Topics

Knowledge Creation Laboratory by CRM(xRM)

Using EMOROCO CRM Lite in a restaurant — LIBERALE PASTA's regular customer management and repeat customer design

Hello, this is Matsubara, CRM Evangelist.

"We hope you'll come again."

Anyone who runs a restaurant has this thought.
Improving the quality of the food, enhancing customer service, and promoting on social media—these efforts are all valid.
However, without data on "who came, when, what kind of experience they had, and when they are likely to come again," it's impossible to determine the direction of our efforts.

LIBERALE PASTA, part of the Arcus Japan Group, uses EMOROCO CRM Lite to design relationships with its regular customers.
You might think, "CRM in restaurants?", but in fact, restaurants are one of the business types where the principles of CRM 4.0 can be best utilized.


What is LIBERALE PASTA?

LIBERALE PASTA is an Italian restaurant specializing in pasta, operated by Arcus Japan Group (and its wholly owned subsidiary, YMLiberty Co., Ltd.).
Based on the concept of "nurturing connections between people through food," we operate our restaurant with an emphasis not only on the quality of the food but also on the "quality of the customer experience."

Instagram:https://www.instagram.com/liberale_pasta_/?hl=ja
eating log:https://tabelog.com/osaka/A2701/A270201/27134018/

What makes the difference between a restaurant that makes customers think, "I want to come back again," and one that doesn't?
In addition to factors such as taste, price, and location, the experience of being remembered is one of the biggest factors in creating regular customers.

Many clients repeatedly use our second-floor space for business networking events and farewell/welcome parties.


CRM in restaurants: The structure of the challenge of "increasing the number of regular customers"

The challenges of customer management in the restaurant industry are somewhat different from those in other industries.

CRM characteristics of restaurants:

  • The more frequently a customer visits, the more contact they have (high-frequency contact: once a week to once a month).
  • Personal information such as "favorite menu items," "allergies," and "anniversaries" is important.
  • Businesses with high staff turnover require a well-structured handover process.
  • It combines the management of reservation information, group visits, and individual visits.

The core of restaurant CRM lies in shifting from a situation where "veteran staff remember the preferences of regular customers" to a situation where "even new staff can serve regular customers."


Design using EMOROCO CRM Lite

Field Design: Eight fields specifically designed for restaurants.

field name Types Message
emotional temperature Selection Red = Hot / Orange = Warm / Blue = Cool / Light Blue = Cold
Frequency of visits Selection Once a week or more / 2-3 times a month / Once a month / Once every 2-3 months / Irregular
Last visit date Date Date of last visit
Favorite menu text Frequently ordered pasta / preferences
Allergens and foods to avoid text Required information (safety management)
anniversary Date Birthdays and anniversaries (starting from following)
Customer visit patterns Selection Individual / Couple / Family / Business / Group
Narrative text "This person always asks me to do [something]." "They mentioned recently that they changed jobs."

Workflow Design: Four Essential Workflows for Restaurants

Workflow ①: Regular customer visit interval exceeded alert

Trigger: More than 1.5 times the normal interval between visits has passed since the last visit.
     (Example: Customers who visit once a month → Visit 45 days or more in the future)
Action: Create task for assigned person
"Customer {Name}'s visit frequency is deviating from their usual schedule."
 Please consider contacting them in a natural way, such as by providing information about seasonal menus."

Workflow ②: Preparing the announcement one week before the anniversary

Trigger: One week before the anniversary field
Action: Create task for assigned person
"There is one week until {customer name}'s anniversary."
 We can suggest a special anniversary dinner or prepare a special message.

Workflow ③: Follow-up two weeks after the initial visit

Trigger: 14 days after customer record creation (first visit)
Action: Create task for assigned person
"It has been two weeks since {customer name}'s first visit."
 Add a follow-up message saying, "Please come again."

Workflow ④: VIP guidance for emotionally charged, hot customers

Trigger: Customers with a "hot" (red) emotional temperature × When a new menu item is registered
Action: Create task for assigned person
"Eligible for advance notification of new menu items."
 We will send individual notifications via LINE or DM to our regular customers who are experiencing a "hot emotional temperature."

Designed so that even new staff can handle regular customers.

The most important benefit of using CRM in the restaurant industry is "transforming the intuition of veteran employees into organizational knowledge."

Even if a veteran staff member knows that "Mr. Tanaka always orders carbonara, doesn't like spicy food, and mentioned that he had a baby last month," that's just their personal memory.
This cannot be handed over to new staff members.

If you record this information in the narrative memo of EMOROCO CRM Lite, any staff member can have the conversation, "Mr./Ms. Tanaka, happy birthday to your child."

Operation upon arrival:

  1. Customer information is verified via CRM during booking confirmation (takes 30 seconds).
  2. Check your favorite menu items, previous conversation topics, and anniversaries.
  3. After visiting the store, update your emotional temperature and add memorable episodes to the narrative.

This 30-second confirmation and 30-second recording creates a customer experience where they feel, "This store knows me."


Group Reservation Management – ​​Designing Business Lunches and Entertaining Clients

At LIBERALE PASTA, managing customers who use our restaurant for business purposes (lunch meetings, entertaining clients) is also important.

The company representative (organizer) is managed as a customer record, and information such as "what kind of group this person usually comes with" and "what their needs are when using the venue for business entertainment" are recorded.

Fields (additional for corporate use) Message
purpose of use Business entertainment / Business lunch / Team meal / Personal use
budget ~3,000 yen / 3,000~5,000 yen / 5,000 yen or more
Company Name Employer (linking to corporate clients)
Group size Normal number of customers

For company representatives who use our services for entertaining clients, maintaining a warm and positive emotional connection is the top priority.
If a customer thinks, "I'll have my next business dinner here too," they become a high-spending and frequent customer.


Summary: You can create a "restaurant customer return" experience using data.

Restaurants that make customers want to return always offer an experience where the staff feels like they know them personally.
This isn't a matter of the veteran staff's memory; it's a design flaw.

EMOROCO CRM Lite allows you to record regular customers' preferences, visit patterns, anniversaries, and narratives, and then use workflows to design proactive actions at the right time—this system transforms customers from "just happened to come back" to "decided to come back again."

Building customer loyalty in restaurants is about designing emotions. The CRM 4.0 concept of "resonating with customer emotions" works in exactly the same way in human relationships across a table.

You can try it with a 30-day free trial.
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/


Related article

Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
book:Versatylist - How to become a "1 in 1" talent by age 35

Interview article
For requests for interviews, lectures, etc., please contact us using the contact information below.
TEL +06-6195-7501-XNUMX
Inquiry via form

Articles in the same category