Trade Promotion Management

Drive trade ROI up with effective promotion planning and execution.

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Productivity

Driving trade governance without increasing workload: what is the right trade-off?
XTEL’s AI platform is fully configurable, to offer an integrated TPM process that perfectly aligns to your organization’s ways-of-working, no matter its system footprint, geography, go-to-market structure or size.
Learn more about the XTEL Analytics Platform

Trade spend ROI

How can I be more objective in decision-making?
XTEL’s AI models accurately measure the true source of incrementality in your promotional events (cannibalization, stockpiling, competitive stealing, retailer switching and category expansion…) to help you and your customers make fact-based decisions.
Learn more about AI Revenue Management models

Execution

How can I align my entire organization around perfect promotion execution?
XTEL’s TPM provides exhaustive coverage for the full promotion process, from the initial plan to the final deduction management across sales, commercial analytics, marketing, finance and supply chain departments, to ensure you capture every value opportunity with the least possible effort.
Learn more about TPM

Strategic Trade Promotion Management

Maximize the ROI of trade spend with each customer while boosting the effectiveness and productivity of your trade and account teams.

Trade Marketing Manager

Manage the strategic alignment of your promotions with the overall revenue growth policies and objectives.

  • Develop AI-driven promotion strategies that integrate other commercial analytics levels, such as pricing and product mix, to enhance profitability
  • Collaborate with marketing, sales, RGM and finance to build trade promotions aligned with broader business goals
  • Ensure a more robust planning and execution for every promotion, maximizing the chances of success for the event
  • Monitor and understand the customer- and market-level drivers behind the revenue and profit generated by your trade promotion strategies

Key Account Manager (KAM)

Deliver account-centric trade spend plans to drive joint growth and maximize ROI.

  • Develop comprehensive customer plans that incorporate tailored pricing and promotional strategies with optimal trade terms
  • Use AI for optimized trade promotion plans and real-time recommendations to inform customer negotiations
  • Collaborate with finance, marketing and supply chain teams to ensure seamless execution
  • Monitor promotion performance and adjust plans to optimize outcomes

Finance Executive

Ensure trade promotion strategies are financially viable, aligned with profitability goals.

  • Collaborate with sales and RGM teams to align financial objectives with promotional terms
  • Manage accruals and deductions to ensure accurate financial tracking
  • Automate financial analysis to track promotion costs and profitability in real-time
  • Implement reconciliation processes to true-up promotions and ensure financial accuracy.
  • Consolidate financial data to produce a unified P&L to maintain an always up-to-date view on trade fund and customer performance.

Field Sales Executive

Drive and support the execution of trade promotions in the field to drive sales and enhance customer engagement.

  • Implement promotion initiatives in coordination with retailers and distributors
  • Use real-time data to track promotion effectiveness and make adjustments on the fly
  • Provide feedback from the field to improve execution, refine promotion tactics and strategies
  • Strengthen relationships with store managers and staff to ensure smooth promotion execution

Supply Chain Executive

Ensure supply chain operations support trade promotions efficiently, optimizing costs and product availability.

  • Maintain optimal stock levels through integrated inventory management aligned with promotion schedules

  • Leverage AI for refined promotional demand forecasting to anticipate necessary supply chain adjustments

  • Ensure logistics efficiency to meet increased demand from promotions

  • Integrate supply chain processes with sales and TPM strategies

Related solutions

TPM

Every promotion seamlessly executed. Planning to forecast to order to cash, with minimal effort or rework.

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TPO

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ADAM

AI-ready data, integrated into your technology stack. Without mobilizing your data science team.