YegertekPuzzle
Puzzle is Yegertek's staff-facing clienteling application — the interface that surfaces the CRM's unified customer record to store associates, branch staff, and call-center agents at the moment of interaction.
Overview
Puzzle is Yegertek's staff-facing clienteling application — the interface that surfaces the CRM's unified customer record to store associates, branch staff, and call-center agents at the moment of interaction. It is the frontline counterpart to the member-facing Mobile Apps, sharing the same underlying data.
Capabilities
Outcome-labeled features, not a laundry list.
Frontline-optimized customer view
Staff see what's relevant, not a raw database record
Real-time tier and status display
Recognition happens in person, consistently
Next-best-action recommendations
Staff get a specific action, not a data dump
In-person redemption processing
Staff can honor exactly what a member sees in their app
Mobile/handheld support
Built for store associates and field staff, not just desktop agents
Business Benefits
Puzzle closes the gap between what a CRM technically contains and what a frontline employee can actually use in the moment — the same investment in a unified customer record pays off at the point of interaction, not just in a report.
Technology Stack
- ✓**Foundation:** Built on top of the Microsoft Dynamics 365 CRM record
- ✓**Pattern:** Role-based views, configured per frontline role (store associate, branch officer, call-center agent)
- ✓**Data model:** Reads from and writes to the same record as the CRM, Engage 365, Blox, and Rubix
- ✓**Devices:** Desktop and mobile/handheld support
Integrations
- ✓**ERP & CRM:** Native connection to the Dynamics 365 CRM record
- ✓**Commerce & POS:** Redemption sync with POS systems
- ✓**Platform:** Native connection to Engage 365, the CRM, Blox, and Rubix
Built for the region
Frontline staff in UAE and Saudi retail, hospitality, and banking environments routinely need to work in Arabic and English within the same shift, often with the same customer — Puzzle's interface is fully bilingual and RTL-correct, not an English tool with a translated label set bolted on.