Clienteling has evolved from a cumbersome, manual hustle reserved for high-end brands into an accessible, scalable retail tactic. To take full advantage, retailers need to let go of old ways of thinking about store productivity and the crucial new roles store associates play.

Carol’s guest, Casey Drake, is the VP of Sales for Endear, a retail CRM and clienteling platform that hits the sweet spot where high tech drives high touch experiences. Casey is a self-described “sales and customer service nerd” who brings a fresh and timely perspective on the future of customer engagement.

This episode wraps up Carol’s People Powered Retail series where Casey and Carol pick up from their NRF 2024 chat during KWI’s Retail Re-Stored series.

Episode highlights:

· Why personalization might not be all it’s cracked up to be (and what could be even better).

· How new handoffs between technology and people power can add exponential reach.

· Why stores need fresh metrics and attribution models to reach their full potential.

· The game-changing impact of borrowing B2B tactics for B2C.

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