Access Strategies

What Access Strategies does

Access Strategies is a U.S. sales and marketing services agency founded in 1993 and headquartered in Willowbrook, Illinois. The firm serves consumer packaged goods (CPG) brands seeking distribution and sales velocity across drug, convenience, grocery, mass, and club retail channels. Its core offering is field sales representation, delivered through dedicated Sales Operations Specialists, Shared Teams across partner brands, and a Gig Workforce for task-oriented activity, with execution coverage spanning chain headquarters, store-level resets and cut-ins, distributor relationships, and independent sales drives. The company's go-to-market is anchored by membership in the CSN alliance, a network of 30+ independent broker offices and 600+ personnel across all 50 states, which extends Access Strategies' regional Illinois base into a national footprint.

The agency's technology layer combines a retail analytics system (full data access, customized reporting, SKU trends and opportunities, category management, space planning, and demand planning) with field execution technology that integrates sales data into store visits. A Digital Strategies service line supplements the traditional broker model with strategy consultation, e-commerce roadmap development, Amazon marketplace management, paid media support, social media management, influencer programs, and warehousing and fulfillment. The firm does not disclose pricing; revenue is generated through customized professional services engagements with consumer brands.

Access Strategies' revenue model is fee-based professional services, with pricing tailored per client and no publicly disclosed rates. The company is privately held, has 11-50 employees, and is co-led by Joe Perfetti and Shaun O'Brien, whose combined 80+ years of CPG experience is the firm's primary leadership asset. Named enterprise clients include Splash Products, 1908 Candy, Lil Drug Store Products, and Morinaga America, with Morinaga represented by the firm since its first U.S. product launch. No funding rounds, acquisitions, or material restructuring events are disclosed in the available data.

Name

Access Strategies

Legal name

Access Strategies

Website

https://accessstrategiesagency.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

Access Strategies is a U.S. sales and marketing agency that provides CPG brands with field sales, retail execution, analytics, and digital strategies across drug, convenience, grocery, mass, and club channels, leveraging the CSN alliance for nationwide coverage from its Willowbrook, Illinois base.

Ownership category

akta.pro rank

Product category

Sales and Marketing Services

NAICS

Advertising Agencies (541810), Media Buying Agencies (541830), Advertising, Public Relations, and Related Services (5418)

SIC

Services-Management Services (8741), Services-Management Consulting Services (8742)

akta.pro primary industry

Lead Generation & Demand Generation (B2B/B2C) (BPAFAAAK)

akta.pro secondary industry

Lead Generation & List Building Services (Prospecting, Data Sourcing) (BPAFAKAE)

Keywords

• Sales and marketing agency
• Retail execution services
• Consumer packaged goods
• Field sales services
• Channel management

Headquarters

HQ city

Willowbrook

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Sales and Marketing Agency Services: Full-service sales, marketing, retail, and analytics services agency providing coverage across multiple trade channels including drug, convenience, grocery, mass, and club. Revenue is generated through professional service fees for sales representation, marketing strategy, retail execution, and analytics services to consumer brands.

Go-to-market motion1 record

Distribution channels5 records

Marketing channels4 records

Core offering

Access Strategies is a full-service sales, marketing, retail, and analytics agency that helps consumer packaged goods (CPG) brands grow distribution and sales across drug, convenience, grocery, mass, and club channels. Core services include territory-based field sales, store-level retail execution (resets, new item cut-ins, drop ship programs), data-driven retail analytics, and digital strategy services spanning Amazon marketplace management, paid media, social media management, and influencer programs.

Product overview

Access Strategies is a full-service sales and marketing agency operating as a unified platform that combines sales, analytics, retail execution, and digital strategy services. The core offering consists of Sales Services providing nationwide coverage through CSN partnership, Analytics Services for data-driven insights, and Retail Execution for field-level impact. These are complemented by modular service options including dedicated Sales Operations Specialists, Shared Team arrangements, and Gig Workforce solutions. The Digital Strategies offering encompasses e-commerce management (including Amazon marketplace), paid media, social media, and influencer programs. Together, these services form an integrated go-to-market solution designed to help consumer brands achieve category leadership across multiple retail channels.

Differentiator

Problem solved

Functional benefit

Products and services

• Sales Services Full-service sales agency covering territory management, chain headquarters relationships, store-level coverage, and distributor coverage across drug, convenience, grocery, mass, and club channels, supported by the CSN alliance for nationwide reach.
• Analytics Services Data-driven analytics services providing full data access, customized reporting, SKU trends, SKU opportunities, sample market analysis, marketing analytics, category management, space planning, and demand planning for consumer brand clients.
• Retail Execution Services Field sales execution services including independent sales drives, drop ship programs, resets, and new item cut-ins, utilizing sales data and field technology to drive store-level impact.
• Digital Strategies Comprehensive digital marketing and e-commerce services including strategy consultation, e-commerce roadmap development, online marketplace management (including Amazon), paid media support, fulfillment, retail integration, social media management, and influencer programs.
• Sales Operations Specialists Dedicated brand-only staffing solution in which clients decide retail activities while Access Strategies provides staff, resources, and management with results reported through its retail system.
• Shared Team Services Multi-brand focused team approach in which Access Strategies identifies partner brands to share staffing costs, providing flexible resources across multiple brands with results reported through its retail system.
• Gig Workforce Services Flexible, task-oriented workforce coordination with activity management, audit submissions, and results reporting for short-duration or project-based retail activities.

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

One partnership is on record.

• CSN (Computer Sciences Network)coreChannel Partner/ Reseller/ DistributorAccess Strategies is a member of CSN, an alliance of independent brokers with 30+ offices and 600+ personnel across all 50 states. This partnership provides national alignment and full service coverage nationwide for Access Strategies' clients. CSN enables the company to offer comprehensive retail coverage beyond their regional Illinois territory, serving clients across all major trade channels including drug, convenience, grocery, mass, and club.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Crossmark: CPG-focused sales and marketing services company providing retail execution, insights, and category solutions to manufacturers across grocery, mass, club, drug, and convenience — directly overlapping Access Strategies' service scope.
• Premium Retail Services: Retail services firm specializing in merchandising, field sales, and in-store execution for CPG brands across mass, grocery, drug, and specialty channels — comparable field execution and store-level coverage offering.
• Advantage Solutions: Large-scale sales and marketing agency providing CPG brands with retail, category management, and digital services across grocery, drug, and convenience channels — the most direct large competitor to Access Strategies' full-service agency model.
• Acosta: National CPG sales, marketing, and retail services firm offering integrated coverage, category management, and digital commerce capabilities to consumer brands across all major US trade channels.
• Mosaic Sales Solutions: Field marketing and sales solutions provider serving CPG brands with retail execution, merchandising, and shopper marketing services across multiple trade channels.
• SAS Retail Services: Provider of retail merchandising, resets, and field execution services for consumer brands, with a similar focus on store-level impact across drug, grocery, and mass channels.
• The Integer Group: Omnicom-owned shopper marketing and CPG sales promotion agency delivering brand activation, retail merchandising, and category management — overlapping Access Strategies' brand-to-shelf remit.

Emerging players

• Pattern: E-commerce accelerator and digital marketplace agency helping brands scale on Amazon and other online channels; comparable to Access Strategies' Digital Strategies offering but focused exclusively on digital.

Regional players

• Starlight 360: Mid-market CPG sales and marketing agency focused on helping emerging brands gain retail distribution, with comparable trade-channel expertise but typically serving smaller brand rosters than Access Strategies' enterprise book.

Broad incumbents

• Harte Hanks: Large data-driven marketing services firm with customer engagement, direct marketing, and analytics capabilities overlapping Access Strategies' analytics and digital services, though operating at much broader scale and scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/access-strategies

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Access Strategies