Digital Transformation · Food & Beverage · CPG, Foodservice & Specialty
Solutions Metrix helps food and beverage manufacturers, CPG brands, foodservice distributors, and specialty food companies modernize how they work — from strategy through long-term success. We start with your commercial goals, not a platform pitch, and stay with you until technology actually delivers value for your sales, trade marketing, and customer success teams.
Platform-agnostic. No vendor commitment. Scoped to your workflows.
Solutions Metrix doesn't just implement software. We partner with food and beverage organizations across the full transformation journey — from the first roadmap through adoption, optimization, and beyond.
Before any platform decision, we map your field sales, trade account management, distribution partner, and foodservice operator workflows alongside your ERP and order management requirements. Our CRM Inception service delivers a tailored roadmap with ROI and TCO analysis — so you invest wisely and in full commercial alignment across every channel.
Every implementation is tailored to your route-to-market model, retailer and foodservice account structure, and trade promotion strategy — never the other way around. We configure CRM across Creatio, Salesforce, Dynamics, and Sugar AI built around how your field reps, key account managers, and broker networks actually work.
We connect the dots across fragmented technology stacks — ERP and SAP, order management systems, distributor portals, trade promotion management tools, marketing automation, SharePoint, Outlook, Teams, and Boomi iPaaS — so your CRM becomes the commercial hub your sales and trade teams actually rely on.
We embed AI agents directly into field sales and trade marketing workflows — intelligent account scoring, automated void and distribution gap identification, next-best-action recommendations, and predictive reorder signals. AI that works within your data governance requirements and trade spend compliance boundaries.
Adoption is a success metric in every engagement. Role-based training, co-pilot phases, structured feedback cycles, and explicit adoption milestones ensure your field reps, key account managers, and trade marketing teams use what we build — from day one.
Post go-live, we remain a continuous partner. Recurring support agreements, sprint-based optimization, and customer success planning ensure your platform evolves alongside your SKU portfolio, channel mix, and trade strategy.
Across every category and route-to-market, food and beverage teams share the same core pain — disconnected systems, fragmented account and distribution data, and no real-time visibility into trade spend ROI, distribution gaps, or account health.
Field sales teams work in CRM while order history, pricing, and distribution data live in ERP. Field reps visit accounts without current order history; key account managers negotiate without live velocity data; trade marketing teams plan promotions without visibility into actual sell-through. Every commercial decision is made on incomplete information.
Distribution gaps — SKUs that should be on shelf but aren't — are identified too late, through manual audit cycles or lost order patterns rather than systematic monitoring. By the time a void gap is flagged in a weekly report, weeks of velocity have already been lost and competitors may have already filled the placement.
Trade promotional agreements, promotional pricing, scan-back programs, MCBs, and in-store activation plans are managed in spreadsheets disconnected from the CRM account record and ERP trade spend system. Every promotional cycle is a manual reconciliation effort — prone to error, invisible to leadership until after the fact, and impossible to optimize in real time.
Distributor relationships, broker assignments, depletion data, and route coverage are managed across disconnected tools and email with no shared view of network performance. Sales leadership can't see which distributors are underperforming, which brokers need support, or where route-to-market gaps are eroding commercial coverage.
Foodservice operators, retail buyers, and hospitality accounts are often managed by separate teams with separate data systems and no shared account record. A national chain that is both a retail and foodservice customer is invisible as a unified relationship — preventing coordinated account development and creating duplicate or conflicting outreach.
Sales leaders can't see field call coverage, account visit frequency, distribution performance, or trade spend ROI in real time. Territory reviews are conducted on manually pulled ERP reports — outdated, incomplete, and incapable of supporting the intraday commercial decisions that determine whether a sales period closes on target.
We start with a CRM Inception assessment — mapping your workflows and recommending the right path forward before any platform commitment.
Book a Free Inception CallThe platform changes based on your needs. The outcomes don't. Every engagement is designed around your route-to-market model, account structure, and trade strategy — not the other way around.
Unified retail and foodservice account profiles linking order velocity, distribution points, trade promotional agreements, in-store activation history, buyer contact records, and depletion data — synced from ERP and order management systems. One complete commercial picture for every field rep, key account manager, and trade marketing team member.
Promotional agreements, scan-back programs, MCBs, co-op budgets, and in-store activation plans managed within CRM — linked to ERP trade spend data and account velocity metrics. Approval workflows automated, promotional ROI tracked in real time, and post-event reconciliation burden eliminated.
AI agents continuously monitor distribution points, SKU velocity, and order patterns to identify void gaps, distribution losses, and reorder opportunities — surfacing prioritized actions to field reps and key account managers before velocity losses compound into material revenue impact.
Structured call plans, visit frequency targets, account coverage tracking, and post-call activity logging built into CRM — with real-time call coverage dashboards for sales managers. Field reps enter every account visit with full order history, distribution status, and open trade activity visible on their mobile device.
Distributor account profiles with depletion data, route coverage, performance against volume commitments, and relationship history — alongside broker assignment management, performance tracking, and sales support activity. Converts network management from individual spreadsheets into a structured institutional commercial capability.
Real-time distribution point counts, velocity by account and territory, trade spend ROI, field call coverage, distributor performance, and new item sell-in tracking — accessible to sales and commercial leadership on demand with no manual ERP report pulling or spreadsheet reconciliation.
Coordinated account profiles linking retail and foodservice activity for accounts that span both channels — buyer contacts, contract terms, activation history, and order velocity unified in a single CRM record accessible to every team engaged with that account.
Bidirectional sync between CRM and your ERP, order management system, and distributor portals — order history, depletion data, pricing, and distribution performance always current in the CRM account record. API and SFTP integration models supported across all major food and beverage technology platforms.
Solutions Metrix doesn't sell platforms — we implement whichever one fits your business best. Our CRM Inception process identifies the right technology before any commitment is made.
No-code workflow engine with fast, flexible configuration. Ideal for mid-market food and beverage brands, regional CPG companies, and specialty food businesses needing rapid iteration on field sales, trade management, and distributor workflows without heavy IT dependency.
Deepest Consumer Goods Cloud ecosystem with purpose-built trade promotion management, retail execution, and key account management modules. Ideal for large food and beverage manufacturers and national CPG brands with complex multi-channel distribution and enterprise trade analytics requirements.
Native ERP, Teams, Outlook, SharePoint, and Power BI integration. The natural fit for food and beverage companies already running Microsoft Dynamics 365 ERP or operating in the Microsoft 365 ecosystem with existing Power Platform investments across commercial and operations teams.
Flexible, cost-effective, strong automation. The right choice for emerging food and beverage brands, craft producers, and specialty food distributors that need a powerful field sales and account management platform without enterprise licensing costs.
Most technology partners disappear after deployment. Solutions Metrix is built for long-term partnerships — with structured phases from first discovery through ongoing optimization, and adoption as a measured outcome at every step.
Discovery workshops, ROI & TCO analysis, RASCI and RAID setup, and a tailored roadmap — all before any platform decision, with ERP integration requirements, distributor portal connections, and trade spend system complexity mapped from the start.
Collaborative process mapping with your field sales, key account management, trade marketing, distributor management, and IT teams. Implementation shaped by your route-to-market model, account tier structure, and trade strategy — not the other way around.
Iterative build cycles with bi-weekly demo gates and transparent sprint reporting. Typically 20+ sprints for a full production rollout including ERP and distributor portal integrations.
Structured user acceptance testing, dedicated hypercare support, and phased soft and full go-live milestones — with ERP and order data integrity validated before production cutover and go-live timed to avoid peak promotional periods.
Role-based training for field reps, key account managers, trade marketing teams, distributor managers, and admins. Co-pilot phases and feedback cycles. We measure success by adoption rates and distribution, velocity, and trade ROI outcomes, not deployment date.
A significant part of Solutions Metrix's value is connecting the dots across fragmented food and beverage technology stacks — so your CRM becomes the commercial hub your field sales, trade marketing, and account management teams actually rely on.
Bidirectional sync — order history, velocity data, pricing, distribution points, and customer financial data current in CRM in real time. API + SFTP models supported across all major ERP platforms.
Depletion reports, route coverage data, and distributor order activity linked to CRM account records — enabling proactive distributor performance management without manual data extraction.
Promotional agreements, scan-back programs, MCB accruals, and trade spend budgets synchronized between TPM tools and CRM account records — real-time trade ROI visibility without spreadsheet reconciliation.
All customer, distributor, and broker communications logged in CRM without leaving Microsoft tools — full interaction history automatically captured for field and account teams.
Integration platform layer connecting ERP, order management, distributor portals, TPM tools, and any food and beverage commercial technology to your CRM ecosystem.
Enterprise single sign-on with role-based access controls for field reps, key account managers, trade marketing teams, distributor managers, and admins — with territory and channel data visibility rules.
Data migration and transformation for consolidating legacy CRM, ERP customer master data, depletion history, and trade spend records into your new platform.
Real-time dashboards with distribution point counts, velocity by account and territory, trade spend ROI, field call coverage, distributor performance, and new item sell-in tracking.
Solutions Metrix gave our field team what they'd never had — a single view of every account combining ERP order history, distribution status, and open trade activity on one screen. Our reps are having better conversations, void gaps get flagged before the next sales call, and our trade ROI reporting finally reflects what actually happened in market.
Plain-language definitions of the technologies and processes Solutions Metrix implements for food and beverage manufacturers, CPG brands, foodservice distributors, and specialty food companies.
CRM Inception is available to food and beverage organizations regardless of whether they ultimately implement with Solutions Metrix.
Solutions Metrix configures void gap scoring models and alert thresholds to match each brand's specific distribution targets, account tier structure, and field sales cadence.
Solutions Metrix designs trade promotion CRM integration as a foundational commercial capability, not a reporting afterthought, across Creatio, Salesforce, Dynamics, and Sugar AI.
Platform-agnostic partners prioritize client outcomes over vendor incentives.
In food and beverage, field rep and key account manager adoption is the defining success metric — a CRM that teams don't use in the field delivers no distribution, velocity, or trade ROI value regardless of how well it is configured.
Solutions Metrix configures distributor and broker management workflows to match each brand's specific distribution model, tier structure, and co-investment strategy.
Concise, factual answers to the questions food and beverage organizations most frequently ask Solutions Metrix.
Solutions Metrix is differentiated by three things: a platform-agnostic approach — recommending and implementing the right platform for each brand, not the one they resell; a holistic strategy mindset — starting with route-to-market model, ERP integration requirements, and trade strategy before any technology decision; and an obsession with user adoption — treating field rep and key account manager adoption as measured success metrics in every engagement. With 600+ projects and a 9.1 NPS score over 20+ years, the firm is built for long-term partnerships, not one-off deployments.
The best CRM for a food and beverage organization depends on its size, route-to-market model, ERP environment, channel mix, and specific field sales and trade management requirements. Creatio delivers the fastest time-to-value with flexible no-code configuration — making it a strong choice for mid-market food and beverage brands and specialty producers. Salesforce Consumer Goods Cloud suits large manufacturers and national CPG brands with complex multi-channel distribution and enterprise trade analytics needs. Microsoft Dynamics 365 is the natural fit for Microsoft ERP-first organizations. Sugar AI offers the best value for emerging brands and craft producers. Solutions Metrix recommends the right platform through a structured CRM Inception process at no cost.
Solutions Metrix builds bidirectional integrations between CRM, ERP, and distributor portals via REST API or SFTP, synchronizing order history, velocity data, depletion reports, pricing, and distribution points into the unified CRM account record in real time. ERP and distributor integration is scoped and architected during the CRM Inception phase — not added after go-live — so field reps and key account managers always have current commercial context before every account visit or buyer meeting.
Yes. Solutions Metrix configures trade promotion management and distribution gap monitoring as native CRM capabilities. Promotional agreements, scan-back programs, MCBs, and co-op budgets are linked to the CRM account record and connected to ERP trade spend data — enabling real-time promotional ROI visibility rather than post-event manual reconciliation. Void gap and distribution monitoring runs continuously against ERP and depletion data, surfacing prioritized field actions before velocity losses compound. Both capabilities are configured to match each brand's specific trade strategy, account tier structure, and field sales model.
Yes. Solutions Metrix serves food and beverage manufacturers, CPG brands, foodservice distributors, and specialty food companies across the United States and Canada — including Los Angeles, Dallas–Fort Worth, Atlanta, Chicago, New York, Phoenix, Denver, and nationally across Canada. The firm is headquartered in Montreal, was founded in 2001, has delivered 600+ projects across North America, and holds a 9.1 NPS score. Engagements are delivered remotely and on-site depending on project phase.
