Salesforce Consumer Goods Cloud Quick Start
Salesforce Consumer Goods Cloud is a specialized solution designed to help consumer goods companies drive productivity and grow revenue by empowering field reps with powerful tools for retail execution. It enables seamless visit planning, inventory audits, in-store task management, and real-time data capture — all from a mobile device. With integrated features like Einstein AI and Salesforce Maps, Consumer Goods Cloud helps sales teams improve store performance, optimize promotions, and build stronger retailer relationships, all while ensuring data-driven decision-making in the field.
Discovery & Planning (5 Hours)
Stakeholder Alignment
- Workshops to define 2-3 high-impact use cases (e.g., visit compliance, promotion ROI).
Quick-Win Roadmap
- Prioritize field execution, basic reporting, and 1-2 live promotions
Data Audit
- Validate account hierarchies, product master, and rep assignments
Deliverable
- 1-page implementation plan with success metrics.
Core Configuration (30 Hours)
Retail Execution (12 Hours)
- Visit Planning: Pre-built checklists (inventory, audits) + geofencing via Salesforce Maps.
- Basic Planogram: Image upload only (no analytics or compliance scoring).
- Route Optimization: 1-2 regions (max 50 stores).
Trade Promotion Management (12 Hours)
- Promotion Setup: Single-tier workflows with approval chains.
- Budget Tracking: Spend vs. actual for 1-2 promotions.
- Basic ROI: Sales lift and cost per unit.
Automation (6 Hours)
- 5 Custom Fields: E.g., store conditions, competitor data.
- Auto-Scheduling: Recurring visits + task reminders (basic rules only)
Reporting & Dashboards (10 Hours)
Standard Reports
- Visit compliance (completed vs. scheduled).
- Promotion performance (spend vs. revenue).
Dashboards
- Field Rep Performance (tasks, time per store).
- Promotion ROI (pre-built templates).
Branding
- Apply client logo/colors.
Maps Optimization (5 Hours)
Maps Optimization
- Territory visualization + optimized routes for 1-2 regions.
Key Objects Configured
| Object | Purpose |
|---|---|
| Retail Store | Store hierarchies, contact details. |
| Visit | Track rep activities/tasks/compliance. |
| Trade Promotion | Budgets, approvals, ROI tracking. |
| Inventory Transfer | Basic stock movement tracking. |
Exclusions
- Multi-tier promotions or vendor collaboration.
- Advanced planogram analytics (e.g., compliance scoring).
- Custom integrations (ERP/POS).
- AI or predictive analytics.
- User training (recommend as add-on).
Your Configuration
Base Package
$6,750
Total Investment
$6,750
Need a custom solution?
Contact our team
Optional enhancements
Make this scope your starting point.
Bring the business priority, review the prerequisites, and agree what a useful first launch needs to include.