Project Name
Ksolves Unifies Field Sales, Trade Execution, and Reporting for a Premium Beverage Distributor
A family-owned premium beverage business spanning production, distribution, and direct field sales to on-premise and retail accounts ran its field sales team of roughly 20 reps, 6 back-office users, and 3 leadership users across fragmented systems, separate tools for CRM, ERP, and reporting with no unified view anywhere. Orders got phoned or emailed in and re-keyed into ERP by hand, rep visits had no route planning or call-cycle structure, and competitor SKU displacement only got noticed by chance since no system flagged it.
Ksolves was trusted as a Salesforce implementation partner to consolidate the business onto Consumer Goods Cloud, with Sales Cloud handling the export and key account motion on the same org and data model. Three disconnected systems consolidated into one platform, and manual order re-entry was eliminated entirely through point-of-visit ordering.
- Fragmented Systems With No Unified View: Separate tools handled CRM, ERP, and reporting independently, so no one in the business could see the full picture of an account or a territory from a single place.
- Manual Order Entry: Orders arrived by phone or email and had to be re-keyed into ERP by hand, adding delay and transcription risk to every single order.
- No Journey or Route Planning: Rep visits had no structure, and there was no system support for call-cycle KPIs, so visit quality depended entirely on individual rep discipline.
- Zero Exception Visibility: Competitor SKU displacement was only noticed by chance, never flagged automatically by any system, so lost shelf space went undetected until someone happened to see it in person.
- Reporting Owned by a Third Party, Not the Business: Insight into the business's own performance sat with an outside reporting vendor rather than with internal teams who actually needed it.
- No Point-of-Visit Ordering: Reps had no way to place an order on the spot during a visit, forcing every order through a separate, slower channel after the fact.
- Limited Compliance Tracking: There was no auditable record of promotion or planogram execution, leaving trade spend and merchandising compliance essentially unverifiable.
- Disconnected Domestic and Export Motions: Domestic field sales and international export business ran on entirely separate platforms with no shared data model between them.
Ksolves was trusted as a Salesforce implementation partner to build a dual-motion architecture on Consumer Goods Cloud as the primary engagement layer for domestic field reps, with Sales Cloud configured as a Key Account Management module for the export motion, sharing the same org and data model.
- Route-Optimized Field Sales: Consumer Goods Cloud now generates route-optimized daily visit plans with a prioritized account list, replacing unstructured rep visits with a system-supported call cycle.
- Pre-Visit Briefings: Reps now see last visit summary, sales performance, and active promotions surfaced automatically before every account visit.
- AI-Powered Account Updates: Einstein and Agentforce transcribe voice notes directly into account plans, tasks, and competitive intel, removing manual note-taking from the rep's day.
- Retail Execution: Photo-based planogram compliance checks now log directly in-app, giving the business its first auditable record of promotion and merchandising execution.
- Point-of-Visit Ordering: Reps now place orders on the spot, integrated directly to ERP and 3PL, eliminating the phone-and-re-key order flow entirely.
- Trade Promotion Visibility: Reps now see rebate thresholds and volume commitments at the account level, enabling proactive, value-added conversations instead of guesswork.
- Exception Alerting: Automated flags now surface abnormal account-level ordering patterns, closing the visibility gap that used to let competitor SKU displacement go unnoticed.
- Unified Leadership Dashboard: Revenue, compliance, exceptions, and promotion ROI now live in one view, replacing the standalone third-party reporting subscription entirely.
Technology Stack
| Category | Technology |
|---|---|
| Core Platform | Consumer Goods Cloud (Field Sales/REX) |
| Core Platform | Sales Cloud (Key Account Management) |
| Partner Access | Experience Cloud |
| AI | Einstein / Agentforce |
| Mobile | Salesforce Field Sales Mobile App |
| Integration | ERP, 3PL, Order Ingestion Middleware |
- Three Systems Consolidated Into One Platform: CRM, ERP-facing order capture, and reporting now run through a single platform instead of three disconnected tools, within the business's existing technology spend.
- Manual Order Re-Entry Eliminated: Point-of-visit ordering removed the phone-and-re-key order flow entirely, with orders flowing directly from the field into ERP and 3PL.
- Early-Warning Visibility on Competitive SKU Displacement: Automated exception alerting now catches abnormal account-level ordering patterns that used to go unnoticed until someone happened to see them in person.
- Auditable, Photo-Verified Compliance: Promotion and planogram execution now has a photo-verified, auditable record for the first time, replacing an entirely unverifiable process.
- Third-Party Reporting Subscription Replaced: An owned, native Salesforce dashboard now covers revenue, compliance, and exception reporting, ending the dependency on an outside reporting vendor.
- Rep-Level Trade Term Visibility: Reps now see rebate thresholds and volume commitments directly, enabling proactive conversations that weren't possible when that data lived outside their view.
- One App for the Whole Visit: Reps now plan, brief, execute, and order from a single mobile screen instead of switching between systems throughout a visit.
This premium beverage distributor ran field sales, trade execution, and reporting across fragmented systems with no unified view, manual order re-entry, and zero visibility into competitor SKU displacement until someone happened to notice it in person. Ksolves was trusted for Consumer Goods Cloud implementation, serving domestic field sales while Sales Cloud handled the export and key account motion on the same shared data model.
Three disconnected systems consolidated into one platform, manual order re-entry disappeared through point-of-visit ordering, and the business gained its first auditable record of promotion and planogram compliance. The third-party reporting subscription is gone, replaced by an owned dashboard the business actually controls.
The same platform now positions the business for a broader ERP transition, with domestic and export motions already unified on one shared data model rather than accumulating more disconnected systems along the way.
Still Running Field Sales, Trade Execution, and Reporting Across Disconnected Systems?
