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Sell across online and offline channels, on one customer view.
CloudOffix gives retailers ready-to-use apps for direct, partner and e-commerce sales, marketing, invoicing and customer service, so every channel works from the same customer record. Connect the store systems you keep and add AI assistants to defined steps.
Ready-to-use capabilities for every channel
Direct sales
B2B sales reps work your sales funnel, online or offline.
ExploreIndirect sales
Partners and affiliates sell your products through their own login page.
E-commerce sales
Set up your online store and reach more people.
ExploreMarketing management
Start with website visitor tracking, then run targeted mass mailings.
ExploreInvoicing management
Turn sales orders into invoices with one click and accept secure online payments.
ExploreCustomer service
Create the journey that keeps customers coming back to you first.
ExploreOne customer view across every channel
Today's winning model uses online and offline channels together, and the journey breaks when each channel keeps its own customer record.
CloudOffix brings marketing, sales, invoicing and service around one customer view, so teams build engaging commerce and marketing strategies and provide consistent service at every stage of the journey.
Online and offline, working together
Direct sales
Offline B2B reps can only reach so far. CloudOffix helps you manage supply chains, distribution centers and B2B e-commerce relationships in one place.
Direct sales and e-commerce
Indirect and e-commerce sales
Sell through partners and affiliates as well as your own reps, and complement face-to-face sales with online shopping, all managed together.
E-commerce Cloud
Marketing management
Increase average cart revenue with Marketing Cloud and Commerce Cloud working together for mass mailing, targeted marketing and tracking.
Marketing CloudInvoicing management
Convert orders into invoices with line items and predefined prices pulled from inventory. Design your own templates, send professional invoices in one click, even from the CloudOffix mobile apps.
Invoicing CloudCustomer service
See the entire customer journey in a single view and keep improving the experience you offer.
Helpdesk Cloud
Start with what is ready. Add what is yours.
Use the sales, store, marketing and service apps as they are, connect the store and back-office systems you keep, and build only what your channels need.
Run
Use CloudOffix sales, e-commerce, marketing, invoicing and helpdesk applications.
ExploreConnect
Connect the store and back-office systems you want to keep.
ExploreBuild
Build the retail-specific steps your channels need with CloudOffix Agentic App Builder.
ExploreAutomate
Define where AI assistants and agents prepare work and where your teams decide.
ExploreFrom first visit to returning customer
How a retailer can serve a customer from first visit to repeat purchase, with the responsible people at each step.
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Reach the customer
Marketing tracks website visitors, then runs targeted mass mailings.
CloudOffix app - 02
Sell in every channel
Direct B2B reps, partners and affiliates, and your online store sell side by side, managed together.
PeopleCloudOffix app - 03
Invoice and collect
Sales orders become invoices in one click, with secure online payments.
CloudOffix app - 04
Serve and retain
Service teams see the entire customer journey in a single view.
People
Book a one-hour consultation
Schedule a one-hour session with one of our consultants. Bring your current process and the outcome you want, and see which CloudOffix apps fit, what to connect and what to build.