Customer Lookup and Creation
Create new customers on the fly or search the CRM to append orders.
Customer look up into Salesforce
Lookup customer to view information, review past orders and create new associated orders for the customer.
Create new CRM customers from POS
Capture customer details and create them in Salesforce at the time of making that sale.
Reporting and Analytics
Real-time data sync provides powerful visibility within Salesforce.
Back Office & Front Office
Both the back office and front office are aligned on status and revenues.
Products and Prices
Product and Price are managed within Salesforce standard capabilities and pass through in real-time.
Opportunity Selling
Orders can be saved to Salesforce even if they are not completed or fully paid. Providing a call to action within an Opportunity sales process.
What are the key features you need to connect payments to customers?
Would you like to learn more?
Contact us to discuss further.