Speaking twice at Dreamforce · Sept 15-17 →

AI and Salesforce for Retail & e-commerce

Retail & e-commerce. B2B buyers live in spreadsheets.

Retail teams split work across POS, a storefront, and a CRM nobody trusts. We implement Sales, Service, and Commerce around how the order actually moves. An agent only after that desk is named. The first week is in the org, reading what already exists.

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Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks

The week

What is actually stuck.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

The work

What we put in the org.

  1. 01One account the next store can trust
  2. 02Integrations only where a second system must stay the source
  3. 03Honest no if this is a merchandising problem, not a CRM problem

What changed · Regional grocery retailer

Reps stopped keeping private sheets once the account held the history.

Regional grocery retailer case study

The brief · two taps and an email

We work in retail and distribution and right now, leads go cold before anyone replies.

Industry
Problem

Brief: Retail. No shared account history across stores. An agent on a named process. A reviewer on the exceptions.