A lot of retailers were asking us for our core clienteling and customer engagement features, without the burden of integration… and we listened! We are happy to share that we officially launched Salesfloor Lite. Salesfloor Lite is a quicker and easier way to implement a streamlined customer engagement system, allowing you to focus on what matters most: your shoppers.
Why Salesfloor Lite
Retail in 2025 faces a crossroads. On one hand, there is immense pressure on retailers to provide personalized, customer-centric experiences to meet growing consumer expectations. On the other hand, implementing the tools needed to achieve these goals often requires navigating the complex maze of legacy systems, siloed data, and strained IT resources. This tension is particularly acute when it comes to clienteling, a strategy proven to drive customer loyalty and boost revenue but often delayed due to the perceived burden of integrating new technologies with existing infrastructure.
Salesfloor Lite emerges as a game-changing solution to this problem. Unlike traditional clienteling platforms that depend on integrations with point-of-sale (POS), customer relationship management (CRM), or inventory systems, Salesfloor Lite eliminates the need for such connections. It’s a streamlined, standalone version of our proven platform, designed to deliver immediate value without requiring IT overhauls or extensive organizational buy-in.
What is in it for you?
Capture customer contacts and reach out opportunities
A simplified version of our Connect CTA, with integrated dynamic routing now allows retailers to connect with local customers through their website without any integration. This feature will allow shoppers to engage with local retailers, take appointments, use live chat and sms to communicate with your local stores’ specialists.
Create customer profiles
Keep a record of client information: This feature allows you to add purchase history and notes for your VIP customers, and automatically captures any interactions that occurred through Salesfloor (such as emails and live chats). It will allow sales associates and managers alike to share information between each other, and between different stores, allowing them to keep track of past interactions helping them to understand each client’s needs and guiding their future recommendations.
Use tasking to streamline your clienteling operations
Managers will be able to create tasks for their sales representatives, reminding them to send notifications to clients or answer a specific request. For instance, when they receive a requested item or want to remind a client of an upcoming appointment or event. Branch marketers and managers will also be able to share message templates to be shared across different stores and/ or to specific VIP clients. Sales representatives can also task themselves to follow-up with customers as needed, to surprise and delight them with recommendations and event invites, delivering personalized, high-touch customer experiences at scale.
Salesfloor Lite opens new possibilities for clienteling, making it more accessible than ever before. Retailers can now focus on enhancing customer engagement with ease, free from technical complexities or operational challenges. With its intuitive, self-contained platform, Salesfloor Lite enables retailers to build stronger customer relationships and achieve lasting success in today’s competitive marketplace.
Get Started Today
If you are interested in learning more about Salesfloor Lite or our other customer engagement and clienteling products, don’t hesitate to reach out to our sales experts to schedule a free demo.
