Clienteling
Your reputation for outstanding customer engagement didn't come easily. Preserving it will with Tulip.
We’re the world’s most popular omnichannel clienteling solution, loved by the world’s most iconic retail brands
The ultimate toolkit for delivering authentic, personalized customer engagement, one relationship at a time.
Detailed customer profiles
Get to know your customers with 360-degree profiles that track customers across channels and locations with details including qualitative preferences (like colors or fit), past purchases, website wish lists and other omnichannel insights.
Perfectly timed outreach
Never miss an opportunity to connect with your customers with personalized outreach that converts 70% better than generic corporate blasts. Preference-based filtering, built-in templates, and handy reminders make it easy for store associates to reach out to the right customers with the right information at precisely the right time.
Integrated Omnichannel communication
Connect directly with customers from Tulip via SMS, email, phone, or live video, and on messaging apps including WhatsApp, WeChat, Line, and Kakao Talk. Log conversations and track their influence on sales with ease.
Give your customers the experience they expect.
Whether in-store or online, personalizing the shopping experience has never been more critical. With Tulip, it’s also never been more attainable.
Empower your sales associates to be more productive and more results-driven.
Client book management
Replace binders and sticky notes with a sophisticated digital blackbook app that lets store associates keep track of appointments, reminders, and VIP information all in one place.
Automated associate task list
Onboard new hires and scale efficiently by providing each associate with an automated list of tasks and follow-ups to promote engagement with their clients, maintain brand consistency, and increase sales.
Centralized Outreach
Remove barriers to communication with local and international VIPs by centralizing communications through Clienteling rather than a multitude of personal accounts and devices.
Measure better, manage better.
Accurate sales attribution
Give credit where credit is due by tracking precisely where sales associates influence sales, both in-store and online. You’ll improve performance, and they’ll love you for it.
Analytics that drive improvement
Tulip’s insightful dashboards help you identify individual, store-level, and aggregate data trends to build accountability and inspire constant improvement from the ground up.
“Tulip lets us connect with customers through an omnichannel journey and consistently delivers the high-touch personal experiences we’re known for. Clienteling is an important part of our business and Tulip’s solution is best in class.”
Rachael Crews
Vice President
Lilly Pulitzer
“Tulip technology enhances our ability to personalize our connections.”
Rissa Jarratt
Executive Vice President of Retail
Jenni Kayne
Frequently asked questions
Defining Clienteling
Clienteling is the practice of developing one-on-one relationships with customers and should focus on empowering in-store associates and online stylists to engage with customers proactively, intentionally, and most importantly, in a genuine way.
Here at Tulip, we define clienteling in a way unique to each retailer. We are the ultimate toolkit for delivering authentic, personalized customer engagement.
You can watch a quick demo on how we power the omnichannel clienteling experience for the world’s most iconic retailers!
All Clienteling is customer service, but not all customer service is clienteling.
Customer service encompasses the assistance and advice provided by a retailer to people interested in its products and may only be considered in the short term. Clienteling, on the other hand, elevates traditional customer service practices by focusing on long-term strategies for retention and truly building strong, personal relationships with customers.
With more and more retailers trying to find ways to personalize their customer experience, it’s imperative to ensure you’re going beyond traditional customer service to create an immersive and contextual experience for your customers. Finding the right clienteling solution facilitates the path to innovation.
Retail Clienteling in Practice
Clienteling, effectively, transforms traditional sales associates into omnichannel associates.
What is an omnichannel associate? An omnichannel associate, at its core, is a retail professional equipped to deliver a consistent customer experience across all available sales channels. Meaning, whether a customer is shopping in the physical store, online via a website or mobile app, through social media, or even a marketplace platform, the omnichannel associate orchestrates a consistent and satisfying journey for the shopper.
Modern shoppers want the efficiency and convenience of online transactions while still receiving the personal touch that store associates provide 1-on-1. Clienteling improves the customer experience by meeting these expectations for convenience and personalization which makes them feel recognized and valued.
Having a detailed client book gives every associate access to 360 degree customer profiles that give them insight to each shopper’s preferences, purchase history, and contact information. Being able to recall this information without the customer having to manually recite or re-enter provides a frictionless transaction that leaves the customer with a lasting sense of satisfaction.
See the customer facing application of Tulip’s clienteling software in action!
- Understanding how consumers discover and learn about products is changing. The walls between digital and physical are coming down, and retailers must ensure they are relaying consistent messaging across channels.
- Using associates as the key to building strong customer-brand relationships. Utilizing the human element associates provide while empowering them with the retentive capabilities of technology facilitates personal, high-touch interactions that build customer loyalty.
- Knowing communication isn’t one-size-fits all. Offering multiple channels for shoppers to be able to reach out according to their immediate needs ensures they feel recognized and understood. Providing options for social messaging, video calls, and appointments allows customers to choose the best method for them.
Read more about best practices in retail clienteling.
Choosing the right Clienteling Tools
If your store’s goal is to bring in and retain customers, then clienteling is for you. Clienteling helps engage with all kinds of customers across every vertical in a variety of ways. Clienteling software is customizable to your needs based on store size, product or service type, and changes in the industry.
Not sure which clienteling software is right for your needs? Contact us — we’re happy to help!
A CRM — customer relationship manager — is typically used to retain and analyze data to plan and manage multi-channel marketing campaigns. CRMs are usually backend-only solutions whose use is not directly experienced by customers.
Clienteling, on the other hand, has these same capabilities, but also empowers associates to be able to manage these relationships on a 1-on-1 basis with customers right from the store floor. Customers interacting with associates also interact with the clienteling software, providing information like their preferences that can be retained by the software and stored for later use. Clienteling solutions ensure that every associate on the front end will be able to recall customer data immediately for a frictionless interaction.
This webinar goes back to the basics of clienteling and CRM tools to explore how both systems can benefit the customer engagement strategy of retailers.
A clienteling solution is the means by which retailers can develop one-on-one relationships with customers. There are different types of solutions that can be used to achieve this.
Traditionally clienteling was done manually through entering data on paper in a big binder or digitally in spreadsheets. This solution is extremely hard to maintain and costs dearly in both time and money.
Point solutions are another option that offer a more streamlined process. They can handle some aspects of clienteling, such as marketing, but don’t give the customer a fully immersive experience.
Full digital clienteling solutions offer the best option for retailers looking to create an elevated, frictionless experience for their customers. They empower associates to be able to manage 1-on-1 customer-brand relationships. They are able to capture large amounts of customer data on sleek, modern hardware (like an iPhone or iPad) that enable associates to be able to recall customer data immediately, from anywhere in the store. They also help to analyze data to create highly customizable, but automated campaigns that can be sent at the tap of a button.
Efficient and effective retail clienteling software has several features that maximize associate productivity and consistency, align associate incentives and objectives, and create a standout experience.
- Detailed customer profiles
- Integrated Omnichannel communication
- Automated associate task list
- Accurate sales attribution
- On-demand retail data analytics
The features should integrate with the store’s retail POS system so transaction data can automatically synchronize into the associates sales performance and customer’s profile.
See all the features in action in this short clienteling software demo!
A client book is the means by which client information is stored and organized.
Tulip’s client booking solution is through a clienteling app that can be run on mobile devices. The mobile devices allow store associates to physically follow along with customers during their shopping journey to collect information like style, color, and fabric preferences. The intuitive nature of the platform allows the data to synchronize between all the devices (even when offline) while also providing on-the-spot analysis.
Getting Started
Tulip is the world’s most popular clienteling solution, loved by the world’s most iconic retail brands. Tulip’s clienteling solutions go beyond standard CRMs and encompass a host of automatic, intuitive, and unique features that take clienteling to the next level.
Tulip Clienteling is the ultimate toolkit for delivering authentic, personalized customer engagement.
But don’t just take our word for it. Check out this case study for an in-depth look at what Tulip Clienteling can do for you!
Interested in learning more about how we can help you get started on your clienteling journey?
- Read more about our clienteling solutions and their features by downloading our brochure.
- Watch a demo of our clienteling app in action and get perspective on both the associate and customer facing application.
- Still have questions? Contact us today — we’re happy to help!
We look forward to hearing from you!
Resources
Hear from the experts
The Store of the Future is now. We’ve curated some of the best resources that dive deeper into why hyper-personalization is the future of retail.
Tulip unveils Tulip AI for Clienteling
As seen on PR Newswire Empowering sales associates to deliver more personalized and profitable shopping experiences. Tulip, the world’s largest cloud-based retail customer engagement platform, announces the launch of Tulip AI, a groundbreaking suite of AI tools that empower sales...
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Talk to our team and learn how Tulip can empower and transform your store associates today.