Salesforce Clienteling
Empower your store associates to deliver personalized shopping experiences.
Overview
Salesforce Clienteling is a feature of its Commerce Cloud that equips store associates with a comprehensive view of customer data, including online and offline purchase history, preferences, and interactions. This enables personalized recommendations, targeted communication, and a seamless shopping experience across all channels. It is designed for retailers looking to leverage their existing Salesforce data to build stronger customer relationships and drive sales.
✨ Key Features
- 360-degree customer view
- Personalized product recommendations
- Appointment scheduling
- Omnichannel communication tools
- Task management
- Mobile access for store associates
🎯 Key Differentiators
- Deep integration with the Salesforce ecosystem
- Unified customer data across sales, service, and marketing
- Scalability for large enterprises
Unique Value: Provides a single source of truth for customer data, enabling highly personalized and consistent customer engagement across all touchpoints.
🎯 Use Cases (4)
✅ Best For
- Providing personalized styling recommendations based on past purchases.
- Notifying customers about new arrivals and promotions.
- Scheduling in-store appointments and consultations.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small businesses with limited budgets
- Businesses not using the Salesforce ecosystem
🏆 Alternatives
Offers a more integrated and comprehensive solution for businesses already invested in the Salesforce ecosystem.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premier tier)
🔒 Compliance & Security
💰 Pricing
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