Client operations · Live demo
Category review prep for key account managers
Turns scan data, market share and rate of sale into the talking points a key account manager needs before a retailer's category review.
Talk to Isla at Tussockvale Foods
Tussockvale Foods is made up. Isla is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Preparing for a category review takes days of pulling scan data and building slides. Account managers can walk in without knowing which of their products sit below the buyer's delisting line.
How it works
- Reads the retailer's scan data and the company's own sales data
- Summarises category growth, share and rate of sale for each product
- Flags products at risk under the retailer's review rules
- Builds the case for new listings from results at other retailers
- Writes a one-page brief with the proposed promotion plan attached
What it connects to
- Hemi (national account manager)I've got the Ferncastle crackers review next Thursday. What do I need to know?
- AgentCrackers are up 3.1% at Ferncastle and our share is 14.2%, up 1.1 points. The risk is Cracked Pepper at 9 units per store per week, just under their 10-unit review line.
- Hemi (national account manager)Could I swap it for the Seeded Kūmara?
- AgentThat's your strongest case. Seeded Kūmara sells 16 units per store per week at Harbourlight and ranks 7th of 58 crackers there. At $2.62 a unit and a $4.49 shelf price, Ferncastle would make about 33%.
- Hemi (national account manager)Pull that into a one-pager for me.
- AgentDone. It has the share trend, the swap case, the proposed 2 for $7 launch and tastings in 40 stores. It's in your inbox.
Illustrative conversation. Names, numbers and details are made up.
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