CPG
CRM Solution Built to Optimize Field Operations, Engage Smarter and Cut Marketing Waste
Empower your trade reps with tools to manage visits, capture feedback, access up-to-date content, and deliver retail execution excellence.
CT CPG doesn’t just digitize your workflow. It connects marketing, sales, and customer insights to drive faster decisions and greater ROI from every store visit.


CPG
Core Features
CPG
CT CPG is delivered as a managed package for Salesforce, ensuring a smooth installation process and compatibility with all major Salesforce editions. Once installed, administrators can assign licenses, profiles, and permission sets to users based on their roles - no custom development required.
From there, the system can be tailored to match your business processes. You can configure global settings, add sales products and assortments, define marketing cycles, and create targeted outreach strategies all through intuitive setup steps.
Built-in tools make it easy to set goals, streamline rep activities, and track performance across every customer visit.
And when you're ready to scale, CT CPG integrates seamlessly with CT Mobile for offline access in the field and with CT Orders for advanced order management workflows.

CPG
Platform Capabilities
Field Activity Management
Plan, execute, and report on every customer visit with precision. Sync with Salesforce calendars, log outcomes instantly, and optimize rep productivity.
Targeting & Marketing Cycle Control
Segment clients, define visit frequencies, and align campaigns with in-store execution—ensuring your reps hit the right accounts at the right time.
Product & Assortment Management
Keep field teams aligned with real-time updates on product availability, assortments, POS materials, and competitive insights.
Coaching, Quizzes & Goal Tracking
Enable continuous improvement with built-in tools for rep training, skill assessments, and performance-driven goal setting.
Want us to show you how our products can help your business?
Request a personalized demo, and we’ll show you how these tools can improve your processes.

See our Bundles
Consumer Goods Bundle
Empower your CPG field teams with one app for visit planning, order entry, shelf audits and promotions—all online or offline—so reps spend less time toggling tools and more time driving in-store sales.

Consumer Health and Pharma Bundle
Equip your pharma and consumer‑health reps with CT Mobile’s offline CRM plus CT Pharma’s compliant sample management and e‑signature workflows—so every physician or retail visit becomes a seamless, on‑the‑spot engagement.

Order Taking Bundle
CT Mobile’s field‑ready interface with CT Orders’ advanced pricing and promotions engine—enabling reps to create, edit and approve complex B2B orders offline, then sync instantly to Salesforce and your ERP.

Order Taking with CG Cloud
Extend your CPG Cloud with CT Mobile’s offline order entry, CT Orders’ configurable pricing rules and CT CPG’s promo & planogram management—so reps handle audits, orders and offers in one cohesive mobile workflow.

Our Products
Discover the full suite of Salesforce-native tools designed to empower your field sales and marketing teams with offline capabilities, data-driven insights, and seamless execution—no matter where your reps are.
What customers have to say about us
Field sales efficiency starts here
Get started today with a personalized demo filled with insights and solutions to help your team sell more, faster