Unlocking Customer Insights
with RFM Analysis in NetSuite
Unlocking Customer Insights with RFM Analysis in NetSuite
Client Challenge
A mid-sized B2B company using NetSuite found it challenging to effectively segment its customer base for targeted marketing and sales initiatives.
While the organisation had access to comprehensive customer data, it lacked a structured approach to turn that data into meaningful, actionable insights. The client needed a solution to identify their most loyal, high-value customers, spot at-risk accounts, and tailor marketing outreach accordingly.
RFM Analysis Saved Search Bundle
To address these challenges, we implemented our RFM (Recency, Frequency, Monetary) Analysis Saved Search Bundle within their NetSuite environment. This integrated solution provided a dynamic, easy-to-use framework and enabled the client to evaluate customer behaviour using three key metrics:
- Recency – When the customer last made a purchase.
- Frequency – How often the customer has made purchases.
- Monetary Value – How much the customer has spent in total.
These metrics were combined into a unified RFM score, enabling precise segmentation and easy prioritisation of marketing and sales activities.
Implementation Highlights
Quick Deployment
The bundle was installed and configured with minimal customisation.
Real-Time Insights
Customers were automatically ranked by RFM score.
Dashboard Integration
The data was displayed directly on the NetSuite dashboard for continuous visibility.
Ease of Use
Users could filter, sort, export, and integrate the RFM data into broader
reports and workflows.
Results
Targeted Campaigns
Marketing was able to launch segmented campaigns based on real behavior patterns, improving engagement rates.
Sales Focus
Sales teams concentrated their efforts on high-value, high-frequency customers, which increased conversion efficiency.
Customer Retention
The company identified and re-engaged lapsed customers, resulting in a measurable boost in repeat purchases.
Strategic Decision-Making
Leadership gained a deeper understanding of customer performance and trends, informing broader business strategies.
Conclusion
The RFM Analysis Saved Search Bundle transformed how our client engaged
with their customer data.
By embedding advanced segmentation capabilities directly within NetSuite, the company shifted from reactive account management to a proactive, data-driven strategy, unlocking measurable gains in marketing ROI, customer retention, and sales performance.
Unlock the Power of Your Data
Ready to transform your customer insights into strategic action? Discover how Nexiō can help you harness the full potential of NetSuite for smarter segmentation and improved performance.
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