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How to boost sales reps productivity with Salesforce Consumer Goods Cloud

Whether managing store visits, placing new orders or tracking inventory and promotions, the CG Cloud offline app ensures that field reps remain productive right from the moment they start the day.

Paulo TavaresbyPaulo Tavares
21st May 2025
in Salesforce
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If you are new to the Consumer Goods (CG) Industry and want to know more about the core features of this Salesforce Cloud and why it is the right choice for you, we recommend you check out the article on Consumer Goods Cloud: Revolutionising Retail Operations on Salesforce first!

What is the Consumer Goods Cloud mobile app, and how can it improve Sales Reps’ productivity?

Consumer goods companies often face operational challenges in consistently driving field sales strategies and processes that can ensure an efficient and seamless retail execution. Recent data has shown that sales professionals spend less than 30% of their time actually selling due to an overwhelming burden of repetitive and administrative tasks. And in a world where every second counts to close new deals, developing new tools that boost sales reps’ productivity is key for the long-term success of a company.

Well, what if we told you that the Salesforce platform can literally put the ultimate solution for retail productivity at your fingertips? Meet the Consumer Goods Cloud mobile app—a tool that has proven to be a game-changer in the industry.

Built on the Salesforce CG Cloud ecosystem, the mobile app was designed to help sales teams enhancing their daily work efficiency, even when internet connection is not available.

And because one single click can synchronise data to an online cloud and make it readily accessible by all users, sales and key account managers can rely on a unified digital platform to keep track of key performance indicators around sales reps and store performance.

Image 1. Landing page of the Consumer Goods (CG) Cloud mobile app. Known as the My Day cockpit, provides Sales Reps with an overview of planned visits and activities and acts as the connection point for quick access tools. Source: Salesforce.com.

Features of the Consumer Goods Cloud mobile app

Designed to streamline field sales operations, the Consumer Goods Cloud mobile app offers a wide range of intuitive capabilities that make the day-to-day of representatives a lot easier.

  • Cockpit-based user interface (UI)
    • Use the My Day landing page to review information about today’s visits and tasks
    • Access the retail store cockpit to have a 360º view of the store and visit-related data
  • Streamline store visits
    • Define templates to guide sales representatives on optional and mandatory visit tasks
    • Plan and prepare future visits based on historical customer data
    • Execute visits on customer site, using a step-by-step approach and interactive displays
  • Capture orders
    • Place products on replenishment or seasonal campaign orders and apply discounts using an embedded in-app engine (known as the penny perfect pricing)
    • Target specific stock-keeping units (SKUs) and/or brands for retail stores using product assortments
    • Show marketing and sales content stored in the app for your brands using sales folders
  • Leverage the power of analytics
    • Define personalised targets for the most important sales metrics and track key performance indicators (KPIs)
    • Set up surveys for store check, inventory and/or promotions and get a real-time analytical comparison of targets versus actual data
  • Integrate route planning with GPS and map support
    • Define business rules on visit plans and let Salesforce Maps automatically generate daily routes for your teams

A day in the life of a sales rep with the Consumer Goods Cloud mobile app

Nothing better to showcase the value of this all-in-one mobile app than running a walkthrough over the day of a field sales representative and see how the app can be a truly valuable resource. Well, the only thing better than that? Experiencing Consumer Goods Cloud in action for your own company!

Image 2. A Day in the life of a Sales Rep with the Consumer Goods (CG) Cloud mobile app. Check out how this offline mobile app can ease the day-to-day of your business and make sales teams to achieve top productivity levels. Screenshots of app screens were sourced from Salesforce.com.

Sneak peek into the future of retail execution with the Consumer Goods Cloud mobile app

If you are already used to the Salesforce ecosystem, then you know that the baseline of features will keep evolving to accommodate more innovations and smarter solutions and to further step up the Consumer Goods Cloud as the leading tool in the industry. The latest Spring’25 release notes from Salesforce (check out the highlights on the Stellaxius Webinar) already unveiled a suite of enhanced and eye-catch features. You can find some examples below.

As artificial intelligence (AI) and data-driven decision-making continues to shape the way of working on multiple industries, the Consumer Goods could be no exception. Salesforce keeps following the pace on these trends and presented built-in machine learning (ML) models that aim to optimise every sales interaction.

  • Smart recommendations – Out of the box predictive models analyse historical order and survey data to suggest the right products at the right quantity for the right customers. This ML-based approach has the potential to enable a faster decision-making process, better order accuracy and stronger customer relationships.

And because sales rep productivity can only be improved if it can be first measured and analysed, Salesforce Consumer Goods Cloud will now offer enhanced time tracking and geofencing capabilities.

  • Accurate Visit Logs – Track check-in and check-out times to ensure compliance with planned store visits.
  • Route Monitoring – Monitor user location and travel routes to enhance scheduling and optimize sales rep productivity.

Having these tools can help area managers to gain better visibility over the daily work of the reps and easily identify inefficiencies that can unlock them to next step of the productivity levels!

These are just few out of a wide range of new features that will be launched on upcoming Salesforce releases. Do not miss them!

How can Stellaxius help accelerate growth of your Consumer Goods company

Excited with the many ways Salesforce Consumer Goods Cloud can deliver profitable growth to your company but concerned on how can such a CRM tool be successfully implemented and tailored to your unique business needs? Well, that is where Stellaxius can step in and be the right partner for you.

With more than 16 years of experience in Salesforce implementations over multiple national and international projects, our team of certified professionals can guide you on every step of the process, supporting you from business analysis and assessment to full implementation. And because every project is different from another, we are prepared to customise every detail of your solution and unlock the great potential that Salesforce Consumer Goods Cloud can have on boosting the productivity of your sales teams.

Ready to transform your sales operations and be part of digital transformation? Reach out to us and let’s collaborate!

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