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Retail Execution

Unlock perfect retail execution on the world's #1 AI CRM. Enable field reps to maximize selling time, drive growth and improve strategy to deliver perfect store execution.

Leading brands leverage Consumer Goods Cloud to deliver perfect store execution.

Maximize Field Sales Productivity

Reduce windshield time with intelligent routing. Schedule store visits based on your priorities, or automatically generate the best paths using SLAs and visit windows.

Retail execution software interface showing a sales representative's daily visit schedule, route optimization map, and task summary dashboard.

Give mobile employees the power to access retail execution capabilities and operational insights on the Offline Consumer Goods iOS and Android apps.

Mobile application interface for a retail execution displaying daily activities, customer contact details, sales folders, and performance metrics alongside the Apple App Store and Google Play Store icons.

Save time, boost sales, and improve compliance with an agentic guide for every rep. Simplify scheduling, summaries, and recommendations with real-time data.

Close distribution gaps and expand your brand footprint using authorization lists, digital sales folders and agentforce to position the right products.

Consumer Goods Cloud mobile app user interface showing retail promotion management cards with seasonal marketing collateral, product package designs, and store placement locations.
Retail execution software interface showing a sales representative's daily visit schedule, route optimization map, and task summary dashboard.
Mobile application interface for a retail execution displaying daily activities, customer contact details, sales folders, and performance metrics alongside the Apple App Store and Google Play Store icons.
Consumer Goods Cloud mobile app user interface showing retail promotion management cards with seasonal marketing collateral, product package designs, and store placement locations.

Drive Perfect Retail Execution

Perform store audits with dynamic questions, activity-related picture-taking, conditional audits, and promotional compliance checks.

User interface showing retail execution software with product stock levels, pricing details, and status tags alongside a pop-up window for survey activities.

Perform planogram audit checks to confirm the number of product facings, out-of-stock items, share of shelf, and other key in-store details.

Retail execution software interface showing product planograms, an inventory list for beverage products, and a survey opportunities window

Take offline orders with a system that calculates the penny-perfect price based on available promotions, flexible rules, and pricing conditions.

Retail execution software interface showing product planograms, an inventory list for beverage products, and a survey opportunities window.

Build a cart and complete orders with advanced features taking promotions, manual discounts, units of measure specification, and more into account.

Mobile interface of Consumer Goods cloud application showing store identification details, order totals, and a pop-up menu with new order options such as standard order, direct order, and returns.
User interface showing retail execution software with product stock levels, pricing details, and status tags alongside a pop-up window for survey activities.
Retail execution software interface showing product planograms, an inventory list for beverage products, and a survey opportunities window
Retail execution software interface showing product planograms, an inventory list for beverage products, and a survey opportunities window.
Mobile interface of Consumer Goods cloud application showing store identification details, order totals, and a pop-up menu with new order options such as standard order, direct order, and returns.

Optimise Direct Store Delivery

Assign, organize, and manage warehouse details such as related vehicles and products.

User interface featuring inventory location details, linked delivery vehicles, and product records in Salesforce.

Keep drivers road-ready and compliant with built-in vehicle and safety inspections.

Vehicle inspection checklist screen within the Salesforce Consumer Goods Cloud mobile displaying a digital vehicle inspection log with pass/fail toggles for pre-trip and post-trip safety checks.

Simplify the start of day with one cockpit to review all tour related data such as route, visits, and inventory.

Delivery tour dashboard on a mobile screen displaying tour status, completed start activities, planned location visits, and vehicle inspection steps.

Empower drivers with seamless order fulfillment, cash collection, and store audits, backed by automated end-of-day financial reconciliation.

Inventory product check-in dashboard displaying warehouse check-in details, returned sales and customer unit quantities, and financial amount summaries on a tablet device.
User interface featuring inventory location details, linked delivery vehicles, and product records in Salesforce.
Vehicle inspection checklist screen within the Salesforce Consumer Goods Cloud mobile displaying a digital vehicle inspection log with pass/fail toggles for pre-trip and post-trip safety checks.
Delivery tour dashboard on a mobile screen displaying tour status, completed start activities, planned location visits, and vehicle inspection steps.
Inventory product check-in dashboard displaying warehouse check-in details, returned sales and customer unit quantities, and financial amount summaries on a tablet device.

Capture every growth opportunity — fast—with unified field data.

Leverage an out-of-the-box, customizable, and extensible data model for consumer goods organizations built directly on the Salesforce Platform.

User interfaces showcasing multiple interconnected modules including order management tables, store visit logs, and promotional sales documents.

Get immediate visibility into store performance enabling teams to capture visit outcomes, notes and follow-up tasks on the go.

Agentforce voice preview chat interface showing a user requesting product samples from an AI assistant with an audio waveform and transcript bubbles.

Spot compliance gaps and trigger corrective actions from one native workflow using pre-built Retail Execution Dashboards for Tableau Next.

Retail execution dashboards for account performance showing retail execution metrics alongside Consumer Goods semantic data model.

Align field territories with real-time business goals such as store priority, sales volume and service requirements. Track progress against quotas and intervene early with data-backed coaching, instant feedback, and task assignments.

Analytic dashbaords displaying retail sales volume, brand shelf share, account revenue rankings, and regional territory performance charts
User interfaces showcasing multiple interconnected modules including order management tables, store visit logs, and promotional sales documents.
Agentforce voice preview chat interface showing a user requesting product samples from an AI assistant with an audio waveform and transcript bubbles.
Retail execution dashboards for account performance showing retail execution metrics alongside Consumer Goods semantic data model.
Analytic dashbaords displaying retail sales volume, brand shelf share, account revenue rankings, and regional territory performance charts
2025 POI Consumer Goods Vendor Panorama report cover with business professionals collage and purple stars

POI recognizes Consumer Goods Cloud as an award winning solution 6 years in a row.

Get the most out of Retail Execution with thousands of partner apps and experts.

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Consumer Goods Cloud for Retail Execution FAQ

Retail execution software helps consumer goods companies optimize their in-store execution to minimize out-of-stocks, assortment gaps, or low display support. Consumer Goods Cloud for Retail Execution revolutionizes how sales teams operate from the HQ to the field, with a connected, intelligent platform grounded in real-time data. 

Consumer Goods Cloud Retail Execution helps CPG companies plan and execute in-store activity with precision. Built on Sales Cloud's core CRM power, it offers purpose-built tools for field execution — account intelligence, territory-mapped routes, in-store tasks, and an autonomous AI — so HQ and field teams work from one shared view, everywhere you sell and maximizesselling time on-site.

In the field, your reps can:

  • Prioritize visits to high-value stores and outlets, and optimise routing
  • Track product placement and shelf share, and manage compliance more efficiently
  • Process orders, promotions, and restocks instantly — even offline

Consumer Goods Cloud for Retail Execution is for forward-thinking sales, merchandising and field operations teams looking to streamline their account planning and optimize in-store execution on an integrated platform. Retail execution improves field rep productivity, increases audit accuracy, and maximizes in-store sales with mobile order capture.

Whether you manage a large-scale internal field force or direct external contractors, Retail Execution help you:

  • Empower reps as strategic consultants by putting live commercial data, store history, and regional insights in their hands.
  • Scale audit accuracy instantly using AI to verify shelf compliance in seconds.
  • Maximize commercial growth with intelligent order processing, on-site promotion matching, and automated restocks.

It depends on your business needs. 

Salesforce offers tailored packages designed to match the scope of your field operations:

  • Contractor: Essential routing and onsite auditing tools optimized for external partners.
  • Merchandiser: Advanced task execution built to maximize shelf share and compliance.
  • Field Sales: Powerful mobile order capture features to actively close deals on-site.
  • Strategic Sales: The ultimate tier, supercharging productivity with Agentforce autonomous workflows.

Click here or contact us to learn more. 

No. The Consumer Goods Cloud retail execution mobile app works offline which means that even if you are in a remote location or lose connectivity in a back storage room, you can still work offline and sync your store check and order information once you are able to connect to the internet.

You can try the #1 AI Agentic CRM for Consumer Goods completely free for 30 days. Click here to get immediate access to your free trial.