SALESFORCE FOR RETAIL & CPG
Turn Siloed Retail Data Into Growth You Can Measure
Retail and CPG organizations partner with DX Foundation to unify fragmented customer, channel, and operational data, activate real-time personalization, and convert Salesforce and AI investments into measurable revenue, promotion ROI, and customer loyalty.
Retail & CPG Companies Common Challenges
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Most retail and CPG companies still operate with disconnected systems like POS, e-commerce, loyalty, retail media, distributor feeds, and field execution tools. The result is incomplete customer profiles, delayed insights, and an inability to deliver consistent experiences across online and offline touchpoints. Without a trusted, unified data foundation, personalization remains superficial and AI initiatives stay stuck in pilot mode.
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CPG brands invest heavily in trade promotions, yet a large share of those promotions fail to deliver clear ROI or go unevaluated. Field teams lack real-time visibility into shelf conditions, planogram compliance, and promotion performance. Retailers face the mirror problem: assortment, pricing, and promotional decisions made without a single source of truth across the demand chain.
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Leaders are bullish on AI and agentic capabilities, but most organizations lack the governed, real-time data layer required to scale them. Identity resolution is incomplete, first-party data remains siloed, and measurement of ROI on AI investments is rare. The gap between ambition and operational readiness continues to widen.
Transforming Customer Experiences for Retail & CPG
● Salesforce Data Cloud (Data 360) strategy and implementation
● Consumer Goods Cloud / Retail Execution & Trade Promotion Management
● Marketing Cloud + personalization and journey orchestration
● Enterprise data architecture (Snowflake + Salesforce)
● MuleSoft integrations across commerce, ERP, and partner ecosystems
● AI and Agentforce readiness roadmaps
● Agile, value-driven Salesforce delivery and ongoing optimization
Why Retail & CPG Companies Choose DX Foundation
Business Before Technology
Every engagement starts with your operational goals, data strategy, and long-term business objectives. Technology decisions follow, not the other way around.
Principal Consultants From Discovery Through Delivery
The same senior consultants who guide strategy remain involved throughout implementation, ensuring every recommendation stays aligned to your business objectives from day one through long-term optimization.
Connected Architecture for Long-Term Growth
Rather than solving one problem at a time, we build connected enterprise architectures that reduce technical debt, improve operational visibility, and prepare your organization for future AI innovation.
Proven Salesforce Outcomes for Retail & CPG
A Single, Trusted View of the Customer and the Store
Unify first-party, partner, and operational data so every team (marketing, sales, retail execution, and merchandising) works from the same real-time profiles and insights. This becomes the foundation for relevant experiences and accurate AI outputs.
Promotion and Assortment Decisions Tied to Actual ROI
Move from gut-feel or delayed reporting to closed-loop visibility on which promotions, assortments, and in-store executions actually drive volume and margin. Field teams and key account managers gain the tools to act on insights in the moment.
Faster Time to Value and Iterative Business Validation
Deliver capability in short, outcome-focused cycles rather than multi-year programs. Business stakeholders see measurable impact early and continuously, reducing risk and building internal confidence in the technology investment.
Readiness for the Next Wave of AI and Agentic Commerce
Establish the data governance, identity resolution, and activation layer that allows AI agents and advanced personalization to scale safely and profitably, rather than remaining stuck in experimentation.
Check Out What Our Clients Say About Our Industry-Specific Services
Ready to turn fragmented retail data into a measurable growth engine?
Retail & CPG leaders trust DX Foundation to deliver faster, smarter customer experiences. Let's map out what's possible for your company. Schedule your complimentary Customer Experience Assessment today.