Capability
Built for live, human-guided selling
Eposly is the assisted selling and clienteling layer for Salesforce. Pricing, options, and decisions are shaped during the interaction. Checkout, payment, and order creation happen on the customer record. Salesforce reflects how the sale actually happened.
The challenge
When the interaction is in Salesforce, but the transaction is not
In many Salesforce setups, checkout and payments are handled outside the platform, using external POS systems, payment tools, or custom integrations. Salesforce manages the customer and the interaction, but the actual transaction happens elsewhere, so the record only shows that something happened, not how it happened.
No customer context
Staff can't see purchase history, preferences, or account status during the transaction.
Rigid checkout flows
External POS systems can't handle configurable products, negotiated pricing, or complex service packages tied to the Salesforce account.
Disconnected from CRM
The sale happens outside Salesforce, so follow-up, service, and reporting start incomplete.
No relationship continuity
High-touch and luxury environments require knowing the customer. Without CRM context at point of sale, every interaction starts cold — even with returning customers.
See assisted selling in action
How staff guide transactions directly inside Salesforce.
The Eposly approach
Customer context meets transaction execution
Sarah Mitchell
Eposly keeps the interaction and the transaction in the same place. Staff can complete checkout, take payment, and create the order directly inside Salesforce, as part of the same conversation. Pricing, decisions, and outcomes are captured together on the Salesforce record, so the full context of the sale is preserved, not reconstructed afterwards. It is built on Eposly's point-of-sale and transaction execution layer for Salesforce.
One interface, every touchpoint
Assisted selling and clienteling for Salesforce can happen in person, at the counter, on the sales floor, in the field, over the phone, or fully remote. In every case, the requirement is the same: the checkout, payment, and order stay connected to the customer and the interaction in Salesforce. Eposly provides one responsive interface that adapts to the device while keeping the full power of Salesforce behind every interaction.
Service counter
Full POS at the desk
Sales floor
Mobile-ready for walk-around selling
Remote & field
Guided transactions from anywhere
How it works
End-to-end assisted selling, natively in Salesforce
Every step of the assisted sale, from the moment the customer arrives to the moment the record is updated, happens natively in Salesforce. No tab-switching, no external POS, no reconstructed data.
Customer arrives
Staff accesses SF record
Configure order
Apply pricing
Complete transaction
Record updated
Key features
Assisted selling features
Eposly gives your team an assisted selling and clienteling toolkit for Salesforce. You get customer context, configurable products, flexible pricing, and full checkout, payment, and order creation all in one flow inside Salesforce.
Guided assisted sales workflows
Support in-person, counter, field, and remote assisted selling.
Configurable product sales
Sell products and services with selectable options that affect pricing.
Bundles and add-ons
Create and sell configurable bundles and service packages.
Flexible pricing control
Apply discounts, negotiated pricing, and customer-specific pricing during checkout.
Customer context during checkout
Access customer history and preferences while completing transactions.
Complete the transaction in Salesforce
Complete checkout, payment, and order creation in the same flow: without leaving Salesforce or switching systems.
“Sales flow directly into salesforce enhancing better reporting. Our after-sales also mean we can provide better after-sale service to customers.”
— Yetunde Onikoyi
In practice
How teams sell with Eposly and Salesforce
How a healthcare clinic manages patient service packages
A receptionist at a premium dental clinic helps a patient select a treatment plan combining multiple procedures. Each service has options — anaesthesia type, follow-up appointments, insurance coverage adjustments. The receptionist configures the package, applies the patient's insurance discount, and takes a deposit payment. The entire service record, pricing breakdown, and payment are captured on the patient's Salesforce record for billing, follow-up scheduling, and reporting.
Why Salesforce-native
Why assisted sales works better inside Salesforce
Customer 360 at point of sale
Full customer history, preferences, and account data available during every transaction.
Salesforce-native workflows
Selling processes built on Salesforce Flows and automation rules.
No external app switching
Staff stay inside Salesforce for the entire transaction lifecycle.
Consistent data across channels
In-store, field, and remote transactions all update the same customer record.
Related capabilities
Explore other Eposly capabilities
FAQ
Frequently asked questions
Ready to see assisted selling in action?
See how Eposly handles checkout, payment, and order creation inside Salesforce, on the customer record, as part of the same interaction.
Back to all capabilities