Intelligent Customer & Commerce Transformation for CPG and Retail
Connect consumers, retailers, distributors, field teams, commerce and customer data through AI-powered industry platforms.
Talk to AX3Consumer goods and retail businesses are being reshaped by omnichannel demand, direct-to-consumer models, retail media and margin pressure across the trade spend line. Most enterprises still run consumer, retailer, distributor and commerce data in separate systems, which makes personalization shallow, retail execution inconsistent and promotion ROI impossible to prove. AX3 brings industry expertise together with Salesforce, AI, data and digital engineering to connect the consumer journey end to end — from demand signal and trade planning to shelf execution, service and loyalty.
Who we serve
Commerce, supply and service have to behave like one connected experience.
The same three-part view AX3 applies to every industry — what is actually hard in cpg & retail, the technology that resolves it, and the specialized people needed to run it.
Key challenges
Channel and demand complexity
DTC, retail and marketplace channels create conflicting demand signals and inconsistent customer experience.
Trade promotion effectiveness
Promotional spend is committed without a reliable view of lift, leakage or margin outcome.
Fulfilment economics
Cost-to-serve rises faster than revenue as delivery promises and returns expand.
Technology
Commerce and Service Cloud
Connected storefront, order management and service so the customer record survives every channel.
Demand and supply analytics
Forecasting, allocation and promotion analytics on unified retail and consumption data.
Integration engineering
ERP, WMS, marketplace and payments integration built for peak volumes.
Talent
Commerce platform engineers
Engineers for storefront, OMS and integration workstreams across peak trading cycles.
Supply chain analysts
Planning and replenishment analysts who can operate the models after go-live.
Customer data specialists
CDP, identity and marketing data talent for segmentation and personalization.
What is changing in the industry.
How AX3 solves them.
Consumer 360
Unify consumer, retailer, distributor and commerce data into a single governed profile that powers segmentation, personalization and service.
Retail Execution Intelligence
Digitize the field visit — perfect store, planogram compliance, image recognition and next-best-action for field reps.
Intelligent Trade Promotion
Plan, execute, settle and measure trade spend with AI-supported forecasting and post-event analytics.
Connected Commerce
Engineer D2C, B2B and marketplace commerce experiences integrated with ERP, order management and fulfilment.
Loyalty & Personalization
Design and operate loyalty programs and lifecycle journeys built on unified consumer data.
Salesforce, AI, data and digital engineering — designed together.
Salesforce Solutions
- Consumer Goods Cloud
- Retail Cloud
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Commerce Cloud
- Data 360
- Agentforce
- Field Service
- Loyalty Management
AI Solutions
- AI Retail Assistant
- AI Sales Agent for field teams
- AI Merchandising Agent
- AI Customer Service Agent
- AI Promotion Intelligence
- AI Demand Forecasting
- AI Sales Assistant
- AI Merchandising Assistant
- AI Retail Agent
Data Solutions
- Consumer 360 and identity resolution
- Data 360 activation across marketing, sales and service
- Retail and syndicated data ingestion (POS, EPOS, panel)
- Trade spend and margin analytics
- Assortment, pricing and demand analytics
Digital Engineering
- E-commerce and mobile commerce engineering
- Retail and field applications
- API and integration engineering
- ERP, order management and logistics integration
- Cloud data platforms and data engineering
- IoT and connected-store instrumentation
Where transformation shows up in the business.
Perfect Store Execution
Field reps arrive with AI-prioritized visit plans, capture shelf conditions on mobile, and trigger corrective tasks automatically when compliance drops.
Trade Promotion ROI
Promotion plans, spend, shipments and POS data are unified so finance and sales can see incremental lift and settle deductions faster.
Distributor Collaboration
Secondary sales, inventory and claims flow through a partner experience portal, giving brands visibility past the distributor boundary.
Consumer Service at Scale
AI service agents resolve product, order and loyalty questions across channels, escalating with full context to human agents.
Personalized Lifecycle Journeys
Unified consumer profiles drive segmentation, next-best-offer and lifecycle campaigns across email, app, retail media and commerce.
Digital Commerce Growth
Unified consumer and order data lets D2C, B2B and marketplace commerce teams tailor pricing, promotions and fulfilment by channel.
Distributor 360 Visibility
Distributor sell-through, inventory and claims are unified into one profile so brand teams can act on route-to-market gaps in near real time.
Retail Customer Service
Store and consumer service agents get a unified view of orders, loyalty status and product issues to resolve enquiries in a single interaction.
AX3 solution concepts for this industry.
Playbooks are illustrative solution concepts based on industry challenges and available technology — not customer case studies. AX3 publishes case studies only for verified customer engagements.
AI Retail Execution
Solution concept combining mobile field execution, image recognition and AI task prioritization on Consumer Goods Cloud.
Intelligent Trade Promotion
Solution concept unifying promotion planning, spend management and post-event analytics on Salesforce and a governed data layer.
Consumer 360
Solution concept for identity resolution and unified consumer profiles on Data 360.
AI Sales Assistant
Solution concept for an Agentforce assistant supporting field and inside sales with account intelligence and order capture.
Connected Commerce
Solution concept linking D2C, B2B and marketplace commerce with order management and ERP.
Loyalty Intelligence
Solution concept for AI-driven loyalty design, offer targeting and retention analytics.
Reference architectures for cpg & retail.
Detailed AX3 Transformation Playbooks covering the business problem, the architecture and how it gets delivered.
CPG & RetailRetail Customer 360
Unify consumer, retailer, distributor and commerce data into one intelligent customer platform.
View Playbook
Cross-IndustryAI-Powered Field Service
Connect customers, assets, technicians and intelligence into one service operation.
View Playbook
Cross-IndustryIntelligent Quote-to-Cash
Compress the path from opportunity to recognised revenue with governed pricing and automation.
View PlaybookAX3 Retail 360
Consumer, retailer and distributor data sit in silos, so retail execution and trade investment cannot be measured or improved.
Industry workflow
Demand signal → trade plan → field execution → shelf outcome → settlement → consumer service and loyalty.
Expected outcome
Higher on-shelf availability, measurable trade ROI, more productive field teams and stronger consumer retention.
Salesforce layer
Consumer Goods Cloud, Retail Cloud, Sales, Service, Loyalty and Commerce configured to the route-to-market model.
AI layer
Agentforce assistants for field, merchandising and service, plus predictive demand and promotion intelligence.
Data layer
Data 360 consumer profiles unified with POS, syndicated, shipment and trade-spend data.
Integration layer
ERP, order management, logistics, retail media and distributor systems connected through governed APIs.
The platforms AX3 connects.
Business outcomes
- Improved on-shelf availability and perfect-store compliance
- Measurable trade promotion return on investment
- Higher field sales coverage and productivity
- Unified consumer data powering personalization and loyalty
- Faster, lower-cost commerce and service operations
Core solutions
Verified client work.
AX3 publishes case studies only where a client engagement is verified and approved for disclosure. Speak with our cpg & retail team for references relevant to your transformation.
Request referencesCPG & Retail — questions we are asked
Does AX3 only implement Salesforce for CPG and retail?
No. Salesforce is one layer. AX3 combines industry expertise with Salesforce, AI, data engineering and digital engineering to build solutions around how CPG and retail businesses actually operate.
Which Salesforce products matter most in CPG and retail?
Consumer Goods Cloud, Retail Cloud, Commerce Cloud, Marketing Cloud, Loyalty Management, Data 360 and Agentforce, supported by Sales, Service and Field Service.
Can AX3 connect Salesforce to our ERP and POS data?
Yes. AX3 engineers integrations to SAP and other ERPs, order management, logistics platforms, POS and syndicated data sources through governed APIs and data pipelines.
Are the AX3 transformation playbooks customer case studies?
No. Playbooks are illustrative solution concepts based on industry challenges and available technology. AX3 publishes case studies only for verified customer engagements.
Three ways to engage AX3 in this industry
Technology Solutions
Salesforce, AI, data, SAP, cloud and cybersecurity delivered as a full-stack program for cpg & retail.
ExploreForward Deployed Engineering
Senior engineers embed with your team and own the deployment end to end when the problem is too specific for a packaged program.
ExploreTalent Solutions
Contract staffing, contract-to-hire, permanent hiring, remote teams and GCC talent for cpg & retail skill profiles.
ExploreFinancial Services
Intelligent relationship, servicing and risk transformation.
Manufacturing
Connected customer, channel and service transformation.
Semiconductor & Technology
Design-win, account and technical-sales intelligence.
EV & Mobility
Digital EV customer platform across the ownership lifecycle.
Automotive
Connected customer, dealer and vehicle lifecycle transformation.
Healthcare & Life Sciences
Unified engagement platform across care, coverage and commercial life sciences operations.
Energy & Utilities
Connected customer, field and asset platform for the energy transition.
Logistics & Supply Chain
Digital control tower for freight, fleet and fulfilment operations.
Travel, Transportation & Hospitality
Unified traveler and guest platform across booking, journey and stay.
Telecommunications, Media & Technology
Connected subscriber and partner platform across telecom, media and technology.
Insights for CPG & Retail
Practitioner perspectives on the technology and data decisions shaping this industry.
Why CPG Companies Need Customer 360
Consumer, retailer and distributor data live in separate systems at most CPG companies. Unifying them is the precondition for retail execution, trade promotion return and real personalisation.
Read articleQuote-to-Cash: Where Revenue Transformation Actually Breaks
Deals stall and revenue leaks at the handoffs between CPQ, contracting, order management, billing and revenue recognition, not within any single system.
Read articleData 360: A Practical Implementation Sequence
The order in which Data 360 capabilities are implemented determines whether the program succeeds. This piece lays out the sequence that holds up in practice and the failure that follows from skipping steps.
Read articleTransform cpg & retail with AX3.
Connect consumers, retailers, distributors, field teams, commerce and customer data through AI-powered industry platforms.