Most consumer goods leaders don’t lose sleep over their strategy. They lose it over execution — what actually happens at the shelf.
It’s the last mile that separates market leaders from everyone else. The perfect promo or forecast means nothing if the product isn’t stocked, priced right, and visible in-store. That’s where Retail Execution (REx) inside Salesforce Consumer Goods Cloud changes the game.
The Reality: Field Teams Are Fighting Uphill
Even the best field reps struggle against three common blockers:
1. Visit Adherence Is a Moving Target
Reps spend too much time driving between stores or bouncing between systems. Static route plans and disconnected task lists make it hard to stay on schedule — or hit priority accounts first.
Result: Missed visits, duplicate work, inconsistent coverage.
2. Audits Don’t Equal Action
Most retail audits still live in spreadsheets or third-party apps. Data is collected, exported, and emailed back to HQ. By the time issues are reviewed, the shelf has already changed.
Result: Slow response to out-of-stocks, promo non-compliance, and wasted store trips.
3. Real-Time Alerts Are Missing in Action
Without live insights, reps often find out about problems too late — missing promotional end-caps, pricing errors, or expired displays that should’ve been fixed days ago.
Result: Each lost day = lost sales and a bruised relationship with the retailer.
How Salesforce REx Closes the Gap
Salesforce REx inside Consumer Goods Cloud was built for this exact reality — connecting route planning, store visits, audit data, and tasks in one live ecosystem.
Smart Route Optimization
REx automatically prioritizes visits based on KPIs, sales data, or geography. Reps see the most impactful stores first and can re-route mid-day when priorities shift.
Impact: 20–30% reduction in drive time and a measurable increase in store coverage.
Guided Store Visits
Within Salesforce’s mobile app, reps follow a guided flow that walks them through audits, orders, returns, and merchandising tasks — all in one screen. No juggling apps or losing photos in the camera roll.
Impact: Field productivity up 25% and task completion accuracy up 40%.
Instant Issue Capture & Alerts
When a rep flags a problem — a missing display, wrong price, low stock — REx pushes real-time alerts to the right internal teams (trade marketing, supply chain, finance). Tasks are created automatically, so nothing slips through the cracks.
Impact: Issue resolution time drops from days to hours.
Analytics That Drive Accountability
All that store data flows back to dashboards for managers: visit completion, shelf compliance, sales impact, and rep performance. Instead of reacting, they can coach and plan proactively.
Before & After
| Metric | Before Salesforce REx | After Salesforce REx |
|---|---|---|
| Visit Planning Time | 2–3 hours/week | <1 hour/week |
| Issue Resolution | 3–5 days | <1 day |
| Shelf Compliance | 75–80% | 90%+ |
| Rep Productivity | Baseline | +25% |
Why It Matters
CPG field teams are the face of the brand. When they’re armed with disconnected tools and outdated info, everyone loses — sales, marketing, and the customer. REx brings precision and speed to that chaos, giving your team time to sell, fix, and grow.
If you want to know what “perfect store execution” actually looks like in Salesforce, we can show you — not just in theory, but in your routes, your KPIs, your data. Contact us today if you’d like to have a discussion.
