Turn complex account data into profitable volume growth. Empower Key Account Managers to build precise business plans, automate baseline forecasting, and deploy autonomous AI agents that protect margins and track forecast deviations in real time — all on the world’s #1 Agentic CRM
Align your entire commercial team around a single source of truth. With this advanced account planning software, you can seamlessly connect top-down HQ targets with bottom-up field actuals. Drive predictable revenue growth by replacing siloed spreadsheets with real-time analytics, predictive baseline forecasting, and autonomous AI agents that monitor performance gaps 24/7.
Accelerate growth and drive productivity.
Purpose-built analytics and AI for Consumer Goods Cloud.
Pre-built solution to integrate critical systems with Consumer Goods Cloud .
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Understand how Customer Planning and Forecasting can meet your business needs.
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Consumer Goods Customer Planning and Forecasting is an enterprise account planning and forecasting solution purpose-built for the consumer goods industry. Built on the world’s #1 Agentic CRM, it unifies siloed commercial data into a single source of truth. It empowers commercial teams to build driver-based business plans, automate predictive baseline forecasting, and continuously track actual sales performance against top-down targets.
The primary benefit of Customer Planning and Forecasting is that your teams have a single source of truth, from marketing activations, sales agreements, product hierarchies, to product authorisation lists, and more so that everyone operates with one view of the customer.
Using prebuilt MuleSoft Accelerators, you can rapidly ingest data from critical backend systems. This includes back-end ERP systems, supply chain metrics, syndicated market data, consumption systems, and real-time Point-of-Sale (POS) data to build highly accurate, data-driven demand models.
Customer Planning and Forecasting focuses on macro-level account growth, baseline forecasting, product hierarchies, and headquarter target setting across all distribution channels. Trade Promotion Management (TPM) is a specialised tool optimised specifically for executing, budgeting, and calculating the ROI of heavy, high-volume promotional spend. Customer Planning and Forecasting helps many types of consumer goods companies, whether or not they operate in channels in which trade planning would be necessary. Trade Promotion Management may be a better fit for companies that plan large volumes of promotions.
Yes. The software allows teams to build highly customisable product hierarchies and import baselines at multiple dimensions. You can seamlessly map, view, and adjust forecasting targets at the individual product, SKU, geographic region, or specific warehouse level.
Consumer Goods Cloud for Customer Planning and Forecasting creates a single source of truth to optimise account planning, improve data visibility, and deliver robust reporting.
By unifying commercial data on the world’s #1 Agentic CRM, the platform delivers four primary advantages:
- It eliminates data silos by centralising CRM, account, and supply chain data into a single view so sales teams fully understand customer needs.
- It powers smarter planning by breaking down account growth by actual volume drivers—like seasonal items or new innovations—instead of flat guesses.
- It enables teams to align top-down targets by connecting headquarter guidance and sales targets with bottom-up field reality automatically.
- It reduces forecast gaps thanks to readily available AI to catch performance deviations and flag hidden risks instantly.
Salesforce Consumer Goods Cloud for Customer Planning and Forecasting is recognised as an enterprise leader because it combines baseline demand forecasting, trade planning, and real-time execution on a single connected CRM platform — ranked the #1 CRM globally by IDC. According to The Total Economic Impact™ of Salesforce for Consumer Goods study by Forrester Consulting, enterprise CPG brands achieved a 205% ROI by using its real-time POS and ERP integrations to eliminate forecast gaps and replace manual spreadsheet silos.
The built-in Sales Planning Agent provides always-on, 24/7 monitoring of customer performance. Instead of waiting for end-of-month reviews, the AI agent automatically analyses data streams, creates real-time summaries, and instantly flags whether your current plans are tilted towards unexpected risk or carrying untapped upside potential.
