Enterprise DNA

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Promotions and trade spend questions for key account managers

Answers key account managers' questions on trade budgets, the promotion calendar and how past promotions performed, and drafts promotion requests for approval.

InternalWeb chatYour data Answers from your dataYour knowledgeSummariesIntegrations
Live demo

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

Trade spend sits across a promotions spreadsheet, finance reports and scan data. Account managers wait days for answers, then plan the next promotion without knowing whether the last one paid back.

How it works

  1. Reads trade budgets, the promotion calendar and post-promotion results
  2. Answers what is left, what is booked and what each promotion returned
  3. Compares mechanics side by side, such as 2 for $6 against 2 for $7
  4. Checks each request against approval limits
  5. Drafts the promotion request and sends it to the right approver with the evidence attached

What it connects to

  • Trade promotion spreadsheet or TPM system
  • Retailer scan data
  • Finance system
  • Microsoft Teams or Slack
  • Omni Command Centre
Sample chat
  1. Hemi (national account manager)How much Ferncastle trade budget is left this year, and did the 2 for $6 on crackers pay back?
  2. AgentFerncastle has $2,430,000 left of its $5.3 million budget. The 2 for $6, PR-2291, sold 3.3 times baseline but returned 78 cents for every dollar spent.
  3. Hemi (national account manager)Ouch. What about the April one?
  4. AgentThe 2 for $7 in April, PR-2240, lifted sales 2.4 times and returned $1.24 per dollar. It cost $36,800, against $61,700 for the 2 for $6.
  5. Hemi (national account manager)So I pitch 2 for $7 again next quarter.
  6. AgentThat matches draft PR-2318, estimated at $52,000. It's over your $25,000 limit, so it needs Kate Brennan's approval. Shall I send her the draft with both results attached and book her Wednesday 11am review?

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

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