RFM Done Easy for Creatio
An application that enables RFM/ABC/XYZ analysis based on Creatio data, helping businesses segment customers by recency, frequency, and monetary value to improve marketing and sales strategies.
Overview
Product overview
Product description
This app enables comprehensive RFM/ABC/XYZ analysis in Creatio using sales data from the Orders section. It automatically segments B2C customers (Contacts), B2B customers (Accounts), and Products into user-defined categories based on recency, frequency, and monetary value. Users can fully customize the RFM/ABC/XYZ parameter ranges for each category, enabling flexible segmentation. The app automatically updates RFM data for the entire database monthly, ensuring that segmentation always reflects the most current information.
Using this structured data, companies can better target marketing campaigns, optimize sales strategies, and improve customer retention.
Using this structured data, companies can better target marketing campaigns, optimize sales strategies, and improve customer retention.
Key Features
RFM Analisys
RFM analysis is a customer segmentation method that evaluates clients based on three factors: Recency (how recently they purchased), Frequency (how often they purchase), and Monetary value (how much they spend).
ABC Analysis
ABC analysis is an inventory management technique that categorizes items into three groups based on their value and impact, allowing businesses to prioritize the 20% of resources that generate 80% of their results.
XYZ Analysis
XYZ analysis is a method of classifying inventory based on the predictability of demand, categorizing items into three groups (X, Y, and Z) depending on how much their sales volume fluctuates over time.
Pricing
Monthly
Annual
Standard
$
50.00 / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.2.0
8.3.0 and up
1.1.0
8.0.0 and up
Release summary
Version 1.1.0 now supports management of needed order statuses by Use in RFM column.
1.0.0
8.0.0 and up
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.