Develop a single source of truth for key account managers to build more effective account plans on the world's #1 AI CRM. Our consumer goods account planning software helps eliminate silos and improve data visibility, develop a better customer plan, simplify account forecasting and deliver robust reporting and analytics.
Beam Suntory boosts the bottom line with optimized planning and real-time reporting on Consumer Goods Cloud.
Beam SuntoryUnited Kingdom, Consumer Packaged Goods
Optimize account plans with a single source of truth for forecasting, breaking down silos and improving reporting and analytics visibility.
Leverage an out-of-the-box, customizable, and extensible data model for consumer goods organizations built directly on the Salesforce Platform.
Define a custom list of products which are available to the planning customer.
Group products by hierarchy, from individual products to category, brand, etc. Allow key account managers to plan account promotions at various levels.
External data source integration enables planning at the region, customer, or SKU level by letting teams review real-time performance vs. actuals.
Import baselines, targets, and other guidance from headquarters to jumpstart planning and eliminate errors caused by manual calculation.
Set key performance indicators for your account plan. These indicators can include any time frame, customer, and product combination.
Conduct volume, cost, baseline management, and target planning from one unified customer business plan.
Define long-term agreements or "contracts" with your retailer including details such as margins and product rates.
Understand the effectiveness of your trade spend to optimize your promotional ROI.
Use data to drive action with out-of-the-box reporting tools. Visualize metrics with dashboards and personalize reports so every sales representative has the information needed to sell faster.
Accelerate growth and drive productivity.
Purpose-built analytics and AI for Consumer Goods Cloud .
Pre-built solution to integrate critical systems with Consumer Goods Cloud .
Understand how Customer Planning and Forecasting can meet your business needs.
Out-of-the-box account planning and forecasting solution to develop a single source of truth.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
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It is forecasting and planning software that helps organizations solve business challenges like siloed data, manual and labor intensive processes, and lack of cross-functional visibility. It gives sales teams a single source of truth to efficiently build accurate account plans and forecasts.
Yes! A primary benefit of Customer Planning and Forecasting is that your teams have a single source of truth, from marketing activations, sales agreements, product hierarchies, to product authorization lists, and more so that everyone operates with one view of the customer.
Prebuilt MuleSoft Accelerators allow for integration with all of your critical systems into the consumer goods account planning software, including back-end ERP systems, consumption systems, and Point-of-Sale data, speeding up your time to value.
No. While forecasting and planning software helps businesses, whether or not they operate in traditional channels in which trade planning would be necessary, our full Trade Promotion Management solution may be a better fit for large volumes of promotions.
Consumer Goods Cloud for Customer Planning and Forecasting creates a single source of truth for your sales teams to optimize account planning. You can eliminate silos, improve data visibility, develop a better customer plan, simplify account planning, and deliver robust reporting and analytics.
Consumer Goods Cloud for Customer Planning and Forecasting is built on the world's #1 AI CRM, empowering your Sales teams to optimize account planning from one connected platform.
