Account & distributor relationships
Give sales teams a shared view of customers, partners and agreed actions.
Explore Salesforce consulting ↗Salesforce for Consumer Goods & FMCG
Salesforce for
consumer goods.
Every channel connected.
Connect the people who plan, sell and serve.
Bring account relationships, channel activity and order context together, so commercial teams can act with a clearer view of the business.
✓ Dedicated specialists✓ Scope built around your needs
Plan togetherConnect channelsServe customers
What a connected experience makes possible
From account plans
to everyday execution.
Keep commercial priorities
connected to what happens next.
- 01
Plan
Align account priorities, products and promotions.
- 02
Connect
Share useful context across channels and distributors.
- 03
Execute
Coordinate orders, visits and agreed next actions.
- 04
Respond
Bring service requests and performance signals back to the team.
Built forFMCG & CPG brandsFood & beverageConsumer product companiesDistributors & wholesalers
Your next step
Where does your
commercial workflow slow down?
Bring your channels, systems and priority use case. We’ll map the connections that support the way you sell.
Discuss your consumer goods needs A focused conversation about your requirements.Your conversation brief
Three things we’ll work through.
- 01
Your commercial priorities
Account management, distribution or customer service.
AccountsChannelsGoals - 02
Your connected systems
ERP, commerce, inventory and Salesforce.
ERPCommerceCRM - 03
Your delivery plan
Regions, owners and practical rollout stages.
TeamsMarketsScope
Where we help
Salesforce for your
commercial operations.
Choose the capabilities that fit
your route to market.
Retail execution & field sales
Coordinate store visits, account tasks and follow-up where field teams are part of your model.
Trade promotion planning
Connect promotion plans, approvals and performance measures around your commercial priorities.
Order & inventory visibility
Bring relevant order and stock information from ERP and fulfillment platforms into customer conversations.
Explore integration services ↗D2C & customer service
Connect commerce interactions and customer requests for a more informed service experience.
Explore custom development ↗Commercial reporting & support
Maintain useful dashboards, data quality and a prioritized improvement backlog.
Explore managed support ↗Salesforce integration for your industry
Your systems.
One commercial picture.
Connect customer-facing work
with the systems behind it.
Your operating ecosystem
ERP & financeProducts · Orders · Account balances
Commerce & point of saleOnline stores · POS · Customer interactions
Distribution & inventoryWarehouses · Availability · Fulfillment
SalesforceAccount relationships, channel activity and service workflows.
The teams it supports
Commercial teamsAccounts, priorities and promotion context
Channel partnersOrders and coordinated follow-up
Customer serviceRequests and relevant order information
Illustrative architecture. Your ERP and operational platforms retain their agreed responsibilities; integrations define what Salesforce receives and updates.
Explore integration services ↗
People, process & governance
Keep the handoff
moving forward.
Help commercial and operations teams work from the same context. Make responsibilities clear as orders, issues and account priorities move between them.
- Shared account context
- Agreed data ownership
- Visible next actions
- Connected service teams
How we work
Built around your
channels and markets.
Commercial and operations teams.
A coordinated rollout.
- 01
Align
Agree the channel priorities and workflows.
- 02
Connect
Configure Salesforce and system interfaces.
- 03
Validate
Test data, access and operational handoffs.
- 04
Roll out
Train teams and launch by agreed market or function.
Expertise you can see
Our Certifications & Awards
Clutch & UpCity recognition
Independent perspectives.
Long-standing partnerships.
Why Zivoke
Commercial context.
Connected delivery.
- Scope shaped around your route to market
- Salesforce and integration in one plan
- Support for everyday operations and change
One team across your Salesforce initiative
Bring configuration, custom workflows and integration into one delivery plan. We help your commercial and operations teams define the priorities together.
Meet your Salesforce partner ↗Common questions
Salesforce for consumer goods.
Your questions answered.
Talk through your requirements ↗How can Salesforce help a consumer goods company?
Salesforce can bring account relationships, channel activity and service workflows together. Depending on your priorities, we can also connect order information, promotion planning and reporting to the systems you already use.
Do we need Consumer Goods Cloud?
We assess your workflows, existing Salesforce setup and licenses before recommending an approach. Consumer Goods Cloud may fit retail execution or trade promotion requirements; the required products and capabilities are confirmed during discovery.
Does Salesforce replace our ERP or inventory system?
An integration can surface relevant data in Salesforce while your ERP or inventory platform retains its agreed role. We define the system of record, permitted updates and synchronization needs for each data flow.
Can you connect Salesforce to commerce platforms or POS systems?
Yes, subject to available interfaces and access. We assess your online stores, POS and other retail applications, then agree the data and workflows to connect. Field sales functionality is included only when relevant to your operating model.
Can you support distributors, trade promotions and field teams?
We can design account workflows, promotion processes and field activities around your channels. Scope may include partner collaboration, visit planning or performance reporting, depending on your requirements and selected products.
Can you improve our existing Salesforce environment?
Yes. We can review configuration, integrations, data quality, reporting and system performance, then prioritize changes. A phased approach can focus on a channel, region or commercial process.
What support is available after launch?
We agree training, handover, support coverage and ongoing responsibilities before launch. Managed support can cover administration, connected systems, dashboards and enhancements.
Let’s talk about what’s next
Connect your channels.
Move priorities forward.
Bring your priorities and current systems.
Let’s define the next step together.