Wednesday, September 5, 2012

Specialty Retail POS

Customer Relations Management (CRM) Options With the latest updates, the CRM features the most changes. There is the option to force employee to enter CRM, select required CRM fields, and to set the default state. Under the CRM box you will also see the show customer lookup option. To view these CRM Options on the Online Dashboard go to : Settings > Locations > Edit POS Settings The first one, Force Employee to Enter CRM, ensures that your employee requests information from the customer before they can proceed to the tender options. Now, to tie in with that is the Required CRM Fields. You can select which information your employee is required to take down from the customer. And of coarse, there is the Default State. This option of the CRM allows you to set your default state so that when you input customer information that is from the local area, you don't have to keep scrolling around to select your state when they give you their information. Lastly, there is the Show Customer Lookup option. On the POS, this enables you to search your CRM database for repeat customers and see their purchase/transaction history or to update their information. Remember that it is important to keep a CRM database because it helps you in creating and maintaining a strong relationship with your customer. With the CRM, you can see trends in their purchase history and use that to attract them to purchase other similar products that you may have. Having their contact information allows you to keep them updated with specials and discounts especially around the different holidays, and maybe even their birthdays! This can increase customer satisfaction and inturn produce more sales for your business. To view these features in action watch the CRM Options video at http://www.LivePOS.com

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