
Overview
The company was facing major challenges with fragmented distributor data, low visibility into retail execution, outdated tools for field reps, siloed marketing efforts, and lost customer feedback. To overcome these issues, Salesforce CRM was implemented to unify operations across sales, service, marketing, and in-store execution. Consumer Goods Cloud gave field reps mobile access to visit plans, real-time inventory, and promotion tracking; Marketing Cloud enabled personalized campaigns; and Service Cloud empowered proactive, connected customer service—driving efficiency, visibility, and stronger customer engagement.
Challenges
Disparate systems limit customer visibility and lead to inconsistent engagement.
Lack of real-time insights into in-store activities results in missed revenue opportunities.
Inaccurate or incomplete consumer data makes predicting demand difficult.
Siloed teams create fragmented and ineffective campaigns.
Disconnected distribution networks slow communication with retailers and wholesalers.
Limited personalization and weak loyalty tracking reduce brand connection.

Our Proposed Solution
360° Customer View
A unified profile consolidates purchase history, engagement, preferences, and service interactions, giving complete visibility across marketing, commerce, and service.
Retail Execution Excellence
Field reps leverage Salesforce’s mobile-first tools to plan visits, track promotions, capture feedback, and improve on-shelf availability and compliance.
AI-Powered Forecasting
Einstein AI predicts demand trends, automates inventory planning, and enables smarter supply chain decisions.
Connected Marketing & Sales
Sales Cloud and Marketing Cloud align messaging with strategy, driving hyper-personalized campaigns that boost conversion and retention.
Collaborative Partner Ecosystem
Partner Relationship Management (PRM) streamlines collaboration with distributors, wholesalers, and retailers for smoother promotions and supply chain coordination.
Stronger Consumer Engagement
Loyalty Management delivers personalized rewards and incentives that build repeat purchases and lasting brand loyalty.
