Retail & Consumer Goods

Salesforce Retail Consulting Built for Growth

Omnivo helps retail and consumer goods growth leaders connect sales, inventory, customer service, and operational data in Salesforce. We start with the business priorities that matter most, then build a platform that helps teams scale with clearer decisions and less manual work.

Prefer to talk now? Call Omnivo Digital at (424) 256-8112.

Isometric retail scene: storefront, delivery van, warehouse and a Salesforce dashboard showing sales, orders and active customers
Salesforce
Partner
Since 2013
4.9
CSAT Score from Salesforce
(Partner Portal)
Distribution & Territory Management
ERP Integrations
Customer Portals

The Challenges

Retail Growth Shouldn't Depend On Spreadsheets.

Many retail businesses outgrow disconnected systems long before they realize it.

Fragmented Operations

Sales, Inventory, Customer Data And ERP Systems Rarely Work Together In Unison.

Limited Sales Visibility

Leadership Struggles To Forecast Accurately Or Track Your Pipeline Performance.

Legacy Salesforce

Older Salesforce Environments Slow Teams Down Instead Of Helping Them Grow Effectively.

Manual Processes

Too Much Time Is Spent Updating Spreadsheets And Info Instead Of Serving Customers.

What We Build

Salesforce Solutions That Match How Retail Actually Works.

Every Implementation Starts With Your Business Model—Not A List Of Salesforce Features.

Distribution & Territory Management

Older Salesforce Environments Slow Teams Down Instead Of Helping Them Grow Effectively.

ERP & Operational Integrations

Connect Salesforce With ERP And Operational Systems To Eliminate Manual Work.

Customer Portals & Commerce

Create Self-Service Experiences That Make Ordering And Account Management Easier With Salesforce Commerce Cloud.

Sales, Service & Marketing Automation

Keep Every Customer Interaction Connected Across Sales, Support, And Marketing.

For Manufacturing & Building-Supplies Leaders

How Retail & Consumer Goods Buyers Evaluate a Salesforce Implementation Partner

Manufacturers should evaluate a Salesforce implementation partner on more than platform certifications. Look for experience connecting sales, customer service, ERP, inventory, and production workflows; a documented discovery and delivery method; senior technical leadership; and measurable outcomes such as cleaner data, faster quoting, and less manual re-entry.

Manufacturing workflow understanding

Can the partner map distributors, reps, products, orders, inventory, and service without forcing a generic retail template?

Integration and data plan

Ask how ERP, inventory, commerce, and Salesforce data will stay aligned, and who owns the data decisions when systems disagree.

Senior delivery ownership

Confirm who leads discovery, architecture, risk decisions, and stakeholder communication, not only who sells the project.

Measurable scope

Require milestones tied to adoption, data quality, cycle time, and operational outcomes, with a clear plan for change management.

See Omnivo's Salesforce CRM for Manufacturing Companies and Salesforce Experience Cloud for Manufacturers guides for examples of the workflows and partner experiences this approach should support.

Proven Results

Trusted By Retail & Consumer Goods Businesses.

Cerex Advanced Fabrics

April 22, 2023

Cerex Advanced Fabrics

Cerex Faced Significant Obstacles In Its Sales Operations, Relying On Fragmented Spreadsheets And Disjointed Systems. Harnessing The Power Of Salesforce Sales Cloud And Salesforce Marketing Cloud Account Engagement, Omnivo Provided Cerex With A Comprehensive Suite Of Tools To Transform Its Sales Operations.

Read More
Sun Protection of Florida

April 22, 2023

Sun Protection of Florida

Recognizing The Potential Of Salesforce To Ensure A Seamless Transition, Sun Protection Of Florida Implemented A Fully Integrated System, Enabling Their Sales Team To Work Efficiently Within Familiar Workflows.

Read More

Why Omnivo

Business Strategy Comes Before Technology.

Connected Ecosystem

Integrate Salesforce With The Tools You Already Use.

Technology Is Only Valuable When It Improves How Your Business Performs.

ERP Systems

Commerce Platforms

Marketing Tools

Customer Support

Inventory Systems

Analytics Platforms

Frequently Asked Questions

Answers Before You Commit.

Everything You Need To Know Before Choosing A Salesforce Consulting Partner.

Start with the decisions your business needs to make, then connect the systems behind them. Common priorities include sales, inventory, orders, customer data, ERP operations, commerce, and service so teams spend less time re-keying information.

Salesforce Partner
80+ Certifications
Business-First Consulting
AI & Automation Experts
Results-Based Delivery
Salesforce Partner
80+ Certifications
Business-First Consulting
AI & Automation Experts
Results-Based Delivery

Let's Talk Retail

Build A Salesforce
Platform That Supports
Growth.

Whether You're Replacing Spreadsheets, Modernizing Salesforce, Or Connecting Systems, We'll Help You Build A Solution Around Your Business—Not The Other Way Around.