Salesforce Consumer Goods Cloud Customer Segmentation

Estimated 2 min. read

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Customer Segmentation

Salesforce Consumer Goods Cloud Customer Segmentation clusters customers and outlets to focus on retailers with the highest potential and improve personalization. Customer Segmentation benefits brands by giving them the power to:

    • Segment accounts based on specific classification attributes, such as priority, class of trade, store size, number of checkouts, etc.
    • Store results in reusable dynamic customer sets which can be assigned to promotions, activities, and penny-perfect pricing.

If you would like to learn more about Customer Segmentation or the Consumer Goods Cloud Summer ’22 Offline Retail execution release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

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Salesforce

Salesforce Consumer Goods Cloud Supervisor Management

Estimated 2 min. read

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Supervisor Management

Salesforce Consumer Goods Cloud Supervisor Management helps management achieve targets for a supervisor by coaching and monitoring the performance of your entire team. Supervisor Management benefits brands by giving them the power to:

    • Review activities of the team (e. g. visits, store audits, orders, tasks).
    • Monitor time utilization for working time and non-productive time.
    • Plan visits for the team.
    • Setup substitutions for the team.

If you would like to learn more about Supervisor Management or the Consumer Goods Cloud Summer ’22 Offline Retail execution release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

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Salesforce

Salesforce Consumer Goods Cloud Gamification

Estimated 2 min. read

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Gamification

Salesforce Consumer Goods Cloud Gamification drives user adoption by leveraging gamification concepts during in-store activities. Gamification benefits users by giving them the power to:

    • Leverage conditional surveys that can boost gamification with your users.
    • Increase Key Sales representatives for data at retailers during visits for compliance.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

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Salesforce

Salesforce Consumer Goods Cloud Substitution Management

Estimated 2 min. read

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Substitution Management

Salesforce Substitution Management allows brands to manage planned (e. g. vacation, training) and unplanned absences (e. g. sickness) of field users to ensure that important stores are served during the absence of the user. Key features of Substitution Management give brands the ability to:

    • Setup customer-based substitution rules by the supervisor
    • The system creates temporary customer management relation for the substitute to provide access to the account during the substitution time frame
    • Synchronizing substituted customers and related data during the substitution time frame to the mobile device

If you would like to learn more about Substitution Management or the Consumer Goods Cloud Summer ’22 Offline Retail execution release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the past two years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

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Salesforce

Salesforce Consumer Goods Cloud Live Reporting

Estimated 2 min. read

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Live Reporting

Salesforce Consumer Goods Cloud Live Reporting allows Sales representatives to require in-store feedback to discuss and solve current issues together with the store manager in real-time. Live Reporting benefits brands by giving them the power to:

    • Embed reports in Cockpits or detail pages.
    • Live & offline reporting based on transactional data.
      • Example: Survey Exception Report shows issues related to the survey from the current visit.

If you would like to learn more about Live Reporting or the Consumer Goods Cloud Summer ’22 Offline Retail execution release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the past two years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

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Salesforce

Salesforce Consumer Goods Cloud Inventory & Quotas

Estimated 2 min. read

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Inventory & Quotas

Salesforce Inventory & Quotas allow brands to have accurate inventory tracking of Sales Rep’s products and control of specific products such as advertising materials per quota. Key features of Inventory & Quotas give brands the ability to:

    • Control inventory for Sales Rep’s products and quotas as part of order taking.
    • Validate the order quantity against the available stock and/or the quota.
    • Update inventories depending on the order type.

If you would like to learn more about Inventory & Quotas or the Consumer Goods Cloud Summer ’22 Offline Retail execution release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the past two years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources
Salesforce

Salesforce Consumer Goods Cloud Payment Collection

Estimated 2 min. read

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Payment Collection

Salesforce Consumer Goods Cloud Payment Collection allows brands to collect money for cash customers without a sufficient credit limit. Payment collection benefits brands by:

    • Documentation of payment against the order.
    • Payment collection with preferred payment methods are depending on the account and the order types.

If you would like to learn more about Payment Collection or the Consumer Goods Cloud Summer ’22 Offline Retail execution release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources
Salesforce

Salesforce Consumer Goods Cloud Asset Management

Estimated 2 min. read

Salesforce Consumer Goods Cloud has released new features specifically on retail execution to help the consumer goods industry digitally transform. Exciting releases of the Consumer Goods Cloud Summer ’22 Offline App include Penny Perfect Pricing, Conditional Surveys, Asset Management, Payment Collection, Inventory & Quotas, Live Reporting, Substitution Management, Gamification, Supervisor Management, and Customer Segmentation.

Salesforce Consumer Goods Cloud Asset Management

Salesforce Consumer Goods Cloud Asset Management allows for a periodical confirmation of the current asset placement with status and condition tracking. Asset Management benefits brands by giving them the power to:

    • Check the presence of asset location by scanning or manual identification.
    • Blind or non-blind identifications.
    • Condition and status surveys to document misuse or defects.

If you would like to learn more about Asset Management or the Consumer Goods Cloud Summer ’22 Offline Retail execution release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

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Salesforce

Salesforce Winter ’23 Release Sandbox Preview

Estimated 2 min. read

The Salesforce Winter ’23 sandbox preview is arriving in early August! Below are the key dates for the Winter ’23 release so that you can mark your calendars and prepare.

Salesforce Winter '23 Release Key Dates

Depending on your instance, the major release dates for the Salesforce Winter ’23 features are:

    • September 9: First release
    • October 7: Second release
    • October 14/15: Final release

Other key dates through the Winter ’23 Release include:

August 11: Sign up for the pre-release environment

In this test environment, you can try out the new features and figure out which features are right for your organization.

August 17: Preview release notes are available

All release notes become available. Head to Salesforce Help to scan and review the new release notes.

August 25: Sandbox cut-off date

Utilizing a sandbox environment can help you get early access to new features before your scheduled production upgrade. You must have an active sandbox environment before August 25, 2022.

August 26: Salesforce Winter ’23 release site is live

The release site becomes live! Trailhead modules are also available to quickly learn new features.

September 9: First release weekend

Salesforce and a small number of customers will be upgraded. Salesforce’s Trust page has the information on the timing of your upgrade.

October 7: Second release weekend

Another wave of Salesforce instances gets upgraded. Salesforce’s Trust page has the information on the timing of your upgrade.

October 14 and 15: Final release weekend

All remaining Salesforce instances will be upgraded on these dates.

To show the date of the Salesforce Winter ’23 release reaching your org, visit Salesforce Trust and click on your instance name and click “Maintenance”. If you don’t know your instance, go to your company information within setup in your Salesforce org.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the CG Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce CG Cloud Retail Execution and Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

 

Consumer Goods Cloud Trade Promotion Management: Key Features

Estimated 2 min. read

Managing and optimizing trade spending is vital to driving profitable growth as the consumer goods industry faces a host of challenges. Salesforce’s latest solution, Consumer Goods Cloud Trade Promotion Management (TPM) is now generally available on Salesforce to help brands manage and optimize trade programs on one unified platform.

Key capabilities of CG Cloud TPM include strategic planning, funds management, account planning, promotion planning, promotion execution, joint business plans, and post-event analytics. Learn other key features below.

Consumer Goods Cloud Trade Promotion Management: Top Features

Scenario Planning

    • Analyze Year-to-Date results with projected promotions to strengthen your business cases for trade promotions.

Real-Time Calculation

    • Calculate promotion measures as well as their impact on account plans on the fly without requiring a save action.

BOM Support in Promotions

    • Plan Bill of Materials in Promotions and send conditions on header or component level.

Customer Business Planning

    • Enable customer business planning for a single account and one or multiple categories.

Simple Promotion Creation

    • Provides a configurable simple promotion creation wizard for better user experience and ease of use.

Flexible Condition Search & Generation

    • Search pricing conditions across product and customer hierarchies traversing specific to generic as well as generate conditions on flexible levels.

KPI Configurability

    • Easy to configure key performance indicators for all TPM business processes.

Rate-Based Funding

    • User-friendly way to support live rate funding for key accounts.

Funds & Claims Management

    • Provides account managers with clear visibility to trade budgets and accrued liabilities. This allows them to verify available funding to support their trade plans and match claims with payment once the promotion has finished.

Real-Time Reporting

    • Flexible views on all TPM relevant data (e.g. account plans, promotions) based on the various user persona needs.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the CG Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce CG Cloud Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!