Category: Retail Execution

Salesforce Winter ’24 Release Notes: Retail Execution

The Salesforce Winter ’24 Release Notes are here, as they bring a host of innovations and enhancements! Among these updates, Consumer Goods Cloud Retail Execution introduces many transformative features set to streamline your retail operations. Explore the exciting possibilities the Retail Execution release notes hold for optimizing your retail and consumer goods processes.

Place Orders Efficiently

Use a prepopulated product list to select products easily from the Order Items window while placing a New Advanced Order. Products are prepopulated based on the authorization list of the relevant trade org nodes in the account hierarchy. Enter the quantities for the listed products directly without manual search and add products from the product master.

Use the new filters and customer attributes in customer lookup to perform an advanced search for customers and to select the right customer on the New Order window. Narrow down the search for products on the Add Items window by using the Description, Product Code, GTIN, Category, Brand, Promoted, and Listed filters. You can further search for products on the Order Items window by using Category, Brand, and Order Template.

Add Custom Attributes in Penny Perfect Pricing Calculation

Use the new object, Pricing Context Definition, to add custom attributes to the pricing context. Use the custom attributes to search for pricing conditions and in user exits.

Enhance Promotion Planning and Execution

Leverage advanced analytics to implement a promotional dashboard by using the additional metadata in the Job Definition Template object. Use the updated picklist values in the Primary Survey Policy field to analyze store participation, placement, and quality of the display of assets. Also, use the new Competitor Relevant field to analyze competitor situations (promotions, price, or placement of assets).

Easily Share Attachments in Consumer Goods Cloud Offline Mobile App

Use the app’s sharing feature to share attached files (with file types such as PDF, XLS and DOCX) from various tiles such as Customer, Sales Folder, Promotion, and Products.

Analyze the Trend and Effectiveness of Promotions

Customize the Related list to view the approval history of a promotion. You can effectively streamline, track, and manage the approval process for standard promotions.

Preview Signatures in the Print Layout

Use signature templates to configure the signature flow for an object and to include the signatures of multiple roles in the Print Layout. As an out-of-the-box solution, Order Confirmation PDF now includes the Store Manager’s signatures confirming the order. You can even create custom print layouts for other processes such as customer contracts and daily reports. We delivered this feature thanks to your ideas on IdeaExchange.

Additional Permissions for Sales Org

Using the additional metadata, get create and edit permissions on the Sales Org object. Starting with Winter ‘24, you’re no longer required to add these permissions manually.

Optimize the Settings of Your Mobile Synchronization

Experience the speed and reliability of the synchronization processes for large datasets between Salesforce and the Consumer Goods Cloud offline mobile app. Admins can set the increased default response time limit for the execution of batch SOQL and named fetch trees (NFT).

Allow Bluetooth Permissions for Consumer Goods Cloud Offline Mobile App in Android Devices

Make sure that you allow bluetooth permission after you upgrade to the Winter ’24 version of the Consumer Goods Cloud offline mobile app on your Android devices.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Retail Execution, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

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Salesforce Winter ’24 Release Notes Retail Execution

How Salesforce Retail Execution Empowers Field Reps

Retail and consumer goods sales field reps often handle and monitor numerous stores across a city. Normally on the road, reps depend on their mobile phone or tablet to plan and lay out their day. Crippled by their company’s old-dated technology, field reps deal with disconnected labor-intensive processes with no visibility into key data. Consider the daily routine of field reps tasked with planning and executing store visits to multiple different retailers. They must not only plan how they will fit the visits into their day, but also manage in-store execution tasks like inventory checks, planogram compliance audits, selling new products, or delivering inventory.

Consumer Goods managers want field reps to spend less time on operational activities and more time building relationships with retailers to ensure customer satisfaction and sales. Brands spend millions of dollars branding and marketing their products to satisfy customers’ expectations. Fulfilling these customer expectations requires planning better visits and selling in retail stores. The ultimate goal is to put the right products with the right promotions on the right shelves at the right time. But the question remains: How do you connect your channels, departments, and data to produce the one-to-one journeys and experiences your customers expect? Today, consumer goods companies are turning to Salesforce Consumer Goods Cloud Retail Execution to provide field reps with an effective planning mechanism to manage their stores, assortments, products, promotions, planograms, and more. According to Salesforce, companies using Salesforce’s Retail Execution saw:

    • 36% increase in field rep productivity.
    • 12% in saved time for sales reps.
    • 10% growth in perfect store performance.

How Salesforce Retail Execution Helps

Salesforce Consumer Goods Cloud for Retail Execution provides brands with a single source of truth that empowers your field reps to manage and execute in-store tasks online or offline. Salesforce optimizes field execution by driving efficiency for your field reps and drivers with task management, mobile order capture capabilities, and optimized route plans. Here’s how Salesforce Retail Execution helps:

    • Access comprehensive data on key accounts with details on billing and shipping details, promotions, orders, and product assortments.
    • Use location details like Salesforce Maps to create an optimized route for field reps to prioritize their day and visits.
    • Lightning App Builder and Flows can extend the capabilities of triggering automated tasks, page customization, and more.
    • Optimize Sales agreements, order management, and action plans.
    • Gather data for specific store groups, in-store locations, and stores for product categories, products, and assortments to check for compliance and monitor the overall health of stores.
    • Monitor key processes such as promotion checks, planogram compliance, inventory audits, return order processing, and in-store surveys with predefined templates.
    • Einstein Object Detection helps audit shelves, manage stock, measure share and shelf, and optimize product mix and sales.
    • Advanced CRM Analytics dashboards provide insights.
    • Use various data types like decimal, boolean, number, perfect, text, date-time, and more to gather information on sales, effectiveness, and availability of products.

The Consumer Goods offline mobile app gives field reps an intuitive mobile solution that offers enhanced mobility with real-time visibility while offline. The offline mobile app can be used with Android and IOS tablets or phones. The Consumer Goods Cloud Mobile Offline App helps by:

    • Integrated route planning using map support and GPS.
    • Support for different service delivery models in different geographies.
    • Easy-to-use features including data entry and process-guided navigation.
    • Process-driven usability.
    • Laser-based barcode scanning.
    • Intelligent handling of high data volumes for offline devices.
    • Execution of complex business processes offline, supported by background sync and sophisticated trace and monitoring options.
    • Create custom themes that reflect your brand.
    • Cockpit-based UI: The Retail Store cockpit provides a 360° view of a store and visit-related information with live, in-store reporting.

Investment Protection With Salesforce

Right now is the perfect time to make a digital transformation from homegrown systems or spreadsheets to Salesforce. Investing in the right technology can save your company time and money in the short and long term. According to MuleSoft, the average enterprise company uses 976 applications. Consolidating numerous systems into one single source of truth will help simplify, streamline, and automate complex processes to become more efficient.

If you would like to learn more about Salesforce Retail Execution, please get in touch with us.

About Corrao Group

As everyday Salesforce power users, we understand how flexible the Salesforce platform is to support every business department. Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. If you are interested in learning more about how we can help your company, read our reviews on G2 or contact us today!

Win at The Shelf With Salesforce Retail Execution

Salesforce Retail Execution Drives Profitable Growth

Digitization, rising consumer expectations, and disruptive business models have been challenges in the consumer goods market since COVID-19. Add on the economic rise of inflation, supply chain issues, buying behavior changes, and the great resignation; brands are using Salesforce Retail Execution to operate fast and intelligently across different teams. As the holiday season approaches, Salesforce Retail execution is helping brands drive profitable growth, win at the store, and improve insights across the organization in real time.

Consumer Goods Retail Execution Today

Brands invest millions of dollars into marketing and branding their products to meet client expectations. To see clearer ROI, this requires planning better visits and selling smarter in retail stores. Using offline disconnected systems like spreadsheets to share and engage in sales, promotions, and forecasts is time-consuming, error-prone, and labor-intensive.

Brands need managers and field reps to spend less time on operational tasks and more time creating connections with merchants to increase sales and consumer satisfaction.

Salesforce Retail Execution for Consumer Goods Cloud empowers managers and field reps with key data insights, automated action plans for customer growth, and intelligent scheduling to deliver store execution both online and offline.

How Salesforce Retail Execution Drives Growth

Salesforce Retail Execution allows brands to turn every store into the perfect store with retail planning and execution on a single platform. Online interests and behaviors offer a treasure trove of insights into your customers. Connect your channels, data, and departments to deliver a seamless experience for your consumers and to get the right products with the right promotions on the right shelves at the right time.

The Consumer Goods Cloud Offline Mobile App allows reps to record data in real time, whether online or offline. This gives users visibility into their tasks for the day and week, so they can execute them more effectively.

Here’s how Salesforce Retail Execution unlocks profitable growth:

    • Improve Efficiency in Every Visit
      • Design plans, optimize visits, and track teams to work safely and efficiently.
    • Power Productivity to Maximize Selling Time
      • Prioritize and schedule visits, streamline repetitive tasks, and provide a 360 view of the customer.
    • Deliver Perfect Retail Execution Regardless of Connectivity
      • Ensure the right product is on the right shelf, at the right price, with intelligent object detection for planogram and inventory audits.
    • Win at the Shelf with Direct Store Delivery
      • Prioritize deliveries, track and reroute your fleet based on business needs with full visibility into order and fulfillment information.
    • Turn Order Takers into Order Makers
      • Guide reps to the right store, with optimized tasks, utilizing Einstein AI including mobile order capture to maximize sales.

Salesforce Retail Execution Cockpit UI provides a 360 view of a store and visit-related information with live, in store reporting
Cockpit-based UI: The Retail Store cockpit provides a 360° view of a store and visit-related information with live, in-store reporting.

Consumer Goods Cloud Consultant Leader

Corrao Group has been using our experience to help digitally transform the consumer goods industry with Salesforce Consumer Goods Cloud. As our main industry focus, we are proud to be on the Salesforce Consumer Goods Cloud Board, in addition to being the exclusive US launch partner of the Salesforce 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 Retail Execution 

Is Salesforce Trade Promotion Management (TPM) Right for You?

Trade Promotion Management Today

As we are midway through the year, the Consumer Goods industry continues to confront economic challenges. Supply chain and customer demand continue to be volatile as consumers are making buying decisions based on what they can afford versus what they want. As these issues extend, competition in the industry will only increase. Digital Transformation is now no longer seen as an option but as a necessity. As Salesforce recently stated, customers expect fast, digital, and on-demand experiences or they will take their business elsewhere. Leaders across the country are focusing on efficient growth, cost savings, and increased productivity. In our last blog, we mentioned that Trade Promotion Management was one of three investments that were prioritized for CG leaders during 2020. Managing and optimizing trade spending is vital to driving profitable growth in today’s economy.

What is your ROI from Trade Promotions?

One of the most relevant issues facing brands right now is how they are managing and optimizing trade promotions. According to Mckinsey, CPG companies worldwide invest about 20% of their revenue annually in trade promotions. Stunningly, 59% lost money (72% in the US). Clearly, there is a huge opportunity for both CPG manufacturers and retailers to improve ROI on their TPM investment. If CPG leaders want to focus on growth, cost savings, and increased productivity, the current systems being utilized are not working just to break even.

Some companies are managing their Trade Promotion on homegrown systems, which is associated with risks such as limited knowledge, internal integration problems, and future enhancements. At the end of the day, whether you use a homegrown system or not, can you accurately measure ROI from trade promotions? If you can’t, then it’s time to start thinking about moving to a digital and unified platform.

Salesforce Trade Promotion Management

Salesforce recently released its Consumer Goods Cloud Retail Execution solution, Trade Promotion Management, to help the consumer goods industry drive revenue growth and collaborate across teams on one connected platform. Having a centralized system that supports integrations with ERP, POS, and other data sources is critical. Salesforce TPM helps accelerate the monitoring of key metrics and improve ROI and forecasting in real time. Salesforce Post-event analysis allows brands to conduct an analysis to determine the ROI achieved for individual activities, contracts, programs, and account plans. If you are managing more than $30 million in TPM funds, you should be looking into Salesforce’s TPM solution.

If you would like to learn more about Salesforce TPM or Salesforce Consumer Goods Cloud please contact us.

Learn More about Salesforce Trade Promotion Management

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!

Salesforce Consumer Goods Cloud Customer Segmentation

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

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

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

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 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

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

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!

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Salesforce