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Grow your sales with RFM Analysis - the #1 strategy for B2B product sellers

Segment your customers

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.

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Focus on the right customers

When 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.

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Benefits of Automated RFM Analysis

Benefits of Automated RFM Analysis

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 

Key Features of RFM Analysis for Small Businesses

Foundation for Growth

Foundation for Growth

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.

Scalability

Scalability

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.

ROI Maximisation

ROI Maximisation

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.

Informed Decision-Making

Informed Decision-Making

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.

Competitive Advantage

Competitive Advantage

Staying one step ahead of the competition is supported by RFM Analysis which helps businesses differentiate themselves in a crowded industry.

Comparing CRM Software

When there are so many CRM systems to choose from, it can be difficult to know which system is right for you.

Get a side-by-side comparison of the top-rated CRM vendors so you can weigh up your options and find the best CRM for your type of business.

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Users who love CRM with RFM Analysis Software

ID Management Systems Limited

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

Wiley's Finest UK Ltd

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

Evolution Packaging Products 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

Trusted by wholesale
businesses worldwide

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RFM Analysis Blogs and Resources

RFM Analysis

The Complete Guide to RFM Analysis

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.

RFM Analysis Webinar

RFM Analysis Webinar

Didn't get chance to watch our RFM Analysis webinar? Watch it back below (& share with any colleagues who might be interested too!)

RFM Analysis Metrics

RFM Analysis Metrics

What does RFM mean and how does the scoring work? Our helpful RFM Metrics & Scores infographic explains all!

RFM Segmentation Insights

RFM Segmentation Insights

Here's a handy chart of all the RFM Segments, plus some actionable tips for each which you can start implementing today!

Using RFM Analysis for Growth

Using RFM Analysis for Growth

Check out our blog on how you can use RFM Analysis to grow sales in your Wholesale, Distributor or Manufacturing business!

FAQs

Recency, Frequency, and Monetary value (RFM) analysis is a customer segmentation method used by organisations to identify and prioritise customers based on their buying behaviour for more targeted campaigns.
Use RFM Analysis to segment customers into cohorts, then develop tailored engagement strategies based on their purchasing behaviour. For example, you could look to re-engage at-risk customers to prevent churn with a win-back campaign.
RFM Analysis is built into Prospect CRM and is available to customers on Professional and Advanced subscriptions!
Analyse where your customers sit in the RFM segments to send highly targeted marketing campaigns to drive retention, loyalty and sales growth. Take a look at this article for more ideas on the types of campaigns you could run based on each RFM segment.

Take your next step towards efficiency with RFM Analysis - available in Prospect CRM

With built-in RFM Analysis, Prospect CRM helps you better target and market to your regular, repeat ordering customers, and save those you're at risk of losing - before it's too late.

See for yourself.