Clienteling Tasks Manager
Make technology work for your team.
Our Occasions and Tasks Manager helps sales and retail teams focus on the next action to succeed:
Automated Clienteling Occasions: our systems do the grunt work of identifying opportunities to reach out to clients.
No checking the box needed: occasions complete automatically once sales associates reach out to clients.
Tasks Manager: combine sales occasions with operational tasks to run your business and collaborate.
Track every action
Track everything by market, region, store and employee.
Occasions reports: track tasks by status, category, or time frame.
Actions reports: view how each occasion turned into a contact, by channel or time frame.
Conversion reports: track how tasks turned into business with sales by category, channel or customer segment.
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