Effectively conduct each stage of promotional planning

Trade Promotion Management

Trade Promotion Management is Risorsa module dedicated to the planning, monitoring and control of promotional activities for companies in the FMCG and Consumer goods sector.

TPM is the heart of Risorsa suite, the application is able to guide the entire promotional lever management process: from the definition of the negotiation perimeter, to the construction of the planogram, with the availability of comparison with historical data, to the generation of sell-in discounts through effective approval flows up to the collection of sell-out terms agreements.

Distinguishing features

Guidelines setting for the negotiating perimeter

Annual planogram with framework and peripheral promotions

Management of authorization flows

ROI Promo pre and post evaluation

Solution benefits

Organizing and sharing plans

Single database of promotional activities with access for all company functions involved in the process (Sales Accounts, Trade Marketing team, …)

View of the entire promotional timeline and availability of planograms by product and Customer

Complete management of the planning process

Control of invoice spending thanks to the setting of different guidelines for product and customer.

Exception approval workflow.

Information integration

Availability of information on planned activities and history for use in Demand Planning processes and Trade Marketing analyses. Possibility of integration with ERP, BI and Risorsa Modules: Customer Sales Planning (Customer and Channel Plans), Contract Management (management of off-invoice), Brand Portfolio Management (Clusters and assortments).

Discover how Risorsa can support you in the process.

Application features

Guidelines

Centralized setting of guidelines on time, Customers and product to establish the negotiation perimeter of promotional activities.

Promo engine

Engine for creating and configuring commercial policies of any complexity. Possibility of configuring up to 7 discount levels, management of the depth and type of promo, repeatability and frequency of the activity.

Planogram

Interactive planogram for the simplified construction of the promotional plan and visualization by Customer/Channel.

Mutilevel

Insertion of Normal or Quadro promotions, thanks to the possibility of setting the hierarchical and negotiating structure of the Customer/Distributor in the system with highlighting of the decision-making nodes.

Authorization flows

Setting of negotiation flexibility areas, applicability limits and control blocks with authorization flow management. Promotions overlay alarm and control system.

Sales forecast

Weight management by format/point of sale to service the volume estimation of the single promotion for the sales forecast. Possibility of receiving real volumes on historic promos.

Discount enhancement

Simulation of the value of the discount and the net turnover of the promotion deriving from the volumes set.

Evaluation

Pre and post-evaluation tool for generating forecasting and verification scenarios on various promotions and assortment hypotheses for calculating profitability and the impact on margins and sales volumes.