Certified Salesforce partner
Salesforce for retail and e-commerce companies
Salesforce for retail means one customer record across every channel: orders from Shopify and your POS, stock and invoices from the ERP, service history and loyalty in the same place, so your team can answer “where is my order” in seconds and turn one-time buyers into repeat customers.
The retail CRM problem
The order is in Shopify, the customer is in an inbox, the stock is in the ERP
Most retail and e-commerce teams run on five or six tools that were never connected. Nobody sees the whole customer, and every question costs a search across systems. Here is what that costs every week.
Nobody sees the whole customer
Online orders live in Shopify, in-store purchases in the POS, emails in the support inbox and loyalty points somewhere else. The same customer exists five times, and no one knows their real value.
“Where is my order” eats the service team
Every status question means checking the store, the ERP and the carrier site. Agents spend the day copying tracking numbers instead of solving real problems.
Returns and exchanges are manual
Return requests arrive by email and chat, get keyed into three systems by hand, and refunds wait for someone to approve them. Customers notice.
Marketing sends the same email to everyone
Without purchase history in one place, campaigns can't tell a first-time buyer from a loyal customer, so discounts go to people who would have bought anyway.
Wholesale and retail partners order by email
B2B buyers send orders as spreadsheets and PDFs, reps retype them, and nobody can see a partner's order history, credit or open invoices in one view.
Salesforce is running, but nobody owns it
The org was set up years ago by a partner who has moved on. One power user keeps it alive, the team works around it in spreadsheets, and nobody trusts the reports.
Before you commit
When Shopify or HubSpot is enough, and when you need Salesforce
Often, not yet. If you sell through one store with a simple support flow, Shopify's built-in tools or HubSpot will do the job for less.
Salesforce earns its place when you sell across several channels and need one customer record behind them, run a service team with real volume, sell wholesale or through retailers, or need the store, POS and ERP to feed one view. Our free Health Check gives you that answer before you commit budget.
Stay on Shopify or HubSpot if
- One online store, one channel, and a small support team
- Your customer emails are handled fine by the store's built-in tools
- Nobody is asking for a wholesale or partner portal
- You have no in-house or partner capacity to own a Salesforce org
Move to (or fix) Salesforce if
- You sell online, in store and wholesale, and need one customer record
- Your service team answers hundreds of order and return questions a week
- Wholesale buyers or retail partners need a portal, not another email thread
- Store, POS, ERP and marketing data need to live in one place
Why TrueSolv
Salesforce built around purchase, order, service and the next purchase
One customer, every channel
Online, in-store, marketplace and wholesale orders are matched to one customer profile, so lifetime value, preferences and history are visible to everyone who talks to that customer.
Service that answers itself
Order status, delivery updates and simple returns are handled by Agentforce and self-service, and the cases that need a person reach the right agent with the full order history attached.
Marketing built on what people buy
Segments, loyalty tiers and win-back journeys are driven by real purchase data, so offers go to the right customers at the right moment.
Store, POS and ERP data that stays current
Orders, stock, invoices and returns sync automatically between Shopify, your POS, the ERP and Salesforce, so no one retypes an order again.
Direct access to certified Salesforce engineers
You work with Salesforce-certified developers and architects, with no account manager relaying messages. Faster answers and faster fixes.
Fixed scope, fixed price
Every engagement starts with a written scope you approve before work begins. No time-and-materials billing and no scope-creep invoices.
How we work
How much does a Salesforce implementation for retail cost?
There is no package table here on purpose: team size, data volume and integrations vary too much for one to fit honestly. Every project is quoted as a fixed scope at a fixed price after a discovery call, and managed retainers afterwards start at $1,000 per month. Below are the three shapes an engagement takes.
Fix the one thing that is costing you customers
For retail teams already on Salesforce who need a specific problem solved rather than a rebuild.
- Order status and returns workflow in Service Cloud
- One Shopify, POS or ERP integration
- Customer profile and duplicate cleanup
- Service and sales dashboards
- Email-to-case and chat routing
- Post-launch support included
The whole system, end to end
For retail and e-commerce brands moving onto Salesforce, or rebuilding an org that never fit.
- Everything in Targeted build
- Unified customer profile across store, POS and wholesale
- Two-way Shopify, POS and ERP sync for orders, stock and returns
- Agentforce for order status and returns
- Experience Cloud portal for wholesale buyers
- Marketing segments and loyalty journeys
- Data migration, dedupe and cleanup
- Team and admin training with documentation
Delivered in phases, with the highest-impact workflow live first
Your Salesforce team without the hire
For teams already running Salesforce who need it maintained, monitored and improved every month.
- Ongoing administration and user support
- Store, POS and ERP integration monitoring
- New automations for seasons, campaigns and launches
- Reporting and dashboard updates
- Release management and testing
- Direct contact over Slack or Teams
Salesforce licenses are billed separately by Salesforce and are not included in our proposals. We scope the license mix with you during discovery, so the figure you approve is the figure you pay us.
What we build
Salesforce capabilities for retail and e-commerce teams
The areas we deliver across, from the first order through to service, loyalty and the next purchase, plus the reporting on top.
Unified customer profile
- Online, POS and wholesale orders on one record
- Duplicate matching across channels
- Lifetime value and purchase history
- Preferences and consent in one place
- Data 360 for larger data volumes
Service and returns
- Service Cloud case management
- Order status from Shopify and the ERP
- Return and exchange workflows
- Email, chat and social in one console
- SLA and escalation rules
Agentforce for retail
- Order status answered automatically
- Simple returns and exchanges handled end to end
- Handover to a person with full context
- Answers grounded in your policies
- Works across chat, email and portal
Marketing and loyalty
- Segments by purchase behavior
- Loyalty tiers and rewards
- Abandoned cart and win-back journeys
- Post-purchase and review requests
- Marketing Cloud or your current email tool
Wholesale and B2B orders
- Experience Cloud portal for wholesale buyers
- Reorders, price lists and order history
- Credit limits and open invoices
- Rep and territory assignment
- Quotes and approvals for large orders
Brands selling through retailers
- Retail account and store hierarchy
- Store visits and field sales with Consumer Goods Cloud
- Sell-in and promotion tracking
- Retailer performance views
- Visit reports from mobile
Orders, stock and ERP
- Two-way order and stock sync
- Invoice and payment status
- Returns and refunds back to the ERP
- 3PL and warehouse updates
- Integration monitoring and error alerts
Reporting and handover
- Repeat purchase and retention dashboards
- Service volume and resolution time
- Channel and campaign performance in Tableau
- Team and admin training
- Documentation and post-launch support
Who it's for
Built for retail and e-commerce brands at every stage
D2C, omnichannel, wholesale or a brand selling through retailers — the reality of selling to customers across channels and serving them afterwards is close enough that the same Salesforce foundation works, adjusted for how each one actually sells.
D2C and e-commerce brands
Online-first brands on Shopify, BigCommerce or Magento that need one customer view, service that scales with order volume, and marketing built on what people actually buy.
Omnichannel retail chains
Stores plus online. Customers recognized whether they buy in store or on the website, with POS and e-commerce orders on the same record.
Wholesale and distribution
B2B buyers who reorder regularly. A portal for orders, price lists and invoices, and reps who see each account's full history before they call.
Brands selling through retailers
Consumer and durable goods brands working with retail partners, with store visits, promotions and sell-in tracked in one place. See also our manufacturing package.
Subscription and replenishment brands
Recurring orders and payments, renewals and churn, with billing in Stripe and the customer relationship in Salesforce.
Teams with an unowned Salesforce org
Salesforce is in place but was configured years ago for processes you no longer follow. Reporting is manual and the team quietly works around it.
The economics
A managed retainer costs a fraction of a Salesforce hire
Salesforce Administrator
- $85,000 to $110,000 in base salary
- Plus payroll taxes and benefits
- Plus recruiting cost and time to hire
- One person, who can leave
- You pay for the quiet months too
A team, on call
- Certified admins, developers and an architect
- No recruiting and no onboarding
- No single point of failure
- Scope flexes with what you actually need
- Direct communication via Slack or Teams
For most retail and e-commerce companies under 250 staff, the retainer covers everything the hire would have done, and covers the quiet months between seasons without paying for them.
Delivery timeline
How a Salesforce implementation for a retail team works, step by step
Defined milestones, a written scope before any work starts, and your team involved at every stage.
Discovery call
We learn your channels, store and POS setup, service flow and where customers currently fall through.
Requirements mapping
We document systems, data flows, integrations and the exact scope and deliverables.
Fixed-price proposal
A clear proposal, timeline and contract, signed off before we start.
Build
Service and order status ship first, then integrations, portals and marketing, with regular check-ins.
UAT and training
Your team tests everything, we train service, sales and admins, issues close before go-live.
Go-live and support
Your Salesforce is live and the team is ready, with post-launch support included.
Products and clouds
Salesforce products we configure for retail and e-commerce
Case studies
Salesforce case studies for retail and e-commerce
Two TrueSolv retail projects: one customer view and Agentforce self-service for an omnichannel fashion retailer, and a Shopify, NetSuite and Salesforce integration with a wholesale portal for a D2C brand.
One customer view and Agentforce returns for an omnichannel retailer
Orders lived in Shopify and the POS, stock and refunds in the ERP, and every customer question meant searching three systems.
Platform: Service Cloud · Agentforce · Data 360
Shopify, NetSuite and Salesforce connected, with a wholesale portal
Online orders lived in Shopify, wholesale orders arrived as spreadsheets, and stock and invoices sat in NetSuite.
Platform: Sales Cloud · Experience Cloud · Shopify Plus · NetSuite
Salesforce integrations
The tools retail and e-commerce teams actually run on
We connect Salesforce to your store, POS, ERP and fulfilment stack so orders, stock and returns never get re-keyed between systems.
E-commerce platforms
- Shopify and Shopify Plus
- BigCommerce
- Magento / Adobe Commerce
- Marketplaces via API
POS
- Square
- Lightspeed
- Shopify POS
- Other POS with an API
ERP and finance
- NetSuite
- SAP
- Microsoft Dynamics 365
- QuickBooks and Xero
Payments
- Stripe
- PayPal
- Buy now, pay later providers
Warehouse and 3PL
- WMS platforms
- 3PL and fulfilment partners
- Carrier tracking — see our logistics package
Communication
- Twilio SMS
- WhatsApp Business
- Live chat and social messaging
Marketing
- Klaviyo and Mailchimp
- Meta and Google Ads
- Review platforms
Anything else
- Most platforms with a REST API
- Native AppExchange connectors
- Scoped during discovery
Credentials
Certified Salesforce partner, verified on AppExchange and Clutch
Always included
Included with every retail and e-commerce project
Every TrueSolv engagement ships with these, because the details should not be an upsell.
Dedicated Salesforce developer
Your developer is the direct point of contact from kickoff to go-live. Real people who are reachable, not a ticket queue.
IncludedPost-launch support
A defined support period after every go-live. If something is not working, we fix it at no extra charge.
IncludedAdmin documentation
Full process documentation and a video walkthrough, so your team stays independently operational.
IncludedSalesforce Health Check
We audit the existing org before every project to surface technical debt and quick wins from the outset.
Free with projectTeam and admin training
Live training for the service agents, sales reps and admins who will use it daily. Adoption is what makes the build worth paying for.
IncludedClient reviews
Trusted by teams around the world
Verified reviews sourced directly from our Upwork and Clutch profiles.
“I have been consistently impressed with their work, and I would not hesitate to recommend them to others.”I highly recommend TrueSolv for Salesforce outsourcing services. They are a reliable and trustworthy partner who has helped us optimize our Salesforce setup, develop all types of simple and complex workflows, and benefit from automation. The developers at TrueSolv are experienced and knowledgeable, and they are always willing to go the extra mile to help us achieve our goals. The team is quick on their feet, and can scale up or down easily as needed. They simply act as an extension of the internal team. Thank you TrueSolv!
“I appreciate expertise, speed, quality & competency.”TrueSolv did a great job in all the areas where it matters. I appreciate expertise, speed, quality & competency. Sergey is able to gather a team and execute on customer’s request as needed and provide meaningful results in a timely manner. I recommend TrueSolv services.
“The team is brilliant”We’ve outsourced to TrueSolv a huge project for our Salesforce instance. Our collaboration saved us a lot of time on educating ourselves on how to develop this functionality. We enjoyed both the result and the process. The team is brilliant – always online and ready to help! All the adjustments are implemented spectacularly fast. Thank you so much for the collaboration!
We give a high rating for the services provided in terms of quality.TrueSolv Team participated, as Salesforce developers, in the project “Salesforce Agent Integration”. We received all the services we requested as stipulated in the contract, as well as the necessary support, where applicable.
“We really hope to work with you for a long period”I have had the pleasure to work with TrueSolv since 2020. It is incredible their capability to satisfy our business needs providing professional services with a high level of competencies, very good communication and capability to deliver on time and on quality. Nice job TrueSolv! We really hope to work with you for a long period and help you to grow, grow and grow again.
TrueSolv team are amazing!Speed, quality & super competent people both on business & tech side combined with proactivity results in awesome solutions delivered. Proactively foreseeing issues and offering scalable & sound solutions is what I like the most, highly recommended!
They were a wonderful partner to solve my Salesforce issuesTrueSolv successfully completed the project, validated the PBO configuration, and documented the onboarding workflow. The team was professional, communicative, and kept the client informed about the project’s progress. The client was also impressed with TrueSolv’s expertise and project management.
From our blog
Salesforce insights from our blog
Insights, how-to’s and Salesforce best practices from the TrueSolv team.
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Questions
Frequently asked questions about Salesforce for retail and e-commerce
Book a free discovery call
Tell us which channels you sell through, which tools you run today and where customers fall through. We come back within one business day with a straight answer about what makes sense.
[email protected]