Role: Owner or manager.
Job: Train employees to capture customer data.
Recommended Frequency: Monthly.
The Customer Capture Rate report allows you to see how effectively each employee is capturing a customer’s information at the time of a sale.
More successful and targeted marketing campaigns:
- Capturing the emails of the customers means you can reach out to them about new products they may enjoy or with promotions to encourage them to come back to your store. Ensuring that customer’s contact information is captured means your marketing campaigns can reach a larger audience.
Avoid duplicate and inaccurate data:
- Capturing as much customer information as possible means you are creating more ways of finding that customer in the future. Doing this helps make sure the customer isn’t added into your system again when an employee is not able to find their information. By avoiding duplicate profiles, you avoid having inaccurate marketing reports and hours spent cleaning up the data in the future.
Improves employee performance:
- Provide a clear goal for employees and identify the top performers.
- Use this report to identify missing store workflows that may be causing employees to not enter customer information.
This report lists the percentage of all sales over the last 30 days that had a customer name, email, phone number and address (zip code) associated with it. The default Employee dimension shows the employee responsible for the transaction which is not necessarily the employee who first entered the customer’s information.
Time Stamp Date:
- By default, this filter is set to in the past 1 complete months to show your employees’ performance for the last calendar month.
Turbocharge your report
- Compare the capture rate across your different locations by replacing the Employee Name dimension with the Shop Name dimension.
- Turn this into an individual review by adding the Employee Name filter, filtering by a specific Employee Name, then removing the Employee Name dimension and adding the Month dimension. In this way you can narrow the report to a single employee and see if their capture rate has improved over time.
- Set a customer capture rate team goal and a timeline to reach it.
- Run a training session with employees.
- If the capture rate is high, plan an upcoming marketing campaign with confidence.