Win the Shelf and Keep the Customer: Salesforce Solutions for Consumer Goods
Get sales, service, and marketing onto Salesforce, connect it to your ERP, and make sure your teams actually use it.
The problem
One Customer, Too Many Versions
Consumer goods companies sell through more doors than most: their own stores, distributors, big-box retailers, and online. Each channel picks up its own system, and soon sales, service, and marketing are each working from a different version of the customer.
We bring those teams onto Salesforce, connect it to the ERP that runs your business, and train your teams to use it. Senior consultants do the work from the first workshop through go-live.
Where it goes wrong
Understanding the Consumer Goods Landscape
Margins in consumer goods are thin, and they’re often won or lost in places headquarters can’t see. Retail buyers expect more from every sales call, and shoppers expect a brand to know them whether they bought online, at a dealer, or off the shelf at a home center.
- 01
The store visit that never happened
Without visit plans and check-ins, a manager finds out about a missed store when the reorder doesn’t come in.
Visit and action plan templates in Consumer Goods Cloud
- 02
The distributor order keyed in twice
When Salesforce and the ERP don’t talk, someone retypes orders, prices, and product data, and errors follow.
Salesforce connected to SAP or the ERP you run
- 03
The complaint nobody traced to the batch
Product issues sit in inboxes instead of cases, so the same defect turns up again next season.
Cases, warranty claims, and root cause tracking in Service Cloud
What we do
Where We Help Consumer Goods Teams
Retail Execution and Field Sales
Know what happened on every store visit. Reps get visit plans and action plan templates on their phones, and Salesforce Maps cuts their drive time.
Retailer and Distributor Accounts
Every rep and manager sees the accounts they own (key accounts, distributors, dealers, or your own stores), with territories that match how you go to market.
Customer Service and Product Quality
Catch quality problems before they repeat. Order questions, warranty claims, and complaints become cases you can trace back to a root cause.
Marketing and Customer Data
Reach the right consumer, pro, or retail buyer instead of the whole list, using web forms, sample requests, email, and purchase history in one place.
ERP and System Integration
Stop rekeying orders. Salesforce stays in sync with SAP or the ERP you run, so prices, orders, and product data match everywhere.
Trade Promotion and Account Planning
Get your data ready before you invest in the tools. We’ll help you decide when trade promotion management and customer business planning are worth turning on.
Advisory
Client success storyConsumer goods in practice
How Pittsburgh Paints Company Moved from SAP CRM to Salesforce
After separating from PPG, Pittsburgh Paints Company needed a CRM of its own. TruSummit Solutions replaced its legacy SAP CRM with Salesforce across sales, service, marketing, and retail execution, connected 10 enterprise systems, and prepared more than 2,000 users for go-live, all in under eight months.
- Sales Cloud
- Service Cloud
- Consumer Goods Cloud
- Marketing Cloud Next
- Data 360
How we work
From First Workshop to Go-Live
Discovery and Design
We map how you sell, serve, and market today, and agree on what Salesforce needs to do before anything gets built.
Build
Senior consultants configure Sales, Service, Marketing, and Consumer Goods Cloud, and review working pieces with your team as they go.
Data and Integration
We move your customer data and connect Salesforce to your ERP, master data, and the other systems your teams rely on.
Training and Go-Live
Training, testing, and launch support, so reps, service agents, and marketers are ready the day it goes live.
Why TruSummit
What Working with TruSummit Looks Like
Senior People on Your Project
The consultants who scope your project are the ones who build it. No handoff to a junior team once the contract is signed.
Adoption in the Plan
Training, change management, and go-live support are part of the schedule from the start, not an add-on at the end. A system your reps don’t use won’t help anyone.
Advice That Fits Your Size
You may not need every Consumer Goods Cloud feature right away. We’ll tell you what to turn on now, what can wait, and what you can skip.
FAQ
Questions Consumer Goods Teams Ask Us
Have a question that isn’t here? Talk to a Senior Consultant.
Do we need Consumer Goods Cloud, or is Sales Cloud enough?
Sales Cloud handles accounts, opportunities, and forecasting well. Consumer Goods Cloud adds what field teams need in stores: visit planning, action plans, and an offline mobile app, plus trade promotion management and customer business planning. If your reps don’t visit stores and you don’t run trade promotions, Sales Cloud may be all you need. We’ll tell you which fits before you commit to licenses.
Can Salesforce connect to SAP?
Yes. For Pittsburgh Paints Company we connected Salesforce to SAP ECC, master data, HR and territory systems, and more: 10 integrations in all. We work with MuleSoft or the integration platform you already use.
How long does a consumer goods Salesforce project take?
Scope drives the timeline, so we give you a realistic plan after discovery. For reference, Pittsburgh Paints Company went from discovery to go-live in under eight months with more than 2,000 users.
Can you fix a Salesforce setup that isn’t working?
Yes. Our Rescue & Rejuvenation work starts with a review of your current Salesforce org, then a plan to fix what’s slowing your teams down, whether that’s data, integrations, or adoption.
Meet the Experts
Senior consultants lead every project. Meet some of the people you’ll work with.
Should You Wait on Salesforce Until Your ERP Is Stable?
Should You Wait on Salesforce Until Your ERP Is Stable? An ERP implementation can make it feel like every other…
TruSummit Solutions: From Spreadsheet Chaos to Salesforce: A Manufacturer’s CRM Migration Roadmap
A Salesforce CRM migration is not primarily a data-transfer project. For mid-market manufacturers, it is an opportunity to define what…
Inside the Pipeline: How Contract Extraction Actually Runs on MuleSoft IDP
A technical walkthrough of the trigger, the authentication, and the operational levers behind the contract data pipeline we described last…
Building a Distributor & Partner Portal with Salesforce: A Manufacturer’s Guide
A Salesforce partner portal for manufacturing is typically built on Experience Cloud and gives distributors, dealers, and resellers a shared,…
Partnered and Certified
Salesforce PartnerA certified Salesforce implementation partner
Women-Owned100% women-owned and operated
Pledge 1%A proud member of the Pledge 1% movement
Let’s make Salesforce an asset, not a burden.
“We were looking for somebody who would come to us with ideas and not be an order taker. TruSummit has been a great partner to us, from delivering messages to training to engaging with us regularly and proactively. We have a real sense of relationship with TruSummit."
– Sr. Director of Sales Operations