Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
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What we deliver for retail & consumer goods firms.
Salesforce Consumer Goods Cloud
Full implementations including account planning, JBPs, trade promotion management, and retail execution mobility.
TPM with attribution
Trade promotion ROI measurement integrating syndicated data, retailer POS, and trade spend visibility.
Customer Data Platform architecture
Unified customer profiles across DTC, wholesale, retailer data, marketing tools, and loyalty programs, properly modeled and queryable.
AI-augmented merchandising
Production AI workflows for demand forecasting, planogram optimization, content generation, and personalization.
Subscription commerce platform
Subscription lifecycle management, pause/resume, churn intervention, dunning automation, gift subscriptions, and bundling.
Unified loyalty integration
Loyalty program data integrated into CRM and CDP so loyalty status, points, and behavior drive personalization across every channel.
Common Challenges
What we see in retail & consumer goods.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Trade promotion measurement
Most TPM systems treat trade promotion as a forecasting exercise. Knowing actual ROI requires connecting trade spend to sell-through.
JBPs that turn into spreadsheets
Joint business plans with retailers should be living documents. Most live in PowerPoint and Excel and get forgotten by Q2.
DTC and wholesale customer data fragmentation
Brands selling DTC and wholesale rarely have one view of a customer who buys both. The opportunity in unifying these is significant.
Field sales and retail execution visibility
Knowing what is actually happening at retail, planogram compliance, out-of-stocks, promo execution, is a real operational problem.
Subscription and recurring revenue at scale
DTC subscription businesses face churn, dunning, and lifecycle complexity that off-the-shelf commerce platforms handle poorly.
Loyalty program proliferation
Loyalty programs often live in their own data silo, separate from CRM, separate from commerce, and separate from real attribution.
Regulatory & Compliance Matters
What we navigate in retail & consumer goods.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
PCI DSS (Payment Card Industry)
Cardholder data environment scoping, tokenization workflows, and audit-ready compliance evidence.
CCPA / CPRA / GDPR Consumer Privacy
Privacy preference management, data subject request workflows, and consent lifecycle management.
CAN-SPAM / TCPA / GDPR (Marketing)
Marketing consent tracking, suppression list management, and channel-specific opt-in evidence.
FTC Endorsement Guides
Influencer disclosure tracking, sponsored content evidence, and review authenticity workflows.
Product Safety (CPSC, FDA, EPA)
Product registration, recall workflows, and customer safety communication infrastructure.
Sales Tax Nexus (Wayfair)
Multi-state sales tax nexus tracking, marketplace facilitator handling, and economic nexus monitoring.
Signature Service Categories
The major retail & consumer goods practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
Trade Promotion & Account Planning
JBPs, retail account planning, trade promo ROI measurement, and execution tracking.
DTC & Subscription Commerce
DTC commerce platforms, subscription lifecycle, and personalization infrastructure.
Unified Customer Data
CDP architecture bringing DTC, wholesale, retailer data, and loyalty into one profile.
Field Sales & Retail Execution
Field sales mobility, retail visit execution, planogram compliance, and store-level reporting.
Demand & Sell-Through Analytics
Sell-through-based demand forecasting and channel performance analytics.
Other Platforms
The technology stack we typically deploy here.
Salesforce Consumer Goods Cloud
Salesforce Data Cloud (CDP)
TPM platforms
IRI / Nielsen / NIQ syndicated data
Salesforce Marketing Cloud
Agentforce for retail execution
Salesforce Commerce Cloud / SFCC
Subscription management platforms
Klaviyo / Bloomreach / Sailthru
Loyalty platforms
Integration Ecosystem
The platforms we connect to in retail & consumer goods.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Salesforce Commerce Cloud
Salesforce Marketing Cloud / Data Cloud
Shopify Plus
BigCommerce
commercetools
Klaviyo
Braze
Iterable
Yotpo
Gorgias
Zendesk
Algolia
Mirakl
Avalara
NetSuite
Lightspeed POS
Shopify POS
Snowflake / Data Cloud
How Clients Engage Us
Four ways to work with us on retail & consumer goods initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Discovery & Strategy
CG and retail-specific assessments across channel, DTC, and customer data architecture.
Fixed-Scope Implementation
Defined projects for CG Cloud, Commerce Cloud, CDP, or subscription platforms.
Managed Services
Ongoing administration and seasonal scaling support for retail and CG brands.
Fractional Commerce Technology Leadership
Senior commerce technology leadership for growing DTC and CG brands.
Outcomes We Deliver
The metrics we actually move for retail & consumer goods clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Customer LTV
Increased
Repeat purchase rate
Increased
Cart abandonment recovery
Increased
Marketing attribution accuracy
Restore post-cookie
Service ticket deflection
Increased
Time-to-personalization
Reduce from weeks to hours
Signature Frameworks
Proprietary methodologies for retail & consumer goods work.
Every engagement leverages reusable assets, frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Unified Customer Profile
A reference design for connecting commerce, marketing, service, and POS into a single customer record using Data Cloud or equivalent CDP.
Lifecycle Marketing Operating System
Our framework for orchestrating welcome series, replenishment, win-back, and VIP journeys across email, SMS, push, and in-app.
Loyalty Reference Architecture
A blueprint for loyalty programs that connect to commerce, marketing, and service, not the bolt-on point system most retailers end up with.
Service-as-Marketing Playbook
A framework for turning customer service from a cost center into a retention and upsell engine.
Featured Insight
Insight & analysis from our retail & consumer goods team.
Practitioner-level analysis from the consultants delivering the work.
Revenue Operations
Our Capabilities
How we help retail & consumer goods clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move retail & consumer goods forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
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