Best Practices

Need fresh ideas for customer service training and building brand loyalty among customers? Read our articles for best practices for your retail strategy.

Guide to implementing AI in retail

Best Practices

The Ultimate Guide to Implementing AI For Retail Directors

Check out our comprehensive implementation guide for retail leaders ready to transform their retail sales, marketing and operations with generative A

By Kara Zawacki

Store associates work on their retail CRM

Best Practices

8 Retail CRM Best Practices for 2025

Learn 8 proven retail CRM best practices that go beyond basic data entry. From smart segmentation to AI-powered personalization, discover how to build lasting customer relationships.

By Robert Woo

Best Practices

AI vs. Business Intelligence (BI) in Retail: What’s the Difference?

Discover how AI and BI differ in retail, their unique benefits, and how combining both technologies drives better decisions and growth.

By Kara Zawacki

A group of retail store workers excited about their retail CRM

Best Practices

What is a Retail CRM?

Discover what makes a retail CRM different from traditional CRMs and why it's essential for modern retail success. Learn key features, best practices, and examples to help you choose the right solution for your brand.

By Robert Woo

Measuring Retail Store Performance

Best Practices

How to Measure Retail Store Performance In An Omnichannel World

Struggling to measure retail store performance? Learn to accurately track omnichannel sales, attribute value & evaluate associate KPIs.

By Kara Zawacki

A loyal customer who is engaged for the long term

Best Practices

How to Keep Customer Engagement High for Years (and Years!)

Discover proven strategies to maintain customer engagement and loyalty for the long term.

By Robert Woo

data-driven retail culture

Best Practices

How Retail Leaders Can Build a Data-Driven Culture That Actually Works

Struggling with data analytics in retail? Learn why culture is the #1 barrier & get a leader's guide to building a team that uses data to drive profit.

By Kara Zawacki

Best Practices

The Complete SMS Marketing Guide for Retailers in 2025

Maximize ROI with SMS Marketing in 2025. Learn compliant, high-converting retail SMS strategies that help retailers boost sales and customer engagement fast.

By Kara Zawacki

10 Common clienteling mistakes

Best Practices

10 Clienteling Mistakes That Are Costing You Sales

Discover how to avoid 10 common clienteling mistakes that reduce customer loyalty and impact your bottom line, with data-backed solutions for retail directors.

By Kara Zawacki

Best Practices

7 Proven Strategies to Boost Retail Foot Traffic Through Personalized Marketing

Winning the Foot Traffic Battle: How Personalized Marketing Brings Customers Back to Retail Stores

By Kara Zawacki

Happy shoppers at a boutique store

Best Practices

How to Identify VIPs and Provide a Truly Exclusive Experience

Learn proven strategies to identify your VIPs and create the personalized experiences that keep them coming back again and again.

By Robert Woo

Male customer enjoying shopping

Best Practices

How to Identify and Engage Your VIP Retail Customers

Discover data-driven strategies to identify your VIP retail customers and personalized engagement tactics to boost customer loyalty and increase your sales.

By Kara Zawacki

woman in retail store on iPad

Best Practices

Things to Know Before Buying CRM Software: A Quick & Dirty Guide for Retail Brands

If you're evaluating CRM software for your retail brand, you’re not just choosing a platform — you’re choosing a growth partner. Whether you're overseeing 50 stores in the US or expanding your footprint across the globe, the right CRM can transform how your teams sell, serve, and scale.

By Kara Zawacki

A styling appointment with a store associate and customer

Best Practices

The Very Brief Guide to Appointments in Retail

Learn how to set up and promote a retail appointment program that boosts sales, enhances customer experience, and keeps shoppers coming back.

By Philip Marshall

Person online shopping on their phone

Best Practices

How to Get Local Online Shoppers to Visit In-Store for the First Time

Local online shoppers are a huge opportunity for your stores, but how do you coax them off the couch and into your aisles?

By Robert Woo

Person walking with shopping bags

Best Practices

How to Get First-Time Shoppers to Shop a Second Time

Learn six proven strategies to engage, delight, and convert first-time shoppers into returning customers.

By Robert Woo

Inside a luxury retail store

Best Practices

The Very Brief Guide to Clienteling in Luxury Retail in 2025

Learn the art of white-glove clienteling to transform every shopper into a lifelong customer.

By Robert Woo

a person looks at a screen full of data and graphs

Best Practices

How to Prepare for Better Clienteling in 2025

Clienteling is the key to customer loyalty and repeat purchases. With these 5 strategies, you can make 2025 your best clienteling year yet.

By Robert Woo

A store associate uses a phone to text clients

Best Practices

How to Use Retail Clienteling to Lure Back Lapsed Customers

Are you struggling to retain customers? Discover 6 clienteling strategies you can use to turn your lapsed customers into loyal fans.

By Robert Woo

4 Easy Ways to Make Bulk Messages Feel Personal

Best Practices

How to Personalize Bulk Messages for Better Clienteling

Transform boring bulk messages into personalized clienteling masterpieces that actually drive engagement and replies.

By Kara Zawacki

People walking through a large path in the middle of a retail store

Best Practices

Slick Moves: How to Achieve Frictionless Retail

Struggling with abandoned carts and lost sales? Learn how you can reduce friction in your retail store to boost sales and delight customers.

By Robert Woo

Best Practices

The 3 Best Customer Segments for Driving In-Store Foot Traffic

Stumped on how to drive in-store foot traffic? Discover why these three customer segments are proven to boost brick-and-mortar sales and engagement.

By Kara Zawacki

Shoppers browsing a pink-themed retail store using clienteling technology

Best Practices

Top Clienteling Strategies for Omnichannel Retailers

Discover today's top clienteling strategies to enhance customer relationships and boost sales. Get actionable tips and tried-and-true techniques for omnichannel retailers to thrive.

By Kara Zawacki

People in a retail store both working and shopping with a sign hanging from the ceiling that says "Now open!"

Best Practices

Why Your Retail Store Needs a CRM Before Opening Day

Discover why integrating a retail CRM before your retail store opens is the key to unlocking sustained success and customer loyalty.

By Robert Woo