Get Started With CRM Analytics Dashboards for Consumer Goods Cloud
Learning Objectives
After completing this unit, you’ll be able to:
- List the key employees of Alpine Group and their roles.
- Identify the insights that CRM Analytics for Consumer Goods Cloud can provide.
- Sign up for a Developer Edition org with CRM Analytics for Consumer Goods Cloud.
Meet the People at Alpine Group
Alpine Group Nutrition & Beverages is a trendsetting consumer goods company that sells food products, beverages, and apparel to health-conscious consumers.
Let’s say hello to the people who drive retail execution at Alpine Group.
- Sales manager: Gustavo De Luca is a sales manager who manages a team of field reps and schedules their store visits, routes, and tasks. He handles some of Alpine Group’s key accounts, including Northern Trail Outfitters (NTO), a nationwide store chain. He optimizes its promotions and identifies cross-selling opportunities.
In most companies, different people handle accounts, sales, and field reps.
- Field rep: Chantelle Arceo is a field rep on Gustavo’s team. She juggles the tasks of auditing inventory, facilitating order processing, and monitoring promotion and planogram compliance. She interacts with retailers and store managers to understand a store’s performance and drive sales. As she is almost always on the move, she uses the Retail Execution mobile app for all her work.
- Merchandiser: Jimothy Albert is a merchandiser at Alpine Group. He’s responsible for checking in-store assets, managing store-shelf displays, keeping tabs on promotional activities, and ensuring product availability.
Alpine Group uses CRM Analytics for Consumer Goods Cloud. In this module, we learn how its employees use CRM Analytics dashboards to gain actionable insights into data.
The Insights We Want
Due to strong consumer demand, Alpine Group’s sales have skyrocketed. The company has added more products to its portfolio, and more stores for its top accounts. And Gustavo has an important presentation coming up. He must present an annual report to senior executives that shows how NTO stores are performing and the areas of improvement.
Here are some questions that Gustavo wants to answer in the report.
- How are all the NTO stores in my territory performing?
- Is there any causal relationship between store compliance and revenue?
- How do different products rank based on various key performance indicators (KPIs)?
- Which promotions have been successful for individual products?
- What is the performance trend of the assortments for NTO stores?
- What are the cross-selling opportunities in NTO stores?
- How is my team performing and how can I spot areas of improvement for a field rep?
Chantelle wants to find out ways to improve her performance and audits. Here are some questions that CRM Analytics can help her with.
- Was there an improvement in the performance of the last store I visited?
- How many tasks did I complete in my last visit?
- Is my performance above my team’s average?
- What is the trend for store compliance across stores that I’m responsible for?
- How are stores faring in their compliance and sales metrics?
Want to Get Hands-on with CRM Analytics for Consumer Goods Cloud?
We don’t have any hands-on challenges in this module. But if you want to practice and try out the steps, you need a special Developer Edition org that contains CRM Analytics for Consumer Goods and our sample data. A regular Trailhead Playground doesn’t have CRM Analytics for Consumer Goods Cloud or our sample data. Here’s how to get the free Developer Edition now.
- Sign up for a free CRM Analytics–enabled Consumer Goods Cloud Developer Edition org.
- Fill out the form. For Email, enter an active email address. For Username, enter a username that looks like an email address and is unique, but it doesn't need to be a valid email account (for example, yourname@test.com).
- After you fill out the form, click Sign me up. A confirmation message appears.
- When you receive the activation email (this might take a few minutes), open it, and click Verify Account.
- Complete your registration by setting your password and challenge question.
Write down your username, password, and login URL for easy access later.
You are logged in to your Developer Edition org.
You can play around with the dashboards as you progress through this module. You may not see the same data, but you’ll see the same dashboards so you can follow along.
If you’re an admin who wants to set up CRM Analytics for Consumer Goods Cloud, check out Deploy Analytics for Consumer Goods.
In the next unit, we follow along as Gustavo uses CRM Analytics dashboards to review store sales and performance.