Saleswoman stands with tablet with Salesforce Consumer Goods Cloud at goods shelf.

Salesforce Consumer Goods Cloud

Plan, manage, and analyze campaigns, target groups, and promotions with Salesforce Consumer Goods Cloud for consistent brand communication, greater field sales efficiency, and long-term growth at the point of sale.

Salesforce Consumer Goods Cloud – the leading CRM for retail

With Salesforce Consumer Goods Cloud, you can manage your sales and retail business centrally and efficiently. The platform connects all processes, from visit planning and promotion management to field service optimization, in a single system. We support you with consulting, licensing, implementation, and integration into existing systems such as SAP, Microsoft Dynamics 365, or other Salesforce solutions.

The intelligent linking of marketing, sales, and service data gives you a holistic view of customers, markets, and retail partners. This creates the basis for more precise decisions, efficient route planning, and optimal shelf placement.

With functions such as retail execution, trade promotion management, and order capture, you can automate processes, increase the efficiency of your teams, and gain valuable insights – for greater productivity, customer proximity, and sustainable success in retail.

Philipp Kasprowicz
Director Commerce & Experience

Philipp Kasprowicz

Philipp Kasprowicz is your expert for the strategic implementation of CRM solutions in the retail and consumer goods industry.

37 %

increase in online sales for retailers

93 %

of Salesforce customers achieve a positive ROI

12 %

time savings for field staff visiting branches

Use Cases

How Salesforce Consumer Goods Cloud strengthens your processes

Salesforce Consumer Goods Cloud simplifies complex field service and retail processes. Discover practical examples of how we use Salesforce to support the consumer goods industry in overcoming typical challenges.

Optimizing visits and field service routes

Optimizing visits and field service routes

Field staff automatically receive optimized route plans for the point of sale. The system prioritizes visits based on sales potential or out-of-stock risks. This allows you to deploy your resources in a targeted and efficient manner.

Managing promotions and campaigns

Managing promotions and campaigns

Promotions, discounts, and advertising campaigns can be managed centrally in CRM and integrated into field service visits. This allows you to roll out campaigns consistently, measure success, and avoid distortions in sales.

Monitoring distribution and availability

Monitoring distribution and availability

The CRM collects data on shelf stocks and availability directly from retailers and field sales teams. Stock shortages are identified early on, allowing you to quickly take corrective action or adjust promotions.

Promoting cross- and upselling

Promoting cross- and upselling

The CRM analyzes your customers’ purchasing behavior, identifies suitable additional or premium products, and automatically generates offers or recommendations – for example, via after-sales or reorder processes.

Customer insights and segmentation

Customer insights and segmentation

Using data on demographics, purchasing behavior, and product preferences, CRM segments your customers into relevant target groups. This allows you to run targeted and personalized marketing campaigns.

Integrating customer service and complaints

Integrating customer service and complaints

Service requests, complaints, or returns are recorded, categorized, and prioritized in the CRM. Automated workflows ensure transparent processes, quick solutions, and satisfied customers.

Improving forecasting and demand planning

Improving forecasting and demand planning

Based on historical sales data and current campaign effects, the CRM generates accurate sales forecasts. This allows you to manage production, warehousing, and distribution proactively and efficiently.

Simplifying contract and condition management

Simplifying contract and condition management

Prices, discounts, and rebate structures are transparently displayed and simulated in CRM. This allows you to conduct well-informed contract negotiations, maintain an overview, and secure your margins.

Services

Our services for the Consumer Goods Cloud

We are your full-service partner for Salesforce Consumer Goods Cloud. From the initial idea to successful implementation, we optimize sales and field service processes, strengthen customer loyalty, and increase your efficiency along the entire value chain.

Process and technology consulting

We analyze your sales, merchandising, and field service processes, identify potential for optimization, and develop a digitalization strategy for greater efficiency, transparency, and customer satisfaction.

License distribution

We advise you on the right licensing model and take care of your licenses for Salesforce Consumer Goods Cloud – always with the aim of optimizing the balance between costs and benefits and equipping your teams with the right features.

Implementation and integration

Our certified experts implement and integrate Salesforce Consumer Goods Cloud into your existing IT landscape. In doing so, they stay as close to the standard as possible to ensure stable and scalable operation.

Individualization

If the standard does not meet your requirements, our team will develop customized extensions, e.g., for visit planning, promotion management, or inventory tracking, and ensure that your cloud is tailored precisely to your processes.

Managed services

We are happy to take care of the administration, customization, and operation of your system. While your platform is running smoothly, you can focus entirely on your customers and partners.

Training

Our Academy qualifies your team for the successful use of Salesforce with practical individual and group training courses. You can book the training courses independently of joint projects.

Salesforce CRM platform

Stronger in combination with other clouds

Sales, field service, marketing, or data: the Consumer Goods Cloud unlocks its full potential through its close connection to the entire Salesforce platform.

Integrations

Seamlessly connected to your core systems

We seamlessly integrate the Consumer Goods Cloud into your existing system landscape – from ERP to trade promotion management to retail execution. Our Integration and Data Automation Practice develops a robust enterprise architecture and automates your end-to-end processes. The result: consistent data, less interface effort, and faster time-to-value.

FAQ

You have the questions – we have the answers

We know that digitization projects are complex. That’s why we’ve compiled and answered the most frequently asked questions for you.

Yes, Salesforce Consumer Goods Cloud can be easily integrated into existing ERP and IT systems via standardized APIs, integration platforms such as MuleSoft or CASPA, or custom interfaces. The effort involved depends on the existing system landscape and the desired processes, but is easily achievable thanks to the open architecture. We would be happy to advise you on this.

Salesforce Consumer Goods Cloud offers industry-specific features such as visit planning and execution in the field, trade promotion management, order management, price and discount control, and reporting and analysis functions. Mobile and AI-powered tools such as Einstein and Agentforce for more efficient sales management are also integrated.

Salesforce complies with international security and data protection standards. Data is transmitted and stored in encrypted form, and access is regulated on a role-based basis. Extensive compliance functions enable legal and internal requirements to be reliably implemented.

The Consumer Goods Cloud is based on the Sales Cloud, but expands it with special functions for consumer goods companies, such as visit planning, shelf checking, and trade promotion.

Unlike the generic Sales or Service Cloud, it is tailored to the requirements of manufacturers and retail organizations. Thanks to industry-specific templates and integrations, the solution can be quickly implemented and flexibly expanded.

The solution is ideal for manufacturers and retailers of consumer goods with field sales forces, trade promotions, or complex sales structures. Companies of all sizes can benefit if they want to digitize and optimize their sales, planning, and field sales processes.

Please contact us for a no-obligation consultation.

The cost of Salesforce Consumer Goods Cloud varies depending on the edition. It depends largely on the desired range of functions, the number of users, and license conditions, as well as consulting, implementation, and customization.

With Consumer Goods Cloud, companies in the consumer goods industry receive a high-performance CRM system that can be flexibly tailored to their individual requirements. We are happy to assist you in selecting the right license and getting started successfully.

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