Industries

Retail &
Consumer Goods

Most consumer brands run two businesses on one balance sheet. A B2C business measured in minutes and a B2B business measured in quarters — and one CRM that was configured for whichever one shouted loudest.

Where this usually lands in our work: service at volume, marketing automation and customer portals.

The customer journey

Four places consumer brands lose the thread

01

Demand to order

Campaign spend and inbound demand not joined to the order it produced, so nobody can prove what worked.

02

Order to fulfilment

Carrier, warehouse and accounting systems that each hold part of the answer and none of the whole.

03

Issue to resolution

A consumer complaint and a commercial account escalation arriving in the same inbox with the same priority.

04

Resolution to retention

No view of which customers keep coming back, and no mechanism to act on the ones who stopped.

What we implement

One platform, two operating rhythms

Integrations

Nobody has to give up the system that runs the storefront

A consumer brand runs two businesses on one balance sheet, and they rarely share a system. We build the commercial record in Salesforce and join it to the platforms already running DTC and wholesale, so one customer is one customer. These are the categories we most often connect.

Ecommerce

The direct storefront, and the first-party purchase history that comes with it.

Shopify Plus  BigCommerce  Adobe Commerce  WooCommerce

ERP & Inventory

One inventory pool serving direct, wholesale and marketplaces, plus the financial close.

NetSuite  Acumatica  Dynamics 365 Business Central  Cin7

Product Information

One source of truth for copy, images and attributes, syndicated to every retailer.

Salsify  Akeneo  Plytix  Syndigo

Retail EDI

Purchase orders, ASNs and chargebacks from the retailers who are your largest accounts.

SPS Commerce  TrueCommerce  Cleo Integration Cloud  Orderful

Lifecycle Marketing

Email, SMS and loyalty on the direct side, against a profile that service can also see.

Klaviyo  Attentive  Yotpo  LoyaltyLion

Service & Helpdesk

Order status, returns and retailer queries, on the same record as the purchase.

Zendesk  Gorgias  Gladly  Freshdesk

Client stories

Retail and consumer goods in the wild

National flooring

Empire Today

Commercial customers with no mobile-friendly route to their own data. A community with an interactive order wizard — pull up a floor plan and re-floor a room, an apartment or a complex.

Consumer products

Crane USA

B2B sales and B2C customer service unified on a single platform, with accounting and carrier systems connected behind it.

Food and beverage

Chomps

An unused Salesforce org turned into a real-time business intelligence platform with campaign management behind it.

Let’s talk about running both businesses on one platform

Not a cookie-cutter demo. A conversation about where your consumer and commercial operations collide today, and what it costs you. Then talk to one of our clients yourself.
or call (773) 888-7900
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