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What Makes

Us Different

Processes that feed your success:

Superior Support From System And F&B SMEs

GoldFinch is built and supported by experts in the Food and Beverage industry, as well as technology

Key benefits include:
•    Close To Real Time Support
•    No Challenges Are Too Difficult For Us To Solve
•    Ability To Keep System Up-To-Date


Promotional Calendar Management

Create promotions and shelf-placement strategies for retailers and distributors that drive profitability

Key benefits include:

  • Simplify The Process Of Creating And Managing Promotions

  • Create A Self-Populating Promotional Calendar That Is Aligned With Customer Data From Your Salesforce CRM

  • Know What’s Working And What’s Not Working

  • Avoid Stock Shortages And Excess Inventory Spoilage

  • Demonstrably Increase Profitability

  • Successfully Introduce New Products

  • Accurately Track Promotional Activities And Sell-Through Data From Day One

  • Identify The Most Profitable Promotional Benefits

  • Automatically Track Version Control, Analytics, Client Communication And Financial Management

  • Identify Which Locations Can Value Most From Promotions And When They Will Have The Most Impact

  • Eliminate Manual Errors

  • Close To Real Time Support

  • No Challenges Are Too Difficult For Us To Solve

  • Ability To Keep System Up-To-Date

SQF Compliance

Becoming SQF compliant has become mandatory. Many larger food retailers will not do business with companies that have not achieved SQF certification. GoldFinch, on the Salesforce Platform, can natively address many of the data & process elements that are part of an SQF audit. The certification requires a significant amount of documentation to support your processes during the audit. GoldFinch can help expedite the process.

Key benefits include:

  • Comprehensive Farm to Fork Lot traceability through the entire manufacturing process. Both forward & backward tracing of Raw materials through Finished Good and back to the source. Lot expiration dates, country of origin and manufactured data is tightly monitored. Expired product is automatically moved to a special area and is prohibited from being sold or used in production.

  • A managed Mock & Actual recall process that will identify the lots in question, create the required correspondence and manage the distribution of the notification. It will track and document that the recall notice was sent and identify if the receiving party opened the notice. By using the automated workflow processes, it will issue follow up emails and record all interactions with the customer. It will manage the return goods process issuing credit memo’s or store the documentation where the customer was instructed to destroy the product.

  • A complete QC validation process to inspect incoming materials and initiate a process where it is stored in a QC area and cannot be released until the automated approval process has been completed. Complete documentation and test results are stored with the receipt, including a generated certificate of analysis.

  • Finished goods and work in process follow the same sequence and the technical specification test document can be unique to a specific product. In compliance with SQF, there are boundaries of what is acceptable and what actions to be taken if a specific test is out of range.

  • Each step of the manufacturing process is available for monitoring and will recognize if the employee is authorized for this process, a checklist of safety procedures, temperature and processing time can be also be recorded.

  • A monitoring process to maintain the annual vendor compliance report to certify their process is compliant with materials being purchased from them. If the compliance document is not received subsequent e-mails are triggered to the vendor. The receipt is documented and stored with the vendor record.

  • Maintenance of approved vendors and further validation in the manufacturing process that certain customers may require that products sold to them must comply with specific sourced vendors. i.e. organic cinnamon can only be produced in a certain country rom a specific vendor.

  • Employee tracking of their certifications and authorizations to engage in certain production processes. Automated workflows to advise the employee that his certifications are nearing expiration.

  • Allergen management to specifically identify which products have identified allergens as part of their formulation or produced on equipment that previously manufactured allergen containing products.

Product Recall Protocols

Managing a recall is a daunting process that can be costly financially and tarnish a company’s reputation. The process to successfully manage a recall involves many diverse functional areas within the company for employees to interact with customers, vendors and governmental agencies. Documentation of all information exchanges must be recorded properly and be easily accessible by the responsible employees ensure the process is compliant.

Key benefits include:

  • All Data Is Maintained In The Salesforce Cloud Which Maintains The Highest Level Of Security.

  • Documentation Of Interactions With Item Lots, Customers, Vendors And Outside Agencies Are Maintained Within The System.

  • Integrated E-Mail Management To Create Recall Notices That Automatically Populate & Validate The Critical Data.

  • Task Management Workflows To Ensure Responsible Parties Are Alerted When They Are Assigned Tasks And Additional Process Workflows To Monitor The  Status.

  • Comprehensive Approval Processes To Manage Workflows With Assurances That Responsible Individuals Have The Authority To Certify The Completion Of The Assigned Task.

  • Employee Responsibility  Management To Ensure Employees Are Familiar With The Process And Authorized To Manage Their Assigned Responsibilities.

  • Ability Within A Unified System To Manage The Costs Associated With The Recall And Record The Proper Accruals And Expenses.

  • Determine If There Is Justification To Seek Compensation From Third Parties That May Be Responsible For The Recall.

Sales and Marketing Integration Through Salesforce

Delight your customers with each and every interaction. Expand your sales and marketing success with effective promotions, improved relationship management, and automated process flows to increase demand. 

GoldFinch along with Salesforce - brings the following workflows that are important to F&B users:

  • An Account Hierarchy That Will Help Manage Your Customers (Distributors, Retailers And End Users)

  • Promotion Management - Ensuring All Promotions Are Tracked From The Start And Can Be Tied To All Of The Following

  • Product Pricing By Customer And Product

  • Marketing

  • Monthly Promotional Activities On The Store Level - Such As

    • Coupons

    • Slotting Fees

    • MCB’s

    • Bill Backs

  • Deduction Management Workflow That Will Help Track Chargebacks From Promotion To Claim And Can Help AR Reduce The Amount Of Unsubstantiated Chargebacks

  • Detailed Sales Analysis

  • Product Safety And Recall Management Including Tracking Ingredients Country Of Origin

  • Full Lot Control - With Controls And Dating

  • Robust Recipe Management

  • Real-Time Integrated EDI

  • Real Time Kubiex TMS

  • E-Commerce Shopify &Amp; Woo Commerce

  • 3PL Management

  • Direct Store Delivery

  • Batch Manufacturing

  • Mobile Scanning

  • Configurable Report/Dashboard/KPI/Workflow/Alert Management

Deductions Management

Directly manage and link deductions to promotional activities and evaluate their effectiveness. Know what to accrue and know your financial obligations through a real-time dashboard and automated reporting. 

E-commerce Integrations

Use multiple avenues to grow your business and simplify ordering. Seamless bi-directional movement from GoldFinch to Shopify or WooCommerce keep inventory and orders aligned, so predicting demand is easier than ever.

SPINS/IRi Analysis

Sophisticated data analysis is available right at your fingertips in one actionable, easy to read dashboard. Track your business success across the product lifecycle to create compelling proposals, attract new clients, and expand existing business relationships for real-time, data driven decision making.

Ability To Run Your Business From Anywhere

Access the power of GoldFinch and Salesforce from any device where ever and whenever.

Compete Security From Salesforce uses a variety of methods to ensure that your data is safe, secure, and available only to registered users in your organization. To provide a security model that satisfies numerous, unique real-world business cases, Salesforce provides a comprehensive and flexible data security model to secure data at different levels. 

Salesforce provides three layers of security with lots of flexibility to accommodate virtually any business need. Profiles controls object-level and field-level access. Permission sets are used to provide access to additional objects. Field-level security controls provide access to individual fields within an object. Further, there are five types of record-level security: org-wide defaults, role hierarchy sharing, sharing rules, manual sharing, and Apex-based sharing. 

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485C US Highway 1S, Suite 350

Iselin, NJ 08830

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