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RETAIL & DISTRIBUTION PRACTICE

Salesforce for Retail and Distribution in LATAM

We connect the point of sale, the sales team and the distribution chain in one platform. 17 years transforming retail companies with Salesforce.

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CLIENTS

Companies that trust Incompany

FarmAgro

Leading agricultural supplies distribution company. Salesforce to manage their distributor network, field sales force and producer loyalty campaigns.

AGRO & DISTRIBUTION

Corporación Ladylee

Retail corporation with multiple points of sale. Salesforce centralizes customer management, channel sales tracking and customer retention campaigns.

MULTI-STORE RETAIL

V&O Forestal

Forestry and materials distribution company. Salesforce for B2B commercial pipeline management, project tracking and real-time executive reporting.

FORESTRY & B2B

Grupo Capris

Distributor of tools, industrial equipment and spare parts. CRM for business customer management, technical quotations and specialized after-sales tracking.

INDUSTRIAL & HARDWARE
SALESFORCE CLOUDS

Salesforce Clouds for Retail

An integrated platform to manage from the distribution channel to the end-customer experience, with built-in artificial intelligence.

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Sales Cloud

Complete sales force management: routes, quotas, channel pipeline and tracking of distributors and points of sale in the field.

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Marketing Cloud

Campañas segmentadas por tipo de comprador, automatización de journeys de fidelización, email, WhatsApp y SMS para activaciones en punto de venta.

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Service Cloud

After-sales support, warranty management, complaints and technical support in a single omnichannel contact center for distributors and end customers.

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Commerce Cloud

Portal de e-commerce B2B y B2C integrado con inventario y CRM. Catálogos digitales, pedidos en línea y visibilidad de stock en tiempo real para su red de distribución.

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Agentforce & Einstein AI

Recomendaciones de producto personalizadas, predicción de demanda por zona y agentes de IA para responder consultas de distribuidores las 24 horas.

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Data Cloud

Perfil unificado del cliente y del canal: historial de compras, comportamiento en tienda y propensión de recompra para decisiones comerciales más inteligentes.

USE CASES

What do we solve at your retail company?

01

Field sales force management

Visits, routes, results by salesperson and real-time quota fulfillment. The sales team works from their phone and management sees the complete pipeline from the desktop.

02

Distributor network visibility

Centralized tracking of orders, inventories and performance by distributor. Early identification of at-risk distributors and growth opportunities by zone.

03

End-customer loyalty

Personalized retention programs, post-purchase communication and automated campaigns to generate repeat purchases and referrals. More retention, less acquisition spend.

04

Agile B2B quotes and orders

Automated flow from request to approval: special prices by customer, credit conditions and order generation integrated with the ERP.

05

After-sales service and warranties

Registration and tracking of warranty cases, returns and technical support in a single system. Measurable response times and more satisfied customers.

06

Real-time executive reporting

Sales dashboards by product, channel, zone and salesperson. Automatic alerts for plan deviations and total visibility for decision-making.

LET'S TALK

Tell us about your company and we'll show you how Salesforce transforms retail