How a clothing store chain works with its customer database and bulk messaging
The chain uses Torgsoft for product and sales accounting, customer segmentation, bonus campaigns, and messaging. In December 2024, the main terminal license was issued for 19 workstations. In 2026, the owner described daily work with 15–20 messages for different customer groups. The case is based on real experience of long-term use of Torgsoft. We preserved the logic of the business decisions without disclosing client information.
How it all started
Even before purchasing the license, the owner clarified how to export data for analysis and import prepared information into the program. He needed data on sales, average receipt value, and purchase composition.
In 2017, the chain started working with Torgsoft terminal licenses. By December 2024, the number of licensed workstations had increased to 19. During this time, customer accounting, bonuses, telephony, mobile access, and bulk messaging were connected.
How customer work developed
Launch and first options
In January, the client received a demo license for two terminal workstations. During the year, gift certificates, the mobile app, and the «Refer a Friend» promotion were activated.
Customer profile and bonuses
The customer profile, bonuses with a limited validity period, payroll calculation, and staff motivation were activated. A connection with Binotel telephony was also configured. The number of workstations increased to 7.
Bulk messaging connected
In November, the bulk SMS and e-mail messaging option was activated. The number of workstations increased to 10.
Data export from messaging analysis
The owner proposed adding Excel export and an indicator of used bonuses to the «Bulk Messaging Analysis» form. Export appeared in Torgsoft version 2020.6.2. The number of workstations increased to 12.
SMS verification and 19 workstations
In 2023, discount card verification via SMS was activated, and the number of workstations increased to 15. In December 2024, the main terminal license was issued for 19 workstations.
Regular customer database segmentation
The owner named the «Customer Activity Analysis» form as one of the most frequently used. For a selected customer group, he credited bonuses and prepared bulk messaging.
Bonuses and SMS for about 1700 customers
For a separate segment of about 1700 people, bulk bonus accrual and SMS messaging were carried out. Visitor accounting was activated in the same year.
Daily work with 15–20 messages
The owner described daily work with 15–20 messages for different segments, including by discount card types. In April, synchronization with the online store was activated.
Six management decisions by the owner
Define indicators first
The request to compare sales, calculate the average receipt value, and analyze purchase structure appeared at the implementation stage.
Add workstations and options as needed
Workstations and options were added gradually when new users and tasks appeared.
Create segments from purchase data
Messaging uses groups based on activity and discount card types.
Combine bonuses with messages
The message can specify the credited amount and the bonus validity period.
Evaluate customers, receipts, and revenue separately
One customer can make several purchases, so the number of receipts is not equal to the number of customers who responded to the campaign.
Describe development requests specifically
In his proposals, the owner named the form, required fields, sequence of actions, and expected result.
Check the workflow on your own customer database
In the demo version, you can configure customer cards, filters, message templates, and review the logic of campaign analysis.
Six stages of working with a customer database
Customer card
Contacts, consent to receive messages, discount card type, bonuses, and purchase history.
Activity analysis
Selection by period, products, suppliers, region, frequency, and purchase amount.
Segmentation
Separate groups for personal offers, bonus campaigns, and messages to customers without recent purchases.
Messaging
Templates for SMS, Viber, and e-mail with variables for name, discount, bonuses, and other data.
Working with bonuses
Bulk accrual, messages about the start and end of the bonus validity period.
Campaign analysis
Message statuses, recipient purchases, number of receipts, sales amount, and revenue.
How Torgsoft supports the client’s work
Service report
After consultations, the client receives a report with the request topic, completed actions, and time spent.
Setup consultation
A specialist explains how to create a customer group, credit bonuses, prepare a template, and send the campaign.
Program development requests
Data export from bulk messaging analysis was added in Torgsoft version 2020.6.2. Other client suggestions have been registered for review.
What can be configured for customer work
In the «Customer Activity Analysis» form, customers can be selected by period, purchased products, supplier, manufacturer, product type, region, number and amount of purchases. The formed group can be added to bulk messaging.
Templates support variables from customer and document data. A message can include the name, discount percentage, bonus balance, details, promo code, and other available values.
The customer card specifies the messaging language, and relevant templates are prepared for the campaign. The program selects the text in the language specified in the recipient’s card.
The «Bonuses with a limited validity period» option works together with bulk messaging. A scheduled task can prepare messages about the start and end of the bonus validity period.
Torgsoft displays the status for sent messages. The user can update statuses and resend undelivered messages.
In the «Bulk Messaging Analysis» form, a campaign and period are selected, after which customers, number of purchases, sales amount, and revenue are reviewed.
The customer card separately records consent to receive information via SMS and e-mail. Customers with the corresponding consent mark can be added to an advertising campaign.
Torgsoft license for 19 workstations
Users work with products, sales, customers, bonuses, and reports according to their roles and access rights.
Bulk messaging to customers | 1-year license
Campaigns via SMS, Viber, and e-mail, templates, segmentation, and analysis.
Option descriptionCustomer profile and Binotel calls | 1-year license
Interaction history, interests, contacts, and phone inquiries.
Option descriptionBonuses with a limited validity period
Bonus accrual, validity period, and customer notifications.
Option descriptionVisitor accounting | 1-year license
Store traffic data for comparison with the number of purchases.
Option descriptionTorgsoft mobile app
Access to products, stock, sales, and reports from a mobile device.
Option descriptionSynchronization with an online store
Exchange of products, orders, sales, and shipments.
Option descriptionWho this customer automation is suitable for
Automation of a clothing store chain with these functions suits businesses with repeat sales, discount cards, and purchase history. The data can be used to group customers by activity, products, card type, and bonus conditions.
There is a contact and purchase database
The customer accounting program contains data for grouping by activity and sales history.
Several retail outlets operate
For retail chain automation, customer data and campaign results are recorded according to the same rules.
There are seasonal collections and repeat sales
Accounting in a clothing store makes it possible to select customers by products, periods, and activity.
Result control is needed
Bulk messaging to customers can be compared with delivery statuses, purchases, receipts, and revenue.
Set up customer accounting, segmentation, and messaging in Torgsoft
Start with the demo version or discuss the customer database structure, bonus workflow, and campaign analysis indicators with a specialist.
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