WyzeSales  /  Customer segmentation
Customer segmentation (RFM) for any ERP

Know which customers to thank, call and win back

WyzeSales scores every customer on how recently they bought, how often, and how much they spend, then sorts them into ten plain-English segments. It runs on your ERP data, refreshed every night.

Talk to us
WyzeSales customer segment chart: tiles for Best customers, Loyal regulars, Slipping away, Win back now, Cooling off, Fading, Dormant, Rising and Warming up, sized by customers and positioned by recency and value
How it works

From a list of customers to a list of things to do

WyzeSales does the scoring for you, from the invoices already in your ERP.

1

Every customer is scored

How recently they bought, how often (number of invoices) and how much they spend (invoices less credit notes). Each is ranked from 1 to 5 against your own customers, so it works whether you sell to forty customers or four thousand.

2

Sorted into ten segments

From Best customers and Loyal regulars to Slipping away and Win back now. Every segment comes with a plain-English description and a suggestion on what to do next.

3

Click through to the customers

Choose a segment and see who is in it, what they spend and when they last bought, then jump straight into their sales.

What you can do with it

Protect the customers who matter, and rescue the ones who are drifting

Best customers Loyal regulars Rising Warming up New or returning Cooling off Fading Slipping away Win back now Dormant
  • Spot the quiet ones earlyGood customers who have gone quiet show up as Slipping away or Win back now, while there is still time to phone them.
  • See who carries the businessShare of customers against share of sales, for every segment. In our demo company, 18% of customers are Best customers and they account for 35% of sales.
  • Give each rep their own listFilter by sales person, area, region, product range or customer category, and for the period you choose.
  • Always up to dateYour ERP data is synced every night, so the segments are ready each morning. No exports, no spreadsheets.
WyzeSales all-segments table with customers, share of customers, net sales, share of sales, average per customer and last bought
Part of a bigger picture

Segmentation sits inside a 360° view of your sales

The same customers can be seen by sales analysis, targets, year-on-year comparison and alerts. See the 360° view. Looking at products instead of customers? See item segmentation.

Questions

Frequently asked questions

What is customer segmentation?
Customer segmentation groups your customers by how they behave. WyzeSales looks at how recently each customer bought, how often, and how much they spend (often called RFM analysis), and sorts them into segments such as Best customers, Slipping away and Dormant.
Do I need to export data or build spreadsheets?
No. WyzeSales connects to your ERP or accounting database and refreshes every night, so the segments are ready each morning.
Can I see segments for one region or one sales person?
Yes. Filters work across the app, so you can look at segments for a single area, region, sales person, product range or customer category, over the period you choose.
How are customers scored?
Each customer is ranked from 1 to 5 against your own customers on recency, frequency and value. Frequency is the number of invoices, and value is invoices less credit notes. Because the ranking is relative to your own customer base, it suits both small and large customer lists.
Will it work with my ERP?
WyzeSales is built to work with any ERP or accounting system. Tell us what you run and we will confirm how it connects.

Let's talk about your business

Tell us what ERP or accounting system you run and what you would like to see. We will show you how it looks on real numbers.

Send us a message
Or email support@wyzesales.com  ·  Download the one-page overview (PDF)