Salesforce for retail teams that want the brand experience to match the operation.
Retail Salesforce rollouts fail when they're configured for reporting rather than merchandising velocity. We design for the team shipping campaigns, the agent handling the post-purchase call, and the CX your customer actually feels — in that order.
Pressures shaping
the roadmap.
- Channel fragmentation
Web, app, store, and marketplace channels each run a parallel customer experience without shared identity.
- Loyalty + subscriptions locked to a vendor
Third-party loyalty means every brand experiment is a contract negotiation.
- Margin compression meeting ad-spend volatility
Paid acquisition gets more expensive while basket sizes are harder to grow.
- Merchandising velocity bottlenecked by operations
Every new merchandising experiment waits for a support request, manual workaround, or release slot.
The plays we run
in this intersection.
- Unified customer + order view
Data Cloud unifies commerce, marketing, service, and loyalty data. Service consoles and marketing journeys work from the same profile.
- Service Cloud for post-purchase
Omnichannel service console with bot-assisted tier-1 deflection and agent-facing LLM enrichment.
- Marketing Cloud Engagement + Data Cloud segmentation
Real-time segments with freshness expectations, activated into paid and owned channels.
- Editorial tooling without dependency queues
Experience Cloud or Commerce Cloud configured so merchandisers publish within governed templates.
What the engagement includes.
- Service Cloud omnichannel + bots for retail
- Marketing Cloud Engagement + Account Engagement
- Data Cloud unified profiles + segmentation
- Commerce Cloud B2C (where warranted)
- Loyalty + subscription management
- Managed service and ongoing campaign operations
“Configuration is the cheap part. Process is the work.”
Salesforce delivery since 2014 across Service, Sales, and Experience clouds. Specializes in regulated-industry rollouts.
Full profileSalesforce × Retail & E-commerce on your roadmap?
30 minutes with Ananya Iyer. No slides, no deck — a practical architecture sketch, scope estimate, and candid second opinion.
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