The clienteling platform purpose-built for all the ways retailers engage customers
Customer relationships are retail’s last real advantage
Give customers the experience they deserve with 1:1 and team-based clienteling and customer engagement solutions.
increase in clienteling conversion
increase in client book customers
higher customer LTV
higher AOV with Tulip Clienteling
“The majority of our customers expect companies to understand their needs. And when companies do, they can create an emotional connection to them. And then customers are going to be inclined to provide repeat business. Through Tulip, we’re increasing customer loyalty, conversion, frequency and retention.”
Lauren Mucci, Omnichannel Customer Development Manager, Coach
Clienteling readiness quiz
Ready to start, scale, or transform your clienteling motion? Take the quiz and get a playbook to guide your modern clienteling program.
higher AOV with Tulip Clienteling.
higher conversion with Tulip Clienteling compared to corporate marketing.
FAQ
Defining clienteling
What is 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!
What is the difference between customer service and clienteling in retail?
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.
What is the difference between associate-based and team-based clienteling?
Clienteling runs two ways. In associate-based clienteling, often called 1:1 clienteling, each associate builds and manages their own book of customers. In team-based clienteling, the store owns the relationship. Outreach is a shared task, and any available associate can pick up the conversation with the customer’s full history in view. Many retailers run both, with shared outreach for most customers and a dedicated associate for the most valuable, and Tulip Clienteling supports this hybrid approach in one platform. Read about each model on our blog or take the Clienteling Readiness Quiz to find out which model fits your stores.
Retail clienteling in practice
How does clienteling impact retail associates?
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.
How does clienteling improve customer experience?
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!
What are some clienteling best practices?
- 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
How do I know if clienteling is right for my store?
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!
What is the difference between CRM and Clienteling software?
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.
What is a clienteling solution and what different clienteling solutions are there?
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.
What features are in retail clienteling software?
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!
How does Tulip Clienteling integrate with our existing retail ecosystem?
Tulip Clienteling sits on top of the systems you already run. It takes data from your CDP, syncs with your CRM, sends through your messaging channels, and rings the sale through your POS or ours. Integration Builder connects customer, product, order, and service data from APIs, flat files, and cloud data platforms such as Snowflake, Databricks, and BigQuery. Its visual canvas and AI-assisted field mapping work with the taxonomy you already have, so switching to Tulip does not mean starting over, and getting started takes weeks, not quarters. Tulip’s Shopify Connector stands up a Shopify-connected Tulip environment in hours, with support for multiple regions and Shopify Markets.
What is a client book and what clienteling book solutions does Tulip offer?
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.
Choosing the right clienteling tools
Why choose Tulip?
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 report for an in-depth look at what Tulip Clienteling can do for you!
How do I learn more about your clienteling tools?
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!
Hear from the experts
When associates hear their brand is scaling clienteling, it can sound like asking every store team to begin selling like luxury client...
As seen on PRNewswire Shared Inbox, Unified Inbox, Outreach Plus and WhatsApp Business bring personalized engagement to higher-volume retailers alongside Tulip’s established...
You work hard to earn their loyalty. Tulip works hard to keep it.
See how retail teams build customer relationships that last with Tulip Clienteling.
