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RFM Customer Segmentation 

Start tracking the Recency, Frequency, and Monetary Value (RFM) of your customers so you always know where efforts are best spent. Access CRM’s RFM tool lets you segment by customer behavior and monitor brand loyalty to stay in control of your retention strategy.

Exceed sales targets with RFM Analysis

Value-based segmentation

Automate your customer segmentation strategy, personalize your communications, and transform simple data into operative insights with RFM analysis. Our customer segmentation tool calculates the behavior of your customer base by recency, frequency, and monetary value, so you can tailor your communication and marketing strategy with data-driven guidance. With regularly generated insights, you can maximize the lifetime value of existing customers and drive real sales growth.

Understand your customers

Taking charge of a crowded customer database can be difficult without automation, so RFM Analysis lets you oversee all spending patterns without manual effort. With undisturbed visibility of all customer interactions and orders, Access CRM’s RFM tool helps you reactivate lost customers and engage with churn-risks to ensure you’re never missing an opportunity to maximize revenue.

Benefits of Automated RFM Analysis

  • Ensure customers are never lost with proactive engagement
  • Boost revenue growth by minimizing attrition rates
  • Improve the average order value of your customer base with cross-sell and upsell opportunities
  • Foster customer loyalty with a developed onboarding programme  
  • Use Champion customers to build an ideal customer profile (ICP) and target the right leads for high conversion rates 
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Key features of RFM Analysis Software

How RFM Analysis Helps Small Businesses

Stimulate Growth

RFM Analysis gives you a transparent view of all customer behavior, allowing you to improve relationships with a personalized customer experience and marketing drive that targets the right type of leads.

Easy Expansion

No matter your objectives, RFM Analysis has the scalability to grow with your business. Using automated calculations, your segmentation tool will build insights proportionally to your expanding datasets.

Resource Allocation

Maximize the return on investment (ROI) of your customers and unlock new opportunities with RFM segmentation that helps you target your communications more effectively.

Data-Driven Commitment

RFM Analysis gives you confidence in the decisions that affect your business operations. With control over your customer interactions, you can direct your business in a way that positively impacts both your staff and customers.

Unique Insights

Use a tried and tested customer segmentation strategy to set yourself apart from competitors and provide first-rate service to customers, so they never look elsewhere.

Users who love CRM with RFM Analysis 

RFM Analysis Software FAQs

What is RFM Analysis? 

Recency, Frequency, and Monetary (RFM) analysis is a customer segmentation method used by organisations to identify and prioritize customers based on their buying behavior for more targeted campaigns.

Read more: What is RFM analysis and how can you use it to grow your business?

How can I use RFM Analysis in my business? 

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.

Does it cost extra to have access to RFM Analysis in Access CRM? / How much does RFM analysis cost? 

RFM Analysis is built into Access CRM and is available to customers on Professional and Advanced plans! 

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