Consumer & Retail / E-CommerceCustomer Service

Virtual Clienteling

EXECUTION STRENGTHMARKET STRENGTHLEADERHIGHFLIEROUTPERFORMERCHALLENGER

What is Virtual Clienteling?

Virtual clienteling platforms connect shopper data online, giving remote support associates the tools to personalize the customer experience on the spot. The cloud-based platforms’ clienteling features can integrate AI to generate targeted suggestions. Some include assisted selling capabilities, such as chat and video commerce.

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Leaders

Leaders are the most established service providers in the market and possess the breadth to address various customer needs.

See why these companies made it as leaders for Virtual Clienteling. These companies include NewStore and Salesfloor.

NewStore logo
NewStore

United States / Founded Year: 2015

NewStore is a ready-to-use middleware, which provides retailers with intelligent processes, allowing them to automatically process orders, regardless of ownership, consistently across all sales, delivery and returns channels.Using the platform, retailers can monitor their stores’ activities, such as customer selling process, in-store operations and real-time inventory management.

Known Customers

Ganni, RM Williams, R.M.Williams, and 2 more

Key People

Stephan Schambach, Richard Berger, Joel Abdinoor, and 2 more

Salesfloor logo
Salesfloor

Canada / Founded Year: 2013

Salesfloor is a mobile platform designed for store associates to personalize customer experiences. Salesfloor provides clienteling tools to engage customers on any channel and mobile checkout for convenient in-store experiences.

Known Partners

SCSK

Key People

Oscar Sachs, Ben Rodier, Cary Goldwax, and 1 more

Tulip Retail logo
Tulip Retail

Canada / Founded Year: 2013

Tulip is a cloud-based software provider focused on omnichannel mobile solutions for retail stores. Partnered with Apple, Tulip's mission is to harness the power of the world's most advanced mobile technology to deliver simple-to-use apps for store associates to look up products, manage customer information, check out shoppers, and communicate with clients.

Known Customers

John Elliott, AG Jeans

Key People

Ali Asaria, Graeme Grant, Anthony Salomone

Highfliers

Highfliers are the most innovative service providers in the market and possess the resources to address evolving customer needs.

See why these companies made it as highfliers for Virtual Clienteling. These companies include ScreenMeet and Curated.

ScreenMeet logo
ScreenMeet

United States / Founded Year: 2015

ScreenMeet provides enterprise remote support for the customer experience revolution. ScreenMeet delivers cloud-based remote desktop and web-only cobrowse solutions to service organizations.

Known Partners

3CLogic, Box

Key People

Ben Lilienthal, Lou Guercia, Eugene Abovsky, and 1 more

Curated logo
Curated

United States / Founded Year: 2017

Curated is an online shopping platform that matches customers with experts for items that have some degree of complexity, like outdoor sports equipment and travel experiences.

Key People

Eduardo Vivas, Aaron Rucker, Peter Ombres, and 2 more

Outperformers

Outperformers are the most specialized service providers in the market and possess the expertise to address unique customer needs.

See why these companies made it as outperformers for Virtual Clienteling. These companies include Directly and DesireList.

Directly logo
Directly

United States / Founded Year: 2011

Directly helps improve customer service by helping enterprises harness the gig economy and AI to look beyond the traditional contact center and deliver better answers to customers.

Key People

Jeff Patterson, Mike de la Cruz, Gary Clayton, and 1 more

DesireList logo
DesireList

United States / Founded Year: 2015

DesireList provides quick and easy access to advice, tips and shoppable product recommendations from Professionals.

Key People

Eric Sheinkop, Judith Sheinkop

L
Limitless

United Kingdom / Founded Year: 2016

Limitless enables businesses to connect customers with qualified experts to solve customer service inquiries on-demand, providing faster and better service for significantly less cost. The company is based in London, England.

Known Partners

Sage, Microsoft

Key People

Roger Beadle, Margaret Finnegan, Megan Neale, and 2 more

Challengers

Challengers are the most promising service providers in the market and possess the agility to address emerging customer needs.

See why these companies made it as challengers for Virtual Clienteling. These companies include vee24 and Mercaux.

vee24 logo
vee24

United States / Founded Year: 2011

vee24 offers a business to consumer eCommerce video chat technology. The company provides a platform from which users can personally interact with website visitors face-to-face, providing friendly product advice, personalized support and helpful assistance just when shoppers need it most. This ensures that opportunities to assist potential buyers are never missed - a virtual 'plug and play' solution to building customer confidence and an improved level of service.

Known Customers

Jordan's Furniture

Key People

Priya Iyer, Denise Cheung, Richard Brookes-Tee, and 2 more

Mercaux logo
Mercaux

United Kingdom / Founded Year: 2013

Mercaux is a Next Generation In-Store platform for Retailers. The company helps transform retail stores from a simple point of sale, into a multi-purpose center by facilitating Omnichannel Product Discovery, Clienteling, Remote Selling, and Checkout experiences for shoppers (both in-store and remotely) and sales associates. This store transformation also results in granular in-store customer, staff, and product data capture.

Known Partners

Salesforce, JRNI, Scandit, and 2 more

Known Customers

Stadium Goods

Key People

Olga Kotsur, Alex Petrov, David Miller

What is Virtual Clienteling?

Virtual clienteling platforms connect shopper data online, giving remote support associates the tools to personalize the customer experience on the spot. The cloud-based platforms’ clienteling features can integrate AI to generate targeted suggestions. Some include assisted selling capabilities, such as chat and video commerce.

Selling a product or service?
Reach more buyers.

Your future customers are researching their next tech solution on CB Insights. Make sure they can find you.

Claim your CB Insights Profile