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Trade Promo Management & Optimization

Our Trade Promotion Management and Optimization Solution, PromoTool, empowers organizations to enhance their promotional strategies. It offers AI-based predictions and forecasting, and pre and post-event analysis to drive business growth.

With integrated planning and trade spend control, PromoTool ensures that every promotional activity contributes to increased revenue and profit.

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    Business Challenges

    To effectively address the complexities of trade promo management and optimization, businesses require a versatile solution like Trade Promotion Management system, which can adeptly navigate the following essential business challenges:

    Accurate and Granulated Sales Forecast

    Achieve accurate and automated sales forecasting for the entire organization without the burden of extra time and labor.

    Achieving Trade Spend Transparency

    Consistent control & transparency over trade spend which allows the organisation to gain real-time insights into trade spend data and facilitates accurate long-term planning.

    Streamlined Promo Management

    Total control over the promotion budget; identify top-performing promotions and ensure precise ROI calculations for every campaign.

    Unified Sales Planning Hub

    Centralized sales planning process, which encourages collaboration and alignment within your multifunctional team.

    Excellence in Promo Execution

    In-store execution of promo strategies often fail to generate the required ROI and business do not have relevant insights and control over in-store execution

    Structured Workflow & Analytics

    To establish structured workflows, automation, and valuable insight generation through advanced analytics.

    TPM / TPO Solution Functionality

    Strategy Planning

    • Build annual marketing and trade activities plan
    • Set promo guidelines
    • Interactive calendar with flexible views
    • Follow-up activities status, notification and approval
    • Easily configurable to accommodate your processes

    Potential Users

    • Trade Marketing Manager
    • Brand/Category Manager
    • Head of KAM

    Demand Forecast / S&OP Support

    • Automated base line calculation driven by embedded AI/ML
    • Reflect business and market changes with building blocks adjustment
    • Adjust level of forecast granularity behind planning horizon
    • Track actuals vs forecast and compare with original plan

    Potential Users

    • Trade Marketing Manager
    • Brand/Category Manager
    • Head of KAM

    Customers Spend Management

    • Store and manage customer commercial conditions
    • Customer promo budget calculation
    • Consolidated trade spend visibility
    • Track actual budget vs calculated and original plan

    Potential Users

    • Sales Planner/Analytic
    • Demand Planner
    • KAM
    • Head of KAM

    Promo Planning & Execution

    • Build and adjust promotions KPIs with real time ROI and P&L calculation
    • Interactive calendar with flexible views
    • Assign roles and approval path tracking
    • Promo execution brief, integration with sales force automation

    Potential Users

    • Sales Planner/Analytic
    • KAM
    • Head of KAM

    Analytics & Reporting

    • Compare actual vs plan down to KPI level
    • Pre and post promo evaluation including planning accuracy
    • Built-in dashboards and PowerBI integration
    • Create effective promo library

    Potential Users

    • Sales Planner/Analytic
    • Trade Marketing Manager
    • KAM
    • Head of KAM
    • Brand/Category Manager
    • Demand Planner

    Update your business with a single tool for promo planning, managing and evaluation

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      TPM / TPO as a part of AI-Driven EcoSystem

      When assessing SoftServe Business Systems’ PromoTool, view it not in isolation but as an integral element within our AI-Driven EcoSystem. This interconnected strategy elevates effectiveness, precision, and the utilization of insights by enabling seamless data interchange among various solutions. Below are a couple of use cases illustrating how this close integration can benefit the business:

      Integration with the SFA & IR

      The Ecosystem approach enables seamless communication flow & leveled-up automation. Generated promo execution brief, automatically goes to SFA, where it guides sales reps during visits. AI Shelf Recognition checks execution, and data flows back to TPM for reporting and feedback.

      Integration with B2B eCommerce

      A personalized approach to every single customer through B2B eCommerce platform. The promo brief heads to SFA, while certain self-order system promo activities seamlessly flow into our B2B eCommerce platform, B2B e-assistant. Here, tailored promotions are recommended to B2B customers for personalized engagement.

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      Why to choose our solution?

      ROI & Spend Optimization

      Promo ROI growth and spending optimization

      AI/ML Forecasting & Planning

      Accurate AI/ML forecasting and integrated business planning

      Automated Workflow

      Automated workflow on both promo and business level

      Full Promo/Sales Cycle

      Full Promo/Sales cycle with Retail Execution integration

      Multi-Country Flexibility

      Flexible solution for multi-country regions with different maturity level

      Our Clients

      Since 2003 we have cooperated with the world’s largest CPG players from around the world. Even thou every client has unique needs, our team always finds a way to shape solutions the way that the needs perfectly.

      What to learn more? Let’s talk!

      Tell Us the Story of Your Business

      Tell Us the Story of Your Business

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