Salesforce for Retail and Consumer Goods

Connect strategy, operations, and customer experience with Salesforce.

Turn Salesforce Into a Growth Engine for Retail and Consumer Goods

Retail and consumer goods companies need more than a technical Salesforce build. They need a platform strategy that improves profitability, connects teams, and makes every customer interaction more valuable. Omnivo Digital brings business consultants and Salesforce experts together to design practical solutions around the outcomes that matter.

Our “MBAs who code” approach starts with your strategic priorities, then connects the right technology, processes, and people to deliver measurable business value. Explore our strategic Salesforce services to see how we turn roadmaps into results.

Salesforce Solutions Built Around Your Operations

Your Salesforce platform should reflect how your business actually works. Omnivo aligns Salesforce capabilities with the complex operational workflows, partner relationships, and customer journeys that define retail and consumer goods organizations.

Distribution and Territory Management

Give sales and distribution teams a clearer view of accounts, territories, inventory needs, and next actions so they can focus resources where they create the most value.

ERP and Operational Integrations

Connect Salesforce with ERP and operational systems to reduce manual work, improve data quality, and create a more reliable view of orders, customers, and business performance.

Customer Portals and Digital Commerce

Create connected portal and commerce experiences that make it easier for customers and partners to find information, place orders, and do business with your team.

Sales, Service, and Marketing Automation

Coordinate sales, service, forecasting, and marketing workflows so teams can respond faster, deliver more consistent experiences, and make better decisions with shared data.

Proven Retail and Consumer Goods Results

For Metroll, Omnivo connected Salesforce to operational and customer workflows through a self-service portal that generated $2 million in first-year revenue and helped deliver a 250% return on investment. Results vary by organization, but this outcome demonstrates what is possible when Salesforce strategy is tied directly to business priorities.

See more examples of how strategy and technology come together in our customer stories.

Why Retail and Consumer Goods Teams Choose Omnivo

  • Business consultants first: We connect every Salesforce decision to strategic priorities, profitability, and operational value.
  • Senior consultant involvement: Experienced leaders stay engaged from roadmap through delivery.
  • Product-management-led delivery: We prioritize the highest-value work, manage risk, and keep teams aligned as needs evolve.
  • Pay for Results, Not Hours: Clients pay when agreed Salesforce deliverables are completed.

Let’s Talk Strategy

Whether you are planning a new implementation, improving an existing Salesforce platform, or recovering a project that has lost momentum, Omnivo can help you identify the path to greater business value.

Customer Stories

Read our Customer Stories relating to the Retail and Consumer Goods sector...

Patriot Mills

Having implemented Salesforce over a decade ago, they were still operating on the Salesforce Classic version, which limited their ability to achieve the desired functionality.

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Sun Protection of Florida

Recognizing the potential of Salesforce, SPF partnered with Omnivo Digital to revolutionize its sales operations. To ensure a seamless transition, SPF’s Salesforce instance was integrated with their existing home-grown CRM system, enabling their sales team to operate in a familiar manner.

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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.

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