Customer & interaction context
Bring relevant customer profiles, preferences and interactions into view.
Explore Salesforce consulting ↗Salesforce for Retail
Salesforce for retail.
Every channel.
A connected experience.
Bring store, online and service conversations together.
Give your teams relevant customer and order context across the systems you already use—from POS and cloud retail apps to ecommerce and support.
✓ Dedicated specialists✓ Scope built around your needs
Connect channelsInform serviceFollow through
What a connected experience makes possible
One customer.
Across store and online.
Keep the context connected
as customers move between channels.
- 01
Recognize
Bring relevant customer interactions into a shared view.
- 02
Connect
Link the retail systems that hold order and service context.
- 03
Respond
Help teams pick up requests with useful information.
- 04
Follow through
Coordinate the next action across stores and support.
Built forMultichannel retailersEcommerce businessesSpecialty retailersStore networks
Your next step
Which retail systems
need to work together?
Bring your POS, ecommerce or cloud retail applications. We’ll identify the information and workflows to connect with Salesforce.
Discuss your retail systems A focused conversation about your requirements.Your conversation brief
Three things we’ll work through.
- 01
Your customer priorities
Service, engagement or cross-channel coordination.
CustomersChannelsGoals - 02
Your existing retail systems
POS, ecommerce, order and support platforms.
POSOnlineOrders - 03
Your integration requirements
Records, ownership and practical next steps.
DataInterfacesScope
Where we help
Salesforce for the way
your customers shop.
Connect the workflows that matter
across your retail business.
POS & retail application integration
Connect supported point-of-sale and cloud retail systems with Salesforce.
Explore integration services ↗Ecommerce & order visibility
Give service teams useful order, fulfillment and return context from the systems that own it.
Customer service & store handoffs
Coordinate requests and follow-up between customer support and store teams.
Explore custom development ↗Loyalty & customer engagement
Connect agreed loyalty information and communication preferences to relevant engagement workflows.
Explore engagement services ↗Reporting & ongoing support
Maintain customer data quality, service reporting and reliable connections as your business evolves.
Explore managed support ↗Salesforce integration for your industry
Connect Salesforce
with your retail systems.
Your platforms. Your workflows.
The right information shared.
Your retail ecosystem
Stores & point of salePOS · Cloud retail applications
Ecommerce & ordersOnline storefronts · Order management
Operations & engagementInventory · Loyalty · Customer support
SalesforceCustomer relationships, service context and coordinated follow-up.
The teams it supports
Store teamsRelevant customer and service context
Customer supportOrder information and request ownership
Engagement & operationsPreferences, activity and useful reporting
Illustrative architecture. We assess your actual applications and supported interfaces, then agree which records and processes to connect. Retail workflows determine the scope.
Explore integration services ↗
People, process & governance
Keep the next step clear.
Whichever channel it starts in.
Help store and support teams coordinate requests with the same relevant context. Keep order ownership, access and follow-up clear across the handoff.
- Relevant order context
- Clear request ownership
- Connected store support
- Defined data access
How we work
A plan built around
your retail environment.
Stores, service and technology.
One coordinated approach.
- 01
Map
Identify the customer workflows and platforms.
- 02
Connect
Configure Salesforce and agreed integrations.
- 03
Validate
Test records, access and cross-channel handoffs.
- 04
Roll out
Prepare teams and agree ongoing support.
Expertise you can see
Our Certifications & Awards
Clutch & UpCity recognition
Independent perspectives.
Long-standing partnerships.
Why Zivoke
Your retail context.
A practical Salesforce plan.
- Your existing platforms guide integration scope
- Customer service and team handoffs considered together
- Clear ownership from implementation to support
One team for the connections that matter
Bring Salesforce, custom workflows and system integration into a coordinated delivery plan. Start with the customer experience and work back to the systems and responsibilities behind it.
Meet your Salesforce partner ↗How can Salesforce support our retail business?
Salesforce can help teams coordinate customer relationships, service requests and engagement. By connecting the relevant retail systems, we can bring selected customer and order context into those workflows. The scope reflects your actual channels and priorities.
Can you integrate our POS or cloud retail application with Salesforce?
We assess the APIs, connectors and access available in your systems. The integration plan defines the records to share, data ownership, update frequency and exception handling. No particular POS brand or field-sales process is assumed.
Do we need to replace our ecommerce or order-management platform?
We start with your current applications and intended outcome. Where suitable interfaces exist, Salesforce can work alongside them. Any replacement or additional Salesforce product would be a separate decision based on your requirements.
Can store and support teams see relevant order information?
Yes, when that information is available through the agreed integration and access model. We define which order, fulfillment or return details should appear and which system remains responsible for updates.
Can you connect loyalty and customer communication tools?
We can assess loyalty platforms, marketing systems and communication preferences as part of the scope. Product selection, identifiers, consent-related requirements and permitted data flows are agreed with your teams.
How is this different from your Consumer Goods solution?
This page focuses on retailers and the customer experience across stores, online channels and service. Our Consumer Goods solution focuses on brand-side commercial operations, distributors, trade promotions and relevant retail execution workflows.
Can you support an existing Salesforce environment?
Yes. We can review the current setup, integration reliability, data quality and system performance. Improvements, training and managed support can then be scoped around your retail operations.
Let’s talk about what’s next
Connect your retail systems.
Support the customer journey.
Bring your priorities and current systems.
Let’s define the next step together.