Retail Flow Optimization with Salesforce POS System Integrated with Salesforce

Jessica B.

Seasoned technical writer giving you top Salesforce Tips.

Updated: May 21st, 2024

Salesforce POS System

Salesforce POS is a cloud experiences solution that combines your point of sale system with your Salesforce CRM. The Salesforce retail management POS system allows you to regulate your inventory, sales, and customer data in a single platform.

The Salesforce retail point-of-sale system offers a variety of features, including:

Point-of-sale tools to assist your sales team in processing sales, managing stock, and accepting payments.

CRM to help your business manage your leads, close deals, and track customer interactions.

Inventory tracking to monitor stock levels, manage shipments, and set reorder points to replenish your stock.

Reporting and analytics tools that generate sales reports, track inventory, and analyze customer data.

Mobile POS which enables your employees to control inventory and process sales from mobile devices.

If your business is looking for a secure POS system, consider choosing Salesforce for retail stores.

Popular Point of Sale Platforms

There are a wide variety of POS platforms for you to consider. We’ve highlighted the most popular ones:

Square POS: This system is popular for smaller businesses. This easy-to-set-up software offers a variety of features including credit card processing, customer loyalty programs, and more.

Shopify POS: If your business sells both online and in-store then consider this cloud-based POS system that is incorporated with Shopify’s e-commerce platform.

Lightspeed Retail: Designed for medium to large businesses this feature-rich system offers a wide range of features including stock management, gift-card management, and reporting.

Revel POS: If you are in the restaurant business then this one is for you. Revel offers online ordering, delivery, and table management features.

Toast POS: Another POS system that is designed for restaurants. This cloud-based system offers contactless payments, waitlist management, and kitchen display systems.

Salesforce Point of Sale: Things to Keep in Mind

When considering a POS Salesforce platform, ensure you keep your business needs and requirements in mind. Keep reading for a quick summary of what you need to look for when choosing a POS system:

Your chosen POS system should be easy to implement and operate, keep your employees in mind and take into account the possibility of limited technical skills. Know what features you need to run your business and check whether the POS system offers them all, think about whether you need inventory and order management, reporting, or credit card processing.

Your POS system should be scalable so it can grow as your business does. POS systems can often deal with sensitive customer information so your system should have security measures to guarantee your customer data is protected. Finally, your system should offer good customer support so you can reach out if you need any help.

Salesforce Retail Cloud

The Retail Cloud Salesforce is a suite of solutions that are designed to help retailers optimize operations, drive growth, and engage customers. There are several cloud-based products and services you can use for Salesforce retail point of sale, Salesforce includes the following:

Commerce Cloud assists retailers when it comes to creating and managing their offline and online stores.

Customer 360 is a unified CRM platform that supports customer data and integrations across all channels.

Marketing Cloud can help you create and deliver personalized marketing campaigns to your customers.

Service Cloud is designed to help retailers provide outstanding customer service.

Analytics Cloud provides retailers with insight into data so they can make data-driven decisions.

The Retail Cloud is scalable and flexible so it can be used by retailers of all sizes.

Benefits of Salesforce Retail Cloud

Here are a few benefits of using the Salesforce Retail Cloud.

Improved efficiency by implementing the automation of manual tasks such as stock management and order processing.

Providing better customer experiences by making the shopping experience seamless and simple.

Greater insights into your customer data so you can make strategic decisions.

Cost reduction by providing a single platform and eliminating manual data entry

Pros and Cons

We’ve summarized a few pros and cons for you to keep in mind.

Pros:

An inclusive package that includes products and services to fulfill retailers’ needs.

Seamless integration with other Salesforce products.

Good customer support so you can get the help you need.

Cloud-based solution which means you can access it from anywhere.

Cons:

Can be costly for larger companies.

A steep learning curve, especially for people new to Salesforce.

Not all editions offer the features you may need.

Salesforce Retail Cloud is a powerful comprehensive solution that your business can implement to engage with customers, drive growth, and streamline operations.

Lightning POS System

Lightning POS is a point-of-sale system designed for small businesses. This cloud-based system is easy for your business to set up and use. It includes a variety of features like point of sale, CRM, reporting and analytics, mobile POS, and Salesforce inventory management system.

This affordable and easy-to-use system is a good option for smaller businesses that are looking to integrate their CRM and POS systems.

Pros and Cons

We’ve summarized a few pros and cons for you to keep in mind.

Pros:

Ease of use,

Affordable, especially for smaller businesses.

Cloud-based so it can be accessed from anywhere.

Integrates with Salesforce products like CRM.

Includes a variety of features such as inventory management, point of sale, CRM, and reporting.

Cons:

Not as scalable as it is designed with small businesses in mind.

Less feature-rich when compared to other POS systems.

In summary, Lightning POS is a good option for small businesses that are on the market for a cost-effective and easy-to-use POS system. If your business requires a wider variety of features or a scalable solution then you may want to consider other options.

Point of Sale Customization

You can modify your point of sale system to meet your specific business needs. This can include adding or removing features, integrating with other software, or changing the system’s look and feel.

Businesses can customize their POS system for a variety of systems including improving the customer and employee experiences, adding business-specific features, integrating with other systems, or complying with industry regulations.

The level of customization you can apply will depend on your POS system, Some systems allow for more customization than others. You can use the system’s built-in customization features or use a third-party customization service that can help your business customize your system further.

Benefits of Customizing POS

Keep reading to find out the benefits of POS customization:

Automating tasks and providing a more user-friendly interface can improve your efficiency.

Increased sales by introducing incentives like loyalty programs and targeted promotions.

Customizing your POS system can help to improve the customer experience by tailoring content and streamlining processes.

Reduced costs by managing stock efficiently and removing the need for manual data capturing.

Reduced costs: Customized POS systems can help businesses reduce costs by eliminating the need for manual data entry and by providing a more efficient way to organize and manage inventory.

If you aren’t sure about the customization of your POS system, it’s a good idea to reach out to your POS consultant so they can help you assess your needs and recommend a solution.

Salesforce Offline Capabilities

Accessing your Salesforce data and applications when you are not connected to the internet can be achieved by using Salesforce Offline Capabilities. There are two ways to use these capabilities; first, we have Salesforce Lightning Sync which is a desktop application that syncs your Salesforce data with your local device. Secondly, we have Salesforce Offline Data Access which allows you to access Salesforce data in read-only mode so you can see your data but won’t be able to make any edits.

Using offline capabilities means improving productivity as your employees can be efficient no matter where they are working. You will need to keep in mind that you can only sync a specific amount of data depending on your device and Salesforce org as well as whether you will use manual or automated synchronization.

These offline capabilities are included in every Salesforce edition but the features and functionality will depend on your specific edition. Make sure you reach out to your Salesforce admin to assess your specific needs.

Salesforce POS Integration Alternative

If your business doesn’t require a standalone POS system but is looking for a Salesforce third-party app that offers payment options then make sure you check out Titan. This easy-to-use tool with a single drag-and-drop interface offers powerful payment widgets you can include in your Titan projects.

FAQs

What is POS in Salesforce?

POS is a Point of Sale manager system in Salesforce. This WedgeCommerce solution ensures that retailers have access to a connected view of customers including prices, orders, and products.

POS and CRM: Is POS a type of CRM?

CRM and POS software have different roles in the sales and customer experience process. The system that retailers use to process sales is a POS. Salesforce CRM provides insight into customer data and trends.

What is POS or SAP?

The SAP customer checkout app combines POS management with real-time sales and stock updates. This gives your sales staff the tools they need to excel.

What are the three types of POS?

There are four types of POS systems: legacy, cloud-based, mobile, and tablet-based. The last three types are modern POS systems which are more cost-effective and efficient than legacy systems.

We hope to see you soon! 

• Twitter
• Facebook
• YouTube
• LinkedIn

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.