Mission:
TPB is a consumer goods company focused on driving growth through its field salesforce and data-driven retail execution. Connie, inheriting a legacy Salesforce environment, needed a scalable and reliable solution to empower over 200 field reps while creating a foundation for data-driven decision-making across the business.
Salesforce Products:
- Data Cloud
- Tableau
CHALLENGES:
Unmanageable data upkeep: Legacy CG Cloud instance required heavy manual maintenance, creating reporting delays.
Offline app complexity: Field reps relied on rigid offline apps, limiting flexibility and slowing adoption.
Complex batch jobs: Processing pipelines made even basic reporting time-consuming and error-prone.
Technical debt: Heavily customized environment created barriers to scalability and innovation.
SOLUTION:
Jax CG Field Sales Accelerator
Replaced the offline app with a Lightning-based drag-and-drop experience, increasing adoption and usability.
Jax CG Data Accelerator
Built Snowflake-based warehouse, mastered in Data Cloud to deliver a true customer 360.
Jax CG Tableau Accelerator
Deployed Tableau dashboards as Lightning Web Components for actionable insights directly in workflow.
Ongoing managed services
Jax Consulting maintains system reliability, ensuring 200 field reps operate with minimal disruption.
PROJECTED ROI:
+35% reduction in reporting cycle time
+50% faster onboarding of new field reps
-60% decrease in manual maintenance hours
