Guide to Salesforce Retail Cloud 

Nikita M.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 6th, 2025

The aim of Retail Cloud (with modern POS) is to reimagine personal shopping for Salesforce retail customers. With it, customers can interact with your business from an actual store or from the convenience of their homes. 

Join us in the article below as we explore the benefits of choosing software solutions from Salesforce for retail and consumer goods. 

Let’s get started!

What is Salesforce Retail Cloud? 

Whether you need to create physical or online shopping experiences for customers, you can do so with Retail Cloud. It’s a cloud-native point of sale (POS) system built directly on Salesforce’s CRM infused with artificial intelligence (AI) technology. 

With Retail Cloud, businesses can now connect their different assets, operations, projects, and systems on a single platform. Take a look at what can be connected in Salesforce via Retail Cloud:

Customer Data

Commerce Systems

Services

Marketing Initiatives

Loyalty Programs

Benefits of Salesforce for Retail

Retail Cloud is easy to configure for admins and is designed with a mobile-first approach in mind so customers can engage with their favorite brands from various devices. The best part about choosing Salesforce for retail execution strategies is that web projects will even work offline. This feature allows retail operations to continue running during power outages, unstable internet connections, or when devices need to be in airplane mode. 

Here are a few more benefits that can be gained from choosing to use Salesforce’s Retail Cloud.

Drive Costs Down

Reducing business expenses gives you more flexibility with your cash flow. Then, you get the benefit of allocating money wisely across various business projects.

So, by using Retail Cloud, businesses get the chance to drive sales, connect with shoppers, and give them the digital-first experiences they crave. It’s great to know that all these goals can be attained on a single unified commerce platform, allowing you to bypass the expenses associated with subscribing to multiple software solutions that ultimately achieve the same results.

Here is a list of tasks and processes a retailer can pull off with Salesforce’s Retail Cloud:

Admins can transform the personal in-store shopping experience into a digital one for online shoppers.

Customers can check in to Retail Cloud.

Customers check out products or services in Retail Cloud.

Every one of your sales has built-in artificial intelligence technology. 

The cloud-based POS system allows retailers to combine all transactions.

Employees and partners get access to real-time inventory and customer data directly from their mobile devices.

Retail Cloud gives retailers a truly modern system in a single place to save money. 

Integrate Marketing, Commerce & Service Data

Why not unlock Retail Cloud’s full potential with Salesforce’s built-in integrations to get the most benefits for your business? These powerful connections allow brands to securely hook up Retail Cloud to the following Salesforce solutions:

Commerce Cloud

Service Cloud

Marketing Cloud

Loyalty Management

Then, businesses can move fast and grab some of Salesforce’s most helpful tools to increase sales while elevating shopper experiences. Here is a short list of Salesforce products that work well with Retail Cloud:

Customer Data Insights

Order Management

Cart Synchronization

Product Information Management

Engage Customers

The next benefit of Retail Cloud is that it can be used to manage client-focused tasks and processes. For example, sales professionals can use Retail Cloud’s POS software to:

Support Loyal and Returning Customers

Sign Up New Customers for Accounts

Communicate with Shoppers

Collect Customer Data for Salesforce, like their Preferences

View a Customer’s Purchasing History

All of these capabilities from Retail Cloud ensures a sales team can create a personalized shopping experience for when they need to engage customers. 

Improve Buyer Experience

Retailers can use Retails Cloud’s mPOS solution to upgrade mobile phones into functional point of sale devices. With this functionality activated, sales assistants and shoppers can both benefit from an elevated purchasing journey. 

For example, sales assistants have the freedom to approach customers in the store, help them choose products in aisles, and allow shoppers to immediately make purchases with the mPOS system.

On the flip side of the purchasing journey, the customer does not have to join a long queue to purchase items when visiting a physical store. 

In this way, the entire purchasing journey is streamlined and optimized for the business, sales assistants, and customers.

Personalization in the Buying Process

According to Marketing Brew, (a website dedicated to guiding marketing professionals about social media and advertising technology) customers prefer shopping with their mobile devices. 

Morning Brew’s article informs us that over 1,000 shoppers were studied and the results showed that 75% of them purchase from their mobile devices once a week. Additionally, 45% of these mobile shoppers prefer using their phones with apps over other devices. 

This study shows that reaching customers through mobile devices is extremely important. But how do we understand these customers better?

The benefit of Retail Cloud is that it gives us native functionality and third-party integration solutions to simplify analyzing and reporting on POS data. Imagine all the data a retailer could study from a shopper and their business, such as:

Omni-channel Customer Data

Orders

Inventory Data

Sales Performance of Products and Services

The combination of these different types of data in a purchasing journey can be studied and then used to create personalized customer experiences that are most memorable. The data can also be used to make better business decisions in the future. 

Wrapping Up Salesforce Retail Cloud 

Thanks for reading our article on Retail Cloud from Salesforce. Our short guide covered the benefits of using this cloud-native POS system within your Salesforce CRM platform. We learned that Retail Cloud is a game-changer for retailers who are focused on giving their customers an elevated shopping experience, whether in-store or online.

See you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us