It’s not just about the tools – it’s about the team behind

A guideline to why CG cloud along with Salesforce is a winning formula and why you should partner with us, plus some reality checks!

The consumer goods industry is moving fast – retail expectations are changing, consumers want personalized experiences, and businesses are under pressure to do more with less. Salesforce CRM is already a powerful foundation for managing customer relationships, but when you add Consumer Goods (CG) Cloud and Retail Execution (REX) solutions on top, that’s when the magic really happens.

Let’s walk you through a story of why this matters, and how the right partner can make all the difference.

Imagine a sales rep walking into a busy supermarket on a Monday morning. With Salesforce CRM, they’d know the customer account details. But with CG Cloud – REX, they would know:

  • Exactly which shelves need restocking.
  • Which promotions are live – and how they’re performing.
  • The precise pricing and discounts approved for that store.
  • Which tasks to prioritize during their visit.
  • How many visits are planned for the day and a route to get there

This isn’t just CRM – it’s purpose-built for consumer goods industry to cater their industry specific needs:

  1. Purpose-Built Features: Store audits, visit planning, shelf compliance, order management, and trade promotion tools designed for the CG industry.
  2. End-to-End Visibility: From headquarters to field reps, from distributors to retailers – every touchpoint in one platform.
  3. Smarter Decisions with AI: Predictive insights for demand forecasting, store performance, and promotion ROI.
  4. Faster ROI: Pre-built templates and workflows help teams hit the ground running and see results faster than custom-built solutions.

If you want to know more about the features of CG cloud, please check out our blogpost for more details.

Now picture that same sales rep using the platform for the first time. They’re excited, but change can be overwhelming. That’s where a strategic system integrator (SI) partner steps in:

  • Subject matter Experts: We take business goals (like “reduce lost sales”) and translate them into Salesforce workflows that deliver results.
  • Customization with Purpose: We tailor CG Cloud + REX to your unique processes instead of forcing you to fit into the software.
  • Change Management Pros: We train reps, managers, and leadership so adoption sticks.
  • Scalability Builders: We design for what’s next, not just what’s now.

Think of Salesforce as the car, CG Cloud as the turbo engine, and us as the pit crew – making sure everything is tuned, fuelled, and ready for a winning race.

A Recent Customer Story

One of our recent clients – a leading European consumer goods brand – wanted to empower their sales teams. Here’s what happened when they chose Salesforce CG Cloud with us as their partner:

  • Boosted Field Productivity: Automated visit planning and order management cut manual tasks by 30%.
  • Improved Order management & Shelf Execution: Real-time compliance checks meant fewer lost sales and happier retailers.

But the best feedback came from the sales reps themselves: “This actually makes my day easier.” And that’s when we knew the transformation was real.

Why Customers Pick Us

  1. Proven Experience: Multiple successful Salesforce CG Cloud implementation.
  2. Industry Knowledge: We know consumer goods inside out – your challenges, your opportunities, your language.
  3. Customer-First Approach: We measure success by outcomes, not just go-live dates.
  4. Fun Along the Way: We keep things professional, but we believe digital transformation should be engaging – not a slog.

Our Honest Observations as an SI Partner

Because we’ve been deep in the trenches with CG Cloud, we also know where the road gets bumpy. And we believe being upfront helps customers prepare for reality:

  • CG Cloud Mobile App Limitations: Unlike traditional Salesforce apps, it’s not designed for configuration. That means specialized processes are tricky, and sometimes we consider abandoning the app for those cases.
  • Stability Concerns: The CG Cloud package can be fragile. We’ve encountered scenarios where logic fails because of hidden background fields, or features don’t work consistently – especially noticeable in areas like Penny Perfect Pricing (PPP).
  • Documentation Gaps: Unlike the usual high standards of Salesforce documentation, CG Cloud’s guidance is patchy. Some pieces are unclear or missing entirely – such as details for the Modeler–making it harder to self-serve solutions.

These challenges don’t mean CG Cloud isn’t valuable – it is. But they do mean you need a partner who knows the pitfalls, has workarounds ready, and can keep the project (and your teams) moving smoothly.