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.
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.