Retail Point-of-Sale for Salesforce

Our retail client operates brick-and-mortar pet stores in multiple states.  They use Salesforce as the CRM system of record, capturing everything from past orders to pet birthdays.  They needed a Salesforce-native point-of-sale system, with customized “bill to my account” functionality.

Quick Response Lead Assignment

Our client was operating a large-scale residential real estate service along the East Coast.  They made referrals of hot leads to independent real estate agents.  Their performance data showed that if a real estate agent didn’t respond within 30 minutes, they would often lose the sale.

Custom Order Placement Screen

A recent client had partner community contractors who might not be able to learn the standard Salesforce Create Order > Add Products flow. They needed a screen that presented all the authorized products for a particular customer, as well as default order info.