Cluster U · U01
Clienteling and assisted selling (associate app)
Planned / not in the catalog yet (suggested by legacy F500 review). Typical of: Apparel, department and specialty retail; Consumer electronics and services retail; Home improvement and building-supply retail and others.
Partly in catalog Suggested by legacy F500 review
Planned / not in the catalog yet (suggested by legacy F500 review)
This function is listed for the owners to decide. It is not in the 3,435-item catalog, not built, and not promised.
Elements
The pieces this function usually contains in a large organisation:
- Customer profile on the associate device
- Saved items and wish lists
- Appointment booking with a named associate
- Follow-up reminders
Catalog items that already cover part of it
- Customer purchase history CRM-0007
- Appointment scheduling (services) RSV-0013
- Customer birthday & anniversaries CRM-0014
What is not described
associate-side clienteling app.
Classification
- Status
- Present partially
- Fit
- Element candidate
- Suggested module
- CRM: Customers & Relationships
- Suggested attributes
- Pro; priority Optional; optional online action. Starting points only.
- Cluster
- Second-pass additions: assisted selling, counters and miscellaneous
- Public excerpts
- domain analysis
Archetypes and companies
Apparel, department and specialty retail; Consumer electronics and services retail; Home improvement and building-supply retail; Auto dealers, parts retail and service.
Example companies in these archetypes: TJX, Gap, Nike, Macy's, Ross Stores, Nordstrom, Ulta Beauty, Dick's Sporting Goods, Best Buy, Apple retail, GameStop, Home Depot. These come from general knowledge unless a source code is shown on the archetype page; it is not a statement that each company runs every element, and it implies no relationship.
Closest industry pages
- Apparel and footwear retail
- Specialty retail (books, toys, sporting goods, jewelry, pets, crafts)
- Travel retail and duty-free
- Electronics and appliance retail
- Home improvement and hardware stores
- Furniture and home furnishings
- Motor vehicle and parts dealers
- Auto service, repair and car wash
- Motor vehicles and parts manufacturing
Next: Exit receipt check and bag audit.
Status is a hand review against catalog names and descriptions and can be wrong. See the method.