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Easily search, create, update, and track customer information. From appointments to personalized recommendations, store associates can effortlessly manage customer interactions, enhancing efficiency and personalization.

Retail Clienteling

Enhance Customer Engagement with Bayretail™'s Clienteling Feature | Boost Revenue and Personalize Shopping Experiences. Unlock new sales opportunities and create unforgettable shopping experiences through clienteling software for retailers.

5 ways a client book can help you grow more sales

In today's highly competitive retail landscape, leveraging advanced technologies is key to staying ahead of the curve. One such innovation is the integration of Bayretail and Salesforce, offering a comprehensive solution for retail shop owners.

The Client Book feature is a powerful tool. At the core of this integration. It can boost your business and increase sales. Let's delve into five ways a Client Book can help you achieve just that:

1. Enhanced customer insights with a Clientbook

The ClientBook provides comprehensive insights into customer preferences and behaviors. By analyzing detailed customer profiles, store associates can understand what drives purchasing decisions, allowing for the creation of personalized shopping experiences. This deep understanding enables tailored recommendations and offers, making customers feel valued and understood. For some clients, this channel accounts for up to 20% of sales in the luxury fashion sector and 10% of sales in beauty. So much so that today, the sales consultant spends between 20 and 30% of his time managing his customer portfolio on his clienteling app.

2. Efficient customer management through a Clientbook

Managing customer information becomes seamless with the ClientBook. Store associates can easily search, create, update, and track customer data, filtering by criteria such as VIP status, loyalty, and recent activity. This streamlined approach not only improves data accuracy but also enhances the efficiency of managing customer relationships, ensuring that no customer is overlooked.

3. Boost sales with targeted Clientbook features

The ClientBook aids in boosting sales through effective customer follow-up and personalized offers. By tracking the last purchase date and setting reminders, store associates can ensure timely follow-ups, converting prospects into loyal clients. Additionally, segmenting customers allows for the creation of targeted promotions, increasing the likelihood of successful sales and customer satisfaction.According to, 54% of retailers claimed that recommendations for relevant items act as the key driver of the average order value in customer purchases.

4. Empower store associates with a Clientbook

Empowering store associates with detailed customer data improves their ability to provide personalized service. The ClientBook enables the assignment of specific customers to associates, enhancing the quality of interactions. By managing "customers assigned to me" or "my store customers," associates can focus on delivering exceptional service, improving the overall customer experience.

5. Long-term customer retention via a Clientbook

The ClientBook is instrumental in building and maintaining long-term customer relationships. By developing loyalty programs and exclusive offers based on customer insights, retailers can encourage repeat business. Tracking and rewarding loyal customers ensures they feel appreciated, enhancing their loyalty and fostering a strong, ongoing relationship with the brand. In 2021, the growth of sales via clienteling has increased by 30%. In the LVMH group, 80% of sales staff are now equipped with it. Retailers who have implemented a clienteling strategy have seen an average increase of 35% in the rate of second purchases.

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