Customer 360

Customer 360 gives winery staff a clear, at-a-glance view of the customer directly within Commerce7. Available from the customer profile and POS, the app brings together key customer metrics, club activity, loyalty information, purchase preferences, tags, custom fields, and other relevant insights in one easy-to-use view.

The app is highly configurable, allowing each winery to choose which insights are displayed, their order, and how they appear to staff. This keeps the experience focused on the information that is most useful to each team.

Customer 360 can also help staff identify club membership opportunities by comparing the customer’s current purchase with configured club discounts. Staff can quickly see how much a customer could save by joining a club and highlight additional club benefits during the conversation.

Key Benefits

• Know your customer at the POS — Give staff immediate access to useful customer information such as lifetime value, recent value, order activity, loyalty status, active and previous club memberships, tags, and custom fields.
• Identify club upsell opportunities — Show potential club savings based on the customer’s current purchase, along with the applicable discount and club benefits, giving staff a simple and relevant way to introduce membership.
• Understand purchase preferences — Surface purchasing patterns and preferences to help staff make more personalized product recommendations and provide a better customer experience.
• Recognize loyal and valuable customers — Display loyalty tier, points, customer value, purchase recency, and club history so staff can quickly recognize important customer relationships.
• Customize what staff sees — Configure which metrics and components appear in the POS and customer profile, including their display order and format.
• Surface winery-specific information — Select which Commerce7 customer tags and custom fields should be visible, ensuring staff sees the information that matters most to the winery.

Customer Insights works directly with Commerce7 customer and order data, keeping important information within the staff workflow and reducing the need to search through multiple areas of a customer profile.