Powerful Field Sales Management and Enterprise Mobility

For Consumer Goods and Retail​

Mobile Retail Execution for Field and Merchandising Teams Built on Salesforce®

Radically improve retail execution, enhance in-store merchandising, and guide sales and service interactions from a mobile device. Shorten the time spent on retail audits and inspections while optimizing the opportunities to improve brand compliance.

A few of our happy clients:

Six in Ten Retailers are Using Outdated Operational Systems.1

It’s no surprise then that when a customer visits a retail store, 8% of the items they want are out of stock with 47% of these “stock-outs” stemming from inaccurate demand forecasting. Accurate inventory records alone can drop the out-of-stock (OOS) rate by 50%. Our holistic Salesforce-based solutions give consumer goods manufacturers a complete picture of their inventory data so they can dramatically reduce OOS rates and expand their margins.

1 EKN and Microsoft’s Retail Industry Group. Plugging Out-of-Stock Gaps in Consumer Goods: A Prescriptive Guide to Contain Out-of-Stock Challenges That Plague Consumer Brands. EKN, 2016.

Field Sales and In-Store Merchandising

  • Eliminate data loss and inefficiencies with offline data capture and automated device-to-Salesforce® data sync.
  • Capture robust competitive intelligence and outperform competitors on the store shelves with real-time analytics and powerful BI reporting.
  • Optimize in-store compliance audits across merchandising, planograms, POS displays, products, and promotions with guided actions, dynamic checklists, and Einstein AI-powered image recognition.
  • Increase sales with real-time guided selling and actionable insights.
  • Streamline retail audits with mobile barcode scanning and e-signature capture.

Field Service Management

  • Predict and prevent product defects, inventory shortages, and compliance breaches.
  • Transform field service into a revenue-driving engine with guided cross-sell and upsell insights.
  • Enable field technicians with the intelligence to deliver flawless, efficient service that results in customer loyalty and decreased churn.
  • Gain a 360-degree view of field performance, workload management, and account health with custom Salesforce® reports and dashboards.
  • Integrate Salesforce® and custom apps with your ERP system, data warehouse, and other backend systems.
  • Optimize workforce management with data-driven scheduling and dispatching.
  • Create and process work orders fast.

Meet Cooper

Cooper is an Account Executive for Arabica Coffee, an organic coffee roaster. This is his second week on the job, conducting store audits.

Our Salesforce® Toolbox

Synaptic AP leverages five major Salesforce® components when building custom solutions for clients. We unify disparate data and simplify complex processes so you can maximize efficiency, avoid pitfalls, and achieve greater field service success.

The Salesforce Platform

We tailor your Salesforce implementation to your unique processes and make it easy for you to capture and leverage data right when you need it. The Salesforce Platform is the foundation upon which we build your holistic field service management solution.

Field Service Lightning

Salesforce’s mobile workforce management solution, Field Service Lightning, makes it easy to route and schedule the best resources for service requests, ensuring work orders are fulfilled as quickly as possible.


A Salesforce-native mobile forms app for assessments, audits, inspections, and surveys that lets your mobile workforce capture essential data onsite without having to leave the Salesforce Platform. Youreka guides mobile workers through customer interactions step by step to ensure better performance and higher customer satisfaction.

Einstein AI

Mobile workers can leverage real-time artificial intelligence, powered by Salesforce Einstein, to resolve complex issues and spot potential hazards. Einstein classifies the contents of the photos you take and gauges the intent and sentiment of a customer’s written feedback to help you triage problems you may have otherwise missed.

Custom Apps

No two business environments are identical. That’s why, in addition to deploying traditional Salesforce solutions, we also build apps that extend Salesforce throughout your organization.

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