Simplify your front-office mosaic to stay competitive
However, delivering a seamless, unified experience for customers and field sales teams is crucial for driving future growth and success.
Front Office Transformation
To thrive in the future, businesses must strategically balance the three main front-office capabilities: achieving operational excellence in local execution, strengthening brand impact, and optimizing operational efficiency. Striking this balance is critical for delivering seamless customer experiences and ensuring sustainable growth.
However, many organizations today face the challenge of a fragmented application landscape, where disparate tools and platforms hinder effective communication and engagement—both digitally and physically. This disconnected environment leads to inefficiencies, limits visibility, and disrupts interactions with customers and sales teams.
To overcome these challenges, businesses must adopt unified, customer-centric solutions that enhance both the customer experience and field sales performance. By streamlining workflows, fostering real-time collaboration, and leveraging integrated digital tools, companies can unlock future growth, strengthen brand loyalty, and improve operational agility in a constantly evolving market.
Key Account Management and Trade Promotion Management Tactics
Account and Opportunity Management: Accelerate deal progression by guiding sellers through the sales process. Gain deal-specific insights and easily unify account and opportunity data for a single customer profile—whether in a CRM or on the go.
Customer Business Planning: Manage volumes, costs, baselines, and target planning from a unified customer business plan.
Improve trade promotion effectiveness: Use a promotion planning calendar, fund management, and account scenario planning.
Field Sales Management and Retail Execution
Optimize visit planning and execution: Plan every visit and identify the tasks to complete at each store. Enhance field execution with real-time insights, configurable activity lists, and task assignments to guide field employees.
Increase customer satisfaction and revenue: Use a service console designed to display key data, insights, alerts, and actions in a predefined chronological view of visits and orders—tailored for service agents.
Redefine consumer engagement by delivering seamless, personalized, and connected experiences at every touchpoint
Accessible data for marketers: Accelerate time-to-market with structured and unstructured data necessary for audience segmentation, Agentforce actions, and performance analysis.
Seamless activation across all channels: Make every touchpoint in the journey more relevant and timely by activating audiences with data that influences channel, content, and frequency (e.g., automatically trigger an educational journey when customers are not using key product features). Refresh journeys with the latest data and segment memberships as changes occur.
Our approach
Leverage the expertise of our consultants
Harness the deep expertise of our front-office transformation consultants to deliver seamless customer engagement, accelerate operational efficiency, and unlock sustainable growth at every touchpoint.
Optimize the use of Salesforce Consumer Cloud
Leverage powerful platforms like Salesforce Consumer Cloud to deliver personalized customer experiences, streamline omnichannel engagement, and make data-driven decisions in your front-office operations.
Fast ROI
We recognize that every client is unique, which is why we tailor our approach to meet their specific needs. Instead of relying on standardized models, we dedicate the effort, expertise, and commitment required to deliver custom solutions that provide significant value where it matters most.
Our experience with Salesforce
Trade Promotion Management for a multinational CPG company
Implemented and optimized trade promotion management processes, integrating them with ERP and sales planning tools for seamless operations.
Retail execution for a multinational beverage company
Developed a technology roadmap for a retail execution application, integrating it with CRM and order management systems. Enhanced point-of-sale loyalty through reward management and established a “perfect store” system for off-trade operations.
Personal concierge application for VIPs of an international sports federation
Designed and implemented a mobile application for on-field consumer engagement, capturing consumer consent for future segmentation. Integrated the system with marketing and e-commerce platforms for enhanced customer insights.
Offer expertise on all Salesforce clouds
Discovery and Assessment
Develop a deep understanding of your business needs, operational challenges, and customer experience goals.
We work closely with your stakeholders to analyze current workflows, assess pain points, and identify transformation opportunities. This phase lays the foundation for a successful front-office transformation.
Outcome: A clear, data-driven view of your current state and a roadmap for future improvements.
Service Cloud
Create a customized transformation plan outlining the processes, people, and technologies required for success.
We craft a detailed plan that defines the future vision of your front-office operations. This includes workflow redesign, process reengineering, and identifying key change drivers.
Outcome: A comprehensive transformation plan that provides a clear path forward, ensuring alignment between business units and stakeholders.
Marketing Cloud
Define the technology stack, integration points, and implementation timeline needed to realize the transformation vision.
We help you identify the key technologies, platforms, and tools required to support the transformation. From CRM and customer engagement platforms to analytics and automation tools, we define the optimal technology strategy.
Outcome: A clear, step-by-step roadmap that ensures seamless technology deployment, enabling faster implementation and minimizing risks.
Platform Selection
Choose the technology platforms best suited to your transformation goals.
We conduct a comprehensive evaluation of leading platforms such as Salesforce, Microsoft Dynamics, Oracle CX, and other industry-relevant tools. Our vendor-neutral approach ensures we recommend the solution best suited to your specific needs.
Outcome: An informed platform selection decision that considers cost, scalability, flexibility, and time-to-value.
Why onesolutions?
Customer-centric approach
Each client is unique, just like our approach.
We dedicate time and effort to understanding your specific needs and business context. Our solutions are never “one-size-fits-all”—they are custom-designed to maximize impact where it matters most.
End-to-End Support
From discovery to deployment, we support you at every step. Our end-to-end services ensure a smooth and efficient transformation process, minimizing disruptions while maximizing return on investment.
Expertise on Leading Platforms
We leverage platforms like Salesforce Consumer Cloud, Microsoft Dynamics, Oracle CX, and other top-tier tools to deliver seamless customer engagement, operational efficiency, and scalable growth. Our vendor-neutral approach ensures we select the solution best suited to your needs.
Our Trusted Philosophies
Discover how, with our Trusted Philosophies, we always strive to recommend solutions that best fit your needs, deliver on our commitments with quality, and focus on bringing value to your business.
The customer, at the heart of your strategy!
Frédéric Dupuis
Why is Front Office Transformation important?
Front Office Transformation is essential for businesses aiming to remain competitive in a customer-focused market. By optimizing customer-facing operations, companies can deliver faster and more personalized experiences, strengthen customer loyalty, increase revenue, and streamline internal processes for greater operational efficiency.
Contact our experts for a personalized response based on your needs.
How long does a Front Office Transformation take?
Front Office Transformation should be considered a program or initiative and cannot be limited to just a few weeks or months. Our planning approach allows you to prioritize based on your capabilities and priorities. Accelerators may be possible depending on the platform chosen, but the complexity lies in implementing the right strategy and processes.
Contact our OneSolutions experts for more information.
How do you ensure the success of a Front Office Transformation?
Success relies on a combination of thorough planning, expert execution, and continuous improvement. We follow a proven methodology that includes stakeholder alignment, agile execution, ongoing change management, and performance tracking. Regular reviews and adjustments ensure the project stays on track and delivers tangible results.
Contact our experts for a personalized response based on your needs.
What sets your approach to Front Office Transformation apart?
Our approach is client-focused, tailored, and holistic. We don’t use pre-designed models or generic solutions. We work with you to develop a transformation strategy that addresses your specific business challenges. Our end-to-end support, deep platform expertise, and commitment to measurable results set us apart.
Contact our experts for a personalized response based on your needs.