In this article, we explore how retail clienteling is transforming the shopping experience and helping brands improve customer loyalty, increase sales, and drive deeper customer engagement. We’ll also highlight powerful clienteling software features that are reshaping modern retail.
What is omnichannel clienteling?
Having a great overview of the whole selling process between online and in-store has always been a real challenge, especially for retailers managing multiple stores and branches, sometimes between different states or even countries. Clienteling apps emerged to fill the gap in allowing retailers to gain a better overview of their sales operations and processes by gathering data on the different communication and selling points between stores and their shoppers. It also multiplies the communication channels and opportunities for retailers to actively and effectively connect with their consumers.
Why is clienteling important in retail today
Increasing customers’ loyalty
A 2025 Google study shows that omnichannel clienteling can boost customer lifetime value (CLV) by up to 30%. This is due to the multiple personalized touchpoints added throughout the customer journey, turning traditional linear shopping experiences into dynamic loyalty loops.
From personalization to hyperpersonalization
Personalization is one of the key factors that will help retailers create meaningful interactions with their customers. According to a recent McKinsey study, it has been proven that companies excelling at personalization generate 40% more revenue than average players. This explains why clienteling softwares are becoming an important part of the selling process. Because they allow retailers to capture important client preferences information through customer profiles creation that are accessible between all stores and branches. Hyperpersonalization has become an expectation rather than a nice-to-have.
With advanced clienteling tools, retailers can:
Create detailed customer profiles with purchase history, size, preferences, and behavior
Share insights across all store locations
Enable sales associates to make data-informed product recommendations
By gaining access to important data across multiple channels, stores and branches, retailers enable their sales associates to reach out to their customers with better intent and context.
Cross-selling and upselling by leveraging a clienteling app’s CRM capabilities
Clienteling software offers powerful CRM-like capabilities tailored to the retail industry. Unlike traditional CRMs, clienteling tools focus on customer interactions, task tracking, and sales attribution across all channels, especially in physical stores. With an end goal of overlooking and implementing the best in-class interactions at scale.
Here are two use-cases examples:
Tasking automation
Automated tasking is one of the key components that will help managers and directors to be able to oversee if a new strategy has effectively been implemented in-store, this fills what is usually a blindspot for retailers.
Segmentation capabilities
Managers can use Salesfloor’s segmentation capabilities to send special offers to VIP clients, they can also assign 1:1 tasks to their sales associates to make sure they contact a specific client that might be interested in a product they had just received in-store.
Boosting conversions with the help of a retail AI
In 2025, AI-powered clienteling is revolutionizing how retailers operate. From smart product recommendations to real-time conversation support, AI enhances both the associate and shopper experience. However, adoption remains a challenge. With only 5% of retailers being confident that they know how to fully leverage AI’s potential. With that in mind, Salesfloor developed Maestro AI, an artificial intelligence sales agent, specializing in retail to help them deliver personalized recommendations at scale. It allows retailers to use a pre-built solution to leverage AI for assisted selling. Equipped with visual browsing and automated product tagging, it allows personalized recommendations at scale and available 24/7 to consumers.
By leveraging clienteling software like Salesfloor, retailers can unify the in-store and online customer experience, boost engagement, and drive long-term loyalty. Whether it’s through personalized recommendations, AI-assisted selling, or CRM-style segmentation, modern clienteling tools provide the insight and efficiency retailers need to thrive in 2025 and beyond. The brands that prioritize data-driven, customer-first retail strategies will be the ones that outperform competitors and turn every customer interaction into a revenue opportunity.
