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Retail Workflow Map

Merchandise manager

Merchandise management

Buying manager

Procurement and Logistics

Store manager

Store operations

Marketing manager

Marketing

Sales assistant

Order and Delivery

Customer service
representative

Customer service

Compliance officer

Risk & Compliance

HR manager

Employee experience

Merchandise management

Procurement and Logistics

Store operations

Marketing

Order and Delivery

Customer service

Risk & Compliance

Employee experience

Merchandise management

Merchandise planning

Generate data-driven merchandise plans across all your channels, regions, and stores, as well as make predictions about crucial future market positions by using robust analytics and AI tools

Pricing optimization

Optimize your pricing strategy for different products, customer segments, and distribution channels with comprehensive sales, pricing, and profitability analytics and AI-driven predictive modeling techniques

Product launch management

Reduce time-to-market with transparent, centralized, and automated product launch processes and seamless collaboration workflows across departments

Sales performance monitoring

Monitor your retail sales from all angles to increase the company’s profits: order and customer metrics, salesperson performance and efficiency, best-selling products and categories, store's financial KPIs, and more

Procurement and Logistics

Sourcing and procurement

Set up smooth, continuous procurement processes and ensure timely availability of goods in your stores by automating such workflows as purchase requisitions, supplier onboarding, contract approvals, invoice processing, and more

Logistics management

Ensure fast and cost-effective delivery of goods to stores and distribution centers with automated workflows for planning routes, costs, orders, and other related activities

Partner management

Easily maintain up-to-date information about vendors, suppliers, manufacturers, and distributors in a single centralized solution; communicate transparently and effectively through the partner portal

Contract management

Keep contracts, agreements, and other related documents secure and up to date in a single-source protected database; save time by automating contract approvals and other document management workflows

Store operations

Franchise management

Implement unified store operations and standards across your entire network; establish effective communication and collaboration between different stores and teams distributed across multiple locations

Inventory control

Track the real-time inventory status of your products to prevent delivery delays, ensure timely fulfillment of orders, and avoid overspending and overstocking

Asset management

Easily track information on all physical and digital assets in your store to improve operational performance and maximize the efficiency of asset utilization

Marketing

Customer information management

Gain a holistic view of your customers, their interests, and buying behavior, such as social media activity, email campaign response, purchases online and in retail stores, wish lists, ratings and reviews, loyalty program information, etc.

Segmentation

Divide your audience based on criteria such as social demographics, geography, and buying behavior, and deliver personalized offers through the ideal channels at the perfect moment.

Campaign management

Easily build, automate, and manage omnichannel marketing campaigns targeted for each of the segments; plan and manage your marketing spend, and track the results of the campaigns and ROI

Loyalty program management

Run various types of loyalty and reward programs (e.g., spend programs, discount programs, gift programs, etc.) with an omnichannel approach to engage customers at every step of their online/offline store journey and on special occasions

Order and Delivery

Omnichannel order management

Accept and process orders from various online and offline channels, check the availability of goods and their cost, communicate with customers and colleagues, view communication history, etc. – all in one window

Product information management

Get a complete, up-to-date view of your SKUs with detailed characteristics of each product to streamline your ordering, quoting, inventory, and invoicing processes

Delivery management

Calculate shipping costs, send requests to the delivery service, notify customers about the order status, and manage couriers via seamlessly connected and automated workflows

Customer service

Omnichannel help and support

Serve and engage your buyers across any channel of their choice – phone, emails, messengers or Self-Service portal – while empowering your service reps with end-to-end digital service tools, AI-powered workflows, and detailed customer information

Contact center automation

Maximize the contact center efficiency by giving your agents intelligent tools to easily manage case queues, run omnichannel communications, and track their own performance in real time

Returns processing

Simplify the return process via fully automated digital workflows, collect detailed information about returns, exchanges, warranty claims, and repair in one place for in-depth analytics

Risk & Compliance

Customer privacy management

Establish personal data compliance procedures that follow industry standards and comply with privacy laws, including GDPR, CCPA, and more.

Regulatory compliance control

Achieve regulatory compliance across the organization through centralized management of regulatory documents, compliance plans, and employee policies.

Legal case management

Streamline legal cases management, standardize document formats, and enhance legal workflows and collaboration processes.

Certification development

Monitor and manage certification processes throughout the entire organization to ensure complete regulatory compliance.

Internal audit

Oversee audit workflows for all financial, physical, and legal assets within your organization.

Employee experience

Employee lifecycle management

Implement cohesive HR workflows to ensurr efficient employee management, covering hiring, onboarding, development, retention, and exit.

Employee request management

Elevate the employee experience through a streamlined solution that automates requests for vacation, travel, expenses, and more.

Employee retention

Motivate, engage, and retain your best employees with advanced tools for conducting employee surveys, organizing trainings, calculating bonuses, and performance evaluation - so your employees are happy and stay longer