1. Oracle Trade
Management
CHRMPARTNERS.COM

2. Business Purpose
 Increase Sales
 Increase Product visibility and brand awareness with customers
 Enlarge a product’s market segment penetration
 Increase product’s consumption rate
 Introduce new products and service in the market place
 Win new business based on competitive pricing
 Maximize Margins
 Control Costs
 Closed loop control over advertisement cost and benefits you got out it

3. Trade Promotion Management process
Strategy Execute PlanPromotion PlanBudget
Evaluate/
Repeat
• Historic sales data
• Past Promotion results
• Distributor/Retailer performance
• Marketing Plan
• Promotional Strategy for the
brand/Product
• Establish Allocation method
• Fixed
• Accrual
• Allocate to customer
account, Product, region, or
buying group
• Off invoice Discount
• Accrual Based Discount
• Lump Sum
• Trade Deal
• Volume Offer
• Net Accrual
• Scan Data
• Supplier Ship and Debit
• Price Protection
• Accrual Rebates from
invoice/Shipment
• Off invoice accounting
• Authorize payments
• Reconcile offer with sales
• Create Accounting
• Compare offer
performance
• Repeat the most
beneficial offer
• Reconcile accounting
• Evaluate Margin/net
profit

4. Oracle Channel Revenue Tools
Strategy Execute PlanPromotion PlanBudget Evaluate/
Repeat
• Oracle Dashboard
• Oracle Reports
• Oracle endeca
• Oracle OBIEE
• Chrmpartners Apex/Conurrent
Reports
• Chrmpartners Buying group screen
• Chrmpartners End customer creation
Tool
• Oracle Budget Screen
• Oracle Allocate Budget
• Oracle Quota Create/Allocate
• Oracle Territory management
• Oracle Offer
• Oracle Supplier Ship and
debit
• Oracle Deduction
Management
• Oracle Price Protection
• Chrmpartners Buying
group Relation Screen
• Chrmpartners Offer
upload
• Oracle Pricing Engine
• Oracle SLA
• Chrmpartners charge
back correction utility
• Chrmpartners POS auto
mapper
• Chrmpartners End
customer identification
engine
• Oracle Dashboard
• Oracle Endeca
• Oracle OBIEE
• Chrmpartners APEX
reports
• Chrmpartners APEX
utilities