Detailed Guide to Salesforce Consumer Goods Clouds
In today’s ever-changing business landscape, it’s essential to recognise that traditional retail channels remain dominant in generating sales. This highlights the importance of optimising retail operations and nurturing valuable customer relationships throughout the supply chain. Recognising this need, Salesforce has introduced the Salesforce consumer goods cloud, a comprehensive cloud-based solution designed to streamline consumer goods management.
In this article, we will provide you with a comprehensive consumer goods cloud overview to help you understand the ins and outs of this revolutionary tool and how Salesforce CGC implementation can enhance your sales and distribution management.
Consumer Goods Cloud Overview
Salesforce Consumer Goods Cloud is an integrated set of cloud-based software tools grounded in the Salesforce platform, aimed at helping retailers and brands streamline their retail operations to boost sales and revenue. It’s designed for quick and easy adoption within organisations. This solution excels in optimising store visits, simplifying retail execution, enhancing in-store productivity and attracting more customers.
Salesforce Consumer Goods Cloud Features
Here are the key features of Salesforce Consumer Goods Cloud and how these capabilities significantly contribute to field sales automation:
1. Enhanced Store Visit Planning
Salesforce Consumer Goods Cloud offers advanced store visit planning capabilities, allowing for optimised scheduling, task prioritisation, and route planning to maximise field representatives’ efficiency.
2. Efficient Store Visit Management
This solution provides a comprehensive suite of tools to streamline store visit execution. Field representatives can customise and execute various tasks seamlessly, including planogram adjustments, inventory management, return processing, and customer surveys, all via mobile devices.
3. AI-Powered Analytics
Leveraging cutting-edge AI technology, Consumer Goods Cloud provides sophisticated analytics for in-store operations. Einstein Vision for Consumer Goods Cloud offers object detection and image recognition, enabling precise planogram compliance checks, inventory assessments, and merchandising validation.
4. Seamless Order Management
Field representatives can effortlessly capture and manage store orders using the platform, simplifying the process of creating and processing orders, specifying product quantities, and managing pricing, all through mobile devices.
5. Time Optimization
By minimising manual auditing tasks, such as inventory counting, Consumer Goods Cloud enables field representatives to allocate more time to customer engagement and relationship-building, enhancing overall productivity.
6. Comprehensive Task Tracking
The integrated task tracking system ensures task completion and provides detailed reports for enhanced accountability. This feature enables executives to gain insight into visit activities, fostering efficient oversight and management.
Salesforce Consumer Goods Cloud Latest Updates
Consumer Goods Salesforce Solutions continue to improve with the latest updates aimed at making it easier and more powerful for users. Here are the key updates:
1. Simplified Retail Store Setup
Salesforce has introduced an easier way to set up retail stores, reducing the complexity of managing location records.
2. Effortless Retail Store Record Sharing
Retail store records now seamlessly inherit sharing rules from the account object, simplifying data access for sales representatives.
3. Enhanced Visit Recommendation Insights
Users can now gain a deeper understanding of how visit recommendations are generated through the introduction of sample flows, improving their utilisation.
4. Versatile Consumer Goods Object Records
Consumer Goods object records have gained enhanced versatility, allowing users to add notes, attach files, and create Chatter posts. Formula fields and field history tracking are also now available for key consumer goods objects.
5. Improved Access Management with Updated Permission Sets
Access management has been refined with updated default access levels for Consumer Goods objects in specific permission sets, offering users greater flexibility in adjusting access levels as needed.
Best Practices for Consumer Goods Cloud
To ensure a successful implementation, consider these best practices for consumer goods cloud:
1. Data Preparation
Start by organising and updating your retail store data. Having accurate and well-maintained data is the cornerstone of your success.
2. Utilise Map Visualisations
Make the most of map visualisations to gain insights into your territories. This will help you plan your store visits more efficiently and allocate resources effectively.
3. Set Up and Improve Visit Plans
Take the time to create and continuously refine your visit plans. Detailed planning is key to executing your strategies smoothly.
4. Data Cleanup
Regularly review and clean up outdated or unnecessary data. This step is crucial for keeping your data reliable and ensuring your plans stay practical and achievable.
Salesforce Consumer Goods Cloud represents a significant advancement in retail and consumer goods management. Its array of features, from simplified store setup to improved data sharing and enhanced insights, is designed to empower businesses in the consumer goods sector to optimise their operations and drive success.
For expert guidance and support in harnessing the full potential of Salesforce Consumer Goods Cloud, consider partnering with Manras, a certified Salesforce Consulting Partner. With our extensive experience and expertise, we can help your organisation make the most of Salesforce industry clouds, ensuring a seamless and successful implementation that aligns with your business goals.