Transform Consumer Goods Operations with AI-Driven Salesforce Expertise

We help Consumer Goods organizations transform Salesforce and Agentforce into a growth platform—aligning strategy, execution, and AI to drive stronger customer engagement, smarter retail execution, and scalable, data-driven growth.

Digital transformation powered by AI is the new differentiator in Consumer Goods customer experience

  • Unified Consumer Goods Platform: Seamlessly connect B2B planning with B2C engagement.
  • Customer 360 (CRM): Unify all customer data across sales, service, marketing, and commerce for a single source of truth.
  • Field Sales & Retail Execution: Best-in-class offline mobile capabilities, route optimization, and image recognition.
  • Field Service: Maximize asset uptime and technician efficiency with intelligent scheduling and maintenance tools.
  • Next-Gen AI & Analytics: Driving adoption of Agentforce for automated insights and customer retention.
  • Trade Promotion Management (TPM): Optimize spend and maximize ROI with data-driven trade strategies.
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Salesforce Expert in Consumer Goods on AppExchange

50+

Transformative Consumer Goods projects over 10 years of experience in the industry.

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Impact trusted by leading brands

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A Strategy-Led Approach to Digital Transformation

Cloudgaia CPG Advisory partners with consumer goods leaders to define, align, and execute enterprise-wide digital transformation. We translate business strategy into future-ready operating models and tangible technology solutions that deliver measurable outcomes.

We believe technology is the accelerator, but execution determines the value. We bridge the gap between strategic vision and Salesforce implementation, ensuring your investment isn’t just an IT project, but a driver of business growth.

Start
Strategy & Planning

Help customers define where to start and how to structure their transformation.

  • Business and operating model understanding
  • Digital and platform strategy
  • High-level roadmap and prioritization
  • Team structure and capability assessment
  • Guidance on how to approach Salesforce and related platforms

 

Build
Execution & Optimization

Support customers as they move from strategy into execution.

  • Roadmap refinement and delivery support
  • Process and operating model optimization
  • Adoption and change management
  • Alignment between business and technical teams
  • Support for Salesforce and related implementations

Scale
Governance & Value

Ensure long-term success, scalability and value realization.

  • Governance and Center of Excellence setup
  • Optimization of processes and platforms
  • Value tracking and ROI measurement
  • Data, AI and platform usage optimization
  • Continuous improvement framework

Guided by Industry Leaders, Not Just Consultants

Our practice is led by executives who have sat in your chair. With backgrounds as former Chief Digital Officers and Salesforce Architects, we bring insider knowledge to every engagement

Managing Director, Global CG Practice

Former Chief Digital Officer at CONA Services (Coke One North America) and Group CDO at Coca-Cola Amatil. Sam brings 20+ years of delivering shareholder value and leading digital transformation across the US, Australia, and Canada.

Director, Solution Engineering

Former Director of Enterprise Architecture at Salesforce. With 25+ years in the industry, JC specializes in tailoring Consumer Goods solutions for maximum impact.

VP Customer Solutions

20+ years in the Salesforce Ecosystem. Jon combines hands-on technical leadership with high-level strategy ensuring technology drives measurable business outcomes.

Becky Wright | Managing Director NA

With a strong background in international expansion and technology alliances. Becky designs integrated Go-to-Market strategies that drive commercial efficiency and transform customer engagement for multi-million dollar organizations.

Pablo Massone | Managing Director LATAM

A results-driven leader in Consumer Goods and Energy markets, he drives commercial strategies and regional expansion that combine business vision with operational excellence across diverse industries.

Florencia Cattelani | Managing Director EUROPE

As Cloudgaia’s former COO and seasoned engineer with over 15 years at major global tech companies, she combines deep architectural expertise with strategic leadership to ensure technical precision and operational excellence across the organization.

From Vision to Value: Delivering Results for CONA Services

A Scalable Engagement Platform to Power B2B Commerce Growth

CONA Services transformed its customer engagement platform to help 11 major Coca-Cola bottlers in the United States deliver a more personalized, connected, and efficient B2B commerce experience — driving growth, automation, and smarter commerce at scale.

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AI Built for Real Consumer Goods Execution

AI delivers impact in Consumer Goods only when it’s grounded in how the industry actually operates. At Cloudgaia, we combine deep Consumer Goods expertise with Salesforce, Data Cloud, and Agentforce to enable AI-driven execution across route-to-market, field operations, trade, commerce, and digital channels—turning data into real-time decisions and measurable business outcomes.

Key AI-driven capabilities for Consumer Goods

AI-powered route-to-market execution with offline field sales, route optimization, and full store-level visibility

Intelligent Trade Promotion, Order, and Product Management to improve execution quality, ROI, and customer retention

Seamless omnichannel operations across field, retail, vending, and digital touchpoints

End-to-end integration across SAP, CRM, Data & Analytics, and back-office systems

Digitization of vending, payments, loyalty, and promotions to enable data-driven decisions at scale

CONA Services is transforming omni-channel execution, pouring innovation into every bottle

Relive the story of CONA Services at Dreamforce 2025 Consumer Goods Keynote

Overcome obstacles with Salesforce Consumer Goods

a powerful solution designed to streamline retail execution, optimize sales processes, and enhance customer engagement.

With Salesforce Consumer Goods Cloud and the Retail Execution App, your reps can:

  • Plan their day with a 360° view of visits, clients, and tasks

  • Execute store activities (audits, orders, surveys) even offline

  • Capture real-time data that fuels smarter, faster decisions

 

Learn from our experts

Where Cloudgaia experts share Retail & CG insights, knowledge and proven results.

Cloudgaia's guide to the must-attend CPG sessions at Dreamforce 2026, starting with our own session alongside CONA Services on scaling complex B2B buying.
Salesforce SPIFF automates incentive compensation for Consumer Goods Cloud, giving sales reps real time visibility into commissions calculated from visits, orders, and retail execution data.
Explore why AI-orchestrated Retail Execution requires more than automation. Samantha Mitchell explains how to reduce fragmentation, turn Customer 360 into a decision layer, and redesign execution to improve productivity, protect margin, and drive measurable commercial outcomes.

Ready to unlock your Consumer Goods operations with Salesforce?
Cloudgaia is All-in for your growth.