Implementation Of Salesforce Consumer Goods Cloud For Smooth Retail Management

Overview

LeBeau Excel is a leader in the Natural and Organic landscape. They are working with brands that encourage wellness, natural ingredients, and quality products such as Pure Source, Sysco, Indigo, PSC Natural Food, etc., and provide services related to reporting, marketing, retail customer base, food service, social selling, National Sales Coverage, etc. to them.

Challenges

• Retail management: Managing shelf visibility in multiple stores proved to be a major challenge. The client requested an inventory management system, planogram checks, promotions, and feedback surveys in Salesforce for managing several stores. The system also had to be mobile-friendly to better serve their customers.
• Data storage: Since Salesforce has limited storage capabilities, it was challenging to store pictures and documents, so they needed an automated backup process.
• Reports and dashboards: They wanted to create dashboards to visualize the data within Salesforce so the reps could have a 360-degree view of their stores.