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Forecasting in retention-marketing based on rfm-analysis

Author

Listed:
  • Serhii Kovalenko

    (Higher Education Institution «Academician Yuriy Bugay International Scientific)

  • Nataliia Kovalenko

    (Higher Education Institution «Academician Yuriy Bugay International Scientific)

  • Andrii Savchenko

    (Higher Education Institution «Academician Yuriy Bugay International Scientific)

Abstract

The article presents the results of a study on the features of forecasting retention marketing indicators using RFM-analysis as a behavioral customer segmentation tool. The relevance of Retention strategies in a highly competitive and digitalized business environment is substantiated, and their financial efficiency compared to customer acquisition strategies is demonstrated. Basic and derived retention marketing metrics are analyzed, and their role in forecasting and managerial decision-making is defined. It is shown that prior customer segmentation using RFM criteria enables the formation of relatively homogeneous customer groups and the application of differentiated forecasting approaches depending on the type of marketing strategy, including sustaining, stimulating, and developing marketing. Methodological approaches to forecasting based on time series analysis, seasonality adjustment, and A/B testing of marketing campaigns are proposed. Special attention is paid to the practical use of empirical data, industry benchmarks, and experimental results to improve the accuracy and reliability of forecasts. The obtained results can be used to enhance the effectiveness of marketing strategies aimed at customer retention and long-term business development.

Suggested Citation

  • Serhii Kovalenko & Nataliia Kovalenko & Andrii Savchenko, 2025. "Forecasting in retention-marketing based on rfm-analysis," Economic Synergy, Higher Educational Institution Academician Yuriy Bugay International Scientific & Technical University, issue 4, pages 321-332.
  • Handle: RePEc:bja:isteus:y:2025:i:4:p:321-332
    DOI: 10.53920/ES-2025-4-22
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    File URL: https://es.istu.edu.ua/index.php/EconomicSynergy/article/view/342/255
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    JEL classification:

    • C02 - Mathematical and Quantitative Methods - - General - - - Mathematical Economics
    • C60 - Mathematical and Quantitative Methods - - Mathematical Methods; Programming Models; Mathematical and Simulation Modeling - - - General
    • J20 - Labor and Demographic Economics - - Demand and Supply of Labor - - - General

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