Using AFS TPM to Predict Lift Factors to Maximize Trade Spend - Predictive Modeling using Nielsen Data. WATCH NOW! http://www.afsi.com/predictive-modeling-sunnyd-using-nielsen-data-webinar/
Since the economic downturn, many retailers cut staffing levels to bare minimum in order to weather the storm. As the economy turnaround continues and consumer spending starts to increase, there is a renewed opportunity to enhance brand image with both old and new customers. Execution is as important as ever. Quality service levels are required to convert foot traffic to sales while perfect field execution must be achieved to implement corporate strategies to capitalize on the investment of targeted marketing campaigns.
Kowa Pharmaceuticals was facing challenges in sales operations due to their limited resources and existing SPM provider. Optymyze helped improve Kowa's sales performance by providing a robust SPM solution that streamlined processes and provided real-time data visibility across platforms. This solution reduced the time to value for sales teams, made data more accessible, and enabled accurate and timely reporting on sales metrics. As a result, both sales managers and reps benefited from improved data-driven insights that enhanced motivation and oversight of sales goals.
This document discusses issues related to implementing a customer relationship management (CRM) system. It outlines several common issues organizations face: improper budgeting that focuses more on attracting new customers than retaining existing ones; ineffective analysis of why customers defect; using improper technology that does not integrate well or scale effectively. Other challenges include getting user acceptance of new systems, maintaining service levels during transition, and designing effective workflows, knowledge sharing and loyalty programs to improve customer retention. The conclusion emphasizes that CRM implementation requires building capabilities within the organization to relate to and retain valuable customers, not just implementing a new system.
Explore the simple steps your organization can take to leverage the full power of CRM. Learn how to develop a CRM Roadmap, increase end-user adoption and tips on how to identify quick wins which deliver immediate results. You will walk away from this webinar with a clear plan on how to optimize your entire CRM process.
Our Configure, Price, Quote (CPQ) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report. As the name implies, Configure, Price, Quote (CPQ) solutions provide functionality to support complex sales transactions. CPQ systems enable sales teams to custom design or configure a solution for a customer from different product sets, options or piece parts; price the solution appropriately and prepare a quote for the customer in a negotiated sales situation.
We define CPQ as comprising the strategies, processes, technologies and tools that support the organization’s ability to effectively configure products/services from a set of options, price a customized solution based on relevant internal and external factors and provide a digitally generated quote for customer signature and payment.
This study covers the following sections:
- Executive Summary
- What is Configure, Price, Quote?
- Benefits of CPQ
- The CPQ Solutions Landscape
- CPQ Deployment Lifecycle
- Vendor Selection Criteria
- Action Plan
- Analyst Bottom Line
- About the Research Analysts
- Our Solution Study Methodology
- About Demand Metric
There are 8 premium tools & templates linked inside of this solution study:
- CPQ Readiness Assessment
- Sales Enablement Framework
- CPQ Strategy Scorecard
- CPQ Vendors Matrix
- CPQ System RFP Template
- CPQ Vendor Evaluation Matrix
- MarCom Plan Methodology
- CPQ Program Metrics Dashboard
To obtain this document, visit us at http://www.demandmetric.com/register
This document summarizes the results of a survey conducted by IDC and MSI International between February and May 2007 with 218 respondents worldwide on partner business performance. Some key findings include:
- The majority of respondents were from the US (39%) and Western Europe (20%) and worked at companies with 10-49 employees (53%) that focused on being a VAR (73%).
- Partners in the top quartile for operating profit as a percentage of revenue spent more time focusing on existing customers rather than new customers across sales, marketing, and service functions. They also saw higher average deal sizes with existing customers.
- The document recommends designating an existing customer champion to focus efforts on prioritizing communications and executing
Sandboxes provide environments for development, testing, and training that are isolated from production. There are different types of sandboxes that serve different purposes - Developer sandboxes refresh daily and don't include data, while Partial Copy and Full Copy sandboxes include production data and configurations and refresh less frequently. Choosing the right sandbox type depends on factors like the need for data, external integration testing requirements, and user acceptance testing needs. Sandboxes allow changes to be tested safely before moving to production.
Provides a look at how an internal Convio start-up team leveraged the Force.com platform to quickly deliver a truly disruptive product into a classic sleepy market and immediately start winning against the big incumbents. Participants will be given a solid understanding of how Entrepreneurs (independent or internal to a larger company) leveraging Force.com can radically change major considerations like time to market, R&D costs, initial and ongoing CapEx, development of the whole product eco-system and the value of riding the Salesforce.com coattails
Since the economic downturn, many retailers cut staffing levels to bare minimum in order to weather the storm. As the economy turnaround continues and consumer spending starts to increase, there is a renewed opportunity to enhance brand image with both old and new customers. Execution is as important as ever. Quality service levels are required to convert foot traffic to sales while perfect field execution must be achieved to implement corporate strategies to capitalize on the investment of targeted marketing campaigns.
Kowa Pharmaceuticals was facing challenges in sales operations due to their limited resources and existing SPM provider. Optymyze helped improve Kowa's sales performance by providing a robust SPM solution that streamlined processes and provided real-time data visibility across platforms. This solution reduced the time to value for sales teams, made data more accessible, and enabled accurate and timely reporting on sales metrics. As a result, both sales managers and reps benefited from improved data-driven insights that enhanced motivation and oversight of sales goals.
This document discusses issues related to implementing a customer relationship management (CRM) system. It outlines several common issues organizations face: improper budgeting that focuses more on attracting new customers than retaining existing ones; ineffective analysis of why customers defect; using improper technology that does not integrate well or scale effectively. Other challenges include getting user acceptance of new systems, maintaining service levels during transition, and designing effective workflows, knowledge sharing and loyalty programs to improve customer retention. The conclusion emphasizes that CRM implementation requires building capabilities within the organization to relate to and retain valuable customers, not just implementing a new system.
Explore the simple steps your organization can take to leverage the full power of CRM. Learn how to develop a CRM Roadmap, increase end-user adoption and tips on how to identify quick wins which deliver immediate results. You will walk away from this webinar with a clear plan on how to optimize your entire CRM process.
Our Configure, Price, Quote (CPQ) Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report. As the name implies, Configure, Price, Quote (CPQ) solutions provide functionality to support complex sales transactions. CPQ systems enable sales teams to custom design or configure a solution for a customer from different product sets, options or piece parts; price the solution appropriately and prepare a quote for the customer in a negotiated sales situation.
We define CPQ as comprising the strategies, processes, technologies and tools that support the organization’s ability to effectively configure products/services from a set of options, price a customized solution based on relevant internal and external factors and provide a digitally generated quote for customer signature and payment.
This study covers the following sections:
- Executive Summary
- What is Configure, Price, Quote?
- Benefits of CPQ
- The CPQ Solutions Landscape
- CPQ Deployment Lifecycle
- Vendor Selection Criteria
- Action Plan
- Analyst Bottom Line
- About the Research Analysts
- Our Solution Study Methodology
- About Demand Metric
There are 8 premium tools & templates linked inside of this solution study:
- CPQ Readiness Assessment
- Sales Enablement Framework
- CPQ Strategy Scorecard
- CPQ Vendors Matrix
- CPQ System RFP Template
- CPQ Vendor Evaluation Matrix
- MarCom Plan Methodology
- CPQ Program Metrics Dashboard
To obtain this document, visit us at http://www.demandmetric.com/register
This document summarizes the results of a survey conducted by IDC and MSI International between February and May 2007 with 218 respondents worldwide on partner business performance. Some key findings include:
- The majority of respondents were from the US (39%) and Western Europe (20%) and worked at companies with 10-49 employees (53%) that focused on being a VAR (73%).
- Partners in the top quartile for operating profit as a percentage of revenue spent more time focusing on existing customers rather than new customers across sales, marketing, and service functions. They also saw higher average deal sizes with existing customers.
- The document recommends designating an existing customer champion to focus efforts on prioritizing communications and executing
Sandboxes provide environments for development, testing, and training that are isolated from production. There are different types of sandboxes that serve different purposes - Developer sandboxes refresh daily and don't include data, while Partial Copy and Full Copy sandboxes include production data and configurations and refresh less frequently. Choosing the right sandbox type depends on factors like the need for data, external integration testing requirements, and user acceptance testing needs. Sandboxes allow changes to be tested safely before moving to production.
Provides a look at how an internal Convio start-up team leveraged the Force.com platform to quickly deliver a truly disruptive product into a classic sleepy market and immediately start winning against the big incumbents. Participants will be given a solid understanding of how Entrepreneurs (independent or internal to a larger company) leveraging Force.com can radically change major considerations like time to market, R&D costs, initial and ongoing CapEx, development of the whole product eco-system and the value of riding the Salesforce.com coattails
This document outlines SignupLab's Growhow Customer Success Framework for B2B SaaS companies. It discusses the history of customer success and how it has evolved from focusing on new customer acquisition to reducing churn. It then details key aspects of the framework, including defining value concepts to focus product strategy and development, integrating customer success best practices across functions like product, support, sales and marketing, and using metrics and feedback to continuously improve customer objectives. The framework provides a holistic approach to improving customer success for B2B SaaS companies.
The document lists the top 10 reasons why CRM implementations fail. These include: 1) Not defining clear objectives for the project. 2) Poor planning or project management. 3) Believing software alone will solve problems rather than being a tool. 4) Trying to use every feature right away rather than a phased approach. 5) Insufficient training and support for users. 6) Not getting buy-in from employees ahead of time. 7) Incomplete or erroneous data imported into the new software. 8) Not planning for changes or issues outside the scope. 9) An unstable hardware or network platform. 10) Choosing the wrong software or provider that does not meet the company's needs. The document provides tips to
This document outlines Oracle's CRM segmentation capabilities and provides details about its global CRM implementation. It describes Oracle's CRM systems, key functions, and a single global CRM instance with over 1.8 million accounts and 300,000 partner users. The document also discusses Oracle's marketing business cycle and how segmentation allows for more targeted campaigns and list generation through an integrated system compared to legacy methods.
The 80/20 Rule for Desktop KPI's: Less is More!MetricNet
In this session, Jeff Rumburg will identify and define the desktop support metrics that really matter. He will also discuss the importance of adopting a holistic approach to performance measurement and management, and he will demonstrate how KPIs can be used to drive world-class performance and give organizations a competitive advantage.
CRM at Oracle Series: Marketing Business IntelligencetbOracleCRM
The CRM at Oracle series highlights Oracle's internal implementation of Oracle CRM products such as Siebel CRM and Oracle CRM On Demand. This presentation discusses an overview of Oracle's Enterprise Reporting Architecture and highlights the Marketing Business Intelligence dashboards and reports.
The document discusses best practices for driving adoption of new technologies across large enterprises. It shares customer adoption stories from HP, Adobe, and VMware.
The panelists discuss challenges such as cultural shifts, new processes, and metrics. Their approaches focused on executive alignment, change management plans, communication, and tracking adoption metrics.
Lessons learned include the importance of change agents, managing expectations, defining clear processes and accountability, and sustaining momentum through continuous improvements and communication.
Optimizing Your B2B Demand Generation MachineOptimizely
If generating demand for your product is a struggle, rest assured that you are in the majority. 63% of marketers say their top challenge is generating traffic and leads. So what's a marketer to do? We say: hypothesize and experiment.
Join us for this free seminar where SurveyMonkey will share how their marketing team experiments and optimizes different parts of their demand gen machine. You'll hear real stories, tactics, and outcomes that will inspire your own demand gen experimentation.
Search marketing continues to grow in importance as an advertising channel for businesses of all kinds. Even during the past 12 months, as the Great Recession has taken its toll on other advertising channels – from display to TV, and most decidedly to print – search advertising has continued to grow. As the paid search advertising market has grown and matured, the cost of entry for new players has increased, and for those who have been doing search for some time, the cost of being successful and driving optimal results from paid search continues to go up. The sophistication of the market requires constant investment.
Advertisers have several choices as to how they choose to deal with building and maintaining their programs, each with different pros and cons:
• Hire a search agency – according to Forrester Research, approximately 52% of companies elect to leverage agencies to do their paid search work, with that percentage increasing as more money is spent
• Manage in-house – this is most common in retail and travel, as well as with small and mid-sized firms
• Build-Operate-Transfer (BOT) – a hybrid model by which advertisers begin with an agency, with the intention of managing risk until the program can be brought in-house in order to manage costs more effectively
The webcast will go through each model, as well as discuss the technology, skill sets, and processes needed to have a successful paid search program.
The CRM at Oracle series highlights Oracle's internal implementation of Oracle CRM products such as Siebel CRM and Oracle CRM On Demand. This presentation discusses how Oracle utilizes Oracle's Real-Time Decisions (RTD) for lead scoring. RTD reduces maintenance of rules and provides visibility into the effectiveness of the rules.
Web optimization is a vital part of the evolution of customer experience. As performance has become an increasingly more important consideration and experimentation has been driven deeper into the behavioral layer of web pages or apps, brands are turning to server-side optimization solutions to help solve the need for greater testing & optimization across every aspect of the consumer’s journey.
This document discusses Customer Relationship Management (CRM). It defines CRM and explains why it is important for managing customer relationships. It outlines different types of CRM, provides examples of how CRM has helped different companies, and discusses best practices for implementing CRM including assessing needs, defining requirements, training users, and reviewing the system. It also covers common mistakes to avoid during implementation and recommends consulting help and phased implementation for best results.
Managing the Email Marketing Vendor Selection ProcessDaniel Kuperman
Presentation delivered at MarketingSherpa Email Marketing Summit 2008 on how to select the best email marketing vendor for your company. If you want the excel file with the vendor selection matrix, email me.
This document discusses strategies for maximizing return on investment (ROI) from SAP implementations. It provides an agenda for the topics to be covered, including SAP promises and realities, learning to effectively use SAP, leveraging SAP to increase ROI, and measuring success. The document outlines key factors that increase ROI such as breadth of use, repeatability of use, reducing costs, and increasing collaboration. It also provides techniques for quantifying benefits and calculating ROI, payback period, and other financial metrics to evaluate SAP investments. Examples of organizations that achieved high ROI from SAP implementations through effective strategies are also presented.
White Rock Technologies is a Salesforce consulting firm that has served hundreds of users across multiple industries since 2010. They offer the Playmaker Lightning app on the AppExchange and have offices in several US cities and India. They help clients achieve goals related to business growth, operational efficiency, and innovation through Salesforce implementations, custom applications, and ongoing support. Their typical engagement process involves discovery, scoping, implementation, and long-term support.
Implementing CRM: What Works, What Doesn't and How to Make Your Project a Suc...NTEN
The document discusses implementing a customer relationship management (CRM) system. It provides an agenda covering what CRM is, defining implementation success, the implementation process, staffing the project, managing change, supporting user adoption, and how the CRM relates to other systems. The presentation includes a case study of a multi-year enterprise CRM project for a large nonprofit with multiple systems. It outlines objectives, methodology, phases, schedule constraints, and a collaborative design approach.
Enterprise Performance Management: Building A Closed Loop of Portfolios
Create a real-time map of your enterprise. The objective being to show that by simply connecting the dots, you will start to see dynamic and contextual relationships of ALL of you enterprise objects, thus allowing more confident decisions to be made, and in turn, drive portfolio improvements across your enterprise.
1. Salesforce's Red Account Program aims to identify and manage their most serious customer-impacting issues to drive effective resolution and ensure renewal and healthy relationships. It provides visibility across teams and leverages executive support.
2. The program has key elements like defined processes, cross-functional team support, roles and responsibilities, communication, analytics, and root cause analysis. It aims to create a culture where escalations are handled properly.
3. There are four types of Red Accounts: precautionary, core, Marketing Cloud, and incident outreach. The program looks to resolve issues threatening renewals, risking executive escalations, delaying go-lives, or needing multi-team involvement. Customer escalations
The document contains forward-looking statements regarding salesforce.com's products and services. It warns that actual results could differ from projections due to risks and uncertainties. It notes risks including those associated with new product development, mergers and acquisitions, a relatively new market, and utilization by larger enterprises. The document also states that unreleased services mentioned may not be delivered on time or at all, and purchasing decisions should be based on currently available features.
Data Strategy - Executive MBA Class, IE Business SchoolGam Dias
For today's enterprise Data is now very much a corporate asset, vital to delivering products and services efficiently and cost effectively. There are few organizations that can survive without harnessing data in some way.
Viewed as a strategic asset, data can be a source of new internal efficiencies, improved competitive advantage or a source of entirely new products that can be targeted at your existing or new customers.
This slide deck contains the highlights of a one day course on Data Strategy taught as part of the Executive MBA Program at IE Business School in Madrid.
Building Integrated Marketing Reports and Dashboardsdreamforce2006
The document discusses building integrated marketing reports and dashboards. It provides examples of dashboards created by ShareBuilder, Time Warner Cable, and salesforce.com to track key marketing metrics like leads, sales, campaign effectiveness, and customer success. The summaries highlight how dashboards provide insights into what marketing strategies and tactics are working best.
This document outlines SignupLab's Growhow Customer Success Framework for B2B SaaS companies. It discusses the history of customer success and how it has evolved from focusing on new customer acquisition to reducing churn. It then details key aspects of the framework, including defining value concepts to focus product strategy and development, integrating customer success best practices across functions like product, support, sales and marketing, and using metrics and feedback to continuously improve customer objectives. The framework provides a holistic approach to improving customer success for B2B SaaS companies.
The document lists the top 10 reasons why CRM implementations fail. These include: 1) Not defining clear objectives for the project. 2) Poor planning or project management. 3) Believing software alone will solve problems rather than being a tool. 4) Trying to use every feature right away rather than a phased approach. 5) Insufficient training and support for users. 6) Not getting buy-in from employees ahead of time. 7) Incomplete or erroneous data imported into the new software. 8) Not planning for changes or issues outside the scope. 9) An unstable hardware or network platform. 10) Choosing the wrong software or provider that does not meet the company's needs. The document provides tips to
This document outlines Oracle's CRM segmentation capabilities and provides details about its global CRM implementation. It describes Oracle's CRM systems, key functions, and a single global CRM instance with over 1.8 million accounts and 300,000 partner users. The document also discusses Oracle's marketing business cycle and how segmentation allows for more targeted campaigns and list generation through an integrated system compared to legacy methods.
The 80/20 Rule for Desktop KPI's: Less is More!MetricNet
In this session, Jeff Rumburg will identify and define the desktop support metrics that really matter. He will also discuss the importance of adopting a holistic approach to performance measurement and management, and he will demonstrate how KPIs can be used to drive world-class performance and give organizations a competitive advantage.
CRM at Oracle Series: Marketing Business IntelligencetbOracleCRM
The CRM at Oracle series highlights Oracle's internal implementation of Oracle CRM products such as Siebel CRM and Oracle CRM On Demand. This presentation discusses an overview of Oracle's Enterprise Reporting Architecture and highlights the Marketing Business Intelligence dashboards and reports.
The document discusses best practices for driving adoption of new technologies across large enterprises. It shares customer adoption stories from HP, Adobe, and VMware.
The panelists discuss challenges such as cultural shifts, new processes, and metrics. Their approaches focused on executive alignment, change management plans, communication, and tracking adoption metrics.
Lessons learned include the importance of change agents, managing expectations, defining clear processes and accountability, and sustaining momentum through continuous improvements and communication.
Optimizing Your B2B Demand Generation MachineOptimizely
If generating demand for your product is a struggle, rest assured that you are in the majority. 63% of marketers say their top challenge is generating traffic and leads. So what's a marketer to do? We say: hypothesize and experiment.
Join us for this free seminar where SurveyMonkey will share how their marketing team experiments and optimizes different parts of their demand gen machine. You'll hear real stories, tactics, and outcomes that will inspire your own demand gen experimentation.
Search marketing continues to grow in importance as an advertising channel for businesses of all kinds. Even during the past 12 months, as the Great Recession has taken its toll on other advertising channels – from display to TV, and most decidedly to print – search advertising has continued to grow. As the paid search advertising market has grown and matured, the cost of entry for new players has increased, and for those who have been doing search for some time, the cost of being successful and driving optimal results from paid search continues to go up. The sophistication of the market requires constant investment.
Advertisers have several choices as to how they choose to deal with building and maintaining their programs, each with different pros and cons:
• Hire a search agency – according to Forrester Research, approximately 52% of companies elect to leverage agencies to do their paid search work, with that percentage increasing as more money is spent
• Manage in-house – this is most common in retail and travel, as well as with small and mid-sized firms
• Build-Operate-Transfer (BOT) – a hybrid model by which advertisers begin with an agency, with the intention of managing risk until the program can be brought in-house in order to manage costs more effectively
The webcast will go through each model, as well as discuss the technology, skill sets, and processes needed to have a successful paid search program.
The CRM at Oracle series highlights Oracle's internal implementation of Oracle CRM products such as Siebel CRM and Oracle CRM On Demand. This presentation discusses how Oracle utilizes Oracle's Real-Time Decisions (RTD) for lead scoring. RTD reduces maintenance of rules and provides visibility into the effectiveness of the rules.
Web optimization is a vital part of the evolution of customer experience. As performance has become an increasingly more important consideration and experimentation has been driven deeper into the behavioral layer of web pages or apps, brands are turning to server-side optimization solutions to help solve the need for greater testing & optimization across every aspect of the consumer’s journey.
This document discusses Customer Relationship Management (CRM). It defines CRM and explains why it is important for managing customer relationships. It outlines different types of CRM, provides examples of how CRM has helped different companies, and discusses best practices for implementing CRM including assessing needs, defining requirements, training users, and reviewing the system. It also covers common mistakes to avoid during implementation and recommends consulting help and phased implementation for best results.
Managing the Email Marketing Vendor Selection ProcessDaniel Kuperman
Presentation delivered at MarketingSherpa Email Marketing Summit 2008 on how to select the best email marketing vendor for your company. If you want the excel file with the vendor selection matrix, email me.
This document discusses strategies for maximizing return on investment (ROI) from SAP implementations. It provides an agenda for the topics to be covered, including SAP promises and realities, learning to effectively use SAP, leveraging SAP to increase ROI, and measuring success. The document outlines key factors that increase ROI such as breadth of use, repeatability of use, reducing costs, and increasing collaboration. It also provides techniques for quantifying benefits and calculating ROI, payback period, and other financial metrics to evaluate SAP investments. Examples of organizations that achieved high ROI from SAP implementations through effective strategies are also presented.
White Rock Technologies is a Salesforce consulting firm that has served hundreds of users across multiple industries since 2010. They offer the Playmaker Lightning app on the AppExchange and have offices in several US cities and India. They help clients achieve goals related to business growth, operational efficiency, and innovation through Salesforce implementations, custom applications, and ongoing support. Their typical engagement process involves discovery, scoping, implementation, and long-term support.
Implementing CRM: What Works, What Doesn't and How to Make Your Project a Suc...NTEN
The document discusses implementing a customer relationship management (CRM) system. It provides an agenda covering what CRM is, defining implementation success, the implementation process, staffing the project, managing change, supporting user adoption, and how the CRM relates to other systems. The presentation includes a case study of a multi-year enterprise CRM project for a large nonprofit with multiple systems. It outlines objectives, methodology, phases, schedule constraints, and a collaborative design approach.
Enterprise Performance Management: Building A Closed Loop of Portfolios
Create a real-time map of your enterprise. The objective being to show that by simply connecting the dots, you will start to see dynamic and contextual relationships of ALL of you enterprise objects, thus allowing more confident decisions to be made, and in turn, drive portfolio improvements across your enterprise.
1. Salesforce's Red Account Program aims to identify and manage their most serious customer-impacting issues to drive effective resolution and ensure renewal and healthy relationships. It provides visibility across teams and leverages executive support.
2. The program has key elements like defined processes, cross-functional team support, roles and responsibilities, communication, analytics, and root cause analysis. It aims to create a culture where escalations are handled properly.
3. There are four types of Red Accounts: precautionary, core, Marketing Cloud, and incident outreach. The program looks to resolve issues threatening renewals, risking executive escalations, delaying go-lives, or needing multi-team involvement. Customer escalations
The document contains forward-looking statements regarding salesforce.com's products and services. It warns that actual results could differ from projections due to risks and uncertainties. It notes risks including those associated with new product development, mergers and acquisitions, a relatively new market, and utilization by larger enterprises. The document also states that unreleased services mentioned may not be delivered on time or at all, and purchasing decisions should be based on currently available features.
Data Strategy - Executive MBA Class, IE Business SchoolGam Dias
For today's enterprise Data is now very much a corporate asset, vital to delivering products and services efficiently and cost effectively. There are few organizations that can survive without harnessing data in some way.
Viewed as a strategic asset, data can be a source of new internal efficiencies, improved competitive advantage or a source of entirely new products that can be targeted at your existing or new customers.
This slide deck contains the highlights of a one day course on Data Strategy taught as part of the Executive MBA Program at IE Business School in Madrid.
Building Integrated Marketing Reports and Dashboardsdreamforce2006
The document discusses building integrated marketing reports and dashboards. It provides examples of dashboards created by ShareBuilder, Time Warner Cable, and salesforce.com to track key marketing metrics like leads, sales, campaign effectiveness, and customer success. The summaries highlight how dashboards provide insights into what marketing strategies and tactics are working best.
TRED is a company focused on improving revenue productivity and margins through analytics. Their platform combines internal performance data with customer experience data. The platform provides a single view of customers, analyzes resource activity and performance, provides revenue insights and analytics including forecasts and pipelines, and analyzes customer trust and advocacy. The platform is designed to help organizations improve the productivity and effectiveness of their revenue generation functions by providing data-driven insights. It captures data automatically from any source and provides customizable reports and apps to analyze performance, focus efforts, and coach teams. The goal is to help users do things right and do the right things to optimize business practices, resource utilization, and revenue growth.
The document provides tips for administrators on how to promote adoption of a new system. It recommends establishing executive support, understanding organizational culture, communicating goals, providing training, and building relationships. Key strategies include using incentives, establishing ownership, applying technology solutions, and avoiding over-reliance on the administrator. Measuring adoption through metrics and communicating results is also emphasized.
The document discusses marketing solutions from The Marketing Mix company. It describes their FocalPoint product which provides tools to analyze client value, surface key opportunities and risks from customer data, and deploy priority intelligence across organizations. FocalPoint Complete is a robust version that identifies and implements actionable strategies with comprehensive data mining. FocalPoint Express is a more basic version for deploying intelligence across an organization. The Marketing Mix offers demonstrations to learn more about their solutions.
Data Integration and Marketing Attribution ROIVENUE™
Microsoft and ROIVENUE™ have teamed up to provide a glimpse into the benefits of integrating all your marketing data. All about the latest advancements in data management powered by Azure and how ROIVENUE™ helps marketers identify where to best allocate their digital spend with our Marketing Attribution models and Budget Optimizer™.
Empowering Product Teams: Measure the Immeasurable: Beyond Vanity MetricsHannah Flynn
As a product manager, it's your job to realize your product’s vision by executing your chosen strategy. It’s also your job to deliver value to the business. Ultimately, these two outcomes are aligned so the temptation is to focus primarily on business metrics. Doing this can cause you to lose focus on the real value you are trying to achieve, in favor of moving the vanity metrics such as launches and time spent.
Join Sari Harrison, Product Management Instructor at Product School, as she explains how to use immeasurable success criteria along with your more standard KPIs to deliver products that don't just get used a lot, but deliver real value.
Empowering Product Teams: Measure the Immeasurable: Beyond Vanity MetricsAggregage
As a product manager, it's your job to realize your product’s vision by executing your chosen strategy. It’s also your job to deliver value to the business. Ultimately, these two outcomes are aligned so the temptation is to focus primarily on business metrics. Doing this can cause you to lose focus on the real value you are trying to achieve, in favor of moving the vanity metrics such as launches and time spent.
Join Sari Harrison, Product Management Instructor at Product School, as she explains how to use immeasurable success criteria along with your more standard KPIs to deliver products that don't just get used a lot, but deliver real value.
Before we built Shape, we were PPC marketers wasting silly amounts of time and energy doing repetitive, mundane work instead of the work our clients paid us to do: get results. We lived in Excel, amassing data, reporting on performance, and manually managing advertising spend. There had to be a better way.
We looked for a solution in the marketplace, but nothing was as flexible as we needed it to be. So we built a PPC management platform that eliminated the tasks that were keeping us from getting new clients while maximizing results for the ones we had. Next time you overspend a client’s budget or open Excel or Google Docs to analyze or report on accounts, keep Shape’s flexible PPC software in mind.
Total Customer Experience Management Overview #TCE #CEM -- The Why, What and HowVishal Kumar
This is a CEM tutorial & TCELab introduction presentation we put together for our TCELab Sales Affiliates and Partners -- explains an overview of Total Customer Experience Management, Why your customer's CEO's will love it, your opportunity, and how TCELab's products and services fit into the CEM / Big Data / Customer Loyalty Space.
A must watch for CEM enthusiast or any business professionals interesting in reducing churn.
Find video at: http://www.youtube.com/watch?v=BFPDmM4Ct1E
Or read it in our corporate blog: http://tce.io/tutecast
Video itinerary:
0:00:07 What is Customer Experience Management (CEM)?
0:02:04 Why do CEO’s care?
0:04:15 Why CEM vendor should be excited?
0:07:15 What does CEM Program looks like?
0:07:45 Design of a CEM Program: CEM Program Components
0:11:20 Design of a CEM Program: Disparate Sources of Business Data
0:14:23 Design of a CEM Program: Data Linkage (connecting data to answer different question)
0:17:17 Design of a CEM Program: Integrating your business data (mapping organization silos with survey type)
0:20:58 Design of a CEM Program: Three ways to grow business… why just NPS is not enough?
0:25:40 TCELab product plug but some cross winds of CEM gold information
0:33:10 TCELab CLAAP Platform but some cross winds of CEM gold information
0:39:00 TCELab product execution process, time-lengths & other relevant information around it (information relevant to affiliate networks)
0:43:30 TCELab product lists (information relevant to affiliate networks)
0:52:40 TCELab case study: Kashoo + lot of good information for SAAS companies CEM program
For More, please visit http://www.tcelab.com
Total Customer Experience Management Overview #TCE #CEM -- The Why, What and HowTCELab LLC
This is a CEM tutorial & TCELab introduction presentation we put together for our TCELab Sales Affiliates and Partners -- explains an overview of Total Customer Experience Management, Why your customer's CEO's will love it, your opportunity, and how TCELab's products and services fit into the CEM / Big Data / Customer Loyalty Space.
A must watch for CEM enthusiast or any business professionals interesting in reducing churn.
Find video at: http://www.youtube.com/watch?v=BFPDmM4Ct1E
Or read it in our corporate blog: http://tce.io/tutecast
Video itinerary:
0:00:07 What is Customer Experience Management (CEM)?
0:02:04 Why do CEO’s care?
0:04:15 Why CEM vendor should be excited?
0:07:15 What does CEM Program looks like?
0:07:45 Design of a CEM Program: CEM Program Components
0:11:20 Design of a CEM Program: Disparate Sources of Business Data
0:14:23 Design of a CEM Program: Data Linkage (connecting data to answer different question)
0:17:17 Design of a CEM Program: Integrating your business data (mapping organization silos with survey type)
0:20:58 Design of a CEM Program: Three ways to grow business… why just NPS is not enough?
0:25:40 TCELab product plug but some cross winds of CEM gold information
0:33:10 TCELab CLAAP Platform but some cross winds of CEM gold information
0:39:00 TCELab product execution process, time-lengths & other relevant information around it (information relevant to affiliate networks)
0:43:30 TCELab product lists (information relevant to affiliate networks)
0:52:40 TCELab case study: Kashoo + lot of good information for SAAS companies CEM program
For More, please visit http://www.tcelab.com
Today’s marketing leadership is being tasked with creating lasting relationships and loyalty among their customer base.
Yet so much of how we engage with customers and prospects is campaign driven, activating specific actions in a single moment in time.
As the development of a robust and connected customer experience strategy becomes the linchpin to CMO success, the question is now more important than ever: Can loyalty and advocacy be built…and how?
This presentation walks through some of the challenges and considerations CMO need to explore in order to reframe how their brands engages their customers like never before.
How DMP Will Save Marketing - Myths, Truths and Best PracticesAnnalect Finland
Annalect Finland's Managing Director Jussi Piri's presentation on DMPs, their role in Marketing, and how we at Annalect use them to reap fabulous results.
Selling MDM to Leadership: Defining the WhyProfisee
This document discusses defining the business justification or "why" for a master data management (MDM) program. It covers:
1. Defining the business perspective on why undertake an MDM program by focusing on problems to solve rather than technical details. This includes categorizing and prioritizing business benefits.
2. Prioritizing where to start the program by focusing efforts on solving business problems.
3. The next part will cover calculating the total cost of ownership and "rightsizing" the initial scope of the MDM program, including which data domains, functions, or organizations to include.
Raise your Brand's Analytics IQ with Salesforce EinsteinGib Bassett
From Salesforce Connections 2019: Advanced analytics like Machine Learning are typically the purview of only large companies with Data Science and Data Engineering teams. Einstein is all about bringing the power of data science to everyone, at scale, and often transparently so you don’t know it’s there working to improve a critical business process. Whether your company has a Chief Data Officer or not, chances are it’s interested in partaking in the AI revolution. Companies that achieve the greatest value from analytics look across their business for improvement opportunities – and Consumer Goods companies are no exception. In this session, see all the use cases enabled by Einstein that help you deliver more seamless and profitable consumer experiences. Take away a plan to chart your own course to raising your company’s analytics IQ with Salesforce!
Introduction to Mobio | Revolutionize Your Customer Experience with Data-Driv...Mobio Platform
WHAT IS MOBIO?
Mobio CDP & CEM (short for Mobio) is an all-in-one platform that helps businesses manage customer data and apply data to optimize operations, aiming to increase revenue growth.
The core technology of Mobio is CDP (Customer Data Platform), a technology that can collect powerful data from multiple sources into a single place, which is then cleaned, deduplicated and merged to create a 360-degree Customer Profile.
Through 3 main product lines: Activation CDP (For Marketing team), Operation CDP (For Sales team & Services team), Analytics CDP (For Digital & Data team), this valuable customer data will be shared throughout the enterprise so that all departments can use and fully utilize customer insights to operate their daily work.
Key features of Mobio:
All-in-one platform: Mobio provides a single platform for all your customer data needs, from collection and storage to analysis and activation.
Powerful data collection: Mobio can collect data from a variety of sources, including online and offline channels, to create a complete view of your customers.
Data cleaning and deduplication: Mobio cleans and deduplicates your data to ensure that it is accurate and reliable.
360-degree customer profile: Mobio creates a 360-degree customer profile that provides a complete view of your customers' needs and preferences.
Data sharing: Mobio makes it easy to share customer data across all departments in your organization.
Benefits of using Mobio:
Increased customer satisfaction: Mobio helps you understand your customers better and deliver more personalized experiences.
Improved marketing campaigns: Mobio helps you create more targeted and effective marketing campaigns.
Increased sales: Mobio helps you close more deals and increase revenue.
Reduced costs: Mobio helps you save time and money by streamlining your customer data management processes.
If you are looking for a comprehensive customer data platform that can help you improve your customer experience, increase sales, and reduce costs, then Mobio is a great option.
Customer Data Platform (CDP) - TRANSFORMING CUSTOMER DATA FOR MARKETING AUTOM...greyaudrina
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Sales, Marketing & Service Optimization: Strategies for Accelerating GrowthCognizant
The document discusses strategies for accelerating revenue growth through sales, marketing, and service optimization. It argues that while technology has enabled cost savings, companies must now focus on top-line growth. A holistic approach is needed that considers customer relevance, sales effectiveness, marketing effectiveness, and service effectiveness. Implementing the right digital systems can guide professionals towards behaviors and processes that generate disruptive revenue growth, but companies must first understand their strategic objectives and performance issues. The document provides examples of how optimizing these areas through the right technologies has helped companies increase revenue.
The document introduces analytics mashboards, which allow users to integrate various analytic applications and components into customizable dashboards within Salesforce. Mashboards provide a simple way to access and interact with best-of-breed analytics without needing advanced technical skills. The demonstration shows how users can easily add analytic widgets from a gallery of options to create customized analytic dashboards. Future releases will include more analytics partners and applications to choose from.
EzDataMunch is a pre-built platform of apps and templates that allows business managers to analyze data quickly without any development costs. It provides predefined dashboards, reports, and KPIs tailored for different business functions and industries. This enables users to gain insights from their data in days rather than months. The platform promises benefits like improved decision making, increased productivity, and savings from not having to develop custom reporting tools. It aims to provide an easy way for business users to discover and understand information across their organization.
Similar to AFS Empowers SunnyD - Webinar Sept 2016 (20)
These simple steps will help you understand your business basics and how to go about promoting and marketing your business to get the returns you want. There are certain business fundamentals that when followed give you the greatest chance of success. If you have already been working at your business and you are not getting the results you want, use this as a refresher guide to see where you may have missed something.
OTT stands for “Over the Top.” Think of it in terms of Netflix compared with your cable or satellite tv service. The opportunity is being driven by people cutting the cord and opting for picking the content they want to engage with, where, when, and on whatever internet-connected device they want. The ROI on OTT is through customer acquisition and retention: subscription income and lead generation.
The document announces an AFS Supply Chain Management user conference to take place from April 15-17 in Phoenix, AZ. It encourages clients to provide business testimonials or participate in case studies for a chance to win prizes from Amazon, Zebra, and ScanSource. The conference will feature industry highlights and vendor presentations on retail execution and trade promotion management. It also provides an overview of AFS' focus on customer support, increased R&D spending, collaboration, regional user meetings, automated testing, security, and documentation. Finally, it lists various CPG analytics capabilities including market modeling, trade promotion optimization, and sales and operations planning.
This document provides an overview and summary of the Food Safety Modernization Act (FSMA) and its implementing rules. It discusses why food safety rules are needed due to foodborne illness outbreaks. It summarizes the key provisions and requirements of FSMA, including hazard analysis and risk-based preventive controls, standards for produce safety, and rules for foreign suppliers and sanitary food transportation. The document outlines requirements for written food safety plans, recordkeeping, training of qualified individuals, and recall plans. It provides context on the rules aimed at improving food safety from farm to table.
FDA recalls are accelerating; consumer safety is paramount and the perils to your business of a product recall are real. Are you going to wait until the problem hits you or be prepared with systems that make your life easier? AFS has made a living for 35 years helping guide food distributors as they grow their businesses.
This document discusses strategies for optimizing trade promotion spending and analyzing promotion performance. It notes that over $200 billion is spent annually on trade promotions in the consumer packaged goods industry. Traditional approaches to promotions are becoming less effective as sales growth slows. The document recommends using post-promotion analysis to understand base volume, promotion pricing and execution, competitive activity, and which promotion types drive the most sales. It suggests this analysis can provide insights to optimize future promotion planning, such as identifying the most effective price points, spending, and timing of promotions. The overall goal is to maximize the ROI and effectiveness of trade spending.
Director of Product Management and specialist in the Trade planning and management space, Joe Cartwright talks about increasing business value with AFS TPM Retail.
Joe Bellini, AFS CEO delivers opening remarks at the AFS Trade Promotion Management Customer Event and the Ritz-Carlton, Grande Lakes in Orlando Florida, Feb 2018
The document discusses features of AFS Technologies' warehouse management system (WMS) that can help third-party logistics (3PL) companies grow their business. The WMS offers fully integrated 3PL functionality for receiving, storage, assembly, shipping, and billing customers. It allows for unique billing rules per customer, automatic invoicing, and a customer web portal for order entry, status, and invoices. The WMS also features owner-followed inventory and custom product mix codes to support multiple owners. It integrates with ERP systems and supports adding new customers and suppliers easily.
We have a packed agenda with hands-on tutorials, customer spotlights, product roadmaps and peer-to-peer sessions for like-minded system users. We are also covering industry best practices that impact long-term success in today’s business environment, including retail execution, business intelligence, mobility and data synchronization.
The document discusses a presentation about a client portal product. It introduces two speakers from the company and outlines the agenda which includes discussing the current client portal, the concept of business freedom, and future capabilities. Screenshots are included that demonstrate sample client portal features and capabilities. The presentation emphasizes how the client portal allows customers flexibility and freedom in their business operations and technology choices.
AFS Delivery Execution Solutions - Sophistication and Simplicity in Product D...Global Creative Group, Inc
We have a packed agenda with hands-on tutorials, customer spotlights, product roadmaps and peer-to-peer sessions for like-minded system users. We are also covering industry best practices that impact long-term success in today’s business environment, including retail execution, business intelligence, mobility and data synchronization.
We have a packed agenda with hands-on tutorials, customer spotlights, product roadmaps and peer-to-peer sessions for like-minded system users. We are also covering industry best practices that impact long-term success in today’s business environment, including retail execution, business intelligence, mobility and data synchronization.
We have a packed agenda with hands-on tutorials, customer spotlights, product roadmaps and peer-to-peer sessions for like-minded system users. We are also covering industry best practices that impact long-term success in today’s business environment, including retail execution, business intelligence, mobility and data synchronization.
We have a packed agenda with hands-on tutorials, customer spotlights, product roadmaps and peer-to-peer sessions for like-minded system users. We are also covering industry best practices that impact long-term success in today’s business environment, including retail execution, business intelligence, mobility and data synchronization.
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We have a packed agenda with hands-on tutorials, customer spotlights, product roadmaps and peer-to-peer sessions for like-minded system users. We are also covering industry best practices that impact long-term success in today’s business environment, including retail execution, business intelligence, mobility and data synchronization.
We have a packed agenda with hands-on tutorials, customer spotlights, product roadmaps and peer-to-peer sessions for like-minded system users. We are also covering industry best practices that impact long-term success in today’s business environment, including retail execution, business intelligence, mobility and data synchronization.
We have a packed agenda with hands-on tutorials, customer spotlights, product roadmaps and peer-to-peer sessions for like-minded system users. We are also covering industry best practices that impact long-term success in today’s business environment, including retail execution, business intelligence, mobility and data synchronization.
Learn SQL from basic queries to Advance queriesmanishkhaire30
Dive into the world of data analysis with our comprehensive guide on mastering SQL! This presentation offers a practical approach to learning SQL, focusing on real-world applications and hands-on practice. Whether you're a beginner or looking to sharpen your skills, this guide provides the tools you need to extract, analyze, and interpret data effectively.
Key Highlights:
Foundations of SQL: Understand the basics of SQL, including data retrieval, filtering, and aggregation.
Advanced Queries: Learn to craft complex queries to uncover deep insights from your data.
Data Trends and Patterns: Discover how to identify and interpret trends and patterns in your datasets.
Practical Examples: Follow step-by-step examples to apply SQL techniques in real-world scenarios.
Actionable Insights: Gain the skills to derive actionable insights that drive informed decision-making.
Join us on this journey to enhance your data analysis capabilities and unlock the full potential of SQL. Perfect for data enthusiasts, analysts, and anyone eager to harness the power of data!
#DataAnalysis #SQL #LearningSQL #DataInsights #DataScience #Analytics
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A quick poll on agility in changing pipelines from end to end indicated a huge span in capabilities. For the question "How long time does it take for all downstream pipelines to be adapted to an upstream change," the median response was 6 months, but some respondents could do it in less than a day. When quantitative data engineering differences between the best and worst are measured, the span is often 100x-1000x, sometimes even more.
A long time ago, we suffered at Spotify from fear of changing pipelines due to not knowing what the impact might be downstream. We made plans for a technical solution to test pipelines end-to-end to mitigate that fear, but the effort failed for cultural reasons. We eventually solved this challenge, but in a different context. In this presentation we will describe how we test full pipelines effectively by manipulating workflow orchestration, which enables us to make changes in pipelines without fear of breaking downstream.
Making schema changes that affect many jobs also involves a lot of toil and boilerplate. Using schema-on-read mitigates some of it, but has drawbacks since it makes it more difficult to detect errors early. We will describe how we have rejected this tradeoff by applying schema metaprogramming, eliminating boilerplate but keeping the protection of static typing, thereby further improving agility to quickly modify data pipelines without fear.
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State of Artificial intelligence Report 2023kuntobimo2016
Artificial intelligence (AI) is a multidisciplinary field of science and engineering whose goal is to create intelligent machines.
We believe that AI will be a force multiplier on technological progress in our increasingly digital, data-driven world. This is because everything around us today, ranging from culture to consumer products, is a product of intelligence.
The State of AI Report is now in its sixth year. Consider this report as a compilation of the most interesting things we’ve seen with a goal of triggering an informed conversation about the state of AI and its implication for the future.
We consider the following key dimensions in our report:
Research: Technology breakthroughs and their capabilities.
Industry: Areas of commercial application for AI and its business impact.
Politics: Regulation of AI, its economic implications and the evolving geopolitics of AI.
Safety: Identifying and mitigating catastrophic risks that highly-capable future AI systems could pose to us.
Predictions: What we believe will happen in the next 12 months and a 2022 performance review to keep us honest.
Intelligence supported media monitoring in veterinary medicine
AFS Empowers SunnyD - Webinar Sept 2016
1. AFS Empowers SunnyD
Using AFS TPM to Predict Lift Factors to Maximize
Trade Spend - Predictive Modeling using Nielsen Data
Joel Cartwright
& Chris Miller
2. AFS TECHNOLOGIES WEBINAR
AFS TECHNOLOGIES
Joel Cartwright, Director Product Management, TPM Retail
20 years plus in Consumer Packaged Goods: Finance/Accounting, Sales Operations
• Sara Lee Foods US
• Sunny Delight Beverage
• Kimberly Clark
MEI TPM Solutions, IBM Demand Tec, AFS Technologies
Introductions
SUNNY D
Chris Miller, Director Revenue Management
My mission is if you give people the right tools and data, you can make better
decisions. Having a good understanding across all functions and departments is key to
making those better decisions.
3. Sunny Delight Beverages, Co Overview
Sunny Delight Beverages Co. is a leading producer of juice-based drinks in North America,
headquartered in Cincinnati Ohio. It currently produces and markets 7 brands:
• SunnyD
• Elations glucosamine and chondroitin
• Dietary supplement
• Fruit2O flavored waters
• Veryfine juices
• Fruit smoothies
• Crystal Light bottled beverages
4. Overview of AFS/Nielsen Relationship
The integration between AFS TPM Retail and Nielsen,
based on web services, enables AFS customers to have
a cost-effective TPO system integrated as part of their
TPM solution so they can quickly run their trade plans
against models as part of their annual planning and to
respond to new retailer requests.
Nielsen’s modeling service offers hundreds of models
that represent almost every consumer goods product
sold today.
5. Business Situation: Account v. Business Managers
SunnyD has set up their sales force to be Account Managers, to basically run as a
business versus just selling to accounts.
• Contribution Objective: Essentially the account manager’s had to become business,
as their objectives were based on contribution not top line sales. As such, product
mix and effective trade spend were a must. They needed a simplistic approach to
predict the lift of a promotion/tactic, to get the most out of their trade dollars.
• Forecast Accuracy: SunnyD is a very “Lean” and optimal supply chain efficiency
focused company. Coinciding to Contribution Objectives, forecast accuracy is an
objective measure. Providing the business manager another “litmus” test when
inputting incremental volume forecast for a promotion, and having the lift factor
drive the forecast within the TPM tool, provided this component.
6. Challenges: What did they want to do but
couldn’t and what were the repercussions?
• Challenge: They could not effectively align the promotion information as it exists in the TPM
tool, to the pricing studies, and in turn align the TPM tool on what the pricing studies.
• Repercussion: Not utilizing the costly studies to what was deployed as a price or tactic in the
TPM tool. Which in turn SunnyD was paying for price points and tactics which were not
driving profitable volume.
• Challenge: Provide the business managers in the field a simplistic way to do predictive
analytics, without having to train on a new application, and input the result in the TPM tool.
Provide SunnyD a cost effective, low cost/low risk, minimal IT resource requirements to
have predictive analytics.
• Repercussion: Inability to effectively allow business managers to analyze and understand
variations to price and tactics which have never occurred in the past, to drive contribution.
7. Why did SunnyD go with AFS/Nielsen
predictive analytics?
Sunny Delight was utilizing AC Nielsen to do promotion
lift modeling outside of the TPM tool, in order to improve
forecast accuracy on incremental volume of an event. In
addition, to see the impact of volume, at different
promoted price points. In turn they would take the
modeled lift factor and compare and/or input the
modeled lift factor as the incremental volume forecast.
Sunny Delight came to the conclusion, “why cant these be
in one tool”.
Concept born!
9. Optimization Request from TPM: Web Services Takes over
Web Services
AR 7: Integration points
* Single level hierarchy export
* FTP/FTPS DEX: XML, CVS, TXT
* Configured Performance Types
One time data mapping, completed
during client implementation.
Changes/additions are loaded as a
full hierarchy update.
TPM V4: Integration points
* Multi level hierarchy export
* AFS Gateway FTP/FTPS , CVS,
* Configured Performance Types
Data Points Sent:
• Everyday Retail Price
• ACV %’
• Date Range
• Sale Price
• Tactic
• Customer
• Product
Data Points Returned:
• Modeled Lift Factor Price
• (Future) Base
• (Future) Lift By Tactic
10. What were the initial results?
• Given that this new capability is embedded
holistically within the TPM tool – do you
believe this efficiency saves time and
resources vs. previous activity around
inputs to lift assumptions?
• Do you find the new PA closer to actuals?
• Can you provide an improvement rate
toward that accuracy?
11. What were the initial results? Continued…
• One of the challenges listed was the fact
that business managers in the field needed
to business managers to analyze and
understand variations to price and tactics.
Can you talk to that and expand on why
that was needed?
• What interested SunnyD to engage with
the AFS/Nielsen predictive analytics?
• How challenging was it to implement and
start using the AFS/Nielsen solution and
was there a steep learning curve?
12. Benefits (Low cost, low risk and easy to use)
• SunnyD has been utilizing the capability since April 2016. Initially it was thought to be
difficult to see the overall impact to the proof of concept customer. However, they have
reviewed the actual incremental volume for the promotions which used the predicted
incremental volume, and found the accuracy to be VERY close to the actual outcome.
• Based on the accuracy outcome, the ease of use, low risk and low cost. They want to
invest in the modeling capability for other customers and products.
13. What’s Next?
SunnyD: Expand the models to encompass other
customers, products, tactics.
AFS and Nielsen: Expand the relationship and capability
to encompass Base Volume modeling in the TPM tool.
15. AFS TECHNOLOGIES WEBINAR
Joel Cartwright
Director of Product Development for Trade Promotion Management Retail
Contact: Joel.Cartwright@afsi.com | t: (602) 522-8282
Contact Details
Linkedin AFS TPM Group
https://www.linkedin.com/groups/8449865
16. AFS Technologies (AFS) is a global provider of software solutions purpose-built for
consumer goods companies. We are committed to generating improved outcomes at the
point of purchase coupled with generating efficiencies in trade spend, retail execution and
supply chain. We serve more than 1,000 customers of all sizes, in more than 50 countries,
with innovative and configurable solutions that are proven to optimize your potential with
automated processes, improved productivity and rapid time to value.
To learn more about AFS, visit www.afsi.com.
About AFS Technologies
Customer needs vary based on the customer type. Sure there are similarities across the spectrum, breadth, quality, pricing are all standard – but the differences come to light when you look at the type of the operation. Retail and C-Stores need shelf tags, Acute and long term health care need strict regulatory compliance, Quick serve needs drop ships and nearly all of these groups are having to adjust to new regulations for transparency and detailed nutritional content. The other thing they all have in common ins a lack of time.
Becoming more efficient in the sales call includes shifting some tasks to the customer – providing a self service portal that ultimately provides more time for sales.
AGENDA:
Review - timeline
What is currently trending
Paradigm shift in customer interaction
Customer data needs
Web based tools
Mobility
ROI
Cost Reduction
Questions
Just a quick review of how we got where we are today:
Prior to the 80’s – paper based journals and spreadsheets
PC’s work there way into mainstream business in the late 80 and early 90’s. At the same time there is an explosion of software development going on converting paper into bytes
The PDA takes mobility to new levels as the industry is now seeing a shift where consumer electronics are staring to integrate with enterprise environments
Late 2007 – the iPhone hits , followed by the tablet and the blending of consumer and enterprise environments is now standard and the INTERNET OF THINGS IS ALREADY SHOWING HOW THINGS ARE GOING TO BE – SAMSUNG NEW REFRIGERATOR
What we are going to continue to see is that the innovation this is created for the consumers will continue to lead the path for Enterprise solutions that want to connect with their customers needs.
While the lifespan of the PDA was short lived – it did bring about one realization – we crave data and demand to have it in a mobile format. When smartphones and tablets hit the market – it was the single fastest adoption of technology the world had ever seen. Faster than electricity, faster than the lightbulb – even quicker than TV.
Why? – It comes down to providing the services that create dependency. Not only could these devices make calls – but they could access the internet and also applications designed to consume the data and present it in formats that are easy to use.
With the quick adoption came the demand to use our devices in Enterprise environments – basically taking consumer devices and forcing business to take stock in their capabilities. It wasn’t very long after that purpose built enterprise applications were being crafted to support the adoption of these devices.
Mobility is a huge enabler with regards to dependency. By leveraging solutions at the point where it is critical to provide accurate information is essential in the best use cases for the promotion of mobility. Eliminating the redundant, often error prone, data re-entry methods.
The most popular devices are the units that deliver more than just a single function. They are the ones that extend our capabilities by providing access to tools and data that drive our business.
Multipole systems for daily engagement
Not so long ago you could only browse the net with a PC. Now its integration is in so many consumer devices – it has quickly become the norm to have access in whatever we need – instant access.
- PC, Web, Mobile & IoT
Vending service suppliers have been integrating for many year's. Inventory is now managed through tablet applications.
Servers – Manage
PC’s – Create
Phones, Tablets - CONSUME
Prior to the spread of the internet – engaging customers with services typically meant significant capital investments to leverage a leading position. Many chose to provide systems to their customers for a guaranteed position – spoken or unspoken. Soon they realized that the costs related to the systems they deployed included training on the OS as well as supporting many users as the technology was new (printers, monitors, etc) – it was the dawn of the IT Department for many distributors.
By the time the internet came about society was computer savvy and hungry for information. Everyone had PC to access the internet and the WWW allowed B2C to flourish. Companies investing in internet services that provided customer self service models quickly regained profits and customer penetration as a result of shifting the order process to the customer and allowing the sales person to regain the selling time that had been lost in prior years. Customers gravitated to the wealth of capabilities that they had to previously rely on either the DSR or the customer service agent for resolving (credits, RMS,etc.)
With everyone getting on to the internet, we became even more hungry for information, but it had to be more than just accessing the information. Customers now have an expectation that gaining access to the information is secondary to the way the information is presented to the user. Efficiency temporarily lost to aesthetics. Then – there was Mobility – Instant access to everything. Applications that not only delivered the data we craved, but provides a user friendly experience with little or no training required – at any moment in any place – typically on a BYOD platform - a new bar has been set for the way we delivery services to our customers.
Well I don’t think anyone is asking to have their walk-in coolers visually integrated, yet.
Start with the basics needs – wider audience – bigger catch
Best solution will be able to promote growth and dependency – hold DSR accountable – incentifying them to move accounts over and manages from laptop
RFP & RFI can provide insight to needs
No onsite installation of any programs on their systems or network
Internet based order entry
Application based order entry
Mobility
Accuracy – single database – 1 version of the truth
THE PURPOSE IS TO REFINE INTRODUCE EFFICIENCY TO THE SALES PROCESS. BY USING PURPOSE BUILT SOLUTIONS YOUR BUSINESS AGILITY IS ENHANCED.
TYPICAL SALES CALL IS 28 MINUTES – 80% IS ORDER TAKING – LEAVES LESS THAN 6 MINUTES TO SELL, COLLECT AND SERVICE THE ACCOUNT.
How do purpose built solutions CREATE EFFICIENCY in the sales Process?
Well I don’t think anyone is asking to have their walk-in coolers visually integrated, yet.
Start with the basics needs – wider audience – bigger catch
Best solution will be able to promote growth and dependency – hold DSR accountable – incentifying them to move accounts over and manages from laptop
RFP & RFI can provide insight to needs
No onsite installation of any programs on their systems or network
Internet based order entry
Application based order entry
Mobility
Accuracy – single database – 1 version of the truth
THE PURPOSE IS TO REFINE INTRODUCE EFFICIENCY TO THE SALES PROCESS. BY USING PURPOSE BUILT SOLUTIONS YOUR BUSINESS AGILITY IS ENHANCED.
TYPICAL SALES CALL IS 28 MINUTES – 80% IS ORDER TAKING – LEAVES LESS THAN 6 MINUTES TO SELL, COLLECT AND SERVICE THE ACCOUNT.
How do purpose built solutions CREATE EFFICIENCY in the sales Process?
Focus on Self Service, Same database and dependency features
Inventory:
Editor
Valuation
Comparison
Movement
Location
Inquiry
A/R Inquiry – Specific
A/R Inquiry Consolidated
Product Inquiry
Complete self service based on the rules and rights you assign to users:
Order Entry
A/R
Credit/RMA
Self Service, Same database and dependency features
Time in training and the costs associated with attrition