Business Processes
Explore our best practice processes by persona, solution, format & language
Sales Execution
Perfect Pour with Aforza Vertical AI (Ava)
Aforza Vertical AI (Ava) ensures optimal drink presentation by assessing pour quality against established criteria and scheduling necessary actions to maintain brand standards.
Supported Languages: 🇬🇧
Sales Execution
Perfect Visit Prompt with Aforza Vertical AI (Ava)
Aforza Vertical AI (Ava) provides field users with real-time actionable recommendations from in-store photos that improve the interactions with the customer.
Supported Languages: 🇬🇧
Sales Execution
Photo to Order with Aforza Vertical AI (Ava)
Aforza Vertical AI (Ava) streamlines the ordering process by capturing in-store photos and leveraging automated algorithms to create customer-specific orders efficiently.
Supported Languages: 🇬🇧
Strategy & Planning
Create Account Objectives
The Create Account Objectives process is designed to help field users establish clear, measurable goals with customers.
Supported Languages: 🇬🇧 🇵🇹 🇭🇷
Strategy & Planning
Action Account Objectives
The Action Account Objectives process is crucial for aligning field users and management on annual goals, ensuring that everyone is working towards the same targets.
Supported Languages: 🇬🇧 🇵🇹
Customer Compliance
Execute an Ad-Hoc Audit
The Create an Ad-Hoc Audit process is essential for providing field users with the ability to perform spontaneous and guided audits.
Supported Languages: 🇬🇧 🇵🇹 🇭🇷
Strategy & Planning
Update Customer Account Attributes
The Update Customer Account Attributes process is essential for maintaining accurate and up-to-date customer information that is used in segmentation & targeting. These attributes then drive customer eligibility to product assortments, pricing, discounts and promotions.
Supported Languages: 🇬🇧
Sales Execution
Create a New POSM Contract In Field
The Create a New POSM Contract In Field process is essential for formalizing agreements with customers, ensuring mutual understanding and compliance with the terms. Once established, the contract then forms the basis to track performance KPIs against with the account.
Supported Languages: 🇬🇧 🇵🇹 🇭🇷 🇦🇪
Customer Service
Update Account Outlet Information
The Update Account Outlet Information process ensures that field users maintain accurate and up-to-date information about customer outlets. Accurate outlet information is critical for efficient supply chain operations, effective sales strategies, and enhanced customer service.
Supported Languages: 🇬🇧
Customer Service
Create, View & Update a Claim In Field
The Create, View & Update a Claim In Field process is essential for field users managing claims related to customer promotions. This process ensures that compliance is verified, claims are accurately recorded, and supporting evidence is properly documented.
Supported Languages: 🇬🇧
Strategy & Planning
Define, View & Execute User Objectives
The Define, View & Execute User Objectives process is essential for aligning field users' activities with organizational goals. This process involves setting annual objectives with management, executing tasks to meet these objectives, and tracking performance through mobile devices.
Supported Languages: 🇬🇧
Sales Execution
Execute a Start of Day Process
The Execute Start of Day Process is crucial for ensuring that delivery drivers are fully prepared for their daily routes, capturing key details such as warehouse location and vehicle information, recording start-of-day balances, inputting products for van loading, and validating the van load with signatures.
Supported Languages: 🇬🇧
Customer Compliance
Perform Promotion Compliance Audit
The Perform Promotion Compliance Audit process allows field users to systematically verify if promotional displays and activities are in place as intended, providing valuable insights into compliance rates, competitor presence and overall promotion effectiveness. This compliance directly impacts promotion spend ROI.
Supported Languages: 🇬🇧
Customer Compliance
Perform a Merchandise Check
The Perform a Merchandise Check process is essential for verifying that products are displayed correctly according to merchandising agreements. This process involves checking into the visit location, guiding the user through a merchandising planogram, capturing photos, and recording detailed audit information.
Supported Languages: 🇬🇧
Customer Compliance
Perform a Customer Stock Check
The Perform a Stock Check process is vital for maintaining accurate inventory levels and ensuring product availability. This process involves verifying the field user's presence at the customer location, capturing stock details and optionally placing new orders to replenish out-of-stock items.
Supported Languages: 🇬🇧
Customer Compliance
Perform a Competitor Audit
The Perform a Competitor Audit process is crucial for gathering intelligence on competitor activities in the field. This process involves visiting customer locations, capturing detailed information on their promotions and merchandise and alerting the account team for potential countermeasures.
Supported Languages: 🇬🇧
Customer Service
Capture Customer Satisfaction Survey
The Capture Customer Satisfaction Survey process is a guided flow for a Field Sales Rep to walk a Retailer through a series of questions about their experiences dealing with the brand. Questions focus on the quality of the products, pricing, promotions, deliveries and service request resultion.
Supported Languages: 🇬🇧
Customer Service
Create, View & Update Customer Request
The Create, View & Update Customer Request in Field process is crucial for maintaining efficient communication and service between field users and customers. This process ensures that customer requests are promptly identified, updated, and addressed, enhancing customer satisfaction and operational efficiency.
Supported Languages: 🇬🇧
Sales Execution
Capture a Field Order
The Capture a Field Order process is essential for streamlining the order-taking experience for field users, even when offline, ensuring penny perfect pricing and that the customer needs are addressed promptly.
Supported Languages: 🇬🇧
Sales Execution
Collect a Customer Payment
The Collect a Customer Payment process is essential for maintaining cash flow and ensuring that outstanding balances are settled promptly.
Supported Languages: 🇬🇧
Sales Execution
Create a Credit Note
The Create a Credit Note process is essential for creating & managing customer credits efficiently in the field and maintaining accurate financial records.
Supported Languages: 🇬🇧
Sales Execution
View & Order Promotion Merchandise
The View & Order Promotion Merchandise process is vital for optimizing promotional activities and ensuring customers have access to the latest merchandise.
Supported Languages: 🇬🇧
PROMOTION MANAGEMENT
Manage & Allocate a Trade Fund
Managing and allocating trade funds is a critical process in the planning and management of promotions, ensuring trade investments deliver on strategic objectives and drive a positive ROI.
Supported Languages: 🇬🇧
Promotion Management
Review Post-Event Analysis
The Review Post-Event Analysis process is crucial for understanding the effectiveness of completed events and making data-driven decisions for future initiatives.
Supported Languages: 🇬🇧
PROMOTION MANAGEMENT
Create a Direct Promotion
The Create a Direct Promotion process is crucial for targeting specific customer segments with tailored offers to boost sales and improve brand presence.
Supported Languages: 🇬🇧
Promotion Management
Create an Indirect Promotion
The Create an Indirect Promotion process is essential for leveraging intermediary channels to boost sales and enhance market presence.
Supported Languages: 🇬🇧
Promotion Management
Manage a Live Trade Calendar
The Manage a Live Trade Calendar process is essential for planning, executing, and monitoring trade promotion activities to ensure optimal market impact without any clashes.
Supported Languages: 🇬🇧
PROMOTION MANAGEMENT
Activate Accrual Process
The Activate Accruals Process is critical for managing financial operations and ensuring customer accounts are accurately updated.
Supported Languages: 🇬🇧
PROMOTION MANAGEMENT
AI Suggested Promotions from Volume Contract
The AI Suggested Promotions from Volume Contract process empowers field users to maximize the impact of their volume contracts by using AI-driven insights.
Supported Languages: 🇬🇧
PROMOTION MANAGEMENT
Promotion Compliance (with Dispute Record Generation)
The Promotion Compliance process ensures that all promotional activities at customer locations adhere to predefined standards and generates a dispute record when they do not.
Supported Languages: 🇬🇧
PROMOTION MANAGEMENT
Create Seasonal Promotions for Halloween
Develop and launch targeted Halloween promotions by analyzing past performance, selecting optimal strategies, and ensuring effective customer engagement.
Supported Languages: 🇬🇧
All Processes
View best practice business processes by role
Field Sales
Explore the best practice processes to execute visits efficiently & drive revenue across every customer.
Merchandiser
Explore the best practice processes to optimize product placement & maximize store sales.
Trade Planner
Explore the best practice processes to streamline trade activity & maximize ROI.
Key Account Manager
Explore the best practice processes to drive profitability & maximize ROI for your key accounts.
Distributor
Explore the best practice processes to efficiently manage inventory, orders & logistics for your principles.
Delivery Driver
Explore the best practice processes to efficiently manage routes, execute visits & increase customer satisfaction.
Telesales Agent
Explore the best practice processes to foster customer relationships & drive sales.
Retailer
Explore the best practice processes to ensure self-service store management & retailer sales growth.