The 2025 Guide to customer engagement technology

In today’s retail landscape, clienteling has evolved with technological advancements, enabling more sophisticated data collection and analysis than ever before. Modern clienteling tools integrate customer data from various channels—such as in-store interactions, online shopping behavior to provide a comprehensive view of each individual customer. This holistic perspective allows retailers to offer personalized recommendations, anticipate customer needs, and create tailored communications. The integration of clienteling strategies has become an important part of retailers’ differentiators in a highly competitive market. By focusing on personalized customer experiences, retailers can create stronger customer relationships, encourage repeat business, and ultimately drive revenue growth.

The main difference between Clienteling and a CRM software is that it goes beyond mere data capture—it now serves as a vital resource that enables sales associates to connect in meaningful ways with customers across both digital and in-person channels to create a loyalty loop.

In this guide you will learn:

  • What key features should you consider when selecting an omnichannel customer engagement software

  • How to solve common retail challenges by using a clienteling technology

  • What is the ROI of clienteling 

  • Important factors to consider when choosing the right software

Download the guide

If you are interested to see how Salesfloor can help you get a competitive edge in your clienteling and virtual shopping operations, don’t hesitate request a demo with one of our specialists.