From the field sales rep to customer loyalty — trade, distribution and consumers in the same system.
In consumer goods, the decision is made at the shelf, but you only see it in a report. Between the field, distributors and the end customer there is a chain in which data gets lost exactly where it is needed most.
Every day, a field sales rep sees what is on the shelf, where a promotion failed and which store stopped ordering. That information usually ends up in a notebook and reaches headquarters as an average at the end of the month.
When a visit is recorded on the spot, with a photo of the shelf, stock levels and the order, the field force stops being just a cost and becomes a network that measures the market.
The loyalty card, the online store, complaints and campaigns live separately. The same person is a card number in one system, an email address in another and a complaint number in a third.
By merging those identities into one profile, campaigns stop being mass mailings and complaints get context — you can see what that customer is really worth.
These are situations we hear about from manufacturers, distributors and retailers in the region. For each one, we show what we change and which product we use.
The sales report is late and doesn't say why. We run field visits through an app with a checklist, photos and on-the-spot orders, so headquarters sees the situation the same day.
Field ServiceLoyalty, the online store, complaints and campaigns each keep their own records. We unify them into one profile, so you can see what a customer is worth across all channels, not one at a time.
Data 360Without segmentation based on actual behavior, a promotion goes to the whole database and is measured by opens. We set up campaigns that respond to purchases and to missed purchases, measured all the way to the sale.
Marketing CloudOrders arrive by email, by phone and through sales reps, and then get retyped. We set up a portal where partners see the price list, stock and history, and place orders themselves.
Experience CloudEvery complaint takes its own path, and the deadline depends on who received it. We route it through a defined flow with deadlines and history, so the answer is the same regardless of channel.
Service CloudThe forecast is built in a spreadsheet, separate from what the field sees. We bring plans, promotions and actual sales together in one place, so a deviation is noticed while it can still be corrected.
Yes. The Consumer Goods Cloud industry solution covers field work: visit plans, shelf checks against a checklist, photos, promotions and on-the-spot orders, with a mobile app that works even without a constant internet connection. Visit data reaches headquarters the same day, not as an average at the end of the month.
No. The ERP remains the source of truth for inventory, prices, invoicing and accounting. Salesforce is the layer for the field, customers, distributors, campaigns and complaints. The two systems are connected through integration, so a sales rep in the field sees stock and prices from the ERP, and the order goes back without retyping.
The partner logs in to a portal where they see their price list, stock levels and order history, and they place orders themselves, at any time. The order goes straight into the system instead of arriving by email or phone, and your team focuses on the partners who really need a conversation.
Yes. Loyalty, the online store, complaints and campaigns are merged into a single customer profile, so you can see what a customer is worth across all channels, not one at a time. On that profile, campaigns can respond to purchases and to the absence of purchases, and success is measured all the way to the sale, not to an opened email.
Most often with field work, because on-site visits and orders are where the effect shows up fastest, or with the distributor portal, if orders are being retyped today. We implement that part first, then expand to loyalty, campaigns and complaints.
Leading companies have already trusted us with their most important projects.
Let’s talk about the next steps. Get in touch and together we will find the best opportunities for your business.
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