Capability

    In-person sales process for Salesforce

    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 sales 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.

      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.

      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.

      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.

      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.

    A Salesforce-native mobile POS for assisted sales

    Built for high-touch environments where staff move with the customer. Every sale, payment, and decision is captured on the Salesforce record in real time.

    The Eposly approach

    Customer context meets transaction execution

    Sarah Mitchell

    VIPReturning customer
    Custom ring — 18k white gold, emerald cut, 1.2ct
    Price$8,450.00
    Loyalty -5%-$422.50
    Total$8,027.50

    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

    Features

    Assisted selling features for Salesforce

    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

    ★★★★★AppExchange

    In practice

    How teams sell with Eposly and Salesforce

    Dental clinic receptionist reviewing a treatment plan with a patient at the front desk

    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

    When a staff member guides a customer through a sale — configuring options, applying pricing, completing payment — every decision made in that interaction needs to live on the customer record. Not synced later. Not reconstructed from a receipt. Captured at the moment it happens. Eposly is the only POS built for this: assisted transactions executed inside Salesforce, where the customer relationship already lives, so every interaction makes the next one better informed.

    • 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

    Salesforce-Native Transaction Execution

    Explore

    Product Configuration & Pricing

    Explore

    Payments & Cashiering

    Explore

    Customer & Transaction Intelligence

    Explore

    FAQ

    Frequently asked questions

    A POS for Salesforce is a system that allows businesses to complete transactions, including checkout, payment, and order creation, directly inside Salesforce, without relying on external point-of-sale systems. It keeps the customer record, the interaction, and the transaction in one place.

    Assisted selling is a sales approach where a staff member helps the customer complete the transaction, rather than the customer completing it alone. It is common in clienteling, B2B counter sales, healthcare, showrooms, and high-touch retail, where pricing, options, and decisions are shaped during the interaction.

    Clienteling is a sales approach where staff build a personal, ongoing relationship with each customer, using their history, preferences, and context to guide every interaction. In a Salesforce environment, clienteling means using the customer record to shape the conversation, the offer, and the checkout itself.

    Eposly provides point-of-sale capabilities inside Salesforce, but it is not a traditional retail POS. Traditional POS systems are designed for fast, predefined checkout, often in high-volume self-service environments. Eposly is designed for assisted selling and clienteling, where the checkout is shaped during the interaction with a staff member and executed directly inside Salesforce on the customer record.

    Eposly runs on the Salesforce platform, which supports mobile and tablet access. The POS interface is designed to be responsive for counter, floor, and field use.

    Yes. Eposly supports any scenario where an assisted transaction needs to execute inside Salesforce, including remote and field interactions where staff guide the customer.

    Eposly operates within Salesforce's connectivity model. For environments with intermittent connectivity, Salesforce's mobile offline capabilities can be leveraged. Eposly's architecture ensures that transaction data is captured and synced when connectivity is restored.

    Absolutely. Eposly is designed for assisted sales where customer relationships matter. Staff can access full purchase history, preferences, and account details during the interaction, enabling personalized service that builds trust and drives repeat business.

    Traditional POS systems execute predefined checkout logic outside Salesforce and require syncing data back. Eposly executes the entire transaction inside Salesforce, so customer context, order details, and payment are captured in one flow with no data gaps or delays.

    Instead of switching between CRM and POS, staff stay in one screen. They can access the customer, configure the transaction, and complete checkout in a single guided flow — reducing steps and errors during the interaction.

    Yes. You can define how assisted transactions should be executed and ensure staff follow the same steps, while still allowing flexibility for different scenarios.

    Eposly supports multiple transaction flows within the same interface. Staff can create quotes, convert to orders, or complete direct sales without switching tools.

    No. In most cases, it reduces time by eliminating system switching and manual steps. Everything needed for the transaction is already available in Salesforce.

    They can modify products, pricing, or customer details in real time without restarting the process or switching systems.

    Ready to run the whole sales process inside Salesforce?

    See how this would work in your Salesforce setup.

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