PRODUCTIVITY. EXECUTION. INTELLIGENCE.
Involves’ Methodology for Trade Marketing
Rely on Involves’ expertise and technology to foster a sell-out culture and data-driven operation in your company. Improve trade marketing management and your conversion strategies, improve your team’s performance, and drive point-of-sale execution to excellence.
Trade marketing manager: instead of wasting hours trying to decide whether to prioritize cost reduction or an increase in sales, what if you have the support of a strategic partner to measure your maturity and management rate in trade marketing?
Go beyond a POS management system and rely on Involves’ support to make action plans to increase field team productivity, qualify sales distribution and execution strategy, and gain more intelligence to increase sell-out. Our methodology is the basis of the services and technologies offered by Involves Stage.
There are three pillars that underpin the development of products and services to make trade marketing management more scalable, productive, and intelligent, with an eye on the main performance indicators and point-of-sale execution.
Leverage your sales with Involves Stage’s execution methodology
Productivity Indicators
- Coverage of target stores
- Working time
- Travel time
- Execution of visits
- Visit Length
Execution Indicators
- OSA: On Shelf Availability
- Assortment per sales channel
- OOS: Out-of-stocks
- SOS: Share of Shelf
- Share by category
- Price per channel and region
- Promotional POS displays
Intelligence Indicators
- Perfect Store
- Goals by channels
- ROI of the operation
- Execution versus Sell-Out
Improve team performance and management
Assess productivity based on route execution and number of hours worked. Optimize routes, increase in-store time, and reduce time on the go. Provide your team with a complete application for trade marketing management.
Increase the quality of trade marketing execution
Track execution KPIs in real time. Get the right products on the planned channels at the right time. Segment indicators by channels, regions, and networks.
Foster a sell-out culture
Data Driven Trade Marketing: a data-driven operation. Monitor compliance with trade agreements. Expand knowledge about channels and categories. Collect detailed information about each POS.
How Involves Stage Works
Optimize the work of field and backoffice teams to ensure seamless execution at the POS
Used by: Sales reps, shelf stockers, supervisors
Access: download on mobile or tablet devices
- The Involves Stage app is easy to download on mobile devices
- Updated route view with priority visits for the day
- Display of opportunities with the Perfect Store
- Monitor store scores in real time
- List of activities that need to be performed at each POS
- Quick completion of surveys on out-of-stocks
- Transmission of current and accurate information
- Quick access to materials about products and company strategies
- Visibility and proof of the work performed
- Registration of visits made and justified when points of sale are closed
- Real-time communication with supervisors
- Alerts if tasks are forgotten
- Secure storage of company information
- Basic operations in offline mode
- Reports on out-of-stocks and inventory gaps
- Management features for field supervisors
- Accurate and fast shelf analysis through image recognition
Step-by-step instructions for sales reps on the Involves Stage App
- Record entry into the POS and check execution history
- Do tasks and complete surveys as requested
- Report additional data and ensure execution opportunities
- Record exit from POS
Used by: trade marketing team in the office
Access: on the web browser on a desktop computer, in the cloud
- Cheat-proof, GPS-supported tracking of the App in the field
- Display of the main indicators of the operation
- Automated route planning for sales reps with artificial intelligence
- In-store time planning, focusing on execution
- Objective and strategic forms for use on the spot
- Automatic task scheduling
- Creation of library with planograms and supporting materials for the App used by the Field Team
- Full reports on surveys and visits
- Shelf auditing with image recognition
- Field team location information
- Visits confirmed by GPS data and store pictures
- Monitoring of journeys, goals, and performance
- Monitoring of execution indicators
- Efficient communication with the field team
- Alerts to sales managers and other decision-makers
- Storage of information collected at the POS on a centralized channel
- Creation and measurement of the pillars of the Perfect Store strategy
- Comparison of planned and executed routes
- Definition of surveys and specific routes for different roles of the field team
- Access to the Dashboard with key indicators
