POS and Salesforce CRM: A Perfect Pair For Retailers

As a retailer, you must be using a retail Point-of-Sale (POS) and CRM system. Well, are you aware that these two systems are working together or not? If yes, then you are on the right track! But if the answer is no, then you might be doing it all wrong.

Even if you use the best CRM, it will be working against you if not integrated with the POS system. Wondering why? Let us make it easy for you to understand.

There are various reasons why you might be at a loss by not using a POS CRM integrated software. We have listed down all the reasons that might be affecting your customer relationship.

But firstly, let us understand what exactly is POS and CRM systems:

What is a POS system?

A point of sale or POS system is where the customers make payments for products or services at the store or company. In simple language, when a customer makes a purchase, they make a point of a sale transaction. This enables the completion of transactions between both parties, i.e., the customer and the company.

The POS system has a combination of two segments that work together:


The hardware consists of physical materials such as a credit card reader, monitor, scanner, etc. These components are used to make the sales transactions that use the POS software.


Software is located in the cloud, which is used to complete the transaction. Your point of sale is the software that enables your business to make sales.

Now, the traditional POS systems can work as a single work tool. Today’s modern POS system can perform various tasks due to advanced technology. Today, the current POS system can process credit cards using mobile devices. Nowadays, many POS systems come with built-in CRM.

What is a CRM system?

A Customer Relationship Management or a CRM system’s actual performance keeps your customer’s contact details ready, tracks their interaction with your business, and manages their accounts with your company. A CRM system is designed to help you maintain a good relationship with your customers.

There are various benefits of using a CRM system for your business, and to understand them, let’s break it down a little more:

Your company and the employees create vast quantities of data every day. But do you know where this data is stored? Into notepads or your laptop. But there is a high probability that this data might get lost or forgotten. This is where CRM comes in. A traditional CRM system helps you take your customer data and make it some valuable insight into your business.

Functions of a traditional CRM system:

  • File and Contact sharing
  • Sales forecasting
  • Messaging between employees
  • Dashboard analytics

But, today, every business needs a modern system that would make the work easy with advanced technologies. But how do you get it?

Imagine getting all your work like inputting data, creating sales reports, and updating the information done in the cloud. These are only a few benefits listed here that a POS system and CRM system could do together.

By integrating POS systems with some well-known CRM, companies can save a lot of time, energy, and of course - MONEY! Modern CRM systems combined with POS software helps to provide an excellent cloud-based ecosystem to store customer data.

Benefits of using POS-CRM integration

Retail POS and CRM software can work wonders when integrated. When both the systems work together, they can provide you with new insights to sales, marketing, and retail employees to understand the customer’s needs and expectations, making it easy to retain more customers.

A POS-CRM integration system offers many more advantages, such as:

  • Improves Customer Sectionalization:

This means that a POS-CRM integrated system can help the business get more information that will show who their customers are. This would result in breaking them into target groups to customize their marketing approach accordingly.

  • Helps in Promotions:

Understanding your customers lets you provide them customized recommendations for the products and services you are already likely to purchase.

  • Understand loyal customers:

A POS-CRM integrated software showcases the data about the customers who have stayed loyal to your company. You can reward your loyal customers by identifying them and offer them exclusive discounts on their favorite purchases.

  • Long-time Integration:

The captured customer data on the retail and sales transaction process is automatically stored in the CRM system. This lets you store additional information about your customers for future marketing campaigns.

  • Quick-data storing:

All the basic details of your customers during the transaction, such as shipping address, customer names, contact number, etc. are entered only into the POS system. But the integration allows this data to be automatically shared with the CRM. This means that sales, marketing, or customer services teams can access the information whenever they need it.

  • Satisfying overall experience:

POS-CRM system provides a better experience for both - customers as well as employees. Not only will your internal team have the POS data to the CRM, but also your front-line salespersons will have access to CRM data on their POS! This makes it easy for your company to create a satisfying experience for the customers and keep them visiting.

It is already proven that a better understanding of your customers is essential to the success of every business, and POS-CRM integrated software makes it possible to make the benefits of your POS and CRM platforms.

How to Integrate CRM and POS system

How you integrate your CRM and POS system depends on the types of plans you have. Some offer built-in APIs that let the integration process happen smoothly, while others require custom settings.

But, if you get intimidated by the idea of building a perfect POS system, the POS Quote can help you to understand various POS systems and their benefits. You can then decide which POS is the best suit for your company.

If you have a built-in integration system, you might find that you still have to integrate your POS and CRM with other platforms that don’t have built-in integration, such as your sales, marketing, finance, etc.

Now, this is where a third-party integration can help! This helps you take a custom approach in building your business and gives you an option to pick which features you require. Selecting the features according to your need can increase the visibility of your data process throughout the departments.

How does Salesforce CRM make POS Systems more advanced?

Salesforce, the world’s number 1 CRM, empowers retail companies to create point-by-point deals and reports which can easily help you determine your best sellers and items for return. You can track sales per branch, per item, and per hour so you can allocate your staff and your assets accordingly.

Salesforce also provides you with a single view of all the essential information for your business, including real-time operations.

Bringing POS-CRM together

Integrations of both the systems - POS and CRM-help the businesses increase their software reach across all the business platforms. You can choose the best CRM and integrate it with the POS system to upscale your customer game. The integration will help you identify your customer choice and store their data in the POS system for marketing and sales.

Now that you know what exactly is CRM in retail, you might want to be prepared to find the best CRM POS software to meet your company’s needs. So be ready to upscale your business and create a better customer experience with the help of CRM-POS system integration. If you are looking for

Find the best Salesforce consulting firm to help you implement this. Feel free to search for the perfect one for you on CRM Consulting’s worldwide directory of highly trusted consulting companies!