Clienteling

Personalize store customer outreach 
at scale

Empower associates to deliver personalized outreach, track shopping behaviour, automate tasks and scale direct outreach.

Create a system that applies the best in-class sales operations at scale.

Customer profiles and shopping history

Provide associates with valuable insights into each customer’s preferences

Each profile saves purchases history and browsing behaviour. With this data, associates can offer personalized recommendations, ensuring more meaningful interactions and improved conversion rates.

Store Communications

Allow associates to engage 
through multiple channels

Drive more conversations with customers to inspire purchase and save the sale. Allow your sales associates to communicate with individual customers through email, SMS and Social Networks with clickable products and online sales tracking attribution.

Automated Tasking

Streamline customer outreach by providing automated reminders

Scale outreach with automated tasks so associates can make personalized product recommendations based on customer insights and loyalty program data.

Contact management

Keep a record of all your 
new and old customers

Easily add new contacts, or search and filter clients based on their purchase activities or contact informations such as state, minimum or maximum transaction amount, product categories, brands and more.

Product Catalog

Personalize recommendations with an integrated product catalog

Allow your product experts to access real-time product information and inventory data to send recommendations to their customers across any channel.

FAQ

What is clienteling

Clienteling is a retail strategy that focuses on building long-term relationships between sales associates and customers through personalized, high-touch experiences. It leverages customer data—such as purchase history, preferences, and shopping behaviors—to create tailored recommendations, proactive follow-ups, and meaningful interactions that drive loyalty and repeat sales.

Unlike traditional retail transactions, which often feel impersonal, clienteling transforms shopping into a personalized experience, making customers feel valued and understood. Originally popular in luxury retail, clienteling has now expanded across various sectors, from fashion and beauty to electronics and home goods, as customers increasingly expect personalized service.

Clienteling improves customer experience by facilitating outreach through multiple channels such as video chat, sms, appointments and personalized assistance. 

By using Salesfloor, sales associates can also access a customer’s purchase history, preferences, and shopping behaviors. This enables them to:

  • Make tailored product recommendations based on past purchases
  • Remember customer preferences (e.g., preferred styles, sizes, or colors)
  • Offer exclusive deals or early access to products they’re likely to love

Customer profiles are individual customers’ data saved in Salesfloor for each company. Our client typically use those informations to run targeted offers campaigns, in communication strategies or simply to help sales associates suggest relevant items to customers. 

This feature allows retailers to access their customers’ past purchase history, brand preferences, average basket size, average spent, past interactions and more.

Have questions?

Don’t hesitate to request a call with one of our specialists

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