Case study
One payment experience, from vineyard to tasting room
Pearl Morissette, a boutique winery in Ontario, uses Eposly so that sommeliers can take payments in-store, in the vineyard, and at customer locations, with every sale syncing back to Salesforce in real time.
Pearl Morissette
Industry
Wine & Hospitality
Sub-segment
Winery, tasting rooms, off-site events
Region
Ontario, Canada
Cloud
Salesforce Sales & Service Cloud
The challenge
A point of sale worthy of the wines
Pearl Morissette needed a point-of-sale experience worthy of its wines. Sommeliers had to take payments in the vineyard store and at customer locations during off-site events, while keeping inventory, customer, and sales data consistent across every channel.
Requirements
- Mobile payments for sommeliers at customer locations
- Modern POS in the vineyard tasting room
- Consistent inventory across vineyard and mobile events
- Unified customer data across every channel
- Every sale synchronized in real time with Salesforce
The Eposly solution
Mobile payments and tasting room POS, on Salesforce
Sommeliers use Eposly's mobile app with a connected card machine for tastings at customer locations, and Eposly on iPad with a connected card machine and printer at the vineyard store. Every sale is processed against a new or existing Salesforce customer record and synchronized in real time.
Inventory team
Real-time stock level visibility across vineyard and mobile events.
Management team
Sales performance and customer insights in one view.
Marketing team
Identify key customers and restock popular vintages.
Eposly enabled us to connect our vineyard stores, our website and tasting rooms all to Salesforce. Not only the data we captured helped us provide tailored wine recommendations to our patrons.
The outcomes
Visibility, speed, and customer intimacy
With Eposly connecting every checkout surface to Salesforce, Pearl Morissette sees every customer, every bottle, and every sale in one place.
Customer visibility
Increased visibility of customers across channels.
Faster payments
Reduced time to receive payments.
Stock control
Significantly improved stock control across vineyard store and mobile events.
Tailored recommendations
Powered by a unified Salesforce customer 360.
Take payments anywhere, sync to Salesforce everywhere
See how Eposly extends the Salesforce customer record to every checkout surface, from the vineyard to the event.