Clienteling

Capture customer interactions and track the customer journey, improving loyalty and engagement.

ConnectBI has a number of Modules to enhance your Clienteling strategies:

Sell Module

  • Quickly capture customers & interactions
  • Improve productivity
  • Easy to use

Simple & easy to use, the Sell module is used to capture customer and sales information. Product drill-down and search allows for quick and simple look ups, the intuitive search engine searches for any keyword.

Track Sales, Returns, Lost Sale opportunities, Sampling and sample conversion, and even Products or Services a customer liked or was interested in but did not purchase; valuable information for future sales activity.

All these powerful tools ensure increased revenue opportunities and improved customer engagement.

Customer Module

  • Track the customer journey
  • Improve customer engagement
  • Provide input necessary to drive the Business

Enrolling new customers has never been easier. Use of the tools in the Customer module ensures your sales staff have all of the required information at their fingertips, improving customer engagement.

Look up customer details and behaviour, including sales history, recency, frequency and value. See which marketing campaigns have been sent to the customer and which they responded to. Add notes to capture additional customer information for that personal touch.

Profile a customer with defined settings, ensuring the business has the best information for future marketing activities.

Follow Up Module

  • Automated process
  • Build sales opportunities

Built around a set of your predefined business rules, customer contact can be automatically added for follow up. Ensure customers are thanked for their purchase, remind customers when their products need replenishment, wish them a happy birthday, the possibilities are endless.

Set adhoc reminders to ensure no tasks get missed.

Scorecard Module

  • Meaningful display
  • Customizable
  • Real-time

Capturing information is so much more valuable when it can be displayed in a meaningful and actionable way. By defining your Key Performance Indicators, the Scorecard is customizable to have real meaning to those who use it on a daily basis. View real-time sales information by Store and Operator, for the day, week, or month. Capturing roster and sales targets also ensures accurate measurement of productivity and sales to target results.


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