RETAIL & CONSUMER GOODS

Whether you’re a restaurant, department store, or fashion merchandiser, we have experience helping companies in the retail and consumer goods industry streamline operations and enhance the customer experience with Salesforce. If you’re looking for strategic guidance and support with your Salesforce org, our Salesforce Excellence Program (Premium Managed Services) is the best fit. If you’re in need of day-to-day help with tasks on the Salesforce platform and see the benefit of working with a firm vs. hiring internally, then our Managed Services offering is the way to go.

Retail Cloud provides retailers with a single, unified platform that bridges the gap between online and in-store. Retail Cloud software solutions enable store associates to engage shoppers and complete transactions from anywhere in the store via a mobile device. In addition to modern POS, the store solutions, including Clienteling, Endless Aisle, Store Fulfillment, and Store Operations capabilities, empower store associates and streamline and personalize the shopping experience across physical and digital touchpoints.

For many of the retail and consumer goods clients we work with, integration with additional systems is a critical requirement. Whether it's syncing inventory management, order processing, or billing, businesses often rely on multiple platforms to run efficiently. Thankfully, Salesforce, as a highly flexible and open platform, offers numerous integration options to meet these needs.

With Salesforce, we can seamlessly connect to your inventory, ordering, or billing systems, ensuring data flows effortlessly across all your platforms. From native connectors and APIs to middleware solutions, Salesforce’s robust integration capabilities allow your existing tools to work in harmony, streamlining operations and reducing manual effort. 

Customer service and support software is crucial for businesses to deliver seamless customer support and ensure increased satisfaction and loyalty. With Service Cloud, you can engage your customers anywhere, anytime. From AI-powered chatbots to omni-channel case routing to relevant knowledge article recommendations, Service Cloud helps your service teams deliver accurate, faster resolutions with AI + automation.

‍In Action: We helped a home goods retailer implement Service Cloud, which provides customers with a personalized and seamless experience by connecting customer data in Sales Cloud to a team of service experts. Our client can now reach customers quickly and efficiently with automated workflows and improved customer insights.

The Marketing Cloud suite of products and features can help your business with automation, personalization, and data-driven decision-making. Marketing Cloud helps retail and consumer goods companies segment their audience, deliver personalized messages, track campaign performance, engage leads and accounts, and optimize strategies based on real-time insights. Easily automate your marketing journeys using predictive AI and scale your lead generation and account-based marketing with AI scoring, key account identification, and full-funnel, multi-touch attribution.

‍In Action: We helped a luxury retailer implement Marketing Cloud Account Engagement in order to improve their branding presence and automate several of their marketing processes. This allowed our client to create a more cohesive marketing experience for their customers by connecting customer data to marketing initiatives. To improve the functionality of our client’s email campaigns, we introduced Account Engagement’s email template builder. This user-friendly drag and drop system makes it easier for team members to collaborate on emails as opposed to relying on a single designer to create every email.

With Salesforce Data Cloud, you can unify millions of records and resolve duplicate identities to produce a single view of every customer. Easily create targeted audiences, without SQL or requesting data, and use generative AI to translate plain language descriptions into functional segments in minutes. With a few clicks, you can easily create and refine highly targeted audiences based on customer behavior, preferences, and engagement history. This removes the technical barriers and accelerates your ability to act on customer insights, allowing you to quickly deploy campaigns, deliver personalized experiences, and optimize marketing efforts in near real time.

Salesforce PRM gives partners in the retail and consumer goods industry a tailored experience, data-driven enablement, and guides them to actionable marketing, selling, and support tasks. Seamlessly manage the relationships and interactions between you and your partners, including resellers, distributors, and agents. Salesforce PRM with Partner Tracks allows you to efficiently guide partners the moment they enter the Partner Portal with clickable walk throughs and access to necessary resources, goals, and assets.