How to Use Salesforce as Your Point-of-Sale (POS)

Turn Salesforce into your POS. With Kulturra, you can collect payments right inside Salesforce with no third-party systems, no double entry, just fast, seamless transactions connected to your CRM.

What if your Salesforce CRM could also act as your point-of-sale (POS) system?

With Kulturra, it can. The Payment Center app transforms Salesforce into a fully functional POS with no third-party POS software, no clunky integrations, and no double entry. Just one clean, connected system.

Why Run POS Through Salesforce?

 

Traditional POS systems operate in silos, separate from your CRM. That means sales, payments, and customer data live in different places, creating duplication, errors, and headaches.

 

By running POS directly in Salesforce, everything stays in one place:

 

  • Sales data connects seamlessly with payments
  • Payment history links to customer records instantly
  • Finance, sales, and service teams all get full visibility

It’s faster, cleaner, and easier to scale as your business grows.


How It Works with Kulturra

Setting up POS in Salesforce is simple with Kulturra:

Connect a card reader or payment terminal to your Salesforce environment.

Open the record (Opportunity, Case, or even a custom object) when it’s time to collect payment.

Tap, swipe, or insert the customer’s card with the reader.

Process instantly—Kulturra records the payment, generates a receipt, and ties it to the right Salesforce record.

It works with tap-to-pay, chip, and mobile wallets, just like any modern POS.


Real-World Use Cases

POS inside Salesforce is perfect for:

  • Field Service Teams: Techs collect payments on-site as soon as a job is complete.
  • Clinics & Health Centers: Front desk reps check out patients without leaving Salesforce.
  • Showrooms & Retail Counters: Close deals and process payments instantly on the spot.
  • Events & Registrations: Accept at-the-door payments or renewals tied directly to attendee records.

In every scenario, payments are captured in real time, tied to the right account or opportunity, and available for reporting across teams.

 

The Kulturra Advantage

 

With Kulturra, you’re not juggling multiple systems. You’re streamlining payments right inside Salesforce.

 

  • No double entry
  • No third-party reconciliation
  • No more wondering who paid what

Instead, you get:

 

✔ Real-time payments linked to Salesforce records
✔ Clear audit trails and reporting
✔ A mobile-friendly POS experience built for teams on the go

 

Ready to Turn Salesforce Into Your POS?

 

Why manage sales and payments in separate systems when Salesforce can do it all? With Kulturra, your CRM becomes your POS, saving time, cutting costs, and giving you a unified view of your customers.

👉 Find Kulturra on [Salesforce AppExchange]

Don't forget to share this post!

LinkedIn
Facebook

Subscribe to our newsletter

Our website uses cookies to ensure you get the best experience while you’re here. Read our privacy policy for more information.