Orders & Order Management
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      POS Customer Insights

      Empower your POS Staff to have better & more personalized interactions with Customers

      The Customer Insights feature on the POS provides wineries with real-time data about their Customers, helping them to personalize interactions and boost sales.

      It gives frontline staff immediate access to engaging conversation starters - including important information like the Customer's purchase history, visit frequency, club membership status and tailored wine recommendations. All of this ensures that interactions remain focused on the Customer's individual preferences.

      Why it's important

      Frontline Staff: Helps your staff engage Customers with relevant recommendations and personalized service.
      Customers: Guests are able to enjoy a more personalized experience with recommendations tailored to their tastes and purchase history.

      How it works

      1. Add a Customer to a Cart in the POS.

      2. Click on the Insights button.

        Screen Shot 2025-03-27 at 2.07.11 PM

      3. The first section of results displays the following:

        1. Wine Preferences: This enables tailored recommendations and upselling opportunities.

        2. Visit history: This allows staff to create a more personalized and welcoming experience.

        3. Club membership status & LTV: Identifies current and former club members, along with their membership tenure and any exclusive benefits they may qualify for. This insight facilitates customer retention efforts and allows for more effective, tailored promotions.

        4. Location Data: Informs staff of the Customers' locations, enabling meaningful engagement with out-of-town visitors and facilitating targeted regional promotions.

          Screen Shot 2025-03-27 at 2.02.07 PM

      4. The next section of the results displays the following:
        1. Purchase history: Shows the 3 most purchased products by a Customer - instantly letting the frontline staff know what this Customer predominantly buys.
        2. Customer Notes: Maintains all winery-recorded notes about a Customer, ensuring continuity in service and fostering stronger relationships over time.
          Screen Shot 2025-03-27 at 2.01.28 PM
      5. The final section displays the following:

        1. Personalized purchase suggestions: Displays a ranked list of personalized product recommendations for the Customer, enabling frontline staff to offer tailored wine suggestions based on their preferences.

        2. This is based on their purchase history (taking into account price range, wine type and varietal).

          Screen Shot 2025-03-27 at 2.01.58 PM

      A Note About Data Input
      It's important to include both Wine Type and Varietal when creating wine products.
      These elements are crucial for generating accurate insights. If either of these fields is left blank, the resulting data may be misleading or incomplete.