NickelPOS - Nickel Point of Sale

Point-of-Sale: Customer Tracking

Customer Tracking

By using a Point of Sale, store owners can do a great deal more than track how many people are coming to their stores. They can assess their visitors' purchasing behavior (enabling changes to be made to their store policies and layout, if necessary), and evaluate the effectiveness of their online marketing dollars (enabling them to increase, cut back or re-deploy their budgets).POS Customers

If you have a store that means more to you than just a brochure for your business, here are different ways a Point of Sale can help:

You can evaluate the effectiveness of your marketing efforts. If you're spending a lot on newspaper ads and ads in other media, you need to see which ones are performing and which aren't. A Point of Sale can let you see which advertisements are sending you traffic as well as the most popular advertisements. What if you aren't spending any money at all on advertisement? A Point of Sale software system can help you in determining where to place some ads.

You need to know where your traffic is coming from, and why. Are advertisements your store's biggest source of traffic? Or do you have little-known but significant on-ramps from other word-of-mouth, perhaps complementary companies who are potential business partners? Also, are your efforts to generate new customers and sales leads (such as newsletter signups and free product trials) working or not?

You need to know what customers like and don't like about your store. If you know what is working well, you can optimize your store to provide more of it. But knowing your most common faults can be just as beneficial. Where customers bail out is important. Maybe you're losing people because of the store policies or products and you need to change it to something more intriguing or compelling.

It's how you'll really get to know your customers. The Point of Sale allows you to understand your customers and prospects better than other media and marketing channels. In the retail world, not everybody is going to come to your store to buy a product or service. But the Point of Sale may allow you to track where they go and what they do want from your store, so you can make changes to your store based on their behavior. You've become smarter. You can do that by using your tracking knowledge.

Some additional tips

  • You should have running sales totals on each customer
  • Zip code tracking should be standard feature
  • A full list of each  item purchased by each customer should be easy to look up
  • Address and emails should be tracked and accessible
  • Customer searches should be by either name, phone number, contact city, state, customer number
  • Tax types and rate should be flexible for each customer
  • Exemption numbers should be tracked.
  • Customer types and purchasing levels should be supported by your POS
  • Where did the customer hear about you
  • Credit cards should NOT be stored (new Federal law)
  • Accounts receivable should be tracked along with credit limits
  • A powerful Notes field should be accessible
  • Aging should be supported by your POS
  • Invoice history log should be supported
  • Alternate Shipping
  • Loans and loan tracking
  • Tele-Marketing with full tracking
  • Any back-orders should be tracked
  • Recurring Charges is something a good Point of Sale should support
  • Check Cashing routine should be an available option with your POS
  • Unlimited Alternate Phone numbers
  • An optional customer lookup should be available if you use called ID
  • Customer picture taking and holding should be supported
  • Other Users definable fields should be included to track customers the way YOU want.


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