Salesforce CRM and NCR Counterpoint Integration
Customer Data Sync
Sync just about any field from your customer profile into your Salesforce. Scan your new customer’s driver license or key-in their information into Counterpoint, which then sends this directly into Salesforce CRM.
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!
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.
Reporting and Analytics
With our integration, Counterpoint’s sales history data can be sent to Salesforce’s analytics tools.
We are now in love with the features of Counterpoint, and are always planning what to do next with all the features that are available.
We can offer over $100,000 in discounts yearly because of Counterpoint’s extensive report library, giving us a competitive edge.
Counterpoint enables you to track real-time sales and analyze how items are moving at each store.