments that are validated by data rather than guesswork.
Staying one step ahead of the competition is supported by RFM Analysis which helps businesses differentiate themselves in a crowded industry.
When there are so many CRM systems to choose from, it can be difficult to know which system is right for you.
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I think the CRM system is brilliant. It's effortless and the Dashboard is a great feature that doesn't need any time to glance over and see where our customers are!
Sophie Holland | Sales Specialist
ID Management Systems Limited
The RFM analysis is very useful - organising your customers by segments, so it's easy to find customers to prioritise attention & checking the loyal customers. A great tool when creating sales/marketing campaigns too.
Maria Barboza | ISR & Brand Ambassador
Wiley's Finest UK Ltd
The Churn Report in Prospect CRM has already enabled us to reactivate 2 customers who we didn't even realise we'd lost!
James Turton | Ops Director
Evolution Packaging Products Ltd
RFM Analysis is a technique by many businesses, but for B2B Wholesalers and Distributors it's a game-changer. Understand what RFM is, how to calculate RFM, and the benefits and limitations of the customer segmentation model our blog on G2.
Didn't get chance to watch our RFM Analysis webinar? Watch it back below (& share with any colleagues who might be interested too!)
What does RFM mean and how does the scoring work? Our helpful RFM Metrics & Scores infographic explains all!
Here's a handy chart of all the RFM Segments, plus some actionable tips for each which you can start implementing today!
Check out our blog on how you can use RFM Analysis to grow sales in your Wholesale, Distributor or Manufacturing business!