TallySoft
®
Customer Relationship Management
We know your customer is your #1 priority. TallySales Customer Relationship Manager
is designed to assist you in communicating with your customers. By capturing
information at the point of sale, you can easily identify customer buying trends and
improve customer satisfaction. TallySales incorporates the customer management
features needed to effectively communicate with your customers.
Customer Incentive Discount Plans
With customer incentive discount plans, you can assign automatic discounts to reward
your customers for remaining loyal to you. Simply create or modify a plan and select
the products that you want to discount. This will save the cashier time and can be
used in tandem with Member Cards. You can also set whether the customer is an
employee or a Loyalty Program Member.
TallyMail
(Target and Bulk Mailing)
The TallyMail program allows you to create mass mailings to stimulate business or show
appreciation to your customers by sending out a birthday wish or thank you letter to new
customers. Capturing customer information at the point of sale allows you to sort through
your best customers and reward them with coupons or gift cards. An example of a mass
mailing you might send is alerting customers about a product recall. By creating your
own custom letter, TallyMail gives you a simple and quick solution to send and alert the
customers that purchased that product.
With TallyMail you can easily print labels for targeted mailings, export to Excel for
further manipulation, e-Mail or send to an e-Mail marketing program.
Purchasing History
Attaching a customer to a sale is very simple and can be done at any time during the
sale or even after the sale has been completed. Once a customer is attached to a sale,
their purchasing history will be stored for the life of the system or until it is
purged by you. If a customer needs to return an item and doesn’t have their receipt,
you can easily reprint a sales receipt or view previous purchases from as far back as
you choose. Layaways, special orders and in-store accounts (with optional finance
charges) can also be viewed and reprinted.
Customer Demographics
Use Customer Demographics to define a customer’s default store, select discount plan,
keep their tax exempt information, retain their encrypted credit card on file, define
a customer relationship and even create your own custom demographic fields. These
custom fields let you provide an unlimited level of demographic details that are
important to your business; i.e. A ski resort may use custom demographic fields for
this customers “Boot Size”, “Ski Experience Level”, “Age”, “Do Not Send
Promotional Emails”, and more.