Overview
Learn how the implementation of a mobile-friendly cash register system enhances field service operations and cash flow management for a Salesforce-to-POS solutions company.
What You Need To Know
The client sought to develop an AppExchange app with mobile capabilities for Field Service Agents to facilitate easy sales and cash management.
Why It Matters
In the field service industry, efficient cash management and mobile accessibility are crucial for operational efficiency and customer satisfaction.
What HIC Did
HIC Global Solutions implemented a cash register system with mobile-friendly features, enabling easy tracking of cash flows and transactions across different outlets.
Overview
Learn how the implementation of a mobile-friendly cash register system enhances field service operations and cash flow management for a Salesforce-to-POS solutions company.
What You Need To Know
The client sought to develop an AppExchange app with mobile capabilities for Field Service Agents to facilitate easy sales and cash management.
Why It Matters
In the field service industry, efficient cash management and mobile accessibility are crucial for operational efficiency and customer satisfaction.
What HIC Did
HIC Global Solutions implemented a cash register system with mobile-friendly features, enabling easy tracking of cash flows and transactions across different outlets.
About The Client
Based in London, UK, Eposly is a trusted provider of transformative POS retail solutions for salesforce. They’re also prominent AppExchange partners with many popular enterprise offerings for the retail space.
About The Client
Based in London, UK, Eposly is a trusted provider of transformative POS retail solutions for salesforce. They’re also prominent AppExchange partners with many popular enterprise offerings for the retail space.
Challenges Faced
In developing their enterprise offering, the client encountered challenges such as:
Lack of Mobile Capabilities
Field Service Agents had no means to access and manage cash arrangements and transaction records on the go.
Limited Cash Management
The existing system lacked tools for effectively managing and tracking cash flows at different outlets.
Visualization Constraints
There was no graphical representation of cash volume timelines, making it difficult to track fluctuations in cash register holdings.
Challenges Faced
In developing their enterprise offering, the client encountered challenges such as:
Lack of Mobile Capabilities
Field Service Agents had no means to access and manage cash arrangements and transaction records on the go.
Limited Cash Management
The existing system lacked tools for effectively managing and tracking cash flows at different outlets.
Visualization Constraints
There was no graphical representation of cash volume timelines, making it difficult to track fluctuations in cash register holdings.
Challenges Faced
In developing their enterprise offering, the client encountered challenges such as:
They were facing issues with
- Lack of Mobile Capabilities
- Limited Cash Management
- Visualization Constraints
Field Service Agents had no means to access and manage cash arrangements and transaction records on the go.
The existing system lacked tools for effectively managing and tracking cash flows at different outlets.
There was no graphical representation of cash volume timelines, making it difficult to track fluctuations in cash register holdings.
Solutions Offered
Anticipating the need of a comprehensive solution, HIC Global Solutions proposed the following solutions:
Cash Register Implementation
Implemented cash registers to track cash flows at different outlets and created records for tracking refunds and billing payments
Mobile-Friendly Interface Development
Developed bi-compatible, responsive Visualforce pages to support both laptop and mobile use. enabling access for agents even without Salesforce licenses
Cash Flow Visualization
Implemented graphical representations along a cash volume timeline. Also Indicated fluctuations in cash register holdings through Payments, Withdrawals, Void-orders, and Refunds
Real-Time Data Access
Enabled real-time access to cash register numbers in client Orgs for swift decision-making
Solutions Offered
Anticipating the need of a comprehensive solution, HIC Global Solutions proposed the following solutions:
Cash Register Implementation
Implemented cash registers to track cash flows at different outlets and created records for tracking refunds and billing payments
Mobile-Friendly Interface Development
Developed bi-compatible, responsive Visualforce pages to support both laptop and mobile use. enabling access for agents even without Salesforce licenses
Cash Flow Visualization
Implemented graphical representations along a cash volume timeline. Also Indicated fluctuations in cash register holdings through Payments, Withdrawals, Void-orders, and Refunds
Real-Time Data Access
Enabled real-time access to cash register numbers in client Orgs for swift decision-making
Solutions Offered
Anticipating the need of a comprehensive solution, HIC Global Solutions proposed the following solutions:
The solutions which we offered to them
- Cash Register Implementation
- Mobile-Friendly Interface Development
- Cash Flow Visualization
- Real-Time Data Access
Implemented cash registers to track cash flows at different outlets and created records for tracking refunds and billing payments
Developed bi-compatible, responsive Visualforce pages to support both laptop and mobile use. enabling access for agents even without Salesforce licenses
Implemented graphical representations along a cash volume timeline. Also Indicated fluctuations in cash register holdings through Payments, Withdrawals, Void-orders, and Refunds
Enabled real-time access to cash register numbers in client Orgs for swift decision-making
India 
USA
UK
Canada