POS 101: Customer Engagement

customer engagement

Like a merchant, you&#8217ve had a tough job. I certainly don&#8217t envy because you not just manage the employees, upkeep your inventory, in some way understand profits data, settle the bills, and make certain your establishment doesn&#8217t burn down, but additionally convince prospective customers to complete their shopping at the store before competing companies can perform it first. It&#8217s a constant fight, also it&#8217s definitely not one you ought to be trying to defend myself against alone. Obviously, you&#8217ve got staff there to assist you with a few things, but it’s also wise to understand that your POS system can help. With the proper software, you won&#8217t just have the ability to process sales, you&#8217ll have the ability to engage your clients inside a significant and financially advantageous way.

Below would be the primary ways your reason for purchase solution can be just like advantageous towards the customer engagement process because the face-to-face interactions you&#8217ll have together.


Getting a POS with customer engagement features means that you&#8217ve taken a measure nearer to an exciting-in-one POS solution. An growing quantity of solutions are including CRM abilities and there are many great integrations for general CRM management, or&#8211more particularly&#8211email marketing and loyalty rewards programs. That&#8217s really what we should&#8217re targeting here, right? The opportunity to perform all your business functions from one system. Because of latest technological advances, customers now anticipate an efficient and seamless purchasing process, usually by means of personalized rewards programs, targeted upselling, and mix-selling. The very best way of streamlining the purchasing process is as simple as keeping detailed records of past purchases. Getting these details nearby enables sales associates to create suggestions on upgrades and extra products according to customer&#8217s buying history. This sort of targeted up- and mix-selling is most frequently seen when customers are making purchases online. You take in it constantly on sites like Amazon . com with &#8220Customers also bought&#8230&#8221 and &#8220Similar products&#8230&#8221 written alongside a particular listing of items that would be the probably to attract the person buyer.

The purpose of all of this is that if you&#8217re attempting to patch together the information from multiple different systems (i.e in case your POS and customer management program aren&#8217t integrated), you&#8217re not going to achieve the real-time data essential to provide the stream-lined, personalized experience customers have started to expect. Retail reason for purchase systems like Quetzal perform a particularly good job of leveraging data, with modules that evaluate a person&#8217s purchase background and create word clouds to visually represent which products the client buys regularly (and which products are infrequently purchased). Which means that for those who have an affiliate around the sales floor by having an iPad, all they require is really a customer&#8217s name plus they&#8217ll know precisely what will sell without all of the speculation. With personalized email promotions, even when they display the particular promotions that will attract a particular customer group, you’ll still finish up getting to coax people into the store as you don&#8217t possess the real-time data while they’re physically sitting on profits floor. Centralization of the data, therefore, is a vital part of the customer engagement process, which makes it even more crucial that your CRM module is either integrated together with your POS or built into the software.

The Cloud

To profit fully in the ease of an exciting-in-one POS, you&#8217ll most likely need to get confident with the thought of housing your computer data around the cloud.

The type of ease of access and mobility that enables you to definitely most effectively target your clients includes cloud-based instead of in your area-installed POS solutions. Thinking about constantly, space, and cash you need to sacrifice purchasing and looking after bulky hardware, a legacy system simply isn&#8217t worthwhile. You can on the advantages of a cloud system here, however the primary point, especially when it comes to customer engagement, is the fact that if you wish to remain competitive and purchase a forward-thinking POS with easy ease of access to sales and customer information, you&#8217re likely to want to consider a cloud-based system.

Tracking Purchases

It might appear just like a pretty fundamental feature, although not all POS solutions are in the stage where they are able to track a person&#8217s buying habits. You&#8217re likely to want to consider an answer which goes beyond just demonstrating which products sell probably the most. You can uncover that certain you will find the information essential to point your clients within the right direction, the inventory that doesn&#8217t be as good at this time turn into a wellspring of revenue. It just takes some targeted selling and a few proper promotions.

I&#8217ve already covered the truth that knowing an individual&#8217s purchase history creates more possibilities for mix-selling and upselling, however, you&#8217ve also reached make sure to reward individuals extra purchases with loyalty programs. I understand when I&#8217m searching for any good meal and I’ve got a whole choice of restaurants decide from, I&#8217m going to choose the one which thanks me for arriving with a few points on my small rewards card. (And when I&#8217ve got individuals points on my small card, you realize I&#8217m going to return in order to rely on them on my small next meal.) It&#8217s fairly fundamental psychology, but surprisingly couple of establishments are benefiting from the idea&#8211especially small companies, who may benefit probably the most. Possibly it&#8217s because retailers think that a loyalty rewards program is really a luxury for individuals with costly, high-finish POS solutions. Well, that&#8217s simply not the situation. Many of the greatest-ranking POS systems we&#8217ve reviewed&#8211including individuals targeted at promising small to mid-sized companies&#8211include CRM abilities and some type of reward program. Really, the toughest part of the process is deciding which of those many great systems works good for you.


Another element to think about whenever you&#8217re searching into customer engagement is if you need to offer some type of online store or online ordering system. eCommerce is becoming more and more necessary due to the quantity of ease of access and personalization that consumers have become accustom. Furthermore people require that you offer the opportunity to browse your whole inventory and process purchases without departing their houses, they also require that you cause them to these products they didn&#8217t know they wanted. I designed a reference above to how Amazon . com accomplishes this task, but another site which has even more effectively capitalized about this trend is YouTube. People can spend hrs lost within the greatest, darkest areas of YouTube, in the dark about the way they arrived, due to the listing of related videos enticingly displayed directly near the primary display. With each and every click on the consumer states, &#8220I didn&#8217t know I needed to look at this, however I actually do.&#8221 With every click, YouTube reels in additional cash. The entire point would be to engage your customer in a manner that&#8217s going to ensure that they’re in your site as lengthy as you possibly can, going through these products they are likely to purchase. But to do this, you need to produce a tempting online store, so it seems sensible to consider a POS that accommodates some type of eCommerce integration.

Digital Receipts

Digital receipts have grown to be an more and more popular option, and they’re yet another means of engaging your clients inside a potentially rewarding way. When that evidence of purchase turns up inside a customer&#8217s inbox, you&#8217ve got another chance to coax them into returning with some type of coupon or promotion, or perhaps direct them aimed at your website to make use of what exactly they simply earned to buy another thing.

Despite a printed receipt, there&#8217s lots of space to incorporate a plug for something new or perhaps a Springbreak promotion. The only real caveat is you be sure that your POS really enables you to definitely personalize your receipts in this manner. Most systems enables you to personalize your receipts in certain capacity, however, you&#8217ll wish to make certain to inquire about not only &#8220Can I personalize my receipts?&#8221 whenever you&#8217re searching to buy a brand new reason for purchase. Because as the answer might be &#8220Yes,&#8221 that doesn&#8217t let you know regardless of whether you can really determine what to incorporate, or you&#8217re only permitted to place your emblem at the very top.


Selecting the kind of hardware you’ll need inside your store may appear pretty unrelated to customer engagement, but there’s a couple ways in which getting the best hardware might help your customer retention. Probably the most subtle ways the peripherals you select can impact the way in which your clients feel is by general appearance. Should you&#8217re a sleek, new-agey tech store in New You are able to, however, you&#8217re sporting a bulky system that can take up half your counter and it has a tangle of wires protruding in the back, you&#8217re less inclined to have as numerous customers even achieve the register. Exchange that monstrous PC for any tablet by having an stand made to hide the wires connecting for your charge card readers and funds drawer, and also you&#8217ll be amazed the amount of a positive change you will notice. You could also would like to try purchasing a stand that swivels so that you can turn your screen around when the client must sign for any purchase.

Really, customer-facing checkout screens are recognized to reduce to transaction mistakes and may therefore help eliminate annoying returns and exchanges. You can even give a kiosk so customers can check themselves out (as if you see in certain supermarkets). Or you own some type of appointment-based business, you can generate a kiosk that enables people to sign in for appointments (or possibly book future ones).

Should you&#8217re running an restaurant, digital menu boards may be something to think about. They create it simpler to change rapidly between breakfast, lunch, and dinner menus, especially since they may be automated which means you don&#8217t need to make the modification by hand. You&#8217ll wish to be careful when making them, though, since i&#8217ve seen some menus because of so many moving parts they finish up being more distracting than useful.


Like I pointed out before, CRM and e-mail marketing integrations are essential to think about since they will supply you with a whole slew of features along with a way of reaching your clientele that the POS system might not be outfitted to provide. An growing quantity of systems are providing rewards, e-mail marketing, customer profile management, as well as social networking integrations, however the primary purpose of a POS continues to be to process transactions. You&#8217ll want to understand what your POS solution can and may&#8217t do with regards to customer engagement, and understand which you may require an extra integration to make certain you engage as numerous current and prospective customers as you possibly can.

Final Ideas

That last factor I&#8217ll give you is one thing I came across from studying Forbe&#8217s article on driving customer engagement. Basically, one area of the article details how negative customer comments isn&#8217t always a poor factor. I understand that the couple bad reviews on Yelp can definitely hinder a great business, also it&#8217s tempting either to retaliate by having an equally scathing response or slink away bitterly and hope Yelp goes bankrupt, but this isn’t the easiest method to cope with negative feedback. Actually, one business made the decision to embrace the negative reviews they received and found their most loyal customers switched to be individuals who’d problems the company labored to solve.

The simple fact is the fact that customer support is among the most direct types of customer engagement and it is frequently one way your organization&#8217s brand is fleshed out. Are you currently somebody that is grateful that attention has been attracted to problems and works positively to solve them, or are you currently interested in retaining those who you never need to communicate with? Turn individuals negative Yelp comments right into a way of garnering a bigger and much more loyal clientele base.

Even though you&#8217re doing that, make certain you think about all of the facets of customer engagement whenever you&#8217re picking out a POS system. Your ideal solution will be able to not just track the data you should know regarding your customers, but in addition helps you really engage them within the purchasing process. Should you&#8217re unsure how to pull off look for a system that does the thing you need it to complete, tell us. We&#8217re willing to lend you our expertise.

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