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Holiday Sales Checklist
The Top Five Ways To Convert More Sales In The
Store During The Peak Selling Season




                                    Copyright © Escalate, Inc. All Rights Reserved.
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               Follow today’s webinar discussion on Twitter, #HolidaySales


Holiday Sales Checklist – Converting More In-Store Sales

                                                                                Copyright © Escalate, Inc. All Rights Reserved.
Panelists


                   Moderator

                                      Andrew Gaffney
                                      Editor
                                      Retail TouchPoints

                    Speaker

                                      Gene Weaver
                                      Product Manager
                                      Escalate Retail




Holiday Sales Checklist – Converting More In-Store Sales

                                                           Copyright © Escalate, Inc. All Rights Reserved.
Holiday Sales Checklist
The Top Five Ways To Convert More Sales In The
Store During The Peak Selling Season




                                    Copyright © Escalate, Inc. All Rights Reserved.
Agenda


   New World/New Reality Scenario


   Best Practices


   Escalate Solution



Holiday Sales Checklist – Converting More In-Store Sales

                                                           5   Copyright © Escalate, Inc. All Rights Reserved.
Introducing…



                                                           Busy professional, wife, and
                                                           mother who embraces technology.

                                                           Very demanding of her retail brands:
                                                           • She expects compelling, efficient,
                                                             shopping experiences that are relevant
                                                             to her needs and wants

                                                           • She requires the ability to shop when,
                                                             where, and how she chooses

                                                           • She refuses to patronize brands that fail
                                                             to recognize and adapt to her as she
                                                             crosses channels




Holiday Sales Checklist – Converting More In-Store Sales

                                                                                       Copyright © Escalate, Inc. All Rights Reserved.
The Scenario
    Store                       Wish
    Pickup                      List




  Shop Online, Browse Rich                            Store Shopping    Store Kiosk /
Content, Ratings & Reviews …                                            Store Portal




             Inventory ATP                                                    Lost Sale
                                                      Save-the-Sale /
                                                       Endless Aisle

Holiday Sales Checklist – Converting More In-Store Sales

                                                           7            Copyright © Escalate, Inc. All Rights Reserved.
Best Practice #1: Cross Channel Buy
  Online, Pickup from Store
   Source: RSR Research, July 2010




Holiday Sales Checklist – Converting More In-Store Sales

                                                           8   Copyright © Escalate, Inc. All Rights Reserved.
Best Practice #1: Cross Channel Buy
  Online, Pickup from Store

   Key Requirements
     Store inventory availability
     Safety stock levels
     Customer email notification ‘Ready
      for Pickup’
     Store Portal for packing, hold for
      pickup, customer pickup




Holiday Sales Checklist – Converting More In-Store Sales

                                                           9   Copyright © Escalate, Inc. All Rights Reserved.
Best Practice #2: In-Store
                    Save the Sale
 Source: RSR Research, Q3 2009




Holiday Sales Checklist – Converting More In-Store Sales

                                                           10   Copyright © Escalate, Inc. All Rights Reserved.
Best Practice #2: In-Store
  Save the Sale




Holiday Sales Checklist – Converting More In-Store Sales

                                                           11   Copyright © Escalate, Inc. All Rights Reserved.
Best Practice #2: In-Store
  Save the Sale
   Key Requirements
     In-Store Order Capture
        –  Sales associate driven
        –  Customer Kiosk driven
       Shared Commerce Services
        –  Catalog/content
        –  Customer
        –  Pricing/Promotions




Holiday Sales Checklist – Converting More In-Store Sales

                                                           12   Copyright © Escalate, Inc. All Rights Reserved.
Best Practice #3: Expanding Endless Aisle

 “Store Systems Under Pressure:
 Customer expectations for anywhere/
 anytime shopping mean stores are
 increasingly serving as extensions for
 multi-channel shopping, supporting
 cross-channel fulfillment, endless aisle
 availability and save-the-sale functions.”

   RIS Thought Leadership Series, August 2010




Holiday Sales Checklist – Converting More In-Store Sales

                                                           13   Copyright © Escalate, Inc. All Rights Reserved.
Best Practice #3: Expanding Endless Aisle
   Key Requirements
     In-Store Order Capture
        –  Sales associate driven
        –  Customer Kiosk driven
       Shared Commerce Services
        –  Catalog/content
        –  Customer
        –  Pricing/Promotions
       Expanded Assortments
       Vendor Drop Shipments


Holiday Sales Checklist – Converting More In-Store Sales

                                                           14   Copyright © Escalate, Inc. All Rights Reserved.
Best Practice #4: Global Inventory Availability

   Key Requirements
     Open integration points for real-
      time, near-real time and/or batch
      inventory updates
     In-store portal to view cross
      store inventory availability by
      product/SKU
     Safety stock levels




Holiday Sales Checklist – Converting More In-Store Sales

                                                           15   Copyright © Escalate, Inc. All Rights Reserved.
Best Practice #5: Increasing the relevance of
  Associate Engagement
       Key Requirements
       Customer-centric suggested selling
        –  360° customer view
        –  Virtual Closet
        –  Wish Lists
       Special Event Management
        –  Automated invites
        –  Follow-up/RSVP
        –  Monitoring
       Automating Store Best Practices


Holiday Sales Checklist – Converting More In-Store Sales

                                                           16   Copyright © Escalate, Inc. All Rights Reserved.
Holiday Sales Checklist Best Practices

       #1: Cross Channel buy online,
             pickup from store
       #2: In-Store Save-the-Sale
       #3: Expanding Endless Aisle
       #4: Global Inventory Availability
       #5: Increasing the Relevance
            of Associate Engagement




Holiday Sales Checklist – Converting More In-Store Sales

                                                           17   Copyright © Escalate, Inc. All Rights Reserved.
Escalate Solution


                    Copyright © Escalate, Inc. All Rights Reserved.
All-Channel Commerce
                                 CONNECTED •  ADAPTIVE •  EVERYWHERE




                   Web          Mobile         Kiosk       Contact Center     Store Portal /   Social
                              Commerce                                        Clienteling




                                                  Blue Martini
                                                Commerce Suite
                                          Single	
  Commerce	
  Pla/orm	
  
                                            Across	
  All	
  Touch	
  Points	
  




Holiday Sales Checklist – Converting More In-Store Sales

                                                           19                                   Copyright © Escalate, Inc. All Rights Reserved.
All Channel Platform Services




Customers




                                                   contact center
Catalog
                                e-commerce




                                                                         smartphone


                                                                                      store portal
Shopping Cart

Orders




                                                                                                                     kiosk
Prices & Promotions

Content

Inventory


Holiday Sales Checklist – Converting More In-Store Sales

                                                                    20                               Copyright © Escalate, Inc. All Rights Reserved.
The Scenario
    Store                      Wish
    Pickup                     List




Shop Online, Browse Rich                     Store Shopping         Store Kiosk / Store Portal
Content, Ratings & Reviews, …




          Inventory ATP                           Save-the-Sale /          Increase Sales
                                                  Endless Aisle


Holiday Sales Checklist – Converting More In-Store Sales

                                                           21               Copyright © Escalate, Inc. All Rights Reserved.
Our Commitment: Ensuring Our Clients are
 Ready for the All-Channel Consumer

                                                  Store
                   Contact
                                                Portal /
                   Center
                                               Clienteling        Kiosk


Ecommerce




  Mobile




   In-Store
    Mobile

 Holiday Sales Checklist – Converting More In-Store Sales

                                                             22           Copyright © Escalate, Inc. All Rights Reserved.
Escalate Customers: Premier Brands in Retail
North
America




 EMEA




Holiday Sales Checklist – Converting More In-Store Sales

                                                           23   Copyright © Escalate, Inc. All Rights Reserved.
Questions?
                      Your GoToWebinar Attendee Viewer is made of 2 parts:

                         1. Viewer Window                    2. Control Panel




                                                           Type your question
                                                                  here




Holiday Sales Checklist – Converting More In-Store Sales

                                                                                Copyright © Escalate, Inc. All Rights Reserved.
Thank You for Attending this Webinar

    Download        this presentation:
      –  http://RetailTouchPoints.com/HolidaySales




    View   more info on the Serial Sales Killers:
      –  http://ArrestSalesKillers.org




Holiday Sales Checklist – Converting More In-Store Sales

                                                           Copyright © Escalate, Inc. All Rights Reserved.

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Holiday sales checklist webinar presentation

  • 1. Holiday Sales Checklist The Top Five Ways To Convert More Sales In The Store During The Peak Selling Season Copyright © Escalate, Inc. All Rights Reserved.
  • 2. Welcome Webinar Attendees Your GoToWebinar Attendee Viewer is made of 2 parts: 1. Viewer Window 2. Control Panel Type your question here Follow today’s webinar discussion on Twitter, #HolidaySales Holiday Sales Checklist – Converting More In-Store Sales Copyright © Escalate, Inc. All Rights Reserved.
  • 3. Panelists Moderator Andrew Gaffney Editor Retail TouchPoints Speaker Gene Weaver Product Manager Escalate Retail Holiday Sales Checklist – Converting More In-Store Sales Copyright © Escalate, Inc. All Rights Reserved.
  • 4. Holiday Sales Checklist The Top Five Ways To Convert More Sales In The Store During The Peak Selling Season Copyright © Escalate, Inc. All Rights Reserved.
  • 5. Agenda New World/New Reality Scenario Best Practices Escalate Solution Holiday Sales Checklist – Converting More In-Store Sales 5 Copyright © Escalate, Inc. All Rights Reserved.
  • 6. Introducing… Busy professional, wife, and mother who embraces technology. Very demanding of her retail brands: • She expects compelling, efficient, shopping experiences that are relevant to her needs and wants • She requires the ability to shop when, where, and how she chooses • She refuses to patronize brands that fail to recognize and adapt to her as she crosses channels Holiday Sales Checklist – Converting More In-Store Sales Copyright © Escalate, Inc. All Rights Reserved.
  • 7. The Scenario Store Wish Pickup List Shop Online, Browse Rich Store Shopping Store Kiosk / Content, Ratings & Reviews … Store Portal Inventory ATP Lost Sale Save-the-Sale / Endless Aisle Holiday Sales Checklist – Converting More In-Store Sales 7 Copyright © Escalate, Inc. All Rights Reserved.
  • 8. Best Practice #1: Cross Channel Buy Online, Pickup from Store Source: RSR Research, July 2010 Holiday Sales Checklist – Converting More In-Store Sales 8 Copyright © Escalate, Inc. All Rights Reserved.
  • 9. Best Practice #1: Cross Channel Buy Online, Pickup from Store Key Requirements   Store inventory availability   Safety stock levels   Customer email notification ‘Ready for Pickup’   Store Portal for packing, hold for pickup, customer pickup Holiday Sales Checklist – Converting More In-Store Sales 9 Copyright © Escalate, Inc. All Rights Reserved.
  • 10. Best Practice #2: In-Store Save the Sale Source: RSR Research, Q3 2009 Holiday Sales Checklist – Converting More In-Store Sales 10 Copyright © Escalate, Inc. All Rights Reserved.
  • 11. Best Practice #2: In-Store Save the Sale Holiday Sales Checklist – Converting More In-Store Sales 11 Copyright © Escalate, Inc. All Rights Reserved.
  • 12. Best Practice #2: In-Store Save the Sale Key Requirements   In-Store Order Capture –  Sales associate driven –  Customer Kiosk driven   Shared Commerce Services –  Catalog/content –  Customer –  Pricing/Promotions Holiday Sales Checklist – Converting More In-Store Sales 12 Copyright © Escalate, Inc. All Rights Reserved.
  • 13. Best Practice #3: Expanding Endless Aisle “Store Systems Under Pressure: Customer expectations for anywhere/ anytime shopping mean stores are increasingly serving as extensions for multi-channel shopping, supporting cross-channel fulfillment, endless aisle availability and save-the-sale functions.” RIS Thought Leadership Series, August 2010 Holiday Sales Checklist – Converting More In-Store Sales 13 Copyright © Escalate, Inc. All Rights Reserved.
  • 14. Best Practice #3: Expanding Endless Aisle Key Requirements   In-Store Order Capture –  Sales associate driven –  Customer Kiosk driven   Shared Commerce Services –  Catalog/content –  Customer –  Pricing/Promotions   Expanded Assortments   Vendor Drop Shipments Holiday Sales Checklist – Converting More In-Store Sales 14 Copyright © Escalate, Inc. All Rights Reserved.
  • 15. Best Practice #4: Global Inventory Availability Key Requirements   Open integration points for real- time, near-real time and/or batch inventory updates   In-store portal to view cross store inventory availability by product/SKU   Safety stock levels Holiday Sales Checklist – Converting More In-Store Sales 15 Copyright © Escalate, Inc. All Rights Reserved.
  • 16. Best Practice #5: Increasing the relevance of Associate Engagement   Key Requirements   Customer-centric suggested selling –  360° customer view –  Virtual Closet –  Wish Lists   Special Event Management –  Automated invites –  Follow-up/RSVP –  Monitoring   Automating Store Best Practices Holiday Sales Checklist – Converting More In-Store Sales 16 Copyright © Escalate, Inc. All Rights Reserved.
  • 17. Holiday Sales Checklist Best Practices   #1: Cross Channel buy online, pickup from store   #2: In-Store Save-the-Sale   #3: Expanding Endless Aisle   #4: Global Inventory Availability   #5: Increasing the Relevance of Associate Engagement Holiday Sales Checklist – Converting More In-Store Sales 17 Copyright © Escalate, Inc. All Rights Reserved.
  • 18. Escalate Solution Copyright © Escalate, Inc. All Rights Reserved.
  • 19. All-Channel Commerce CONNECTED •  ADAPTIVE •  EVERYWHERE Web Mobile Kiosk Contact Center Store Portal / Social Commerce Clienteling Blue Martini Commerce Suite Single  Commerce  Pla/orm   Across  All  Touch  Points   Holiday Sales Checklist – Converting More In-Store Sales 19 Copyright © Escalate, Inc. All Rights Reserved.
  • 20. All Channel Platform Services Customers contact center Catalog e-commerce smartphone store portal Shopping Cart Orders kiosk Prices & Promotions Content Inventory Holiday Sales Checklist – Converting More In-Store Sales 20 Copyright © Escalate, Inc. All Rights Reserved.
  • 21. The Scenario Store Wish Pickup List Shop Online, Browse Rich Store Shopping Store Kiosk / Store Portal Content, Ratings & Reviews, … Inventory ATP Save-the-Sale / Increase Sales Endless Aisle Holiday Sales Checklist – Converting More In-Store Sales 21 Copyright © Escalate, Inc. All Rights Reserved.
  • 22. Our Commitment: Ensuring Our Clients are Ready for the All-Channel Consumer Store Contact Portal / Center Clienteling Kiosk Ecommerce Mobile In-Store Mobile Holiday Sales Checklist – Converting More In-Store Sales 22 Copyright © Escalate, Inc. All Rights Reserved.
  • 23. Escalate Customers: Premier Brands in Retail North America EMEA Holiday Sales Checklist – Converting More In-Store Sales 23 Copyright © Escalate, Inc. All Rights Reserved.
  • 24. Questions? Your GoToWebinar Attendee Viewer is made of 2 parts: 1. Viewer Window 2. Control Panel Type your question here Holiday Sales Checklist – Converting More In-Store Sales Copyright © Escalate, Inc. All Rights Reserved.
  • 25. Thank You for Attending this Webinar   Download this presentation: –  http://RetailTouchPoints.com/HolidaySales   View more info on the Serial Sales Killers: –  http://ArrestSalesKillers.org Holiday Sales Checklist – Converting More In-Store Sales Copyright © Escalate, Inc. All Rights Reserved.