Salesforce Consumer Goods Cloud Implementation - Case Study
 
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Salesforce Consumer Goods Cloud Implementation

Introduction

Industry

eCommerce

Products

Salesforce Consumer Goods Cloud

Capabilities

Build and Implement

Our client is a leading brand for coffee accessories in Europe, they had their physical stores in the Netherlands but wanted to expand their business all over Europe and wanted to collaborate with new chains for their products and manage their business operations online. Also, they gradually wanted to move out of their outdated management system.

Project Challenges

Following are the challenges which they were facing:

  • Customized View: One of the challenges that the client and his team faced was that they wanted to have a customized view, whenever a field agent visits any potential customer or any new store so that they can reduce the timing for finding the relevant information and connect with their customer easily.
  • Distance and Location: As the field agents needed to visit the physical store, they wanted to spend minimum time to reach the store and be on the exact location rather than spending much time in reaching out to the store and covering minimum grounds in a day. 
  • Task Assignment: The client had a fixed set of action items or tasks which had to be performed by every agent at the time of store visit, they wanted to minimize the time for explaining or training the agents manually for the tasks assigned to them.
  • Negotiations for the sales deals: They wanted to minimize the efforts which were made to negotiate and close a deal with any of the stores. They wanted to capture all the deal details in one place to make it easier for the field agents and manager to close the deal.  
  • Manage new stores:  Once the deal was closed with a new store, they wanted to manage and maintain the information for inventory, orders, surveys, etc for each store in a single place. It would have been very difficult to manually visit the stores every day to check whether a store is fully stocked, get feedback, etc. 
  • Store Performance: As they were planning to partner with multiple stores, they wanted to make sure to keep track of every store’s performance and keep an eye on the KPI’s so that they can keep on improving and keep a track of the store’s progress. Also at the time of the store visit if any of the agents find out the product placement is not correct or if the branding needs to be done properly, it can be a hassle for them.
Image of Case Study Challenges

Project Challenges

Image of Case Study Challenges

Following are the challenges which they were facing:

  • Customized View: One of the challenges that the client and his team faced was that they wanted to have a customized view, whenever a field agent visits any potential customer or any new store so that they can reduce the timing for finding the relevant information and connect with their customer easily.
  • Distance and Location: As the field agents needed to visit the physical store, they wanted to spend minimum time to reach the store and be on the exact location rather than spending much time in reaching out to the store and covering minimum grounds in a day. 
  • Task Assignment: The client had a fixed set of action items or tasks which had to be performed by every agent at the time of store visit, they wanted to minimize the time for explaining or training the agents manually for the tasks assigned to them.
  • Negotiations for the sales deals: They wanted to minimize the efforts which were made to negotiate and close a deal with any of the stores. They wanted to capture all the deal details in one place to make it easier for the field agents and manager to close the deal.  
  • Manage new stores:  Once the deal was closed with a new store, they wanted to manage and maintain the information for inventory, orders, surveys, etc for each store in a single place. It would have been very difficult to manually visit the stores every day to check whether a store is fully stocked, get feedback, etc. 
  • Store Performance: As they were planning to partner with multiple stores, they wanted to make sure to keep track of every store’s performance and keep an eye on the KPI’s so that they can keep on improving and keep a track of the store’s progress. Also at the time of the store visit if any of the agents find out the product placement is not correct or if the branding needs to be done properly, it can be a hassle for them.
Image of Case Study Solution

Project Solutions

We implemented the following solution to overcome the above challenges for our client.

  • Setup of Consumer Goods Cloud: After gathering all the required details from the client, we suggested the setup of the Consumer Goods Cloud as it would be useful to fulfill all the client’s requirements and would be the best fit solution for them. We started with the setup of the cloud, which included setting up the profiles and permissions for the managers, field agents, and others. Also enabled the retail execution for the Retail Execution App for the managers and agents to help them out with the deals any time, anywhere with the help of their mobile device.
VIEW COMPLETE SOLUTION

Project Solutions

We implemented the following solution to overcome the above challenges for our client.

  • Setup of Consumer Goods Cloud: After gathering all the required details from the client, we suggested the setup of the Consumer Goods Cloud as it would be useful to fulfill all the client’s requirements and would be the best fit solution for them. We started with the setup of the cloud, which included setting up the profiles and permissions for the managers, field agents, and others. Also enabled the retail execution for the Retail Execution App for the managers and agents to help them out with the deals any time, anywhere with the help of their mobile device.
VIEW COMPLETE SOLUTION

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

 

Reduced the deal closing time by

50%

 

Manual efforts by the sales team and field agents were reduced by

85%

 

Productivity increased by

65%

 

Performance increased by

45%

Client Review

Phenomenal Understanding of Salesforce

Thanks to Cyntexa, for excellently integrating Consumer Goods Cloud with our current business goals and processes. We appreciate the team’s ability to effectively utilize their Salesforce knowledge in addressing our needs and making this project a success.

star star star star star

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