Customer Insights

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Accessing your customers with Salesfloor

Navigating your contact cards with Customer Insights

Editing your contacts information

Reviewing your customer's purchasing trends

Viewing your customer’s transaction history

 

Accessing your customers with Salesfloor

From the Contacts page, you can toggle your contacts lists between:

  • Your own store’s contacts
  • All corporate CRM customers

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Contacts with Customer Insights are identified by a small link icon next to their name & email: 

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Navigating your contact cards with Customer Insights

When clicking into any linked contact in your list, you can then review their Contact Card, which includes their: 

  • Name
  • Email address
  • Phone number
  • Tags
  • Tasks
  • Notes
  • Category Spend
  • Frequently purchased sizes
  • Average Order Value
  • Date of last purchase
  • Transaction History

 

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Editing your contacts information

By clicking the first section of your Contact Card, you can add and edit your contact’s:

  • Name
  • Email address(es)
  • Phone number(s)
  • Home, work and other addresses
  • Social Media pages
  • Event dates (i.e. Birthday, Anniversary, etc.)

 

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Reviewing your customer's purchasing trends

With Customer Insights, you have access to key purchasing trends based on their purchase history, including:

  • Category Spend: This section will list the top 3 product categories purchased by your customer based on their transaction history

  • Frequently Purchases Sizes: This section will list the most commonly purchased sizes based on your customer’s transaction history

  • Average Order Value: Refers to your customer’s average cart size in dollars

  • Last Purchase: Refers to the last registered date that your customer made a purchase

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Viewing your customer’s transaction history

The last section of your Contact Card allows you to view your clients transaction history. Selecting the Transaction History tile will then display all registered products that have been purchased by your client sorted by:

  • Date
  • Cart total ($)
  • Products purchased
  • Returns and cancellations

You can also view the product online, by selecting the View Product link:


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