Consumer Goods ENG Paula Test September 24, 2025
All about the digitalisation of sales processes

Your partner for the consumer goods industry

We are well aware of the challenges facing the consumer goods industry and can help you to digitalise your sales and field service. This will enable you to improve cooperation with retail partners and increase customer satisfaction. Together, we will lay the foundation for your long-term business success.

All about the digitalisation of sales processes

Your partner for the consumer goods industry

We are well aware of the challenges facing the consumer goods industry and can help you to digitalise your sales and field service. This will enable you to improve cooperation with retail partners and increase customer satisfaction. Together, we will lay the foundation for your long-term business success.

Challenges in the consumer goods industry

Sales in the consumer goods industry come with a variety of challenges, including:

High operating costs due to sales processes in different, non-integrated systems lead to delays and errors in order processing

A lack of transparency and real-time data on product availability in retail can lead to misplacement or empty shelves and thus lost sales

Activities often cannot be analysed in real time or linked to sales figures, which means that the success of marketing measures cannot be monitored

High travel costs, time loss and missed sales opportunities are the problems associated with inefficient route planning and a lack of transparency regarding performance

A lack of access to data such as purchasing behaviour or order history, especially during on-site appointments, makes it difficult to provide personalised advice and recommendations

Unavailable/outdated information on orders, stock levels and sales figures hinders reliable customer information

High travel costs, time loss and missed sales opportunities are the problems associated with inefficient route planning and a lack of transparency regarding performance

A lack of access to data such as purchasing behaviour or order history, especially during on-site appointments, makes it difficult to provide personalised advice and recommendations

Unavailable/outdated information on orders, stock levels and sales figures hinders reliable customer information

The solution to your challenges

A smart and efficient CRM system

1
Intelligent customer management & efficient route planning

Successful sales in the consumer goods industry requires precise planning and efficient processes. Without centralised control, companies lose valuable time due to inefficient route planning, uncoordinated customer visits and a lack of real-time information. A smart, data-based solution helps to optimise the use of field staff and takes advantage of sales opportunities in a targeted manner.

Intelligent route planning with Salesforce Consumer Goods Cloud and integrated Salesforce Maps efficiently manages field service visits so that customers are visited at the right time while travel time is minimized. The central platform bundles all relevant information – from order histories and sales figures to individual agreements – and makes it available on mobile devices. This enables field staff to respond optimally to customer needs, exploit cross-selling and upselling potential and reduce travel costs at the same time.

2
360° StoreCheck for maximum transparency in retail

Optimal product placement and availability in retail are crucial for sales. However, the necessary transparency to analyse the status of shelves, promotions and competitive activities in real time is often lacking. Manual surveys are error-prone and time-consuming, while missing data can lead to lost sales.

The Consumer Goods Cloud provides a comprehensive overview of the retail situation in StoreCheck. With the help of mobile recording options and AI-supported analyses, field staff can document shelves, stocks and promotional areas in real time. Deviations are immediately detected and measures can be taken directly to avoid out-of-stock situations and optimise shelf placement. This ensures that products are available at all times and that sales opportunities are exploited to the fullest.

3
Seamless integration of sales and supply chain

Smooth cooperation between sales, production and logistics is crucial for responding flexibly to market changes. Without real-time data, planning errors, delivery bottlenecks or excess inventory occur, leading to unnecessary costs.

All relevant departments access a shared database to precisely coordinate sales forecasts, inventory levels and ordering processes. Thanks to transparent workflows and real-time analyses, decisions can be made faster and bottlenecks avoided. This ensures an optimised value chain and a sustainable increase in delivery capacity.

Unsere Lösung für Scheidt & Bachmann

Wir haben einen smarten, automatisierten Vertriebsprozess entwickelt, der weit über eine einfache Datenbank hinausgeht. Unser Ansatz umfasst automatisch generierte Dokumente, rechtzeitige Erinnerungen, die Identifikation von Potenzialen und hilfreiches Reporting.

CRM and ERP in harmony

The integration of other systems into Salesforce is one of our specialities – whether SAP, proAlpha, Oracle or Dynamics. Automated data transfers improve customer service through synchronised information, optimise supply chain management and promote better collaboration between departments.

Our Salesforce recommendations for the consumer goods industry:

Consumer Goods Cloud

Zentrale Bestandteile:

  • 360° StoreCheck: Detailed recording of shelf space, promotions and inventory to optimise product availability.
  • Field service management: Structured planning and execution of customer visits with real-time data for more efficient sales transactions.
  • Trade Relationship Management: Centralised management of all dealer contacts, sales data and agreements for stronger collaboration.
  • Promotion Management: Targeted planning, control and analysis of discount campaigns and sales promotions to increase revenue.
  • Intelligent route planning: Optimised routes for field service to reduce travel times and serve more customers efficiently.
  • Location-based data analysis: Real-time visualisation of sales areas, customer hotspots and market potential.
  • Visit prioritisation: Automatic prioritisation of locations based on sales figures, stock levels and individual agreements.
  • Detailed sales analyses: Comprehensive reports on customer behaviour, sales figures and field service activities.
  • Real-time reporting: Fast, data-driven decisions through live dashboards and interactive analytics.
  • Trend forecasts: AI-powered predictions help identify market changes early and respond strategically.
These consumer goods companies already rely on our expertise:
Diese Fertigungsunternehmen vertrauen bereits auf unsere Expertise:

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Looking for authentic Salesforce consulting?

Feel free to arrange a non-binding initial consultation. We look forward to hearing from you.

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Your contact

Thorsten Winkels

Thorsten, Geschäftsführer und Sales Manager bei Salesforce Beratung Aviando

Aviado GmbH uses the platform Calendly for appointment scheduling. By agreeing to an initial consultation, you accept the platform’s terms and conditions. Information on data processing can be found in Calendly’s privacy policy.