Industry
Eposly for Specialty Retail
Run assisted, high-value sales inside Salesforce, so pricing, configuration, and customer history stay on one record.
In high-touch retail environments, sales are assisted, pricing is dynamic, and customer relationships drive revenue. Eposly executes the full retail transaction natively in Salesforce, built for retailers using Salesforce to manage customer relationships and in-store sales. That includes the payments hardware on the counter: terminals and related transaction systems work as part of the same Salesforce flow, so every in-person sale lands on the customer record.
Industry context
How transactions happen in specialty retail
Specialty retail is defined by assisted sales, known customers, and decisions made during the interaction. It runs on conversation, not throughput. A customer, an associate, and a decision reached together.
Pricing often reflects configuration or discretionary adjustments made in the moment. Salesforce manages the relationship over time, which makes these clienteling-driven environments where purchase history drives repeat business.
Jewelry & precious metals
High-value transactions with real-time pricing context. Trust, traceability, and auditability are critical.
Luxury & specialty retail
Repeat business driven by personal relationships. Clienteling is expected and operationally required.
Configurable high-touch retail
Products require explanation, configuration, or guidance. Sales are shaped through conversation, not browsing.
The challenge
Where the Salesforce point-of-sale model breaks in retail
In most Salesforce-based retail setups, transactions are executed in external POS or payment systems, and only summary data is synced back.
Disconnected transaction execution
The interaction happens in Salesforce, but the transaction is completed in an external POS or payment system. Only partial data returns.
Incomplete customer records
Salesforce records that a sale occurred, but lacks how the price was determined, what options were selected, what adjustments were made.
Unreliable clienteling
Customer profiles become unreliable. Follow-ups lose relevance. Most clienteling strategies fail because transaction data is incomplete.
Manual reconstruction
Teams rely on memory or external notes to piece together what actually happened during the sale.
The Eposly approach
Your catalogue, inventory and the whole customer journey in Salesforce
Eposly executes assisted sales transactions directly inside Salesforce. Pricing, configuration, payment, and order creation happen in a single flow. The transaction is created directly on the customer record. Eposly acts as a Salesforce-native POS for assisted retail environments, removing the need to sync transaction data from external systems. Retailers find their product catalogue, inventory and customer data all in one place.
Customer Interaction
Product Selection & Configuration
Dynamic Pricing & Adjustments
Payment Execution
Order Record Created
Customer Record Updated
Key capabilities
Key POS and clienteling capabilities for specialty retail
Built for retailers running assisted sales and clienteling workflows in Salesforce.
Salesforce-native transaction execution
Execute assisted sales directly inside Salesforce, without leaving the customer record.
Complete transaction context capture
Capture what was sold, how it was priced, and what decisions were made at the moment of interaction.
Real-time pricing with controlled discretion
Incorporate live pricing inputs while allowing sales teams to apply judgment, with all adjustments traceable.
Customer context at the point of sale
Access customer history, preferences, and prior decisions during the interaction.
Flexible payment execution
Support in-store, mobile, and remote payments, plus deposits and held orders, all linked to the same customer record.
Transaction-driven intelligence
Use structured transaction data for segmentation and repeat sales, with follow-ups triggered directly from Marketing Cloud or native Salesforce automation.
See it in action
When a standard retail POS isn't enough
Configuration, dynamic pricing, and assisted sales, natively in Salesforce
Standard retail POS systems are built for fast, anonymous checkout. Specialty retailers need more: product configuration, live pricing decisions, customer context, and a complete transaction record that lives on the customer in Salesforce. These short demos show Eposly handling exactly that.
Mobile POS
A mobile POS experience for assisted sales and in-store transactions
High-touch sales environments where mobility and customer context matter.
Environments
What kind of retail environments is Eposly for?
Eposly is built for retail environments where the sale is consultative, the product is complex, and the customer relationship matters more than the single transaction. Each one depends on capturing detailed transaction history and customer purchase behavior in Salesforce.
Jewelry showrooms
High-value transactions with real-time precious metal pricing and full traceability.
Luxury boutiques
Clienteling-driven repeat business with complete purchase history.
Watch retailers
Configuration-heavy sales with warranty tracking and after-sales continuity.
Specialty goods retailers
Advisory selling with guided recommendations and accurate quoting.
Showroom retail
Consultative sales with complex pricing and deposit management.
Why Salesforce-native
Why Salesforce-native matters for specialty retail
Most clienteling tools depend on accurate transaction data in Salesforce, and without it, customer profiles stay incomplete. Clienteling tools help teams act on customer data; Eposly ensures that data is complete, accurate, and captured at source. Clienteling only works when transaction data is captured at the moment of sale.
01
Unified customer record
Every transaction enriches the customer profile in real time.
02
Reliable clienteling foundation
Accurate purchase history, context-rich follow-ups, repeatable personalization.
03
Sales continuity
Returning customers are recognized with full context. Interactions continue without reset.
04
Operational clarity
Clean, auditable transaction records. Salesforce reflects what actually happened.
Related capabilities
Related capabilities
Customer proof
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Luxury jewellery retail powered by Salesforce-native checkout
David M Robinson brings the same care and craftsmanship to its point of sale as it does to its jewellery. Every in-store transaction, payment, and customer interaction is captured directly in Salesforce, from the very first moment at the counter to post-sale follow-up.
Trusted by Salesforce teams running assisted, in-person sales
California DMV
Omring
QLF BrandsDavid M Robinson
Pearl MorissetteCalifornia DMVOmringQLF BrandsDavid M RobinsonPearl MorissetteFAQ
Frequently asked questions
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