RFM SegmentationTarget 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
Better QuotesOptimise your Quote-to-Order Workflow
Grow Faster with Shared GoalsAccurately set goals & targets against revenue and orders
Magic Matrix AnalysisStrategically upsell and cross-sell with Prospect’s Magic Matrix
Faster Order TakingTake more orders in less time - without duplicating data entry
Track InventoryKnow what stock is available today & in the future
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
RFM Analysis is a technique used by many organisations to segment customer data. But for B2B Wholesalers and Distributors, it's a game-changer!
Understand what Recency, Frequency, and Monetary value (RFM) analysis is and how to apply it to your customer base to send the right messages to the right customers at the right time.
RFM analysis is a powerful strategy for customer segmentation using customer and sales data. RFM analysis that is regularly calculated and automated across the entire customer base enables businesses to evaluate customer spending behaviour across three areas; recency, frequency, and monetary value. This data can then be turned into valuable insights for driving growth in B2B wholesale and distribution businesses.
When your RFM analysis is automated and constantly recalculating your data, you can better understand which customers to prioritise. With hundreds or even thousands of customers, it can be easy to lose sight of where to focus your efforts first, but it’s essential to have this calculated in real-time for the most up to date picture. From who is spending the most, to who is slipping away and who you need to win back, RFM analysis is the ultimate tool to drive growth.
Automated RFM analysis monitors customers spending behaviour in real-time
Win back your churning customers so they continue to buy from you
Increase average order value through promoting additional products to upsell
Use RFM analysis to help onboard new customers so they become a regular buyer
RFM analysis helps you maximise the lifetime value of your customers - essential for businesses that rely on order repeatability
Nurture prospective customers into hot 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 seamlessly, accommodating growing datasets and evolving customer segments without requiring any updates or new expertise.
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 insight, businesses are equipped to make better decisions based on data rather than guesswork.
Businesses can compete more effectively in their industries by using RFM analysis, differentiating themselves to stay one step ahead of the competition.
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 it's calculated, the benefits and limitations of 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!