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    Unified Customer Records Across All Channels

    Capture Customer Data to Assist in Marketing

    MicroBiz customer records include numerous fields and settings to allow you to better manage CRM and marketing activities.

    • Email Address
    • Bill and Ship Address
    • Phone
    • Customer type
    • Tax status
    • Receipt preferences
    • Customer notes
    • Image or picture of customer
    • Marketing subscription status
    View Both Store and Online Purchase HistoryProduct records in MicroBiz capture purchases by the customer across all store locations.  Further, when integrated with Magento, product records in MicroBiz also capture online transactions. Visibility into historical sales across channels can be helpful in merchandising and purchasing.
    Manage Multiple Shipping/Billing AddressesYou can maintain multiple addresses for a customer – for shipping and billing purposes. These multiple addresses are synchronized with your Magento ecommerce platform – so if an address is added or modified in POS, those same changes are made in your Magento ecommerce site.
    Customer Groups & ClassesYou have the ability to segment customers by categories, such as location or group. These classifications allow you to maintain different tax settings for different customers (such as non-profits or resellers) or determine if a customer is eligible for certain promotions.
    Quickly Generate Customer Marketing ListsEfficiently build customer marketing lists for export to popular email marketing applications such as MailChimp and Constant Contact. Generate lists by filtering customer data using a variety of metrics, including last purchase date, customer gender or age, categories, brand or vendor of items purchased, birthdates, etc.List filters can be saved so that can be quickly recalled and rerun in the future.
    View Historical Customer Sales From Front RegisterImprove customer service by quickly and easily looking up customer sales history right from the register. The transaction view allows you to view historical transactions which can be recalled with one touch. The item view allows you to view items purchased by the customer, and add an item to a transaction for quick reorders. You can also view open work orders and orders in progress.
    Email Receipts to CustomersMicroBiz allows you to keep track of how customers would like to be contacted (email, phone, mobile, etc). You can set how the receipt should be delivered to the customer (printed, emailed or both). Emailed receipts are a great way to collect email addresses from customers.
    Issue and Redeem Store Credits & Gift CardsIn addition to sales and returns, customer records display the issuance and redemption of gift cards purchased by the customer, store credits linked to the customer and outstanding work orders.