INTO
       Manufacturers
       Marketers
                   2
Need To
Identify What Is
Keeping You
Up At Night
And Overcome
                   3
Marketers say they

       74%                   need to develop more
                             compelling and fact-
                             based customer sell-in
                             presentations


Source: Barkley FMS Survey                            4
Marketers say they

       82%                   need to better
                             understand consumer
                             insights and needs



Source: Barkley FMS Survey                         5
Marketers say they need

       86%                   to better define their
                             positioning to create a
                             more unique and
                             compelling proposition


Source: Barkley FMS Survey                        6
First, How To
 Overcome The
  Reactions To
     Today’s
   Category &
Product Reviews
             7
Companies Must Provide More...
     Rationalization
      Justification
  For Every Recommendation


                             8
Second,
    Re-define
   Your Private
 Label Strategy
In Today’s Terms
It Was Easier When Private Label
Stood For...




       Cheap Crap   Copy Cat Crap
                                    10
These Brands Are Building Trust & Confidence
       WITH THEIR PRIVATE LABEL!!!!!




                                               11
Consumers Are
  NOTICING
More Private Label On Self
   Acceptable Quality
    Superior Savings
                             12
Buyers Are
NOTICING
Greater Loyalty
Greater Profits
                  13
Private Label Buyers
     Want To Be
     FIRST
  with innovation
                       14
‣   STAKE your claim
                    ‣   FIND your soul mates
Barkley’s belief:   ‣   Be DISRUPTIVE
                    ‣   CELEBRATE Resourcefulness




                                               15
Stake Your Claim
‣   Identifies where to focus resources
      ‣ Customers
      ‣ Product segments
      ‣ Marketplace overview




                                          16
Cannot Determine
Where To Go Unless
 You Know Where         You Need
     You Are           To Be Here




              You
            Are Here




                                    17
1. Conduct A Customer Analysis
                        ‣   Plot key customer metrics to prioritize customer opportunities.
                        ‣   Goal is to identify 4 customer clusters:
                               ‣ Tier 1: Strategic investment - forward thinking; dedicated customer teams; proprietary solutions and innovation
                               ‣ Tier 2: Focused growth - sales force invests time vs customer teams; service oriented; tool box to solutions and innovation
                               ‣ Tier 3: Manage for profit - maintenance service to maintain sales

         100


                                              Customer 1                                                                                    Customer IV

          80                                                                                       Customer B
                                                                                                                       Customer 3
                   Customer I                                    Customer III
                                           Customer A
          60
                                                                                Customer 2
Growth




                                                                                                                Customer C

          40
                                              Customer II                                                                           Customer 4




          20                                                                                                                           Customer V




           0
               0            10           20                 30           40          50       60          70            80             90            100
                                                                                 Sales
2. Conduct A Portfolio Analysis
                                  ‣   Plot key customer metrics to prioritize your product segments within your portfolio.
                                  ‣   Goal is to identify where to invest resources vs where to manage for profits
                                                 Maintain Position                                                       Aggressive Growth
                       100


                                                  Product                                                                                                     Product
                                                 Segment 1                                                                                                   Segment IV
                        80
                                                                                                                      Product             Product
                                                                                                                     Segment B           Segment 3
                                  Product                Product           Product
                                 Segment I              Segment A         Segment III
                        60
                                                                                               Product
Brand Attractiveness




                                                                                              Segment 2

                                                                                                                                   Product
                        40                                                                                                        Segment C
                                                         Product                                                                                      Product
                                                        Segment II                                                                                   Segment 4


                        20                                                                                                                                Product
                                                                                                                                                         Segment V
                                                                                                                      Assess Potential
                                                 Minimize Support
                                                                                                                         (Change the Game)
                         0
                             0           10            20            30          40                50           60           70          80             90            100
                                                                                      Category Attractiveness
3. Develop A Perceptual Map                                                           Attribute
                                                                         Attribute
‣   Plot the brands within each product
    segment with the attributes they own.                                      Brand A
                                                        Attribute
                                                     Brand C              Attribute
‣   Identify opportunities within each product
    segment for growth.
‣   Allows you to have frank conversations                             Attribute
    with customers on what brands have the
    strength to be in the set.
                                                        Brand B
                                                           Attribute      Brand D
                                                                              Attribute
                                                 Your Brand
                                                        Attribute
Find Your Soul Mate
‣   Identify the consumer segments within the category
      ‣ Attitudinal beliefs
      ‣ Product segment usage
      ‣ Brand usage
      ‣ Consumption dollars and lbs.




                                                         21
Important Emotional Elements    Important Functional Elements
              Overview                                                
 Description of consumer segment                                      
                                                                      
                                                                      
                                                                      
                                                                      
                                                                      


                                                        Important Characteristics
                                                                       
                                                                       
                                       Occasion Characteristics
Product segment usage                  
                    B
                                       
     Beta          All Others   Gap    
                                       
Prod Seg #1                      6%
Prod Seg #2                      2%     Demographics                           All
Prod Seg #3                                                          Beta     Others     Gap
               A                 2%     Average Age:
Prod Seg #4                      0%     Female:
Prod Seg #5                             Household Income:
                                -8%     Have Children:
                                        Work Part-time
                                        Ethnicity:
Map Ownership Of Consumer Segments By
Product Segment And Brand

          Consumer Segment           Consumer Segment          Consumer Segment


Product
Segment     Competitor Y
                                                        Competitor X
Product
Segment
Product                      Your
Segment                      Brand                               Competitor Y
Product
Segment




                                                                                  23
Provides...
‣   Consumer segments
‣   Consumer need states
‣   Product segment usage by segment and need state
‣   Brand/product usage by segment and need state
‣   Size of price by segment and need state
‣   Brand perceptual maps for each product segment
‣   Factors motivating purchase by product segment
‣   Etc.
                                                      24
Be Disruptive
‣   Insights drive true break through solutions with customers
    and consumers




                                                                 25
Consumer Data Allows
    You To Write A
   Clear & Focused
3-Year Brand Strategy
                        26
Ultimately
Allowing Your
Company To...
                27
1. Become A
Category Expert
                  28
Re-Define Your Role With Customers
 Category Expert        ‣   Knowledge of facts and data for:
                              ‣ Brand
                              ‣ Category
                              ‣ Competition
                              ‣ Customers
                              ‣ The Customers Competition


 Fact Based Selling     ‣   Able to gather data and facts to review
                            and make recommendations

 Relationship Selling   ‣   Close ties to individual(s) and your
                            Brand that helps you get things done
                                                                      29
Re-Define Your Role With Customers
 Category Captain      ‣   Everything in Category Consultant
                           and…
                       ‣   Partnership with Customer on Category
                           Decisions
                       ‣   Plan-o-Gram Leadership

 Category Consultant   ‣   Able to find ‘INSIGHTS’ and
                           Communicate with Compelling Selling
                           Stories
                       ‣   Play Teacher/Mentor/Expert
                           Role with Customer
Category Definition Process
                                                                              Step 4: Develop the category
                                                                              structure with shopper insight




                                                      Step 3: Determine the
                                                      consumer purchase
                                                      hierarchy



                             Step 2: Determine the
                             products that meet the
                             consumer need



Step 1: Determine consumer
needs for the category
More Trusted Voice
Since You Have the Customers
    Best Interest At Heart

                               32
Translate Insights Into
Dynamic Selling Stories

                          33
2. Guides Your
Product Portfolio
                    34
Identifies A Product Hierarchy
                                          Differentiation
    What makes it different?        (Limits price sensivtivity)




                                            Relevance
 Why should the consumer care?     (Benefits to particular users)




                                              FTLQ
Why should the consumer believe?       (Familararity, Trust,
                                       Leadership, Quality)




                                                                    35
3. Drive NPD

               36
Disciplined NPD Process
‣   Build upon an understanding of the:
      ‣ Consumer segment insights
      ‣ Consumer need sate
      ‣ Size of prize opportunity




      Identify                             Filter &               Commercialization
                       Facilitate                      Validate
     Business                               Refine                    Of
                       Ideation                       Concepts
    Opportunities                         Concepts                   Concept




                                                                                      37
BrainGame NPD
Ideation Workshop




38
Celebrate Resourcefulness
‣   More focused investment dollars.
‣   Work more efficiently and effectively.
‣   Extend your impact beyond your budget.




                                             39
‣   STAKE your claim
                    ‣   FIND your soul mates
Barkley’s belief:   ‣   Be DISRUPTIVE
                    ‣   CELEBRATE Resourcefulness




                                               40
Manufacturers Into Marketers

Manufacturers Into Marketers

  • 2.
    INTO Manufacturers Marketers 2
  • 3.
    Need To Identify WhatIs Keeping You Up At Night And Overcome 3
  • 4.
    Marketers say they 74% need to develop more compelling and fact- based customer sell-in presentations Source: Barkley FMS Survey 4
  • 5.
    Marketers say they 82% need to better understand consumer insights and needs Source: Barkley FMS Survey 5
  • 6.
    Marketers say theyneed 86% to better define their positioning to create a more unique and compelling proposition Source: Barkley FMS Survey 6
  • 7.
    First, How To Overcome The Reactions To Today’s Category & Product Reviews 7
  • 8.
    Companies Must ProvideMore... Rationalization Justification For Every Recommendation 8
  • 9.
    Second, Re-define Your Private Label Strategy In Today’s Terms
  • 10.
    It Was EasierWhen Private Label Stood For... Cheap Crap Copy Cat Crap 10
  • 11.
    These Brands AreBuilding Trust & Confidence WITH THEIR PRIVATE LABEL!!!!! 11
  • 12.
    Consumers Are NOTICING More Private Label On Self Acceptable Quality Superior Savings 12
  • 13.
  • 14.
    Private Label Buyers Want To Be FIRST with innovation 14
  • 15.
    STAKE your claim ‣ FIND your soul mates Barkley’s belief: ‣ Be DISRUPTIVE ‣ CELEBRATE Resourcefulness 15
  • 16.
    Stake Your Claim ‣ Identifies where to focus resources ‣ Customers ‣ Product segments ‣ Marketplace overview 16
  • 17.
    Cannot Determine Where ToGo Unless You Know Where You Need You Are To Be Here You Are Here 17
  • 18.
    1. Conduct ACustomer Analysis ‣ Plot key customer metrics to prioritize customer opportunities. ‣ Goal is to identify 4 customer clusters: ‣ Tier 1: Strategic investment - forward thinking; dedicated customer teams; proprietary solutions and innovation ‣ Tier 2: Focused growth - sales force invests time vs customer teams; service oriented; tool box to solutions and innovation ‣ Tier 3: Manage for profit - maintenance service to maintain sales 100 Customer 1 Customer IV 80 Customer B Customer 3 Customer I Customer III Customer A 60 Customer 2 Growth Customer C 40 Customer II Customer 4 20 Customer V 0 0 10 20 30 40 50 60 70 80 90 100 Sales
  • 19.
    2. Conduct APortfolio Analysis ‣ Plot key customer metrics to prioritize your product segments within your portfolio. ‣ Goal is to identify where to invest resources vs where to manage for profits Maintain Position Aggressive Growth 100 Product Product Segment 1 Segment IV 80 Product Product Segment B Segment 3 Product Product Product Segment I Segment A Segment III 60 Product Brand Attractiveness Segment 2 Product 40 Segment C Product Product Segment II Segment 4 20 Product Segment V Assess Potential Minimize Support (Change the Game) 0 0 10 20 30 40 50 60 70 80 90 100 Category Attractiveness
  • 20.
    3. Develop APerceptual Map Attribute Attribute ‣ Plot the brands within each product segment with the attributes they own. Brand A Attribute Brand C Attribute ‣ Identify opportunities within each product segment for growth. ‣ Allows you to have frank conversations Attribute with customers on what brands have the strength to be in the set. Brand B Attribute Brand D Attribute Your Brand Attribute
  • 21.
    Find Your SoulMate ‣ Identify the consumer segments within the category ‣ Attitudinal beliefs ‣ Product segment usage ‣ Brand usage ‣ Consumption dollars and lbs. 21
  • 22.
    Important Emotional Elements Important Functional Elements Overview   Description of consumer segment             Important Characteristics     Occasion Characteristics Product segment usage  B  Beta All Others Gap   Prod Seg #1 6% Prod Seg #2 2% Demographics All Prod Seg #3 Beta Others Gap A 2% Average Age: Prod Seg #4 0% Female: Prod Seg #5 Household Income: -8% Have Children: Work Part-time Ethnicity:
  • 23.
    Map Ownership OfConsumer Segments By Product Segment And Brand Consumer Segment Consumer Segment Consumer Segment Product Segment Competitor Y Competitor X Product Segment Product Your Segment Brand Competitor Y Product Segment 23
  • 24.
    Provides... ‣ Consumer segments ‣ Consumer need states ‣ Product segment usage by segment and need state ‣ Brand/product usage by segment and need state ‣ Size of price by segment and need state ‣ Brand perceptual maps for each product segment ‣ Factors motivating purchase by product segment ‣ Etc. 24
  • 25.
    Be Disruptive ‣ Insights drive true break through solutions with customers and consumers 25
  • 26.
    Consumer Data Allows You To Write A Clear & Focused 3-Year Brand Strategy 26
  • 27.
  • 28.
  • 29.
    Re-Define Your RoleWith Customers Category Expert ‣ Knowledge of facts and data for: ‣ Brand ‣ Category ‣ Competition ‣ Customers ‣ The Customers Competition Fact Based Selling ‣ Able to gather data and facts to review and make recommendations Relationship Selling ‣ Close ties to individual(s) and your Brand that helps you get things done 29
  • 30.
    Re-Define Your RoleWith Customers Category Captain ‣ Everything in Category Consultant and… ‣ Partnership with Customer on Category Decisions ‣ Plan-o-Gram Leadership Category Consultant ‣ Able to find ‘INSIGHTS’ and Communicate with Compelling Selling Stories ‣ Play Teacher/Mentor/Expert Role with Customer
  • 31.
    Category Definition Process Step 4: Develop the category structure with shopper insight Step 3: Determine the consumer purchase hierarchy Step 2: Determine the products that meet the consumer need Step 1: Determine consumer needs for the category
  • 32.
    More Trusted Voice SinceYou Have the Customers Best Interest At Heart 32
  • 33.
  • 34.
  • 35.
    Identifies A ProductHierarchy Differentiation What makes it different? (Limits price sensivtivity) Relevance Why should the consumer care? (Benefits to particular users) FTLQ Why should the consumer believe? (Familararity, Trust, Leadership, Quality) 35
  • 36.
  • 37.
    Disciplined NPD Process ‣ Build upon an understanding of the: ‣ Consumer segment insights ‣ Consumer need sate ‣ Size of prize opportunity Identify Filter & Commercialization Facilitate Validate Business Refine Of Ideation Concepts Opportunities Concepts Concept 37
  • 38.
  • 39.
    Celebrate Resourcefulness ‣ More focused investment dollars. ‣ Work more efficiently and effectively. ‣ Extend your impact beyond your budget. 39
  • 40.
    STAKE your claim ‣ FIND your soul mates Barkley’s belief: ‣ Be DISRUPTIVE ‣ CELEBRATE Resourcefulness 40