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PepsiCo will deliver smarter engagement across their brands with Data 360.

Apps plus AI powered by unified data make distribution and support seamless.

Keeping shelves full and retailers supported gets complicated at a global scale.

PepsiCo is one of the biggest names in food and beverage, with snacks and drinks enjoyed more than a billion times a day in over 200 countries. With brands like Lay’s, Doritos, Gatorade, Mountain Dew, and Quaker, their products are found in just about every corner store, supermarket, and vending machine around the world.

Running a business at that scale is complex, and one service model doesn’t fit all. PepsiCo’s go-to-market models vary by region to meet the needs of each local retailer. In North America, they use a “direct store delivery” model where teams sell and merchandise products directly in stores — going to some stores daily to keep shelves stocked. Their Latin American market operates through a similar "down the street" model where sellers use over 25,000 routes to serve more than a million smaller shops. In other markets, third-party distributors help reach rural areas with the same level of care. All the while, PepsiCo must balance the demands of a global brand portfolio with the logistics of limited truck space and constantly evolving product launches.

That complexity extends to retailer relationships. Behind the scenes, 120,000 field sales reps keep shelves stocked and partnerships strong. While retailers like Walmart and Target receive regular in-person visits, a large percentage of PepsiCo’s volume comes from smaller retailers. These mom-and-pop shops, neighborhood grocery stores, gas stations, and bodegas may not see field sellers as often. Ensuring they still get timely support is a key priority because missing even a single day of shelf presence can translate to significant revenue loss and customer churn.

PepsiCo also sees a growing opportunity to deepen their understanding of the end consumer. While B2B relationships remain vital, the next chapter is about connecting more closely with the people buying their products. Knowing what they love, what they buy, and what they can afford is quickly becoming crucial, especially amid competition from digital-first and local brands and the rising cost of living. “There are a lot of financial pressures on our consumers,” said Dave Dohnalik, Senior Vice President of Technology Strategy & Enterprise Products. “The more efficient we can be with our operations, the better.” 

To do that, PepsiCo set out to create a more responsive, connected experience — one that ensures every retailer and consumer, anywhere in the world, can get the support they need, how and when they need it.

The more efficient we can be with our operations, the better.

Dave Dohnalik
SVP, Technology Strategy & Enterprise Products, PepsiCo

Data 360 will connect global systems and power smarter marketing, trade promotions, and retail execution.

Behind the scenes, the powerhouse for PepsiCo’s global operations will soon be Data 360. It will harmonize data from PepsiCo’s Salesforce apps with the data from their internal solutions like consumer and store DNA and household panel data from spreadsheets, which is brought in by MuleSoft. Data 360’s zero copy architecture will also give teams access to receipt, product, and Experian data that is stored in Snowflake and processed in Databricks via a File Federation connection. Instead of physically moving it, Data 360 will use live connections to external systems — keeping data current and operations efficient.

PepsiCo is implementing Data 360 to primarily use it as their customer data platform (CDP), giving teams a single view of the consumer and a clearer view of operations across markets. Household data, experiential data, receipt data, and data sets from internally built tools will support analytics and feed directly into reporting tools, with personally identifiable information removed.

With a complete view of each customer and store, PepsiCo will segment audiences by preference, location, or buying habits in real time — and take action using Agentforce Marketing. That segmentation will also power smarter trade promotions, helping field teams identify top-performing stores and fine-tune offers based on real demand. “We know where our consumers are and we know what’s moving,” Dohnalik added. “We can incentivize them digitally to actually be more interested in our innovation, whether it’s pricing or loyalty programs that we’re offering them.” 

Personalization also extends into PepsiCo’s loyalty apps and websites, where attributes like loyalty points are pushed to Agentforce Marketing to trigger notifications and drive revenue through features like receipt scans. Data 360 and Agentforce Marketing power PepsiCo’s new B2B2C loyalty app, connecting store owners and shoppers to deliver in-store promotions. This unified loyalty experience — currently live in Mexico with a broader rollout planned for 2026 — is anticipated to boost foot traffic and sales.

Looking ahead, PepsiCo plans to expand Data 360 beyond CDP use cases to bring their vision of “One PepsiCo” to life. With snack and beverage teams currently operating on separate systems, Data 360 will create a single business profile for each store, improving assortments, reducing the number of trucks dispatched, and enabling one rep to manage both product lines more efficiently. 

For PepsiCo, Data 360 won’t just be a CDP — it will serve as the connective tissue for their global operations and the foundation for the unified, AI-powered future they’re building.

The deeply unified Salesforce Platform integrates retailer, delivery fleet, and marketing data for streamlined operations.

A strong data foundation is just one vital piece of their infrastructure. PepsiCo sells, merchandises, and delivers products around the world — and it’s all powered by Salesforce CRM apps. More than 100,000 employees across North America, Latin America, and — soon — Europe rely on Salesforce every day to simplify the complex work of quickly and consistently making sure their products are in stock and delivered on time.

That starts with retail execution. With Agentforce Consumer Goods, PepsiCo’s field sales reps make every store visit count. Agentforce Consumer Goods gives them everything they need to work with precision — from planograms ensuring product placement aligns with strategy, to store-specific merchandising instructions for events like the Super Bowl. Reps can also track share-of-shelf metrics and confirm promotions are executed correctly. Built-in route planning and visit tracking help reps spend their time where it matters most.

But not every store gets a visit. To support smaller, lower-volume retailers, PepsiCo uses Agentforce Service to deliver consistent service at scale. These retailers can contact B2B service reps through an online service portal for help with orders, merchandising, and more. All of these interactions are tracked and handled through Agentforce Service, and details from each case are added to the retailer’s unified profile. This gives PepsiCo’s teams a comprehensive view of each retailer’s order and service history. Agentforce Service also runs PepsiCo’s consumer-facing call centers, which creates a consistent service experience for every retailer, no matter the channel.

Reliable delivery is another crucial piece of the puzzle — and one that requires constant coordination. That’s where Agentforce Field Service comes in. PepsiCo owns the vending machines, coolers, and refrigerators that keep their products cold in stores, and the trucks that deliver them. Field Service helps manage the work orders, dispatching, and maintenance needed to keep everything running. “PepsiCo operates one of the largest private fleets in North America,” said Dohnalik. “Most of those Frito and Pepsi trucks you see on the road? They’re ours. It’s a vast network, and Field Service helps us manage it more efficiently.”

While teams are working in stores, Agentforce Marketing helps PepsiCo stay connected with retailers. With nearly the full Agentforce Marketing stack in use, the company delivers personalized messages to retailers across multiple channels including SMS, WhatsApp, and email — and uses Datorama to track performance in real time and optimize campaigns across channels.

To keep growing sales and strengthen retail partnerships, PepsiCo is rolling out a new trade promotion management (TPM) tool within Agentforce Consumer Goods. Replacing legacy systems, the new TPM tool will give key account managers a single place to manage promotion timing, pricing, and product mix for top retailers like Walmart and Target. With MuleSoft integrating enterprise resource planning data across the business, teams can work from a single source of truth and make faster, smarter decisions about where and how to invest.

“Regardless of the complexity of the go-to-market mosaic, we’re really looking for that digital channel enablement and retailer experience to come to life through our relationship with Salesforce,” Dohnalik said.

Regardless of the complexity of the go-to-market mosaic, we’re really looking for that digital channel enablement and retailer experience to come to life through our relationship with Salesforce.

Dave Dohnalik
SVP, Technology Strategy & Enterprise Products, PepsiCo

Agentforce will give every retailer instant assistance for basic-level inquiries.

With a strong data foundation and unified apps to support ongoing strategic improvements, PepsiCo is now  focused on delivering always-on support with Agentforce — AI agents powered by the Agentforce 360 Platform. Starting with PepsiCo’s North America and Latin America call centers, Agentforce will give smaller stores that don’t always receive in-person visits the same level of fast, intelligent service as larger accounts. Retailers will be able to access Agentforce through an online portal for live chat or over the phone using Agentforce Voice — whatever’s easiest for them.

Agentforce’s deep integration with Agentforce Consumer Goods, Agentforce Service, and Data 360 will enable it to tap into real-time product catalogs, promotions, inventory, and retailer sentiment data — all refreshed constantly through PepsiCo’s enterprise data foundation. It’ll also pull from knowledge articles to answer specific questions, like how to clean a soda machine or stock a new display.

This breadth of context will make Agentforce well-equipped to handle routine inquiries like “Where’s my order?” or “Why did I only receive 80 items instead of 100?” If it detects frustration, profanity, or complex issues, it’ll seamlessly escalate to a live rep. 

With Agentforce expected to handle nearly all basic-level inquiries, PepsiCo’s sales and service teams will be able to spend more time focusing on high-value opportunities. “Embracing an AI-first world means reimagining an enterprise where humans and intelligent agents don’t just coexist, they collaborate,” said Athina Kanioura, CEO, Latin America and Global Chief Strategy & Transformation Officer. “With Agentforce, rich data is enabling better decision-making and efficiency across our organization, paving the way for a more resilient, future-ready enterprise.”

As a bonus, PepsiCo expects Agentforce to boost engagement and make it easier to hear directly from retailers. Right now, just 3% of retailers take the time to fill out a survey after a call. With Agentforce, sharing feedback will be a faster, simpler process — which will hopefully mean more retailers are likely to weigh in.

PepsiCo’s longstanding relationship with PwC is streamlining their implementation journey. PwC worked closely with PepsiCo to design a five-year roadmap with Salesforce that includes multiple use cases for AI-driven service — from TPM and equipment servicing for coolers and other assets, to next-generation marketing analytics and personalization. This approach, which includes capabilities like predictive ordering and voice biometrics, is expected to boost productivity while reducing costs.

PepsiCo plans to deploy Agentforce across their global network of over 100 contact centers next and is already exploring about 20 future use cases, from personalized product recommendations to AI-generated planograms. 

“AI is reshaping our business in ways that were once unimaginable,” said Ramon Laguarta, Chairman and CEO. “This collaboration with Salesforce is another step toward a more connected and adaptive PepsiCo — deploying AI to unlock smarter and faster decision-making, fuel innovation, and power sustainable growth.”

Embracing an AI-first world means reimagining an enterprise where humans and intelligent agents don’t just coexist, they collaborate.

Athina Kanioura
CEO, Latin America and Global Chief Strategy & Transformation Officer, PepsiCo

From the start, PepsiCo’s relationship with Salesforce has been about more than software — it’s been about tackling real business challenges, together. “To me, that is the power of a strategic partnership,” said Dave Dohnalik. “It’s not just pumping out software. We’re actually working with you to help shape your product to make it better for everyone.”

That partnership comes to life in the way PepsiCo, PwC, and Salesforce collaborate. The teams hold deep-dive sessions with product leaders to identify and prioritize the biggest challenges PepsiCo faces. Given the complexity of their business, PepsiCo believes that solving these issues doesn’t just benefit them — it makes Salesforce products  stronger for every retailer. That shared focus has led to solutions tailored to PepsiCo’s needs that also push the broader Salesforce roadmap forward.

This spirit of collaborative innovation was especially evident when PepsiCo shifted from using standalone tools to adopting a full-suite Salesforce ecosystem. They began thinking bigger — not just about CRM, but about how Salesforce could support TPM and other key areas. Data 360 became a game changer, making it possible to unify first- and third-party data across systems and build a complete, actionable view of every retailer — a must-have for effective TPM.

And their platform investment set the stage to launch Agentforce fast and with success. What convinced PepsiCo to move forward wasn’t just the promise of AI — it was the real results they saw from large companies across industries using Agentforce to drive measurable impact.  

Salesforce doesn’t just deliver technology for PepsiCo — it delivers a true partnership rooted in shared goals and mutual growth. That’s what makes it possible for PepsiCo to simplify their complex global operations and deliver more smiles with every sip and bite to every retailer — no matter how big or small.

To me, that is the power of a strategic partnership. It's not just pumping out software — we're actually working with you to help shape your product to make it better for everyone.

Dave Dohnalik
SVP, Technology Strategy & Enterprise Products, PepsiCo