How Disconnected Payment Terminals Disrupt the Customer Journey
The checkout process should be the most efficient part of the customer journey. By the time the transaction is ready to be completed, the customer has made their decision, and the business has done its part. Yet, far too often, payment terminals are where things fall apart.
Disconnected payment terminals, clunky interfaces, and siloed systems introduce friction at the very point where things should be seamless. And for businesses operating in complex environments, whether across retail, field sales, service-based teams, or government, the ripple effects of a disjointed payment process are far-reaching. Delays lead to frustration. Manual workarounds lead to errors. And a lack of visibility leads to poor decision-making.
The issue isn’t just that legacy systems are dated. It’s that most payment terminals weren’t designed with real-time commerce in mind. In a world where customer expectations are shaped by instant results, businesses still depend on tools that live outside the platforms they rely on to operate and grow. And that creates a serious competitive disadvantage.
Where the Disconnect Begins
At the heart of the problem is a lack of integration. Many businesses rely on payment terminals that function as standalone devices. These devices might process card transactions, but they do so in isolation. They’re not connected to customer data, don’t sync with inventory records, and rarely integrate with fulfilment or CRM tools. Every transaction becomes a dead end, requiring manual reconciliation, duplicate entry, or the hope that nothing important was missed.
This disconnection between payment processing and core business systems doesn’t just waste time. It introduces risk. When sales data doesn’t update inventory levels in real time, stockouts occur. When payments aren’t matched to customer profiles, personalised service becomes impossible. And when finance teams have to hunt down payment records across multiple platforms, reporting accuracy and compliance can quickly unravel.
It’s a system that asks too much of staff and delivers too little in return.
It’s Time to Rethink the Role of the Payment Terminal
The idea of a payment terminal needs to evolve beyond being a card machine. Businesses need payment systems that are embedded within the platforms they already use… systems that process transactions and trigger workflows, update customer records, sync with inventory, and contribute to operational intelligence.
This means moving away from siloed hardware and toward software-first solutions that offer secure, real-time, omnichannel processing. It means replacing manual workarounds with native automation. And it means giving every team, whether they sit in sales, finance, customer service or operations, access to the same accurate, connected data.
When payment becomes a native function of your core platform, it ceases to be a separate process. It becomes part of the customer journey, part of your operational visibility, and part of your strategic toolkit. Businesses can streamline service delivery, personalise interactions, and measure performance with a clarity that just isn’t possible when systems remain disconnected.
Secure, Flexible Payment Terminals in the Salesforce Environment
This is particularly urgent for organisations already invested in Salesforce. Salesforce is not just a CRM. It’s often the operational backbone of the business, powering everything from customer engagement to fulfilment and service. But traditional payment terminals operate outside this ecosystem. They can’t feed live data back into CRM records. They can’t trigger automations. And they certainly don’t bring payment-level insights into Salesforce dashboards.
That gap between where your data lives and where your transactions happen is what creates inefficiency. And that’s where a Salesforce-native approach to payment processing becomes critical.
Introducing Eposly’s Salesforce Payment Terminal
Eposly solves this problem by placing the payment terminal inside Salesforce itself. Rather than relying on middleware or clunky integrations, its solution is native. Every transaction is recorded instantly. Every data point, whether related to a customer, product, location, or payment type, is visible in real time across the Salesforce environment.
This isn’t a compromise between flexibility and security, it’s the best of both. Businesses can rely on secure payment processing and multi-location order management, whether transactions happen in-store, in the field, or over the phone. Every payment is processed with full PCI compliance, ensuring data security and operational consistency. From checkout to reconciliation, the experience remains seamless, secure, and completely integrated into the Salesforce environment..
Payments That Work the Way Your Business Does with Payment Terminals
The real benefit of native Salesforce payment terminals isn’t just technical. It’s strategic. Because the system operates the way your business does, you can align payment terminal data with sales goals, customer strategies, and operational KPIs. You can measure revenue by team, channel, or territory. You can understand how checkout behavior impacts loyalty or customer satisfaction. And you can scale your operation confidently, knowing that every payment terminal transaction is logged, tracked, and reported in real time.
Businesses using Salesforce have an opportunity to unify the payment terminal experience without sacrificing control or security. Eposly’s native payment terminal helps them do exactly that.
