Assisted selling

Completed

When customers are in the store, they reveal important information to sales assistants.

For example, if a customer is looking for sandals or a specific shoe type that they like, as a sales assistant, you would refine your search on the style of shoe, or you would add a filter on the brand, add a price range, and more. These filters exemplify the valuable types of information that the customer and retailers want to capture right away because knowing your customer means serving them better.

Product recommendations

Within the context of knowing your customer, are product recommendations. Initially, you have invested in your Recommendation service, but the quality of those recommendations highly depends on how well you know your customer and their preferences. Therefore, if clienteling capabilities are built into your in-store solutions, it can help bring value to your recommendation service as well.

You can compare the products side by side in the Compare products page, after you have a list of products that you are interested in.

Screenshot of the Compare products page showing shoes.

Inventory lookup

With clienteling, inventory lookup capability is also available. Inventory lookup lets you look up available variants in the store and, if they’re unavailable, to check which nearby stores have on-hand stock of the chosen product and a price check of those products. These capabilities allow the sales associate to answer customer questions while engaging with them; hence, giving them an opportunity to learn more about the customer without leaving their side.

Screenshot of the Dynamics 365 Commerce Inventory lookup page.