Finally, a Simple Way to Close the Gap Between Planning and Execution
Close the gap between trade planning and execution by translating high-level plans into operational activities, allocating and tracking tasks, monitoring execution progress and evaluating performance.
Surveys and Audits
Leverage trade management intelligence. With Mobile SFA you can measure in-store execution and processes, compare actual status to plan and gather market intelligence to evaluate store-level compliance. Use any of the preconfigured surveys and associated reports to interpret the data or configure your surveys and audits, allowing you to collect the data you need to make more informed decisions.
Achieve your channel objectives. Set objectives and focus on key activities by class of trade and category. Perform reviews in a single store walk, taking into account key drivers of sales in the store such as product availability, inventory, presentation, pricing and display and merchandising materials. Outlet data is automatically compared against the objectives and processes defined for each specific class of trade.
Communicate to and from the office to drive, measure and evaluate sales execution standards. Guide in-store reviews by section and category to focus on priority portfolios and key drivers of sales. Structure sales execution surveys to guide in-store processes for each class of trade.
Mobile SFA combines data generated by in-field activities with data collected during outlet reviews to drive performance improvements.
Trade Promotion Management
Set trade promotion parameters such as products, pricing, channels, regions, customers and start and end dates. Mobile SFA covers a variety of promotion formats and automatically manages the business rules associated with each format. Now you can link your trade promotion agreements with your sales force automation plans, execute tasks and track progress and compliance.
Use in-store reviews and field-marketer store management functionality to increase store-level compliance. You can compare data collected during the in-store review processes with your trade promotion, execution and sales plans to measure activation and compliance. Compliance data is presented in a variety of reporting formats including cubes, map analytics and reporting services.
Key Sales Drivers
Collect and analyze the data that drives sales. Mobile SFA brings data collected in the field to real-time reports available to managers. Interactive reports of your key sales drivers are delivered through pivot reports, preconfigured reporting services and map analytics. You can switch data from interactive map views to reports or export to Microsoft Excel or Adobe PDF files for distribution.