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Salesforce Implementation That Powers Retail Growth

FortéNext helps retailers build Salesforce ecosystems that connect the dots between customer experience, order flow, promotions, and backend operations - whether you're selling to businesses, consumers, or both.

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Built for Retail Realities - Not Just Digital Dreams

120

Salesforce specialists

150

Salesforce certifications

100

Salesforce Lightning projects

"FortéNext went above and beyond to create a promotions machine that took into account all of the crazy promotions that all of our brands try to offer.

"Not only were they able to customize a solution, they were able to stay on budget."

Sarah Bey

Project Stakeholder at ManocoBlue

Role-Based Training for Merchandising, Sales, and Ops - Whether it’s store managers, customer service teams, or sales reps, we tailor Salesforce training to retail roles. Our adoption strategy ensures each team knows how to use the platform to fulfill orders faster, resolve customer issues, and hit revenue targets.
Ongoing Optimization That Evolves With Seasons and SKUs - New product lines? Promo calendars? Loyalty updates? We help retailers evolve their Salesforce instance with every season - optimizing catalogs, workflows, and automation as your business shifts.
Custom Development for Promotions, Pricing, and Portals - From B2B customer-specific pricing and account switching, to robust D2C promotions engines and subscription models - we build solutions that support your go-to-market strategy, not restrict it.

Connected to Your Stack - POS, ERP, Loyalty & More - We’ve integrated Salesforce with platforms like Shopify, Magento, NetSuite, Oracle ERP, Square, and loyalty systems. Expect smooth data flow from click to fulfillment, with no silos.
AI That Boosts Conversion and Operational Efficiency - Use Salesforce AI tools like Agentforce 2.0 to route cases, predict demand, automate repeat purchase flows, or serve up dynamic cross-sells.

Omnichannel-ready. Inventory-aware. Promotion-smart.

We can train your team

Address user adoption challenges and help your team make the most of your Salesforce platform, with our customized one-to-one and group training sessions.

Ongoing enhancements & optimizations

As your business grows, so does your infrastructure. We’ll optimize your Salesforce to work for you, tackle technical debt, streamline business processes, and turn missed opportunities into wins.

Custom Salesforce development

Thanks to our strategic approach, we will tailor your Salesforce platform, to address your most challenging pain points.

Why FortéNext Delivers More Value Than Off-the-Shelf Partners

“In just 30 days, FortéNext successfully launched a Salesforce B2B Commerce purchasing portal on our Lightning Experience platform. This launch - which was the first of its kind.”

Paul Chong

Senior Director of Product Management, B2B Commerce at Salesforce

✔️ Deep experience in retail commerce, wholesale, and multi-channel models

✔️ Expertise in promotions, returns, order flows, and fulfillment logic

✔️ Scalable architecture that adapts to seasonal spikes and SKU growth

✔️ Commerce Cloud, Service Cloud, Sales Cloud, and CPQ experts

✔️ U.S.-led, nearshore-supported for global time zone coverage

Examples of What We Build:

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B2B Commerce portals with customer-specific pricing, account-level permissions, and custom checkout

D2C storefront integrations with Shopify, Adobe Commerce, and native payment processors

Promo & loyalty engines tailored to catalog rules, tiers, and time-bound incentives

Sales Cloud + Service Cloud systems for in-store reps and support agents, synced with order history

Inventory-aware CPQ for large wholesale or seasonal SKU bundles

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Our Implementation Approach for Retailers

Discovery

We review your B2B and D2C customer journeys, order flow, ERP/fulfillment stack, and pain points across channels.

Planning

We define architecture for scalable catalogs, pricing logic, promotion structures, and customer service SLAs.

Launch & Scale

We launch quickly, train your users, and stay engaged to optimize - whether it’s for peak season or a new sales channel.