PI Clienteling

Proximity Insight is a complete retail solution for Clienteling, making customers feel loved both virtually and in-store.
Our clienteling app, built natively on Salesforce, allows retailers and D2C brands to connect, inspire and nurture their customers wherever they are in a safe, secure and personal way.
Schedule appointments in-store or virtually, connect through email, SMS, social media and Video chat, share product recommendations and wishlists, and enable seamless checkout experiences to offer your customers a personalised experience that increases basket size and keeps them coming back.
In this new era of retail, personal really is powerful.
Use Customer Data Globally
Replacing the black book with an iPad portal to real-time CRM data transforms good sales associates into great sales associates.
They can better target clients specific interests and needs anywhere the customer shops, be it at home or in store.
The personalized value in these communications is supported by follow-up tasks, alerts, and notes.
Increase Sales Conversions In store and Virtually
Clienteling as a business process helps staff navigate through the entire customer lifecycle.
Every associate has real-time tools to guide their retail experience, allowing them to make educated suggestions.
Increase the Value of each Transaction
Product recommendations to complement new and past purchases raise Average Unit Transaction.
Each interaction builds the customer profile, to then be utilized in future interactions by any associate.
Drive Customer Traffic, In Store and Online
Deeper interaction with sales associates means greater customer engagement with the brand.
Clienteling makes this a standard business process.
More meaningful touch-points equals more traffic.
Foster Internal Communications on the shop floor
All communication is in one place, where all the things you need are easily searchable and rapidly accessible.
We make it easy to collaborate and share great ideas.

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