VPs of Sales
at food, beverage, cannabis, and consumer goods companies running direct and broker-supported sales teams
Use Case
Revenue operations built for CPG sales teams.
Distributor scorecards, broker management, trade spend, retail execution — systematized and connected. Not another generic CRM.
THE PROBLEM
The problem.
CPG sales leaders manage a complexity most software companies never bother to address. You're running a broker network and a direct sales team simultaneously. You're tracking depletion data from distributors, trade spend ROI across promotions, retail execution at the store level, new item launches across hundreds of accounts, and pricing leakage that nobody can quantify until it's too late.
The tools available are either enterprise ERP systems that cost six figures and take 18 months to deploy, or generic CRMs that don't know the difference between a distributor scorecard and an account plan. So the work gets done in spreadsheets, shared drives, and tribal knowledge. When your best regional manager leaves, half the operating playbook walks out the door with them.
SOLVE is a revenue operations platform that combines AI diagnostics, intelligence dashboards, and operating workflows for sales and RevOps leaders. It was built by someone who spent 20 years running CPG sales operations — the workflows aren't generic templates renamed for CPG. They're the actual operating tools a CPG sales leader uses, connected to live data.
HOW SOLVE HANDLES CPG
How SOLVE handles CPG.
01 / 05
Distributor & Broker Management
Track distributor performance with structured scorecards that pull your live data — fill rates, delivery metrics, distribution gains, promotional compliance. Run quarterly reviews with the QBR Distributor framework that auto-populates your distributor's performance data. Manage your broker network with visibility into which brokers are executing and which are coasting.
02 / 05
Trade Spend & Promotion Planning
Model trade promotions before you commit the spend. Track ROI after execution. Build promotional calendars with account-level targeting. Identify pricing leakage across your account base. The Trade Spend ROI workflow connects your spending to actual depletion results so you stop running promotions on gut feel.
03 / 05
Retail Execution & Field Operations
Structure your store visits with the Account Visit Audit. Build ride-along evaluations that feed into rep coaching. Track store-level execution with the Store Execution framework. Design route plans that maximize coverage. Every field visit writes back to the account record — so the data accumulates instead of disappearing into a forgotten notepad.
04 / 05
New Item Launches
Track new item launches across accounts, distributors, and markets with a structured framework that monitors distribution gains, velocity targets, promotional support, and competitive displacement. The New Item Launch workflow keeps every stakeholder aligned on what's supposed to happen and what actually happened.
05 / 05
The Revenue Operating Rhythm
All of this connects to the same operating rhythm every sales organization needs — forecasting, pipeline reviews, territory planning, QBRs, comp plan design, performance reviews, and coaching. SOLVE doesn't make you choose between CPG-specific tools and general sales management. It runs both from the same system.
WHO THIS IS FOR
Who this is for.
Directors of Sales Operations
managing distributor relationships, trade spend budgets, and retail execution programs
National Account Managers
preparing retailer QBRs and managing account plans across chains
Commercial Directors
overseeing multi-channel go-to-market with broker, distributor, and direct sales coverage
Cannabis operators
managing dispensary account networks, compliance requirements, and market expansion
WHAT MAKES IT DIFFERENT
What makes it different.
Most revenue operations platforms are built for SaaS companies. They assume your pipeline is a list of deals moving through stages. CPG doesn't work that way.
SOLVE was built by someone who lived that reality for 20 years. The platform includes 145 workflows — and the CPG-specific ones aren't afterthoughts. Distributor scorecards, broker management, trade promotion planning, depletion reporting, retail execution audits, new item launch tracking, route planning, and pricing leakage analysis are all first-class workflows built from operational experience, not product management guesswork.
Your “pipeline” is distribution gains, velocity at retail, trade promotional performance, and broker execution across hundreds of accounts.
RELATED WORKFLOWS
Related workflows.
01
Distributor Scorecard
Structured performance evaluation covering fill rates, delivery, distribution, and promotional compliance.
02
Broker Management
Broker network oversight with performance tracking and accountability frameworks.
03
Trade Spend ROI
Promotion-level spend tracking connected to depletion results.
04
Depletion Report
Depletion analysis by account, product, and time period.
05
New Item Launch
Multi-stakeholder launch tracker with distribution, velocity, and promotional milestones.
06
Store Execution
Store-level execution audit with merchandising, pricing, and availability checks.
07
Route Planning
Territory route optimization for field sales coverage.
08
Account Visit Audit
Structured store visit framework with data capture that writes back to the account record.
09
QBR Retailer
Quarterly business review framework for retail partner meetings.
10
QBR Distributor
Quarterly business review framework for distributor performance reviews.
11
Trade Promo Plan
Promotional calendar with account-level targeting and budget allocation.
12
Pricing Leakage
Identify and quantify pricing inconsistencies across your account base.
Try It Free
Try it free.
Run the Revenue Audit — a free 10-minute diagnostic that scores your sales organization across 10 categories and gives you a prioritized action plan. Category 9 includes options specific to companies working with distributors and brokers. No login required.
FAQ
Frequently asked questions.
Most RevOps tools on the market are built for SaaS pipeline management. SOLVE is a revenue operations platform with first-class CPG workflows — distributor scorecards, broker management, trade spend tracking, depletion reporting, retail execution audits, and new item launch management — alongside the standard forecasting, QBR, territory planning, and performance review frameworks every sales organization needs.
SOLVE includes structured scorecard workflows for both brokers and distributors. The Distributor Scorecard tracks fill rates, delivery performance, distribution gains, and promotional compliance. The Broker Management workflow provides oversight across your broker network. Both feed into QBR frameworks designed specifically for these relationships — not repurposed SaaS deal review templates.
SOLVE’s Trade Spend ROI workflow connects promotional spending to actual depletion results at the account level. You model the promotion before committing spend, track execution, and measure results against targets. The data writes back to the account record so your trade spend history accumulates in the system instead of disappearing into quarterly spreadsheets.
Yes. SOLVE was built for CPG sales operations including food, beverage, cannabis, and consumer goods. The platform includes workflows specific to the CPG operating model — distributor management, broker oversight, trade promotion planning, retail execution, route planning, new item launches, and depletion analysis — connected to the same intelligence layer and data architecture that runs forecasting, territory planning, and team performance management.
SOLVE includes a cannabis-specific demo environment (Rocky Mountain Holdings) with dispensary account structures, compliance references, and competitive intelligence built in. The platform handles the same operational challenges cannabis sales teams face: managing a network of dispensary accounts, tracking product velocity, coordinating with distributors, planning retail visits, and running QBRs — all from one connected system.