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
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
Contact management
Keep a record of all your new and old customers
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.
How do we improve customer experience with clienteling?
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
What key features are in retail clienteling software?
- Social seeling tools: Storefronts and Customer Boards
- Communication tools: Connect widget, appointments, SMS, Live chat, Video calls, emails
- Data Storage and KPI reporting tools: Customer profiles, purchase history, brand preferences
- Conversational AI: AI agent, recommendation engine, automated product tagging, visual browsing
What is a customer profile?
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.
Can associates personalize messages, or is everything automated?
Yes, associates can personalize their message on a 1-1 basis, or choose to send pre-set messages for VIP customers or special promotion. While the messages can be personalized, they are saved in your company account, which will allow managers or other stores to keep track of previous conversations, ensuring quality control.
How do you track sales attribution from outreach messages?
Online attribution will be tracked from the shopper’s browser, if they buy recommended products during a specific period of time on that same browser, it will attribute the sale to the last sales representative it had interacted with. For in-store attribution, it will link the last conversation to a client that buys products in-store in a window of a few days between the reach-out and the sale. This will be linked to the customer profile. A customer profile is created when shoppers reach-out through the connect widget on the retailers’ website.
What engagement channels are supported by Salesfloor app?
- Live Chat
- Live Video Call
- SMS
- Social Media
