Powering the omnichannel clienteling experience for the world’s best retailers

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? Checkout our clienteling solutions and 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.

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 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.

There was once a point when retail clienteling was manual data entry in physical client books. Now, that’s not the case. The introduction of clienteling software has drastically increased the efficiency through automation and systematization that helps scale while staying consistent.

Modern clienteling software runs on portable devices like iPhones and iPads that are intuitive and easy to navigate for associates who are picking it up for the first time. Managing client books is fast and easy with systematic organization that keeps interactions with customers seamless and centralized for easy access. Automated task lists and suggestions promote engagement with clients, maintain brand consistency, and increase sales for associates during their whole lifecycle.

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.

• Client book management with 360 degree customer profiles
• Individualized customer follow-ups and centralized outreach
• Integrated omnichannel communication
• Automated associate task lists
• Flexible sales attrition
• Simple dashboards for individual and store performance tracking

The features should integrate seamlessly with the store’s retail POS system so transaction data can automatically synchronize into the associates sales performance and customer’s profile. This data can then be analyzed to assist with the store’s performance planning.

See all the features in action in this short clienteling software demo!

Clienteling apps are clienteling software packages designed primarily to run on mobile devices such as iPhones and iPads.

Clienteling apps help keep interactions consistent with shoppers by giving associates the ability to remain mobile while assisting customers on their journey throughout the store. The mobile aspect facilitates the direct 1-on-1 personalization that today’s shoppers expect.

Clienteling apps are also great when helping stores scale. The data immediately synchronizes between all devices so that every associate has access to the same information, even between multiple devices.

To see what this looks like in practice, you can watch our clienteling app in action!

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 iPhones or iPads. 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 seamlessly between all the devices (even when offline) while also providing on-the-spot analysis.