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Search results for:rfm

RFM Insights

Understand the meaning of each RFM segment, and get actionable insights to proactively follow up with the right message at the right time… What is RFM?… B2B Product Sellers using RFM Analysis

RFM Analysis & Customer Analysis

RFM (Recency, Frequency and Monetary Value) Analysis is a segmentation technique that's invaluable for growing your product business… This page shows the customer's RFM Segment, as well as other key Sales and RFM information. ​… [Inline Video] Learn more about RFM Analysis on our dedicated RFM Hub here!

How to Calculate RFM by Delivery Address

Learn how to change your RFM Dashboard tiles to be calculated by your Unleashed account's Delivery Addresses… In the search, type 'Analyse RFM' to locate the "Analyse RFM by Delivery Address" setting… Step 2: Search for Analyse RFM

Exclude B2C contacts from RFM Analysis & Sales Order Analysis Data

You may wish to exclude your B2C Contacts from your RFM Analysis and Sales Reports that appear on the… this will automatically save and your B2C Contacts will no longer show in your Sales Order Analysis or RFM

Release Notes: V113

RFM by Delivery Address… We're trialing a new enhancement to our RFM analysis… who sell to chains of stores or hotels (each with different delivery addresses), and want to analyse RFM

Standard Marketing Reports Available

The 'Customers by RFM Segment' Report allows you to filter by RFM Segment and lists all Companies that… Customers by RFM Segment… The aim of this Report is to help identify Customers by their RFM category

How to Leverage Marketing Automation to Drive More Sales

Targeted Messaging to Churn-risk RFM Segments… To help increase order frequency and improve your customer retention, use your Churn-risk RFM Segments… Use the RFM Analysis to identify your Lost and Closed customers

Account Manager Dashboard

Want to learn more about RFM? Check out our dedicated RFM help article here!… RFM Analysis… Please Note: Only Companies with a Sales Ledger set, will show on the RFM tile

How to Improve "Retention"

Integrate to marketing automation tools to run campaigns Win back your churning customers Use the RFM… Again, your RFM Segments will automatically sync to Mailchimp/Klaviyo so you can easily identity and… retention, use your Churn-risk RFM Segments to send engaging and targeted messaging

Release Notes: V97

“Exclude from RFM” in Company Record Layout by Default… The "Exclude from RFM" option is now by default on the Company record layout… The RFM analysis handles general outliers automatically (e.g. big customers such as distributors and