Retail and consumer goods sit at the intersection of physical inventory, digital channels, and shopper data. The winners have unified DTC, wholesale, and retailer data into one customer profile, automated trade promotion and account planning, and built AI-augmented merchandising on top of clean sell-through data.
Photo: Brad / Unsplash
A Salesforce Consulting Partner since 2017, with 150 Salesforce certifications on the team.
Full implementations including account planning, JBPs, trade promotion management, and retail execution mobility.
Trade promotion ROI measurement integrating syndicated data, retailer POS, and trade spend visibility.
Unified customer profiles across DTC, wholesale, retailer data, marketing tools, and loyalty programs, properly modeled and queryable.
Production AI workflows for demand forecasting, planogram optimization, content generation, and personalization.
Subscription lifecycle management, pause/resume, churn intervention, dunning automation, gift subscriptions, and bundling.
Loyalty program data integrated into CRM and CDP so loyalty status, points, and behavior drive personalization across every channel.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Most TPM systems treat trade promotion as a forecasting exercise. Knowing actual ROI requires connecting trade spend to sell-through.
Joint business plans with retailers should be living documents. Most live in PowerPoint and Excel and get forgotten by Q2.
Brands selling DTC and wholesale rarely have one view of a customer who buys both. The opportunity in unifying these is significant.
Knowing what is actually happening at retail, planogram compliance, out-of-stocks, promo execution, is a real operational problem.
DTC subscription businesses face churn, dunning, and lifecycle complexity that off-the-shelf commerce platforms handle poorly.
Loyalty programs often live in their own data silo, separate from CRM, separate from commerce, and separate from real attribution.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
Cardholder data environment scoping, tokenization workflows, and audit-ready compliance evidence.
Privacy preference management, data subject request workflows, and consent lifecycle management.
Marketing consent tracking, suppression list management, and channel-specific opt-in evidence.
Influencer disclosure tracking, sponsored content evidence, and review authenticity workflows.
Product registration, recall workflows, and customer safety communication infrastructure.
Multi-state sales tax nexus tracking, marketplace facilitator handling, and economic nexus monitoring.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
JBPs, retail account planning, trade promo ROI measurement, and execution tracking.
DTC commerce platforms, subscription lifecycle, and personalization infrastructure.
CDP architecture bringing DTC, wholesale, retailer data, and loyalty into one profile.
Field sales mobility, retail visit execution, planogram compliance, and store-level reporting.
Sell-through-based demand forecasting and channel performance analytics.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
CG and retail-specific assessments across channel, DTC, and customer data architecture.
Defined projects for CG Cloud, Commerce Cloud, CDP, or subscription platforms.
Ongoing administration and seasonal scaling support for retail and CG brands.
Senior commerce technology leadership for growing DTC and CG brands.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Working patterns we reuse across engagements, refined through our Salesforce and AI client work since 2017.
A reference design for connecting commerce, marketing, service, and POS into a single customer record using Data Cloud or equivalent CDP.
Our framework for orchestrating welcome series, replenishment, win-back, and VIP journeys across email, SMS, push, and in-app.
A blueprint for loyalty programs that connect to commerce, marketing, and service, not the bolt-on point system most retailers end up with.
A framework for turning customer service from a cost center into a retention and upsell engine.
The Salesforce products and services we use most with retail & consumer goods clients. Salesforce consulting overview →
Consultant-level analysis from the consultants delivering the work.
How retailers and consumer-goods brands use Service Cloud, Data Cloud and Marketing Cloud for unified shoppers, order service, consent, wholesale accounts and loyalty, plus what to build first.
Read the full post →Implementation, integration, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →As a Gong services partner, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →The answer depends on whether you sell to shoppers directly, through retailers, or both. Direct-to-consumer brands typically center on Commerce Cloud, Marketing Cloud and Service Cloud, with Data Cloud unifying shopper profiles. Brands selling through retail partners often add Consumer Goods Cloud for account planning, trade promotion and store visits. Many brands run both motions, so we design the customer and account model to handle a shopper and a retail buyer without confusing the two.
Data Cloud or a similar customer data platform resolves identities across those sources into a profile marketing and service can act on. The hard part is identity rules: deciding when an email, a loyalty number and a store transaction belong to the same person. We define matching logic, consent handling and the attributes each team actually needs, then connect ecommerce platforms, point-of-sale data, marketplaces and loyalty systems in priority order rather than all at once.
Cardholder data should stay out of the CRM entirely, which helps keep Salesforce outside PCI DSS scope; payment tokens and processor references are enough for service work. Consumer privacy laws such as the CCPA give shoppers rights to access and delete their data, so profile unification must support honoring those requests everywhere a record lives. Marketing consent needs tracking per channel. Your privacy counsel should confirm which state laws apply to your customer base.
Agentforce can resolve routine service requests such as order status, returns, exchanges and product questions, handing off to a person when a case needs judgment. Answer quality depends on connected order data and well-maintained knowledge articles. We start with the highest-volume, lowest-risk request types, measure resolution and escalation quality, and expand only when customers are getting correct answers. Seasonal peaks are a demanding test, so plan launches well ahead of them.
A Salesforce Health Check reviews your org and gives you a ranked list of what to fix first, with effort estimates. It is the right starting point before an optimization project, a new cloud or an AI initiative.
Free 30-minute strategy session with one of our consultants who knows your industry.
Book a Consultation →Tech Talk
A monthly brief for the people who own Salesforce, AI and revenue technology
What changed in Salesforce and AI this month, and what to do about it.
One email a month. Written by the consultants who deliver the work, not by a marketing team, for the leaders who make the technology decisions.
Consultant analysis, not vendor recaps. One click to leave.