Industry
Eposly for Manufacturing & Industrial Sales
Execute assisted industrial counter sales inside Salesforce, so pricing, inventory, and customer context remain unified and controlled.
Manufacturers, dealers, and industrial distributors run Salesforce, including Salesforce Manufacturing Cloud, for customer and service management. Eposly brings transaction execution into Salesforce, so counter and branch sales happen where the customer record lives.
Industry context
How transactions happen in industrial environments
Industrial counter and branch sales are not retail checkout. Staff select parts, link them to equipment records, apply contract pricing, check inventory across branches, and post orders to ERP for finance and fulfillment.
Salesforce manages the customer relationship, equipment records, and service history. But the counter transaction often happens outside Salesforce, in ERP screens or standalone tools, disconnecting the sale from the customer context.
OEM parts counters
Technical part selection with equipment linkage and contract pricing.
Heavy equipment dealers
Complex quoting with program pricing and warranty tracking.
Industrial manufacturers
Counter sales with inventory checks and ERP integration.
B2B distributors
Multi-branch sales with account pricing and inventory allocation.
Service desk & spares
Asset-linked spares sales with urgency pricing.
The challenge
Where the model breaks
In most manufacturing environments, transaction execution happens in ERP or branch systems, not in Salesforce. The customer record sees the relationship, but not the moment of sale.
ERP as execution layer
Transactions happen in ERP screens. Salesforce loses execution context.
Opaque pricing decisions
Pricing logic lives in ERP. Contract compliance and overrides are invisible to Salesforce.
System switching
Staff switch between Salesforce and ERP to verify availability, causing delays.
After-the-fact reconciliation
Orders reconciled between systems after the transaction. Errors compound.
The Eposly approach
Counter and branch sales inside Salesforce
Eposly executes counter transactions in Salesforce, applies contract pricing, surfaces inventory via ERP integration, and links orders to customer and equipment records. ERP remains responsible for finance and fulfillment. This connects quote-to-cash execution to the customer and equipment record inside Salesforce.
Customer Request
Part Selection
Equipment Linkage
Contract Pricing
Inventory Check
Payment
Order to ERP
Customer Record Updated
Key capabilities
Key capabilities for manufacturing
Built for counter and branch sales where contract pricing, real-time inventory visibility, and ERP integration are required at the moment of execution.
Contract-compliant execution
Apply contract, dealer, trade, and negotiated pricing. Capture overrides with full visibility.
Inventory-aware counter sales
Real-time visibility across branches. Location-based availability for counter, will-call, and pickup workflows.
Equipment and asset linkage
Link transactions to customer accounts, equipment, and service histories.
Controlled pricing flexibility
Policy-aware adjustments. Contract logic enforced. Overrides visible.
Clean ERP integration
Real-time posting. Structured data. No duplicate execution.
Branch and multi-location
Counter sales across branches with location-specific context.
Environments
Where Eposly operates
Eposly is built for manufacturing and industrial environments where counter transactions need to connect to customer records, equipment histories, and ERP systems inside Salesforce. Each transaction is linked to the customer and equipment record, building a complete execution history in Salesforce.
Parts counters
Technical selection with equipment linkage and contract pricing.
Equipment dealerships
Program pricing, trade-ins, and service bundling.
Distribution branches
Multi-location counter sales with real-time inventory.
Service and spares desks
Asset-linked spares with service case context.
Manufacturer direct sales
Direct transactions with full pricing and fulfillment visibility.
Why Salesforce-native
Why Salesforce-native matters for manufacturing
Salesforce tracks customer relationships, equipment, and service history. With Eposly, it also captures the transaction at the moment of execution, so branch and counter sales no longer live outside Salesforce. This is especially relevant for teams running Salesforce Manufacturing Cloud.
Unified execution
Transactions on the customer and equipment record. No context lost.
Contract pricing visibility
Every pricing decision captured and traceable in Salesforce.
Real-time inventory
Actual availability without switching systems.
Clean ERP coexistence
Salesforce executes. ERP receives structured data. No duplication.
Related capabilities
Related capabilities
FAQ
Frequently asked questions
See how Eposly works for manufacturing
Book a demo to see Eposly in action for your manufacturing environment.