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Salesforce for consumer goods

CRM for consumer goods companies that want to steer trade, field force and data better

In the consumer goods industry, speed, availability and customer proximity decide growth. Yet visit planning, trade data, promotions, stock and customer information often sit in separate systems. Aviando helps you build Salesforce so sales, field force and management work with better data.

Consumer goods needs more than good products

Consumer goods companies operate in a dynamic environment. Retailers expect reliable care, field force teams need clear priorities and management needs current data on sales, shelf space, promotions and potential.

Still, many decisions are made from manual lists, scattered information or the experience of individual teams. That works for a while, but quickly becomes difficult when assortments grow, channels diversify or more transparency in sales is required.

Salesforce can become the central platform for customer-facing processes here. Not as yet another tool alongside ERP, BI or inventory management, but as a connecting workspace for sales, field force, service and steering.

Stories

Success stories

Bewital petfood

Bewital

01

Bewital, a manufacturer of high-quality pet food for specialist retail, processes around 1,000 B2B orders per week, many of them arriving as fax, image or email. Together with Aviando, the company replaced manual entry with an AI-powered process in Salesforce and Agentforce. The result: around 80 % less effort per order and a noticeably relieved inside sales team.

Read the story

"Experienced agency? Great track record & trust but low agility.

Young agency? Small track record & risk of them dying.

Aviando? Perfect mix of super experienced team filled with A-players yet customized service mentality."

Pico Petershagen

Pico Petershagen

Managing Director, BEWITAL petfood

Overview

Why Salesforce becomes relevant in the consumer goods environment

Consumer goods companies often work at the interface between brand, trade, field force, logistics and end-customer demand. Each area only sees part of the reality.

Sales knows terms, targets and relationships. The field force sees shelves, placements and local potential. Marketing plans campaigns and promotions. ERP and inventory management deliver stock, orders and availability. Without connection, gaps arise that cost time in everyday work.

Salesforce helps bring these perspectives together in a customer-oriented way. That way visits are better prepared, promotions steered more traceably and decisions made not just on gut feeling.

Approach

Our approach

01

Process understanding first, then CRM design

We do not start with features, but with your workflows. How are retailers cared for? Which data does the field force need on the road? How are store checks documented? Where do manual tasks arise? From this comes a Salesforce target picture that stays sensible on the business side and clean technically.

02

Connect field force and head office

Many consumer goods processes fail not because of missing motivation, but because of media breaks. We create structures with which field teams can capture information easily and central teams can analyse this data sensibly.

03

Make data from relevant systems usable

CRM, ERP, BI, inventory management and e-commerce do not all have to map everything twice. What matters is which information should be visible in Salesforce and which systems stay leading. We clarify this logic early.

04

Use Consumer Goods Cloud pragmatically

Salesforce offers industry-specific possibilities for field force, retail execution, visit planning and store management. We assess which building blocks fit your maturity and where a lean start makes more sense than a large feature scope.

05

Factor in enablement consistently

New processes only work when people understand them. That is why we enable admins, key users and business units to use Salesforce confidently, interpret data correctly and develop the platform further.

Use cases

Typical use cases

Field force steering and visit planning

Sales territories, retailer priorities, visit frequencies and tasks have to stay plannable. Salesforce supports teams in prioritising relevant accounts, preparing routes sensibly and tracking visits in a structured way.

Store checks and retail execution

Shelf placements, promotions, availability and competitor information are valuable when they can be captured and analysed quickly. A clean process turns on-site impressions into robust data.

Promotion management

Discount campaigns, displays, listings and sales promotions need clear planning and analysis. Salesforce can help make activities, results and follow-up tasks more transparent.

Trade relationships and key accounts

Terms, contacts, branch structures and agreements are often complex. A CRM creates an overview of relationships, open topics and next steps.

Data integration with ERP and inventory management

When stock, orders or availability are missing, the field force can only advise to a limited extent. A suitable integration brings relevant information into the sales process.

Reporting and sales steering

Leaders need more than visit reports. Dashboards show which customers are actively served, where potential lies and which measures show impact.

Services

Our services

Salesforce strategy for consumer goods

We develop a clear CRM target picture with you for sales, field force, trade and management. Requirements are prioritised so a realistic plan emerges from many ideas.

Implementation and further development

Aviando plans, configures and extends Salesforce solutions that fit your processes. We keep an eye on usability, clean data models and later scalability.

Salesforce Consumer Goods Cloud

Consumer Goods Cloud consulting

We assess which Consumer Goods Cloud features make sense for you. Visit planning, store checks, retail execution or account management are used so they deliver real value.

Integration with ERP, BI and further systems

Salesforce unfolds more impact when relevant data is connected. We integrate information from ERP, inventory management, e-commerce, BI or further applications in a traceable and robust way.

Reporting and analytics

Together we define metrics, dashboards and steering logic. The goal is not more reporting, but better decisions for sales, field force and management.

Training and support

After launch we support admins, key users and business units. That way Salesforce does not stay dependent on individual people, but is used confidently across the company.

Impact

What improves

A good Salesforce setup brings consumer goods teams closer to the reality in the market.

  • Field visits are better prepared. Store information is available faster. Sales leadership spots potential and risks earlier. Marketing and sales can assess promotions more traceably. Management gets a more reliable basis for decisions.
  • The result is not reporting for its own sake. It is a system that makes daily work easier and growth more deliberately steerable.
Closer to the market
  • Field forceVisits better prepared
  • Field forceStore information available faster
  • Sales leadershipPotential and risks visible earlier
  • Marketing & salesAssess promotions traceably
  • ManagementDecisions on a reliable basis
Honestly

When Salesforce alone is not yet the right starting point

Not every problem can be solved by a CRM implementation. When product data is unclear, ERP processes do not run stably or responsibilities between sales, field force and head office are missing, the foundation should be sorted first.

In such situations we start with analysis and prioritisation. Which data is really necessary? Where does the greatest effort arise? Which teams have to be involved? After that you can decide whether Salesforce implementation, integration or enablement is the right next step.

Intro call

Sounds like a Salesforce setup that makes your trade easier to steer?

Thorsten Winkels, co-founder and managing director of Aviando, looks with you at your current sales, field force and data processes. Together you clarify where Salesforce can help today, which systems have to be taken into account and which next step makes sense.

Thorsten Winkels, Co-Founder & Managing Director at Aviando
Thorsten Winkels
Co-Founder & Managing Director