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Introducing The Trade Workbench

Introducing The Trade Workbench. A web based comprehensive set of Sales and Trade Marketing tools and services. Trade Workbench Account Planner A state-of-the art web-based system for developing account plans and managing Trade Funds. Trade Workbench Evaluation Tools

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Introducing The Trade Workbench

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  1. IntroducingThe Trade Workbench A web based comprehensive set of Sales andTrade Marketing tools and services. Trade WorkbenchAccount Planner A state-of-the art web-based system for developing account plans and managing Trade Funds Trade WorkbenchEvaluation Tools Detailed Promotion Evaluation analysis tools based on industry best practicesthat are customized to enable yourcustomer managers to meet their goals Trade Workbench Selling Tools Comprehensive category selling presentations driven by Data Alchemy technology and industry best practices. Analytical tools to utilize the tactical levers of category management for maximum business growth.

  2. Account Planner The Trade Workbench Account Planner is a leading-edge software tool enabling you to better manage your Trade Funds in a state-of-the-art, web-based environment. The Trade Workbench Account Planner is geared to the needs of Consumer Packaged Goods companies to enable you to: • Create Budgets • Forecast Volume, Spending and Profits • Add/Delete Promotional Events • Calculate “What If” Scenarios • Report Results (Actual vs. Plan)

  3. Account Planner - Development Approach The Trade Workbench is a “semi-custom” system providing maximum customization at an affordable cost. • A Trade Workbench implementation begins with the base functionality of your present sales planning process • Then we assess your unique needs which are then added to the system. • Custom design and programming is then performed to incorporate these unique functions and features Benefits of this approach: • Lower initial purchase cost and Total Cost of Ownership (TCO) • Functionality that matches how you go to market and measure results • Quicker implementation time • Flexibility to incorporate additional capabilities

  4. Account Planner - Budget Creation The Trade Workbench Budget Creation Report allows your customer managers and management to see what’s being spent where and what volume impact is expected

  5. Account Planner - Add Event The Trade Workbench Add Event Tool makes planning as painless as possible while providing comprehensive information and allowing detailed analysis.

  6. Account Planner - Reporting: “Checkbook” The Trade Workbench checkbook is a powerful tool for managing trade spending. It allows customer managers to: • Estimate available balance • Compare live accrual or annual budget with account plans • Monitor sales & spending • And it provides a critical checkpoint that helps prevent overspending

  7. Account Planner - Reporting: Forecast Roll-up The Trade Workbench Forecast Roll-up report allows your customer manager to: • Incorporate the best knowledge of local sales trends • Reduce administrative burden on sales force • Allows for system to roll-up plans into a comprehensive sales forecast

  8. Selling Tools The Trade Workbench Selling Tools help you to develop comprehensive fact-based, consumer-driven Category Selling presentations. Presentations are supported by Industry best practice analytical models for all of the tactical levers of category management: CATEGORY ASSESSMENT - Understanding the Category’s Consumer and Sales Dynamics EFFICIENT ASSORTMENT - Determining the Optimal Item Assortment Mix EFFICIENT LAYOUT - Determining the Optimal Schematic EFFICIENT PRICING - Analyzing the Optimal Category Pricing Strategy EFFICIENT PROMOTION - Developing the Optimal Promotion Plan

  9. Selling Tools The TWB Selling Tools are driven by DataAlchemy – an extremely powerful technology which can dramatically improve your Category Management productivity • DataAlchemyis a powerful, yet easy-to-usesoftware solution that allows you to import retail data from multiple sources, analyze that data using industry standard best practices, and generate highly insightful and persuasive sales and marketing presentations. • DataAlchemy combines a powerful data dictionary with extensive presentation capabilities to provide a complete start-to-finish solution • The tool adds the ability to dynamically change data selections to dramatically increase the power of PowerPoint presentations As with all elements in The Trade Workbench suite, the Selling Tools are flexible, inexpensive to implement and generate tangible business results

  10. Selling Tools Our Efficient Assortment tool allows you to better support field-based assortment decisions. • Field-based Assortment Tool: • Easy-to-use Excel-based tool to support initial sales calls • Utilizes market coverage, cannibalization, etc. • Full quantification for assortment recommendation • Driven by IRI/Nielsen data

  11. Evaluation Tools In order to generate true improvements in business gains, it is critical to carefully analyze past results to support next year’s Planning cycle. Our Evaluation tools generate insight into what worked and why and allow you to drive this insight down to the Field level: • Optimal merchandising vehicle • Influence of pricing on lifts • Effects of promotional frequency • Impact of competitive activity Our approach allows you to drive this insight down to the Field level where most of your critical decisions are made. Sales Promotional Best Practices Guidelines

  12. Evaluation Tools Our proprietary analytical routines generate analyses and Best-Practices Guidelines which then support the next Planning cycle. Event Libraries + Lift Tables + Custom Analyses

  13. Trade Workbench Brochure Trade Workbench Website http://www.4cmg.com Next Steps To arrange a live demonstration or cost estimate, contact: Bill McKinney (203) 226-9845 or bill@4cmg.com For additional information on the Trade Workbench Account Planner:

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