More Personal Than a POS System, 4 Things You Should Be Doing Every Day

Business is more personal than a POS system, which hopefully, you already know. But with that in mind, here are 4 things you should be doing every day through your Point of Sale to ensure that you are connecting with your customers.

1. Be sure to obtain one piece of personal information from them and enter it into your POS, as long as it has some type of Customer Relationship Management database. This can be an e-mail address or a mobile number to send them a digital receipt.

2. If they are new to your business, ask them how they heard about you. In a service based business this is crucial. You may be paying for advertising, attending tradeshows or expos and you are probably spending a lot of time networking with other area professionals. Many basic POS systems that work in the service and professional industries allow you to note a referral source.

This can be valuable to retailers, too but may not be intuitive to ask.

Consider that this is an easy way to start a conversation with the client or customer who is right in front of you, or on the phone.

Then, weekly or monthly (at the very least, monthly) review the information and adjust your marketing plans accordingly.

3. Add key information to the client profile. Birthday, spouse name, anniversary, first date of service…anything that is key to developing a more personal relationship with the client. This can also allow you to remind them of critical milestones in their life. Whether you call them to book their next service, or when they should be buying something for someone else, you can be a lifesaver.

4. Reason they turned to you for help. Sometimes, when we get deeper into the relationship, we lose sight of why they turned to you in the first place. If you are a bookkeeper, maybe it is that they were too busy and wanted to streamline their accounting. If you are a hairdresser, maybe it was that their former stylist always ran late and made them late. If you are a tutor, perhaps it is that you offer recurring billing once a month and don’t mandate cash or checks for each week’s session. No matter why, it is important to go back to this detail and help remind them of why you are great…and make sure that you are still serving their needs.

All in all, there are so many benefits the right POS System can offer. Whether it is a more personal, local connection or detailed information that helps the client see more value than a simple service, your business can benefit.

If you are thinking of a change and don’t know what could help you in your business, please reach out. We take the time to get to know you and what you need most. E-mail us to connect – we are here to help.