Client Book
Commerce helps sales associates form long-term relationships with key customers. The Client Book is a clienteling capability that helps with this task.
The Client Book shows contact information for each customer, including three additional properties that are defined in Commerce Headquarters based on the three most important insights that the sales associates should know about the customers.
For example, a fashion retailer is interested in shoppers’ preferred brands, while a watch retailer might want to know important dates, such as birthdays, because it’s a typical present for such occasions.
The Client Book lets you filter customers based on criteria.
For example, a new collection of handbags has arrived in the store, and you want to contact your customers who have shown affinity to such products in the past.
The Client Book shows a collection of customers who belong to one associate or a group of associates. The idea is that high-end retailers can have a personalized approach to key customers and always let the same associates communicate with the customer to create this feeling of having a personal shopper. Therefore, the Client Book is the place to keep these customers together to understand who they are and the key information about them.
Occasionally, a one-to-one connection with the customer is not a preferred option; rather, a group of key customers are managed on a store level. In this scenario, the Client Book can show the list of all customers who are managed by all sales associates of a specific store.