Salesforce Consumer Goods Cloud Implementation

In the fast-moving consumer goods (FMCG) industry, challenges like fragmented retail execution, disconnected channel data, and inefficient trade promotions demand modern cloud-based solutions. Salesforce Consumer Goods Cloud is the purpose-built AI CRM platform that unifies sales, planning, omnichannel execution, and service operations. Powered by Agentforce and built on the Salesforce, it integrates B2B and B2C data across retailers, distributors, and end consumers, delivering speed, precision, and profitable growth with AI Agents and embedded AI actions across every team. As a certified implementation partner, Cloud Odyssey helps consumer goods companies optimize field operations, deploy intelligent AI agents connecting forecasting to retail execution, and ultimately driving brand growth and revenue.

Common Ecommerce challenges we solve

+3x
Increase in engagement

+35%

increase in “Buy Now” Clicks

+160%

YOY increase in Known users

How Cloud Odyssey implements Salesforce Consumer Goods Cloud

Consumer Goods Cloud Consulting

Our consultants begin by understanding your FMCG business model, distribution networks, and growth objectives. We analyze your current processes and industry challenges, aligning them with proven best practices to design a comprehensive Consumer Goods Cloud roadmap. From B2B wholesale to D2C initiatives, we ensure our strategy supports your entire consumer goods ecosystem and delivers measurable business outcomes.

Consumer Goods Cloud Implementation

We deliver end-to-end Salesforce Consumer Goods Cloud implementation, from solution design to migration and user training. We configure retail execution workflows, territory management, product catalogs, and actionable dashboards while deploying Agentforce to automate inquiries and empower service agents with AI-driven recommendations, ensuring seamless data access across all roles and 24/7 support so your team can focus on strategic relationships.

Consumer Goods Cloud Migration & Integrations

We seamlessly connect Salesforce for consumer goods with your existing ERP, supply chain, CRM, and e-commerce systems. We handle complex data migrations from legacy platforms, ensuring data integrity and minimal disruption. Our expertise extends to promotional management tools, DMS platforms, and third-party analytics solutions, creating a cohesive technology ecosystem for your FMCG operations.

Consumer Goods Cloud Support & Maintenance

We provide ongoing maintenance, health checks, and optimization to ensure your Salesforce FMCG solution evolves with your business. We develop custom applications for unique needs and manage updates, bug fixes, and security enhancements. Our team provides training and support to help users adapt with minimal disruption while proactively identifying enhancement opportunities.

What are Salesforce Consumer Goods Cloud’s Capabilities?

Accelerate growth and drive productivity

Drive deals forward faster with Account and Opportunity Management that guides sellers with deal-specific insights while unifying data for a single customer profile. Einstein Activity Capture automatically logs emails, events, and engagement activities in CRM to create a single source of truth, while out-of-the-box Reports and Dashboards visualize metrics so every sales representative can sell faster.

Optimize account planning

Conduct volume, cost, baseline management, and target planning from one unified Customer Business Planning system. External data source integration enables planning at the region, customer, or SKU level with real-time performance versus actuals, while platform analytics prioritize store visits with embedded reports for live, offline reporting.

Improve trade promotion effectiveness

The Trade Planning Calendar provides a Gantt-like view of all promotions with filters for category, time range, account, and product. Funds Management delivers visibility into trade budgets with live rate and dynamic funding, while Account Scenario Planning tests various tactics to determine the optimal cost-to-volume ratio before execution.

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Unlock perfect retail execution

Visit Planning determines tasks for each store, then Visit Execution optimizes field work with real-time insights, configurable activity lists, and task assignments. The Offline Mobile App extends these retail execution capabilities to iOS and Android devices without connectivity.

Grow customer satisfaction and revenue

Omni-Channel Case Routing automatically directs critical assignments to reps for quick resolution. The Service Console surfaces key data and insights in a timeline view designed for Consumer Goods Service agents, while Telesales enables cart building with product promotions, manual discounts, and unit of measure specifications.

How Salesforce Consumer Goods Cloud helps Various Industries

Retail & FMCG: Connected field operations and faster execution

A global consumer goods company faced disconnected sales, service, and retail execution processes. Salesforce Consumer Goods Cloud unified field rep data, inventory visibility, and store audit tracking, giving real-time insights into outlet performance and compliance. Result: 25% faster retail execution, 20% improvement in on-shelf availability, and enhanced collaboration between sales and merchandising teams.

Food & Beverage: Optimized distribution and partner visibility

A leading beverage manufacturer needed better visibility into distributor and retailer performance. With Salesforce Consumer Goods Cloud, they integrated order tracking, retail audits, and promotions into one connected platform. Result: 30% improvement in sales planning accuracy and 40% faster route-to-market execution through real-time insights and automation.

Personal Care & Household Brands: Intelligent merchandising and store compliance

A personal care brand wanted to digitize manual store audits and field visit reports. Consumer Goods Cloud enabled automated surveys, planogram compliance tracking, and real-time dashboards for field reps. Result: 50% reduction in manual reporting time and a 15% uplift in in-store promotion compliance.

CPG Manufacturing: Streamlined route-to-market with data-driven insights

A large consumer packaged goods manufacturer used Salesforce Consumer Goods Cloud to consolidate sales, marketing, and trade promotion management across multiple regions. The platform delivered AI-driven insights on sales performance and stock optimization. Result: 19% reduction in operational costs, faster decision-making, and stronger partner relationships.

Pharma & Wellness: Improved retail execution and compliance tracking

A pharma and wellness distributor struggled with inconsistent retail visits and poor visibility into store performance. Consumer Goods Cloud digitized field operations, ensuring compliance tracking and automated task assignments for field teams. Result: 35% increase in retail visit efficiency and improved visibility into product placement and compliance metrics.

Success Highlights

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Salesforce Consumer Goods Cloud Frequently Asked Questions:

What is Salesforce Consumer Goods Cloud?

Salesforce Consumer Goods Cloud is a purpose-built solution for FMCG, CPG, and retail brands to streamline field operations, trade promotions, merchandising, and retail execution. It connects sales, service, and partner data to provide a single view of every store, distributor, and channel performance.

Consumer Goods Cloud enhances retail execution by providing real-time insights into store visits, planogram compliance, inventory levels, and promotional performance. Field reps can use mobile apps to capture in-store data, manage audits, and ensure faster shelf replenishment — resulting in better availability and store compliance.

Yes. Consumer Goods Cloud integrates seamlessly with ERP, CRM, and supply chain platforms through Salesforce APIs and MuleSoft. This ensures unified data flow across sales, distribution, inventory, and logistics — enabling brands to optimize the route-to-market process.

Consumer Goods Cloud is designed for FMCG, CPG, beverage, personal care, household, and wellness brands that manage retail networks, distributors, or field sales teams. It’s ideal for organizations aiming to digitize operations, improve execution efficiency, and gain actionable insights across channels.

With the Salesforce Field Execution App, reps can plan daily visits, access store data, log activities, capture photos, and perform retail audits directly from their mobile device. It helps reduce manual reporting and ensures faster issue resolution in the field.

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