Retail Services

Retail has a lot of layers which makes it complicated. It also involves the transportation and delivery of the right products in the right stores at the right time. Then there are CPG sales in physical stores which rely on field service personnel to make sure that the products are stocked and displayed efficiently; the field personnel in many cases still use outdated written notes and systems.

As a result, what happens is that the old styled systems and functionalities deliver erroneous or improper information. This can be harmful at times since such information is used for communicating product purchase information, track sales trends, and so on.


    This is where we can help with our Salesforce CRM solutions customized to each business’s specific requirements. This will enable your business to track each part of the data, create dashboards, automate messages, and above all, understand the key performance indicators. Further, our solutions will also allow you to elevate your inventory management and customer relationships to the next level.


    By leveraging our Salesforce CRM, your field personnel can
    • Access a mobile app and check return orders, plan new inventory, submit surveys, and so on. It will make the whole work process efficient and accurate.
    • Plan their daily work tasks better by helping them understand every store’s individual needs. This way, they can save time while being able to cover more territories.
    • Get more orders, collect vital product data, and so on. They can create checklists as well to put in place accurate sales data collection.

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