Eliminate silos and improve data visibility.
Leverage an out-of-the-box, customizable, and extensible data model for consumer goods organizations built directly on the Agentforce 360 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.




Develop a better customer plan.
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.




Simplify account planning.
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.



Deliver robust reporting and analytics.
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.



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Consumer Goods Cloud for Customer Planning and Forecasting Pricing
Understand how Customer Planning and Forecasting can meet your business needs.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
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Consumer Goods Cloud for Customer Planning and Forecasting FAQ
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 fullTrade Promotion Managementsolution 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.



















