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Task Management & Operations

Guide your teams
to store success

Consistently exceptional customer experiences by creating, managing, and communicating task & messages across stores & staff

What makes our solution unique?

Traditional solutions lack integration with wider activities and operations, massively impacting efficiency. Mercaux's intelligent solution addresses this gap, allowing sales people to know what to focus on:

Automated

Tasks created based on customer engagement, marketing campaigns or triggers set by HQ Teams

Integrated

Seamlessly connected to Mercaux’s fully composable in-store CX platform and deep linked into retailers’ existing systems

Efficient

One task can be assigned to multiple store staff, bringing consistency across the entire estate of stores

Manual & Automated Task Creation

Tasks can be initiated by HQ Teams or Store Staff. Additionally, Mercaux offers intelligent automated task creation through integration into its wider CX platform. It also provides automated tasks via deep linking into a retailer’s existing systems like marketing automation.

Automated tasks creation

Automatic task creation triggered by connections into other modules from the Mercaux Platform, or deep links into a retailer’s existing technology stack (e.g. purchase follow up, birthday greetings, or wish list reminders).

Bulk tasks creation by HQs

Keep staff focused, informed and aligned with bulk tasks creation. Orchestrate daily operations with centrally created customer-related & operational tasks.

Manual tasks creation

Allow store staff to create client-related reminders and follow up tasks. Prioritise daily operations from visual merchandising to price adjustments or product training by scheduling dedicated tasks.

Tasks Management & Reporting

Leverage our robust search functionality to locate tasks associated with specific customers, or filter tasks by store associate or location. Update tasks statuses, manage progress of work colleagues and report back on results.

Search, View & Filter tasks

See all tasks sorted by date, access task details, supplied materials, related customers and products. Filter tasks by type, customers and more.

Manage status & track progress

Update task statuses as the task progresses, and mark as completed once done. Leave comments or upload completion report. View progress made by other users.

Tasks reporting

Easily track task statuses across your entire organisation, from estate-wide operations to individual store or employee levels. Correlate completed tasks with customer engagement and operational efficiencies.

Files Exchange

Seamlessly share essential training materials, operational documents, and up-to-date guidelines directly with store staff to ensure your teams are always informed, prepared, and aligned with your brand's standards and guidelines.

Upload materials for stores

Upload visual merchandising and store guidelines, training materials and HR directives from HQ to stores in multiple formats (including video).

Access files shared by stores

Stores can upload store reports (e.g. visual merchandising and shop window dressing), feedback, images and videos back to HQ.

2-way messaging with HQs

Communicate important announcements to individual stores or to the entire estate for store staff to view and respond to.

2-way Messaging with HQ

Communicate important announcements to individual stores and entire estate that stores can review and feedback. Receive instant notification through the HQ Platform in order to respond to stores quickly.

Collect feedback on products

Provide store staff with an opportunity to leave comments on specific products, collect customer reactions, feedback on quality, and other notes. Aggregate this information into a report and share with product teams for future improvements.

How Task Management Supports other Mercaux Solutions

We've crafted our task management system to be more than just a standalone product. It seamlessly integrates with our existing solutions, enhancing their effectiveness and driving tangible results for our customers' businesses.