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Integrated CRM and Data Platform for Luxury Retail Customer Experience Enhancement
  1. case
  2. Integrated CRM and Data Platform for Luxury Retail Customer Experience Enhancement

Integrated CRM and Data Platform for Luxury Retail Customer Experience Enhancement

lizard.global
Retail
eCommerce
Consumer products & services

Challenges in Customer Data Management and Service Personalization

The client faces difficulties in effectively tracking and analyzing customer purchasing behavior and preferences across multiple channels. This leads to inefficiencies, limited insights for staff and management, and a suboptimal customer experience. A centralized, automated system is needed to unify customer data and streamline business processes.

About the Client

A mid-sized luxury retail company specializing in high-end jewelry and watches, with physical stores and an online sales channel seeking to optimize customer engagement and operational efficiency.

Goals for Customer Data Optimization and Business Process Automation

  • Establish a centralized database to unify customer and company data, providing comprehensive insights.
  • Automate core customer relations and business processes to improve operational efficiency.
  • Enable personalized customer service through detailed customer preference insights.
  • Provide retail staff with tools to better understand customer profiles, locations, and preferences.
  • Offer managers accessible dashboards for performance tracking and operational support.
  • Improve customer journey navigation and overall experience through process optimization.
  • Utilize data-driven strategies to differentiate the client in the competitive luxury retail market.

Core System Functionalities for Customer Relationship and Data Management

  • A centralized database that consolidates customer interaction history, preferences, and transactional data.
  • Automation of key business processes related to customer engagement and support.
  • Tools for delivering personalized services based on detailed customer insights.
  • Customer journey tracking and optimization modules.
  • Internal dashboards for staff to access customer data, location, and preferences.
  • Management dashboards for tracking employee performance and customer interaction metrics.

Preferred Technologies and System Architecture

CRM platform with automation capabilities
Data analytics and dashboard tools
Integration with existing eCommerce platforms

External System Integrations Needed

  • Online sales and eCommerce systems
  • Customer communication channels (email, messaging apps)
  • Possibly existing POS and inventory management systems

Non-Functional System Performance and Security Criteria

  • System scalability to handle growing customer data volumes
  • High system availability with 99.9% uptime
  • Compliance with data privacy regulations (e.g., GDPR)
  • Fast response times for customer data retrieval (under 2 seconds)

Projected Business Benefits of the CRM and Data Platform

The implementation of a centralized, automated customer data platform is expected to significantly improve customer service personalization, reduce operational overhead, and enhance strategic decision-making. Targets include improved staff productivity, better customer engagement, and increased sales by enabling tailored marketing and service approaches, similar to achieving a 20-30% increase in customer satisfaction and a 15-20% boost in sales conversion efficiency.

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