Account & hierarchy model
Banners, stores, distribution centers, and the hierarchies brand and sales teams actually manage, not a flat account list.
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Salesforce Consumer Goods Cloud
HQ has a plan. The shelf has a different one.
Consumer Goods Cloud is supposed to connect trade promotion, retail execution, and direct-store delivery so what you planned at HQ shows up in the aisle. Most CPG Salesforce orgs get a CRM with store visits bolted on. We implement Consumer Goods Cloud so reps, merchandisers, and planners share one view of accounts, promotions, and in-store reality, with integrations that don't take a quarter to explain.
POD pricing. A prepaid bucket of points redeemed for finished, deployed features, every one priced and approved before we build. First production release in week one.
Sound familiar?
The promo launched. Compliance is a photo in a text thread.
Retail execution lives in a separate app.
Visit data never makes it back to the account plan your brand team uses.
Trade promotion is a spreadsheet sport.
Spend, lift, and settlement disagree, and finance finds out at quarter close.
DSD routes are tribal knowledge.
Delivery sequences and store preferences live in drivers' heads, not the system.
Perfect store audits are theater.
Scores are entered late, photos are optional, and coaching never follows.
SAP / ERP and Salesforce don't share SKUs cleanly.
Product and pricing sync is a nightly argument.
The build
From HQ planning to shelf execution. One account truth.
Retail execution & visit management
Visit plans, tasks, perfect-store audits, image capture, and coaching loops that close instead of piling up.
Direct-store delivery
Route planning, order capture, and delivery workflows for DSD motions, connected to inventory reality where you have it.
Trade promotion management
Promo planning, commitment tracking, and settlement visibility so spend isn't a surprise at quarter end.
Product, pricing & assortment
SKU and assortment data aligned with ERP, so what the rep can sell matches what the warehouse can ship.
ERP & SAP integration
Integration patterns for SAP S/4HANA and similar ERPs: products, orders, and financial handoffs with an audit trail. We've done the Fortune 500 version of this in weeks, not quarters.
Sales Cloud & forecasting
Account plans and forecasts that include in-store signals, not just sell-in orders. Sales Cloud →
Mobile enablement
Rep and merchandiser mobile experiences designed for aisle conditions: fast capture, offline tolerance, minimal taps.
Analytics for brand & sales
Compliance, coverage, promo performance, and route productivity dashboards leadership will open twice.
Change management
Field coaching cadence and the weekly written report your VP of Sales can forward without translating.
Month one
While the SI schedules market rides, visit data hits the account plan.
- Week 1
Embedded & mapped.
DAISA maps account hierarchies, visit apps, and ERP sync gaps. Priorities set with sales ops and brand. First execution fixes ship.
- Week 2
In-store loop closes.
Visit and audit flows land for a pilot banner. Account visibility improves for HQ.
- Week 3
Promo and product alignment.
Promotion or assortment gaps closed for priority SKUs. Integration issues documented with owners.
- Week 4
Executive review.
Written report of everything shipped and a 90-day retail execution roadmap.
POD pricing
The only Consumer Goods Cloud engagement where you pay per feature delivered.
You tell us the results you need: visit compliance, audit completion, promo settlement cycle time, ERP sync accuracy. Each one gets a point cost you approve before we build, and your prepaid bucket of points redeems for finished, deployed features over the term.
A ceiling, not a meter.
A set number of points for the term, decided before we start.
Every cost approved up front.
Features are pointed before we build. You approve every price.
No change orders. Ever.
New priority moves to the front. Nothing becomes an invoice.
FAQ
Straight answers.
Before the briefing.
We've heard Consumer Goods Cloud implementations take forever. Why are you different?
We sequence by field impact, use DAISA to compress discovery, and point every deliverable before we build. The Fortune 500 CPG + SAP pattern is in our proof lines for a reason.
Do you replace our existing retail execution app?
Sometimes yes, sometimes we integrate. We'll recommend based on adoption and data quality, not a rip-and-replace sales motion.
Can you work with our SAP team?
Yes. Clear interface ownership and staged sync beats a big-bang product master project.
What about image recognition and AI shelf audits?
In scope when licensed and valuable. We won't bolt on AI theater before the visit process works.
What does it cost?
Launch Implementations are fixed-price scoped projects. Managed PODs run from $5k/month fractional coverage to enterprise scale. See the calculator →
Your next promo shouldn't be measured by a texted photo.
Bring us a banner plan and last month's execution report. We'll show you what a Consumer Goods Cloud POD ships in month one and put a priced delivery plan on paper.