Point of Sale & Frontline Experience

Connected Customer Experience

Deliver seamless, personalized customer interactions across every channel - retail, field, or digital - fully powered by Salesforce and updated in real time.

Trusted by industry leaders - including Fortune 500 enterprises

Key benefits of delivering connected customer experiences with Salesforce

Disconnected systems create disjointed service. When data doesn’t flow between touchpoints, customers repeat themselves, agents lack context, and loyalty suffers. Ascendx connects the dots - unifying every interaction around a single, up-to-date customer record inside Salesforce.

Unify customer records across channels

Ensure every interaction - whether online, in-store, or in the field - contributes to a single source of truth in Salesforce. Track purchases, support tickets, preferences, and notes in one place for consistent, informed engagement.

Ensure every interaction - whether online, in-store, or in the field - contributes to a single source of truth in Salesforce.
Equip staff with mobile-ready tools to view and update customer records on the go.

Enable real-time service from anywhere

Equip staff with mobile-ready tools to view and update customer records on the go. Whether resolving an issue in-store or assisting at a kiosk, agents always have the context they need - instantly.

Automate personalized communications

Trigger real-time emails, documents, or SMS messages based on actions like purchases, appointments, or service requests. Keep customers informed and engaged without relying on manual follow-up.

Trigger real-time emails, documents, or SMS messages based on actions like purchases,
Capture customer inputs - like feedback, sign-ups, or inquiries

Sync updates and activity in real time

Capture customer inputs - like feedback, sign-ups, or inquiries - and reflect them in Salesforce immediately. Maintain accuracy and visibility across marketing, sales, and service teams with zero delay.

More ways this solution drives value

Increase CSAT and loyalty

Deliver faster, more personalized service with full customer history at every touchpoint.

Eliminate context switching for staff

Give teams a unified workspace where they can serve, transact, and support - without jumping tools.

Accelerate onboarding and follow-up

Automate the delivery of welcome kits, support content, and next steps based on real-time triggers.

Apps that power this solution use case

Ascendx apps help you connect service, sales, and operations data in Salesforce - so your team delivers consistent, high-impact customer experiences.

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1
Eposly

Eposly

Enable mobile- and tablet-based checkout with real-time access to Salesforce customer records.

2
Documill

Documill Generate

Automatically deliver onboarding kits, follow-ups, or status updates as branded documents or emails.

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3
Ortoo

Email-to-anything

Convert unstructured customer emails into Salesforce records with full automation and context retention.

4
Ortoo

Q-assign

Route follow-ups, service actions, or internal tasks based on real-time customer behavior or updates.

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Explore more ways to support your frontline teams

Customer experience is one part of a larger connected journey see how Ascendx empowers service, sales, and support.

Point of Sale Operations

Enable fast, secure, in-person sales with integrated Salesforce-connected POS tools.

Retail & Field Sales Enablement

Equip mobile and frontline teams to sell, support, and transact wherever customers are.

Stay ahead in point of sale and frontline experience

Explore emerging trends in mobile POS, field service selling, and connected customer experiences — without the sales pitch.

ascendx - salesforce apps that 10x the value of your CRM