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 Clienteling with Client Square 

Data Square helps organizations optimize the performance of their sales and customer service teams via Client Square, a web-based clienteling application with customer lookup, personalized recommendations and list pull functionality along with task management and reporting.

  • Lookup feature that provides sales associates with read and write access to detailed customer information such as contact details, past purchases, demographics, preferences, and wishlists.
  • List pull functionality for sales associates to create contactable customer lists based on prior purchases and wish lsits
  • Email deploymnet functionality to enable sales associates to send out targeted and personlized communications
  • Product-level Recommendations based on backend analytics to propose coordinated offerings.
  • Customer-level Recommendations for offer, treatment, message and next logical product based on history.
  • Task Management enabling sales managers, associates, and power users to assign tasks such as merchandise arrival and event reminders by category and priority.
  • Task Reporting that serves as a management-level tool for monitoring and improving sales associates? performance.

Learn more about Data Square's Integrated Marketing Platform - CRM Square.


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