Why this matters now
Distributor-led markets, fragmented channels, and patchy connectivity make secondary sales invisible—and expensive. Salesforce Consumer Goods Cloud (CG Cloud) fixes retail execution and coverage. Experience Cloud/B2B Commerce gives dealers a 24×7 front door. Offline field sales apps ensure orders don’t wait for network bars. Agentforce adds governed AI agents that plan, act, and keep audit trails. YASH brings the end-to-end blueprint—so sales, trade marketing, and supply run in lockstep.
Who it’s for
Cement, steel & building materials, FMCG, durables, beverages, agro/chemicals with distributor/retailer networks.
Outcomes
higher outlet coverage, cleaner secondary sales, faster order-to-dispatch, reduced scheme leakage, and predictable growth.
What we deliver (solution pillars)
Consumer Goods Cloud (Retail Execution)
Dealer & Distributor Management
Field Sales - Offline First
Salesforce Automation (SFA)
Integration & Data Spine
Agentforce for CG (agentic execution)
Consumer Goods Cloud (Retail Execution)
- Beat & route planning with geo-fencing and visit SLAs
- Perfect Store scoring, surveys, tasks, and photo capture (with optional image assist)
- Order capture at outlet (secondary), returns/collections, price & scheme visibility
- Key/Modern Trade SFA: account plans, listings, promo calendars, and dashboards
Dealer & Distributor Management
- Onboarding/KYC, credit limits, price lists, and claims/deductions
- Dealer Portal (Experience Cloud) and optional B2B Commerce for self-service primary orders, invoices, statements, and claims
Field Sales - Offline First
- CG Cloud Mobile (Retail Execution app) for visits, surveys, orders, and collections offline
- Native Field Sales App (Salesforce Mobile SDK) by YASH for advanced flows:
- Secondary order + scheme engine, van sales with Bluetooth printing
- Barcode/QR scan, photo proof, GPS stamp, ePOD, and background sync
- Configurable dynamic forms per product/channel/region
Salesforce Automation (SFA)
- CG Cloud Mobile (Retail Execution app) for visits, surveys, orders, and collections offline
- Native Field Sales App (Salesforce Mobile SDK) by YASH for advanced flows:
- Secondary order + scheme engine, van sales with Bluetooth printing
- Barcode/QR scan, photo proof, GPS stamp, ePOD, and background sync
- Configurable dynamic forms per product/channel/region
Integration & Data Spine
- SAP/Oracle ERP, DMS, WMS/TMS, pricing & inventory, e-invoicing/GST (IN), payments (UPI/cards)
- Primary–secondary reconciliation, claims accruals, and partner performance
Agentforce for CG (agentic execution)
- Beat Optimizer: proposes visit routes & coverage to hit frequency targets
- Replenishment Agent: predicts stock-outs per outlet/SKU and drafts secondary orders for rep approval
- Scheme Advisor: picks eligible schemes/slabs, applies discounts, and pre-checks claims impact
- Claims & Deductions Agent: validates proofs, matches to accruals, and drafts approvals/denials
- Retail Audit Insight: flags OSA/planogram issues from photos and opens tasks
- DSO Collector: spots overdue dealers, schedules collections, and drafts reminders
All agents run with approvals, blast-radius limits, and full observability.
How we engage (offerings).
Accelerators & CoEs
Secondary Sales Pack
rules for slabs/BOGO/target-linked schemes, accruals, claims, and reconciliation
Dealer Portal Starter
onboarding, credit & price exposure, statement/claims, guided returns
Perfect Store Templates
category-specific scorecards, surveys, and image-assisted audits
Offline Native App Kit (Mobile SDK)
sync engine, media compression, GPS/geo-fence, Bluetooth printing, and device policy hardening
Route & Coverage Studio
beat planning, capacity models, and coverage heatmaps
Agentforce Playbooks (CG)
Beat Optimizer, Replenishment, Scheme Advisor, Claims/Deductions, Retail Audit Insight, DSO Collector
What to measure
Coverage & frequency (planned vs. actual), visit productivity, and strike rate
Secondary order fill rate, order-to-dispatch time, and returns
Scheme accruals vs. utilization, claim cycle time, and leakage
DSO/collections by territory and channel
Agentforce efficacy: % actions proposed/executed with approval, rework rate, time saved
Ready to see it in your network?
Talk to an Expert
30-minute assessment of your RTM, secondary sales, and dealer ops with a 90-day plan across CG Cloud + Dealer Portal/B2B + Offline Field Sales + Agentforce.
Prefer a hands-on pilot?
We’ll light up one territory: beats, offline orders, scheme engine, dealer portal, and one Agentforce use case—then baseline KPIs.