Promo and trade
Know which promotions paid off
See which stores heard about a promotion, who responded and who ordered, then follow up with everyone still deciding.
A promotion is more than an email. Track participation, responses and orders across every account in one place.
See who joined the promotion
See every account’s order history, health and suggested next step in a single view.
Account health
Review growing, steady, due-to-reorder and at-risk stores.
Order context
Keep the account’s buying history beside its current status.
A clear next step
See the next action suggested for each account.
Follow up with stores still deciding
Bring buyer follow-ups and the decisions waiting on your team into the same working list.
Follow-up priorities
Review the work connected to each buyer and account.
Decisions to make
See which drafted actions are waiting for your approval.
Shared context
Keep the reason for the task beside the next action.
Review what each promotion delivered
Review sales patterns and product performance before deciding where to focus.
Sales patterns
Review changes in account and product performance.
Questions in plain words
Ask for the account information you need for your review.
Focused decisions
Use the findings to decide which accounts need attention next.
Promo and trade in practice
See which stores heard about a promotion, who responded and who ordered, then follow up with everyone still deciding.
