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Yegertek
Puzzle

The Frontline App That Puts the Full Customer Record in Every Agent's Hands

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.

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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. The gap Puzzle closes is usually visible in a very specific moment — a store associate who has to apologize for not knowing a customer's status or history that the business technically already has, just not in front of the person who needs it.

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

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    Pattern: Role-based views, configured per frontline role (store associate, branch officer, call-center agent)

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    Data model: Reads from and writes to the same record as the CRM, Engage 365, Blox, and Rubix

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    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.

Frequently Asked Questions

No — it's the staff-facing interface to the same Dynamics 365 CRM record.

Yes — Puzzle connects directly to Engage 365 for in-person redemption.

Yes, built for store associates and field staff on handheld devices.

A pilot deployment — data integration, configuration, and staff training for an initial store group — typically runs over several weeks before extending to the full estate.

Yes — the recommendation logic, segmentation rules, and associate workflows are configured per brand, since a luxury clienteling interaction looks nothing like a high-volume mass-retail one.

Because every store reads from the same CRM record, the open request and its full history are visible to staff at the new location, not just the original one.

Ready to see Puzzle in action?