Salesfloor's clienteling module, known as Customer Insights (CI), provides store associates a comprehensive view of customer profiles, purchase history and shopping preferences. Using the Salesfloor application, associates are able to better serve their Customers with access to their profiles.
This is an optional feature that can be enabled by all retailers. Please speak with your Account Director for further information.
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Editing your contacts information
Reviewing your customer's purchasing trends
Viewing your customer’s transaction history
Accessing your customers
From the Contacts page, you will have two tabs that allow you to toggle between contact lists:
- My Contacts: contacts belonging to you and your store
- All Customers: all corporate CRM customers
Contacts with available Customer Insights data are identified by a small link icon next to their name & email:
Navigating your contact cards
When clicking into any linked contact in your list, you can review their Contact Card. Based on the customer data that your retailer opted to share with Salesfloor, some of the information you'll find includes:
- Name
- Email address
- Phone number
- Tags
- Tasks
- Notes
- Category Spend
- Frequently purchased sizes
- Average Order Value
- Date of last purchase
- Transaction History
Editing your contacts' information
By clicking the first section of your Contact Card, you may be able to add and edit your contacts':
- Name
- Email address(es)
- Phone number(s)
- Home, work and other addresses
- Social Media pages
- Event dates (i.e. Birthday, Anniversary, etc.)
Reviewing your customer's purchasing trends
For retailers who have opted to enable the Statistics module of 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
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 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 on your retailers' e-comm site, by selecting the View Product link: