Top 6 Clienteling Software Tools for Retail Brands in 2026
This is my review of the best clienteling software for retail teams trying to connect e-commerce data with store-floor selling.
I focused on tools that help associates message customers, book appointments, capture context, and show revenue influence without forcing stores into a clunky CRM. The rankings are written for omnichannel retail leaders comparing focused tools with larger commerceâŚ
Anya is live and ready to show you everything. Watch her strip, dance, and perform exclusive shows just for you. Interact in real-time and make your fantasies come true.
â Live Streamingâ Interactive Chatâ Private Showsâ HD Qualityâ Free Actions
Free to watch ⢠No registration required ⢠HD streaming
AliciaShonta's Insights: From a Sales Manager, POV
To maintain a consistent and targeted commitment with customer a salesperson needs a client book.
Follow me on all social media platforms. Check my website to complete your Client Profile.
https://iamaliciashonta.wixsite.com/aliciashontawearfas/book-onl
How to build your Client Book?
Editor, Writer: AliciaShonta, CEO of AliciaShonta Fashion House (ASFH)
July 2024
âBuilding a successful client book requires time, patience, and energy, but it can be done.â
Creating a client book is vital for retail success. Imagine being at a store where youâre told about a sale blouse thatâs unavailable. Itâs annoying. But with a client relationship, theâŚ
Have you heard of clienteling? This allows you to offer customers a better service by accessing detailed information about them or their activities so that you can create personalised deals.
Whatâs the first thing you do when you wake up in the morning? If your answer is check your cell phone, youâre not alone. I know Iâm guilty of doing it. (Although after reading Thrive by Ariana Huffington, Iâm trying my hardest to unplug when I can.)Â
But the fact remains:Â 85% of people say that mobile devices are a central part of their everyday life, according to Salesforce Marketing Cloud's 2014 Mobile Behavior Report.
This doesnât just apply to your customers; it applies to your associates, as well. With more Millennials entering the workforce, retailers must understand that their prime employees have grown accustomed to -- and expect -- to use their mobile devices to complete tasks.Â
Weâre reaching a true mobile moment of truth. Retailers need to understand what tactics and best practices they need to implement to truly make the grade in mobile, leading to improved customer and employee engagement, and a boost in bottom-line results.Â
Here are some tips to help you get started:Â
Delight customers with beautiful and engaging apps: There have been many arguments around whether retailers should invest in a mobile-optimized site or app. To put it bluntly, you need both. A mobile-optimized site is imperative for improved search engine listings and to create a great experience for casual browsers. However, apps are key for your more engaged and loyal shoppers.
Think about how you can incorporate valuable tools and services into apps to better educate and empower your shoppers as they browse and buy. Apps also are imperative for the associate-facing experience. For example, ALDO is using in-store mobile technology to create a more immersive brand experience. The retailer created a series of apps that provide fingertip access to items, trend and style information and even product recommendations based on consumersâ closets.
Create one-to-one browsing and buying journeys: In the current omnichannel climate, personalization has become the name of the retail game. As a retailer, you not only need to create a consistent experience across all channels, you also need to ensure these experiences are aligned with the unique preferences of individual customers.Â
Take cues from HauteLook, which sifts through a plethora of data across its e-Commerce storefront, mobile site and app, as well as social media and email to understand customer preferences. From there, the retailer can better understand what brands, categories and event types resonate with consumers. Then, HauteLook creates highly customized, yet automated, emails and campaigns.Â
Re-personalize the store with clienteling: Many consumers still treasure the in-store shopping experience. Whether they prefer to touch and feel products, or simply enjoy interacting with associates, consumers definitely donât want the store to go away. However, retailers can make the brick-and-mortar experience more fun and memorable by implementing mobile clienteling!
Clienteling is an integral part of the Design Within Reach (DWR) experience. Selling high-end modern furniture and home decor, DWR sales reps use iPads and iPads to show presentations, enter new leads or opportunities and place orders. They also can access customer profiles, which include vital selling information such as the products theyâve browsed online.Â
Connect retail operations: In order to remain competitive and drive customer satisfaction, retail executives need to keep a constant pulse on chain-wide sales, marketing campaigns and service inquiries. With the right software, mobile devices can extend real-time business data to all the key players, including store managers and employees.Â
Sprouts Farmers Market leverages the Salesforce Service Cloud to extend customer inquiries, questions and feedback sent across email, chat, phone and the web to stores. Reports are generated and updated in real time, so the executive team and store managers can improve store performance and experiences.Â
Create and cultivate brand ambassadors: The unprecedented growth of social networks like Facebook and Instagram reaffirms that consumers love to interact with peers and thought leaders. Mobile apps can help bridge the connection between shoppers if there is a designated community area to share images and comments, and ask questions.Â
Rossignol, a provider of mountain sports, skiing and snowboarding equipment, has created a mobile-optimized community to build passion among fans and followers. Users can create their own social profiles and interact with each other. Through the Ski Pursuit mobile app, consumers also can track their ski performance, average speed, distance and more. Bottom line: Rossignol is bringing the brand to the next level by creating and promoting a lifestyle.Â
Want to learn how to build an optimal mobile strategy for your shoppers and associates? Click here to download the complimentary E-book from Salesforce.com!Â
Itâs no secret that the mobile shopping revolution is here. In fact, itâs been here for quite some time, but even though consumers are rarely seen without their smartphones in hand, retailers have been slow to catch on to consumer habits and behaviors. While some retailers are making strides to engage shoppers via the mobile channel, the majority seem to be falling behind. Â
In todayâs competitive marketplace, mobile strategies help retailers remain relevant to modern consumers. If you havenât adopted a strong mobile effort for your business, the time is now.Â
Following are five mobile strategies retailers should embrace and deploy:
Support Cross-Platform Mobile Solutions
Cross platform mobile development is one of the best practices a retailer can adopt.  There are several app development frameworks available that allow companies to develop for multiple platforms.  These frameworks enable retailers to create solutions that target more devices and users, while writing a minimal amount of source code.  This not only makes it easier for retailers to support more consumers, but it also keeps development costs low. Â
From an engagement level, a native app experience is superior so retailers looking to offer cross-platform solutions should consider platforms that provide ready-to-use apps with best practices built-in for iOS and Android.
Provide An Omnichannel User Experience
To remain relevant in the fast-paced world of mobile development, retailers should provide an omnichannel user experience that includes all channels through which consumers can interact with their business â with mobile as the most engaging and the glue that connects the different channels. This goes beyond traditional channels, including retailersâ mobile web sites, to include things like mobile apps for consumers.Â
With an omnichannel offering that takes into account all mobile channels -- with a tie back into retailersâ back-end systems like in-store, loyalty and e-Commerce, for example -- retailers can drive commerce by giving consumers multiple ways to engage with their businesses and purchase goods. Â Â Â
Nurture Customers Over Time
By focusing on recurring customers and their needs and desires, retailers can devise and customize mobile offerings to drive sales, bolster loyalty and increase satisfaction. Providing special services via a mobile app, for example, helps to increase customer engagement.Â
Take a look at CVS, which recently launched its mobile app with returning customers in mind. It focuses on things they needed most:Â personalized prescription to-do lists and coupons based on shopping patterns. Because CVS concentrated on core customers first, the app has been downloaded over four million times and received rave reviews from customers.
Engage Customers With Interactive Apps
When designing your mobile strategy, keep interactivity in mind. Â Retailers that provide an engaging user experience see higher sales and customer satisfaction. These strategies include options like push notifications for in-store offers, the ability to create shopping lists, price comparison, in-store self-checkout and retail store locators, among others.Â
A traffic-intensive mobile web site is great for SEO and onboarding new customers, but customers can then be driven to highly engaging mobile apps. Consider pre-built apps with retail-specific business processes included, to save money on development costs and speed time to deployment.Â
Empower Your Salesforce With Clienteling Tools
Mobile may not be top-of-mind when thinking about the in-store experience, but it plays a key role in clienteling.
Clienteling holds many benefits for both the consumer and retailer, and any brick-and-mortar business that wants to compete with online retailers should consider salesforce empowerment to stay relevant in todayâs marketplace. Clienteling has been shown to enhance customer service by providing responsive in-store support and giving customers as much, if not more, product information as an online retailer. Â
These innovations allow consumers to have a more personalized shopping experience, as associates can provide what customers need on the spot, whether thatâs product details, inventory levels or even the customerâs history if desired, via a mobile device, and help to drive sales as a result. Â
The mobile channel presents a great opportunity for retailers to engage with consumers, bolster customer satisfaction and loyalty and drive sales. By employing the five strategies outlined, you will be well positioned to capitalize on the many benefits that mobile -- and all of its facets -- has to offer.
 Samuel Mueller is Co-Founder and CEO of Scandit, the leading developer of high performance mobile solutions for smartphones, tablets and wearables, designed to transform consumer engagement and operational efficiency for todayâs forward-looking enterprises. For more information on Scandit, visit www.scandit.com.          Â
Anya is live and ready to show you everything. Watch her strip, dance, and perform exclusive shows just for you. Interact in real-time and make your fantasies come true.
â Live Streamingâ Interactive Chatâ Private Showsâ HD Qualityâ Free Actions
Free to watch ⢠No registration required ⢠HD streaming
Why Indoor Location is the Big âClientelingâ Enabler
At NRF14, âclientelingâ is a big topic once again. The idea of clienteling is pretty simple and isnât necessarily new. Instead of using a bucket approach to each customer that walks into your store, clienteling is meant to leverage information about an individual customer, and their past buying habits online or offline, as inputs for the your store associates' interactions with them in-store. That said, itâs extremely difficult to execute.
Sure you may be one of the more than 50% of retailers moving to a mobile Point of Sale (POS) system that will put connected tablets into the hands of your retail staff, but how will you verify a customerâs presence and shopping history pre-purchase? Unless youâre a phone retailer like Verizon or AT&T, youâre probably not going to be able to get them to enter their phone number immediately upon entering the floor. And if you are lucky enough to get them to give you their email address (in the wake of all these retail data breaches), itâs probably not going to be until you bag their purchase.
Thatâs where indoor location technology really ushers in a new generation of clienteling. By providing shoppers with mobile applications that reward them for their in-store visit, and combining with an indoor location platform that automates identification of their arrival for store associates, retailers will be able to leverage real-time customer and potential product information. Armed with this rich information, sales associates on sales floors will be able to connect customers with personalized products and more relevant deals rather than storewide offers and products garnered towards the masses.
The benefits donât end there. This use of clienteling changes the dynamic of the sales associate-customer relationship that has become strained in recent years with the rise in customers using mobile devices in-store to check information and prices. With personalized shopper information and real-time access of inventory and sales, the store associate becomes a knowledgeable resource to the shopper once again. Armed with a tablet, the shopperâs preferences, prices, real-time inventory and locationâ the sales associate is once again in position to make sales. The platform to put all these pieces together is the missing link today, and indoor location can be the answer. Not only can it assist in identifying the shopper, it can assist in automating inventory. In doing so it becomes the conduit bringing together store and customer data for successful outcomes, and more sales.Â