Business Process Overview
- Review Account with Active Volume Contract: Use Aforza to examine the customer’s active contract.
- Access Supporting Assets: Retrieve and view the volume contract PDF for reference.
- Leverage AI for Promotion Suggestions: Summarize contract details and get product promotion ideas.
- Customize Promotion with Merchandise: Use Aforza TPM to adjust the promotion, adding relevant merchandise.
- Pass Promotion for Execution: Assign the finalized promotion to the account and begin implementation.
This process leverages Aforza’s AI Assistant (AVA) to quickly analyze volume contracts, generate product promotion suggestions, and customize these promotions with supporting merchandise. By streamlining the review and promotion creation process, this approach not only saves time but also ensures that promotions are highly targeted and effective. The key insights captured include optimal product promotion choices, AI-driven decision-making, and efficient promotion execution, all contributing to improved customer engagement and sales outcomes.
1. Review Account with Active Volume Contract
This step involves using Aforza to examine the customer’s active volume contract.
- Define the fund, including name, type, and amount.
- Set up the promotion details, aligning it with the fund.
- Issue a credit note to the customer as part of the promotion.
- Document all financial instruments created for transparency.
- Link the fund, promotion, and credit note within the system.
2. Access Supporting Assets
This step focuses on retrieving and viewing the volume contract PDF for reference.
- Locate the volume contract PDF in the Aforza system.
- Open the PDF to review detailed contract information.
- Cross-reference the PDF with the account data for accuracy.
- Identify key elements of the contract that may impact promotions.
- Save or bookmark the document for easy access during promotion planning.
3. Leverage AI for Promotion Suggestions
This step uses AVA to summarize contract details and provide product promotion ideas.
- Engage AVA, Aforza’s AI Assistant, to analyze the contract.
- Request a summary of the key details from AVA.
- Ask AVA for product promotion suggestions based on the contract.
- Review the AI-generated suggestions for relevance and accuracy.
- Select the most appropriate promotion ideas for further customization.
4. Customize Promotion with Merchandise
This step involves using Aforza TPM to adjust the promotion and add relevant merchandise.
- Open the Aforza TPM (Trade Promotion Management) tool.
- Input the AI-suggested products into the promotion plan.
- Add any supporting merchandise that complements the promotion.
- Adjust pricing, discounts, and other promotion details as needed.
- Finalize the promotion setup, ensuring alignment with the volume contract.
5. Pass Promotion for Execution
This step involves assigning the finalized promotion to the account and beginning implementation.
- Assign the customized promotion to the relevant customer account.
- Communicate the promotion details to the sales and execution teams.
- Track the promotion’s implementation progress within Aforza.
- Monitor customer engagement and sales outcomes related to the promotion.
- Make adjustments to the promotion as needed based on real-time data.