Umbrella Suite Back to the suiteRetail Cloud
Point-of-sale operations, with loyalty built in.
Retail runs on the same platform as your CRM — walk-in customers, counter orders, and receipts, without a separate POS system.
Part of the Umbrella Suite — connected to Sales Cloud, Revenue Cloud, and every other application on the platform.
From customer to receipt
RCUST-00001
Retail customer
Walk-in or repeat — profile and purchase history in one record.
RORD-00001
Retail order
Line items rung up at the counter or entered manually.
RINV-00001
Retail invoice
Receipt generated instantly from the order.
Objects included in B2C CRM
Retail CustomersRetail ProductsRetail ActivitiesRetail OrdersRetail Invoices
Retail order & receipt
Point-of-sale style order entry with instant receipt generation.
Loyalty points & tiers
Every retail order updates the customer's loyalty balance automatically.
Branded receipts
Receipt templates built in Document Designer, matching your invoices.
Retail reporting
Fast Reports across retail objects, exportable to Excel.
See the retail flow in action.
We'll show the counter flow end to end, from customer lookup to receipt.