consumer goods and retail

Drive Predictable Brand Growth with AI

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48% of CPG Companies Turn to AI and Automation.
Are you one of them?

The CPG industry's obstacles—from the rise of digital consumer behaviors to complex supply chains and geopolitical volatility—can seem insurmountable. But many have already discovered the key to sustainable growth: incorporating AI and Automation across their operations. Our solutions go beyond mere strategy; we help you implement personalized trade promotions, retail optimization, and accurate revenue forecasting. Let us help you unlock the latent value in your data and actualize your AI transformation.

Your markets are dynamic. Your Go-to-Market strategy should be too.

CPG Companies Spent $200 Billion on just in-store merchandising and marketing. But all of it is not well spent. Here are the key challenges:

  • 51% of CPG Leaders say their business is not very effective at quickly taking new concepts from idea to shelf. 
  • Only 38% of CPG Leaders are satisfied with how their company sells new SKUs into retail stores.
  • 52% of CPG Leaders say their marketing plans aren't executed as intended at the store level.

On the other hand:

  • CG companies reported that the B2B route-to-market investments they made impacted 11-50% of their total company revenue.
  • On average, these companies can achieve a 45% increase in marketing ROI, and a 42% decrease in customer acquisition costs.

With challenges ranging from digital consumer complexities to geopolitical uncertainties, and a significant portion of $200 Billion potentially misallocated in marketing and merchandising, isn't it time to ask whether your current strategies are truly unlocking the full potential of your data and operations?

Learners' CPG Playbook

Implement a robust Go-to-Market strategy with modular solutions that infuse agility and intelligence to get these results:

  • Reduce out-of-stocks
  • Pricing and promotions match expectations
  • Marketing and merchandising are more closely aligned and audited
  • Field reps can devote more time to building relationships and driving sales

Planning & Forecasting

Break down-data silos and streamline all aspects of your planning to build forecasts that everyone can trust. Enable real-time collaboration and insights to enable key account managers to optimize trade spend and maximize ROI. Finally, simplify claims management once promotions are complete. 

Drive Revenue Growth

Identify key areas of growth with advanced analytics and determine the best course of action. Leverage AI to enable guided selling for your field reps and streamline repetitive tasks. Empower them to spend more time time building relationships and driving sales. 

Unlock Efficiencies in Route-to-Market

Streamline operations by planning store visits with optimized routes and real-time fleet tracking that reroutes dynamically to prioritize deliveries. Enable mobile devices to automate shelf audits, inventory checks and planogram compliance.


Consumer Goods Cloud for Sales

Salesforce's CG Cloud comes with a custom data model for CPG companies to establish a robust CRM, collaborate better, and increase sales by growing accounts. 

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Customer Planning & Forecasting (CPF)

Salesforce's Consumer Goods Cloud (CGC) planning system enables Key Account Managers to dynamically capture all planning details without multiple files and gives every team visibility to business drivers.

Retail Execution

CG Cloud for Retail Execution (REX) is a powerful platform with online and offline mobile capability to deliver best in class in-store execution. Managers, Field Reps, and Merchandisers get a single source of truth across devices and able to execute with ease, even when they are offline.

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Connect with our team 

Ready to learn more?

Click the link below to book a slot on our calendar. Let's start your journey towards mastering CGC together.

What our Customers Say

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Brett Oliveira

ShipHero Sales

stars has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Chris G.

Forum Financial Management, LP


Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Jamal M

Main Street Financial Solutions


Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Cynthia LaRue

Forum Financial Management, LP


I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Ashley Camire

Owner and Relationship Specialist

stars was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Brandon Palmer

Digital Marketing Manager


Our team is using for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Phil Desrosiers

Corporate Director


I have relied heavily on the team at Learners for the implementation of the new system. The configuration of HubSpot to meet our needs at my company has been a real game changer and we've already seen the results pay for themselves even before we've completed the project. They've gone above any beyond to provide expert advice and jump in when we've run into unexpected challenges. Should you decide that an integration team is the right fit for your growth plans at, I can confidently say with Learners you would be in good hands.