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Capture that data!

August 15, 2017 Ascend, Ascend Online Reports, Customers, Reports Harriet Owen

The hardest part is getting the customers into your store for the first time; so why not use Ascend to help bring them back? Getting the customer’s information at the point of sale is one of the most important things to get into the habit of doing. All this data can be gathered together so you can try and entice customers with offers and deals you have coming up in store in the next few days, weeks or months.

So, how do you know how much customer information you are already gathering together? Well, we thought of that! 

Data on data capture: The Customer Data Capture report contains information on how thoroughly your employees are capturing customer details. Do you have an unusual number of sales with no customer attached? Or many customer records with no information besides a name? With this report, you can check what information your staff are collecting. It shows the percentage of sales where employees added a customer’s name, gender, email, phone number, address, and birthday. You can easily see if one area is being missed by several employees, or if one employee has trouble collecting information in general.

Armed with that information, you can connect with staff members for reminders, training, and conversations on best practices when collecting information for a customer’s record.

This report is located on the Ascend Online Reports (AOR) website where you can select Customer Data Capture under the Customers area. To access AOR, you need to have the “Reports – Online Reports – All” user permission enabled. The report can be accessed from Ascend by double-clicking Customer Data Capture from the Customers section of the Reports screen.

Wondering what else is out there? Check out our newly redesigned Help site for more Ascend features, FAQs, and best practices.

Also, don’t forget to check all other Ascend Online Reports (AOR)! Forgotten how to get there? From the Reports toolbar, click AOR. Your store’s online reports portal opens in your default browser, and automatically logs in with your account.

 

 

 

If you plan to access AOR from a computer without Ascend, please call the support line on 01908360150 and we will provide your store-specific URL.

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