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Consumer Goods – Retail Execution

Industry use

Consumer Packaged Goods



Implementation time

6 months

Technical requirement

Sales Cloud


Optimize your company’s sales/retail execution performance with the world’s leading cloud-based CRM platform from Salesforce. Ensure consistent and cross-departmental communication and establish it from management to the sales team. With our Retail Execution module, you can meaningfully shape contact with your retailers and end customers across all channels, right up to the point of sale, and thus generate additional growth.

Take the easy way and get targeted recommendations for new products at the point of sale based on the current assortment and sell-through of your products and use them to optimize the retail execution process.

How the CRM portal works

Our Retail Execution module allows you to relieve your sales team in many ways. For example, store visits including routes between locations can be planned and repetitive tasks, such as the recording and evaluation of visit reports and Planogram audits, can be streamlined.

Based on the collected data, you are provided with recommendations for new, useful products and best practices for sales floor design. The module combines all functions in a mobile app and provides you with the necessary overview of analyses, planned promotional campaigns and visit reports. It combines the exchange with different reailers and partners and thus offers the possibility of more effective promotions.

Technical requirement

  • Salesforce Sales Cloud

5 reasons for the CRM portal

  • All operations from product analysis to promotion execution at a glance
  • Help your sales force schedule business visits with visit suggestions
  • Support and track your delivery team in real time
  • Streamline repetitive tasks such as report generation and planogram audits
  • Take orders and use product recommendations based on quantifiable numbers

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