Salesforce CRM and NCR Counterpoint Integration
Automate your data management with our two-way data integration between Salesforce and NCR Counterpoint POS. Salespeople now have access to detailed customer profile data including purchase and service history. We can also integrate Salesforce with WooCommerce and Shopify eCommerce systems. Data which was previously buried deep within a POS or eCommerce system and required double-input to maintain is now accessible via modern cloud-based intuitive web interfaces completely synced with Salesforce CRM.
Salesforce Data Sync
We all know automation is the only way you’ll scale your business upwards. Our solution allows you to sync just about any field from your Counterpoint POS system with Salesforce CRM. Cherry-pick exactly which fields and records you want synchronized and our solution will do all the heavy-lifting in the background.
If your marketing tasks are managed via Salesforce, this allows you to immediately enter new customers into existing automations or workflows without any manual entry.
It allows you to maintain your product catalog, customer information, and order data without any double entry. This saves you and your staff substantial time and effort, along with reducing the cost and resources needed to manage data in two parallel systems.
Shipping and Repairs Sync
If your product needs to be shipped or repaired, Counterpoint can track where the transfer documentation, production times, and ETA delivery dates with ease. This information can be synced to the customer profile in Salesforce CRM.
WooCommerce to Salesforce Integration
Integrate WooCommerce to Salesforce CRM with our custom-built integration. Connect just about any field out of WooCommerce and WordPress to Salesforce CRM. The objects we sync include orders, users (accounts), and products, and product categories. In the event you want specific fields from either system to be integrated, our expert developers can further customize the solution to fit your needs.
Shopify to Salesforce Integration
If your preferred eCommerce platform is Shopify, no problem! We can also help you integrate your Shopify store to Salesforce in a similar fashion as our WooCommerce integration. All pertinent data from Shopify, such as orders, products, and customers, are automatically pulled into Salesforce in real-time with deduplication in place.
Reporting and Analytics
With our integration, Counterpoint’s sales and order data can be sent to Salesforce’s analytics tools. Use Salesforce’s powerful analytics and clean business intelligence reporting with the extensive data that Counterpoint or your eCommerce solution provides.
- Retrieve product catalog updates from your POS, ERP, and CRM system and send it to your Shopify or WooCommerce website.
- Send completed order and customer information to your POS, ERP, and CRM system giving you a holistic view of your customer’s online and in-store purchase history.
- Provide up-to-date pricing and inventory information with no intervention or manual from you.
- All product information coming from your POS and ERP system can be edited so you can merchandise your online products as you see fit. You have complete control over how customers view your products online which is independent of how you entered them into your system.
A year ago, our company switched from Microsoft Dynamics to NCR Counterpoint with the help of the staff at POS Highway. Admittedly, we were nervous. Who wouldn’t be when switching over POS systems? There’s a lot to learn and prepare for.
We found the transition process to be smoother than we ever could have expected, and that is in part thanks to the intuitiveness of Counterpoint, but mainly due to the excellent preparation, training, and support from the staff at POS Highway.
NCR Counterpoint Cloud is the perfect point of sale solution for us, packed with robust features every liquor and tobacco store owner dreams of. Now my stores are managed centrally by one system, connecting the inventory and physical counts across all locations. This ensures my associates know exactly what is in stock and is able to meet our customers’ expectations.
I have found little that this point of sale can’t do for standard SKU’s. I can report on anything. I can compare dates on sales from this year and last year within seconds. Searching for data is a breeze! I can find out anything. ATF loves me. Making data-driven business decisions is a snap.