In the fast-paced automotive industry, success hinges on more than just great vehicles. It’s about delivering a seamless, efficient sales process that starts the moment a customer steps onto the lot. For dealerships navigating complex order entry and sales workflows, traditional systems often fall short—causing delays, errors, and lost opportunities. That’s where Eposly, a Salesforce-native checkout solution, comes in.
Built to power order entry and checkout processes across every corner of the automotive sales floor, Eposly helps dealerships create faster, smarter, and more customer-centric workflows. In this blog, we break down how Eposly supports complex automotive sales operations—and why now is the time to rethink your tech stack.
Why Order Entry is Critical in Automotive Sales
The order entry process in automotive isn’t as simple as selling a product off the shelf. It often involves:
- Trade-in valuations
- Custom vehicle configurations
- Financing and lease approvals
- Inventory sourcing across multiple locations
- Optional add-ons like warranties or maintenance packages
Each of these components must be accurately tracked, approved, and linked to customer data, quotes, and fulfillment records. When handled manually or across siloed systems, this creates room for error and slows down the deal.
Eposly: A Salesforce-Native Approach to Automotive Order Entry
Unlike generic POS systems, Eposly is purpose-built for complex sales processes and operates 100% within Salesforce. This means every order, quote, discount, and customer detail is synced in real-time across your CRM, CPQ, and OMS—no middleware, no friction.
Key benefits for automotive dealerships include:
- Seamless order entry: Input, customize, and track vehicle orders without leaving Salesforce
- Real-time inventory visibility: Check stock across multiple locations instantly
- Integrated financing workflows: Link financial approvals directly to customer profiles
- Controlled cashiering: Process down payments, deposits, and contracts with full audit trails
- Configurable checkout flows: Tailor the process for B2B fleet sales, retail buyers, or service department orders
From Test Drive to Transaction: One Unified Experience
With Eposly, sales teams can move through the entire sales cycle—from test drive to signed contract—within a single interface. Trade-in evaluations, pricing rules, vehicle packages, and customer preferences are all captured in real-time, reducing handoffs and ensuring accuracy.
For example, if a returning customer wants to upgrade their lease, Eposly enables the associate to:
- Retrieve their account and vehicle history via Salesforce CRM
- Apply loyalty-based discounts automatically
- Configure a new vehicle with real-time inventory updates
- Process the trade-in and down payment without leaving the checkout screen
Supporting Sales on the Go
Eposly is also built for mobility. Whether at an off-site event or conducting field sales, dealership staff can access full order entry and payment tools on mobile devices. This flexibility ensures deals aren’t delayed due to limited access or outdated systems.
Learning and Networking Opportunities
Looking to deepen your Salesforce knowledge and explore tools like Eposly in more detail? Be sure to check out these Salesforce community events:
These events offer hands-on sessions, customer success stories, and a chance to connect with other Salesforce-first organizations driving transformation in their industries.
Conclusion: Drive Efficiency with the Right Tools
The future of automotive sales demands more than speed—it requires intelligence, integration, and customer-first flexibility. Eposly delivers all that and more through a Salesforce-native platform designed to streamline order entry, enhance checkout experiences, and support complex workflows with ease.
Ready to accelerate your dealership’s sales process? Book a demo today. Let’s explore how Eposly can help.
