Clienteling, Insights and analytics

Build closer customer relationships that boost the bottom line



CRM & Loyalty

Clienteling increases customer satisfaction and improves productivity.

It enables you to access historical customer behaviour to make recommendations and keep customers up to date on new products they may like.

Having this data to hand, you can focus on retention, reactivation, cross-selling and opportunity selling – the customer basics of: keep them coming; have them coming more often; interest them in more items per visit; and compel them to spread the word.

Our clienteling tool works seamlessly with our loyalty solution or can be integrated into your existing CRM solution for master data. It also includes:

diary and appointment planning

task management

style lounge

messaging/message board



My Black Book Customer List

Insights & analytics


Insights & analytics

Demystify sales and get information you can act on

Our loyalty tool provides analytics to help you understand customer behaviour, capitalise on growth opportunities or address declining activity.

CRM data reveals the true picture of your sales – so you’ll know exactly which customers are shopping consistently, which buy high margin products – and who is less loyal. And know which parts of the business are being affected by this.

Our tool provides retail-specific analysis with the KPIs you require: RFMX, Cross Shopping, Purchase Cycle, Stats Analysis, Campaign Analysis, Channel Analysis. And you can create dashboards and generate tailored reports – emailed on a Monday morning at 7am to keep your finger on the pulse.


CRM Solutions

Information is nothing, without understanding

A CRM tool can only give you so much. It’s the know-how that really makes the difference.

With 25 years’ experience and a solution created specifically for retail, we can accurately calculate your loyalty ROI and make sure it’s achieved on time.

Our retail best practice is second to none. We’ve helped retailers with average customer values of close to £1million and those closer to … £20. It all counts.

We’ll demonstrate the true value of customer data and insight, and show how it can help people right across the business – from buyers and merchandisers, sales staff and store managers right up to board members and retail directors – to make better decisions.

"After a review of the market, BT Expedite’s retail CRM solution shone through. We currently partner with BT in the areas of merchandising and e-commerce and we’re looking forward to working closely with the CRM team and implementing our next phase of loyalty."

Jason Moon, IT Director, Notcutts

Get the data
Contact us

0870 850 6880


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Case Studies


Fat Face: Omni-channel

With an old point of sale (POS) system struggling to cope, Fat Face needed something that would better support the company’s omni-channel and intern ...

From the blog

Managing digital disruption and innovation in retail

At our recent Ex Files event, Forrester analyst Michelle Beeson provided some stats and insight from the group’s most recent omnichannel research, which revealed that in the age of the hyper-connect...

Diane Gane Diane

Loyalty is a two way street: behind the scenes

At a recent retail technology event hosted at BT Tower, Alex Field lifted the lid on Thomas Pink’s loyalty processes and showed how a move away from traditional analysis has resulted in a business s...

Diane Gane Diane

Loyalty is a two way street: the shopfloor revolution

Our recent loyalty and CRM event at BT Tower included two presentations from retailers currently pushing the boundaries of technology and analytics to deliver a better service for customers and more e...

Tanya Bowen Tanya