tradepromotionmanagement-j777666777
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Trade Promotion Management
SAP CRM 2007Overview
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SAP 2007 / Page 2
1. Business Environment
2. ISM: TPM Solution Overview
3. Current Solution
4. Analytics and ROI5. Appendix
Business Environment
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Advert is ing & Consumer Promotions
TPM
Manufacturer
Retailer
Consumer
TPM
What is Trade Promotion Management (TPM)?
Trade promotions are incentives paid by (consumer products) manufacturersto retailers for merchandising support.
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Business Environment
The bottom line: Integrated end-to-end process
Increase
efficiency
Increase
effectiveness
Growing Retailer leverageAccurately plan and manage t rade act iv it ies, and
streamlined validation process
Proliferation of brands and productsLeverage analytical insights to optimize trade activities.
Increase brand presence and maximize profit
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6%5% 4%
4%4%
6%
5%
13%13%
1978
Adverti singand Media
ConsumerPromotion
Source: Donnelly Marketing and Accenture Analysis
TradePromotion
23%22%
15%
Sales Facts and Figures: Marketing Spends
Marketing Spend for CPG Companies: Percent of Sales
1998 2003E
Marketing spendis rising
Trade promotionmanagement(TPM) is morethan 50% ofmarketing spend
Trade spending is increasing because of the relative strength of the retailcustomer base, which is now greater than consumer and advertising combined
However, revenues are flat Spending trade funds more wisely is the strategic imperative
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?Which programs
provide the greatestvalue?
Which customers perform the best?
How are the funds being spent?
What is the returnon investment?
What is the mosteffective use of the
funds?
What uplif t are wegetting?
Basic Questions
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Promotional EffectivenessInsights to increase brand presence and prof its
Operational EfficiencyIntegrated trade promotion processes
Alignment o f brand and accountstrategies
Optimize trade fund allocation
Accurately account for tradeexpenses
Integrated demand planning toreduce out of stock
End-to-end trade promotion process will
provide . . .
Access to downstream data foraccurate planning and forecasting
Visibility and control of all tradeactivities across the enterprise
Align trade activi ties againststrategic plans and objectives
Analysis and insights into tradefund and activity effectiveness
Make Intelligent fund and trade decisions Reduce wastes and administrative costs
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SAP 2007 / Page 8
1. Business Environment
2. ISM: TPM Solution Overview
3. Current Solution
4. Analytics and ROI5. Appendix
ISM: TPM Solution Overview
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COMPREHENSIVE
Enable Sales,Marketing, Service
Processes
SIMPLE
High useradoption and
user productivity
FLEXIBLE
Flexibleapplications and
service enablement
CRM Without Compromise!
EASE OF USE INNOVATIONHOICE
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Brand
Management
Category
Management
TPM&
Account
Management
Retail
Execution
Integrated Sales and Marketing (ISM)
Consumer BrandManagement
CategoryManagement
Account &Trade
PromotionManagement
RetailExecution
Customer
MarketingCategory
Management HQ Plan ning Account Managers Sales Reps
Plan EventsConsumerInsights
Sell-in andExecute
The FourPs
Analyzeand Budget
CoordinateCalendars
Connect processes from consumer insight to advertising,
consumer and trade promotion and in-store execution.
Supporting Processes: Service Management, Analytics
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Solution
Richness
Strategic Partner:
Nestl
SAP 3.0 SDP
SAP CRM 5.0
Gained Footprint:
Colgate, Maxxium
SAP CRM 4.0
Enterprise Suite
TPM Solution
Early adopters:
ConAgra, Wrigley, Heineken
SAP CRM 5.1/5.2
Usabilit y Release:Sara Lee, Kraft Food s
SAP CRM 2007
Best of Breed
TPM Solution
Next Generation
2002 2003 2004 2005 2006 2007
SAP TPM over the years
Time
5.1/5.2 TPM-Product Hierarchy Promotion-Pertinent Master Data Changes
2007 TPM-Funds Management-Claims Management-Enhancements
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Board /
Executive
Marketing
Sales
Logistics
Financials
Strategic
Targets
BrandTargets
BrandPlan
MarketingPlan
Sales
Targets
Investment
Plan
TradePromotion
Plan
DemandPlan
SupplyNetwork
Plan
ProductionPlan
Top Down SalesPlan
Bottom Up SalesPlan
Financial Statement
Plan
Reconciliation
Consumer Products Business Process
ClaimsManage-
ment
FundsManage-
ment
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Drill down of TPM Business Process
Develop Overall Channel and Customer Plans:Planning Customer
Total and Target Volume
Product Categories
Month
Profitability
Develop Key Customer/Product Category:
By period, events, terms and condi tions
Agreements
Funds
Management
Trade PromotionPlan:
Long-term
Short-term
Tactics
Objectives
Templates
ClaimsManagement
BPS
CRM
Inputs
Brand Plan
Category Plan
MarketingCalendar
HistoricalAnal ysi s
AgreementAcceptance
andPromotionPlan
App li cat ions
TradePromotion
PlanTop Down Sales Plan
Bottom Up SalesPlan
ClaimsManage-
ment
FundsManage-
ment
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1. Headquarter Planning Consensus Plan Sales Budgeting Schedule Creation
Process Overview:
2. Account Planning Pre-analysis Event Planning Promotion Planning
3. Sell-in & Negotiation Proposal generation Demand planning Flexibility
5. Evaluation &Analysis KPI Reporting Syndicated Data Funds Tracking
4. Retail Execution,Validation & Settlement FSR support Invoicing Payments
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1. Headquarter Planning Consensus Plan Sales Budgeting Schedule Creation
Process Overview:
2. Account Planning Pre-analysis Event Planning Promotion Planning
3. Sell-in & Negotiation Proposal generation Demand planning Flexibility
5. Evaluation &Analysis KPI Reporting Syndicated Data Funds Tracking
4. Retail Execution,Validation & Settlement FSR support Invoicing Payments
Trade Funds
Management
Budget tracking
Planned, Committed,Accrued
Trade FundsManagement
Planned,Committed,
Accrued
Budget
TradePromotion
Management
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Process Overview:
2. Account Planning Pre-analysis Event Planning Promotion Planning
3. Sell-in & Negotiation Proposal generation Demand planning Flexibility
5. Evaluation &Analysis KPI Reporting Syndicated Data Funds Tracking
4. Retail Execution,Validation & Settlement FSR support Invoicing Payments
Finalization
Prepayments
Trade ClaimsManagement
DeductionsInvoicesDirect Payments
Trade ClaimsManagement
Schedule Payments
1. Headquarter Planning Consensus Plan Sales Budgeting Schedule Creation
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Customer-Centric Business with SAP CRM 2007
The TPM functionality of SAP CRM 2007Ensures consistency, effectiveness, and predictability throughout the TPM business
process:
Headquarter Planning and Budgeting
Funds Management
Account Management and Trade Promotion Planning
Account Sell-in and Promotion Plan Execution Trade Claims Management
Analytics and ROI
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TPM Product ivity Enhancements
CRM 2007 Takeaway:
Buil t on existing TPM Platform
Trade Funds Management
Trade Claims Management
TPM Functional Enhancements
fully integrated intoSAP ERP, front to back!
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SAP 2007 / Page 19
1. Business Environment
2. ISM: TPM Solution Overview
3. Current Solution
4. Analytics and ROI5. Appendix
Current Solution
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TPM Within SAP CRM 2007
Headquarter Planning and Budgeting
Flexible planning from the top down, based on:
Marketing and sales planning; including organization, product categories, historical and/orforecast sales figures
Conversion of planning strategies into action
Budgeting of funds plans
Trade Funds ManagementA fully integrated funds management solution with the ability to create full budget (funds)
capabilities
Track funds expenditures against trade promotions
Ability to make prepayments or periodic payments
Account Management and Trade Promotion Management
The key to successful customer relationship management, thanks to a complete view of yourbusiness partners and promotional activities
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TPM Within SAP CRM 2007
Account Sel l-in and Promot ion Plan Execut ion
Field reps armed with correct promotional information and incentives for retailers, to be able
to gain retailer support
A tool supporting field reps in planning their customer validation visits
Integrated with Demand planning to ensure adequate supply during promotional periods
Trade Claims Management
Insight into trade promotional spending, with the ability to track claims against tradepromotions
Ability to chargeback or write-off
Fully integrated with TPM, TFM, and ERP to finalize claims and close promotional accounts
upon final settlement
Analytics and ROI
Complete overview of past and present promotional performance, simplifying the planningprocess and allowing quick reaction to an ever changing market
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SAP 2007 / Page 22
Current Solution: Headquarter Planning and
Budgeting
Headquarter Planning and Budgeting
Funds Management
Account Management and Trade
Promotion Planning
Account Sell-in and Promotion Plan
Execution
Claims and Payments Management
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1. Headquarter Planning Consensus Plan Sales Budgeting Schedule Creation
TPM Five Step Process Headquarter Planning
2. Field Account Planning Pre-analysis Event Planning Sales Planning
3. Sell-in & Negotiation Proposal generation Demand planning Flexibility
5. Evaluation &Analysis KPI Reporting Syndicated Data Funds Tracking
4. Retail Execution,Validation & Settlement FSR support Invoicing Payments
Trade FundsManagement Planned, Committed,
Accrued
Budget
TradePromotion
Management
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Headquarter Planning and Budgeting
Trade Promotion Plan
Top Down Sales Plan
Bottom Up Sales Plan
Claims Management
Funds Management
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Trade Promotion Planning
There are several ways for companies to conduct trade promotion planning:
Top-Down Planning or Headquarter Planning
Bottom-Up Planning or Account Planning
Top-Down Planning
Done at headquarter level
usually by Marketing orSales Departments
Bottom-Up Planning
Done at account level
usually by Sales
Department
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Headquarter Planning & Budgeting
Plan and communicate Trade Promotion goals and objectives from the executive
level:
Considered top-down planning
Collaborate brand and sales goals to achieve unified objectives for overall brand strategy
Plan based on historical analytics to help develop marketing strategies and objectives
Organize and allocate overall budgets, or funds, to aid in the strategic budget development
Overall budgets are organized, many times by territory, to help associate promotional
spending with the trade promotions
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Headquarter Planning and Budgeting: Features
Intuitive analytics and historicals to aid with promotional plans
Comprehensive planning tools
Deals
Marketing Calendar
Integrated Trade Funds Management to aid with budget planning
Funds Allocation
Funds Plans
Consistent platform for all parties to approach the planning process
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Headquarter Planning and Budgeting
Elements used in Headquarter Planning and
Budgeting: Consensus Planning: Top-down and Bottom-up
Sales Planning: Targets and Budgets
including Trade Funds Plans
Creation of Deal Structure
Calendar paradigm for reviewing, creating editing
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SAP 2007 / Page 29
Current Solution: Trade Funds Management
Headquarter Planning and Budgeting
Trade Funds Management
Account Management and Trade
Promotion Planning
Account Sell-in and Promotion Plan
Execution
Claims and Payments Management
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1. Headquarter Planning Consensus Plan Sales Budgeting Schedule Creation
Process Overview:
2. Account Planning Pre-analysis Event Planning Promotion Planning
3. Sell-in & Negotiation Proposal generation Demand planning Flexibility
5. Evaluation &Analysis KPI Reporting Syndicated Data Funds Tracking
4. Retail Execution,Validation & Settlement FSR support Invoicing Payments
Trade Funds
Management
Budget tracking
Planned, Committed,Accrued
Trade FundsManagement
Planned,Committed,
Accrued
Budget
TradePromotion
Management
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Trade Funds Management
Trade Promotion Plan
Top Down Sales Plan
Bottom Up Sales Plan
Claims Management
Funds Management
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Trade Funds Management
Trade Funds Management (TFM) is a CRM based application that enables you to set
up and manage fund programs and funds, thus allowing to plan and track how
you spend your money for trade.
TFM is integrated into:
TPM Trade Promotion Planning
MDF Market Development Fund Initiatives
CRM Claims Management
ERP Financials (CO-PA, Accruals)
APIs to integrate external business planning and forecasting tools
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Trade Funds Management Process
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Trade Funds Management
Plan, fund and track trade promotion spending:
Multi-dimensional set-up of discretionary budgets with the framework to support performance-
based live accruals
Detailed tracking and auditing of all funds transactions
Full budget check capabilities for planning and settlements
Full checkbook capabilitiesFull accrual management capabilities
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Funds Management Main Features
Multi-dimensional set-up of discretionary budgets with the framework to support
performance-based live accruals Definition of fund plans
Manual set-up and allocation in CRM
Import from external planning and forecasting tools like SAP SEM
Detailed tracking and auditing of all funds transactions
Sarbanes-Oxley and FASB accounting standard compliant
Full visibility into planned, committed, accrued, settled, paid, etc. values Fund checkbook view for accounts, categories and organization units
Full budget check capabilities for planning and settlements
Full checkbook capabilities
Full financial accrual management capabilities
The accrual engine allows detailed bottom-up accrual calculations based on promotions orfund budgets, and triggers them in ECC FI/CO
Accruals are adjusted during the settlement process
Ability to adjust accruals at the end of an event
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Fund Overview Page
Fund Attributes section willdynamically show only thoseattributes which are requiredfor the Fund Type selectedabove.
Additional customized key values can be displayed here (Checkbook configuration)
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SAP 2007 / Page 37
Current Solution: Account Management and
Trade Promotion Planning
Headquarter Planning and Budgeting
Funds Management
Account Management and TradePromotion Planning
Account Sell-in and Promotion Plan
Execution
Claims and Payments Management
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Process Overview:
2. Account Planning Pre-analysis Event Planning Promotion Planning
3. Sell-in & Negotiation Proposal generation Demand planning Flexibility
5. Evaluation &Analysis KPI Reporting Syndicated Data Funds Tracking
4. Retail Execution,Validation & Settlement FSR support Invoicing Payments
Finalization
Prepayments
Trade ClaimsManagement
DeductionsInvoicesDirect Payments
Trade ClaimsManagement
Schedule Payments
1. Headquarter Planning Consensus Plan Sales Budgeting Schedule Creation
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Account Management and Trade Promotion
Planning
Trade Promotion Plan
Top Down Sales Plan
Bottom Up Sales Plan
Claims Management
Funds Management
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Trade Promotion Planning
There are several ways for companies to conduct trade promotion planning:
Top-Down Planning or Headquarter Planning
Bottom-Up Planning or Account Planning
Top-Down Planning
Done at headquarter level
usually by Marketing orSales Departments
Bottom-Up Planning
Done at account level
usually by Sales
Department
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Account Management and Trade Promotion
Planning
Plan and communicate Trade Promotion goals and objectives from the account level:
Create the best estimates of financial and activity performances
Create and manage trade promotional activities that are aligned with the plans and funds
Perform promotion simulations analysis and compare various trade plan scenarios and
determine the best account plans
Automated approval process takes the completed Account and Category level plans back toheadquarters for approval, and upon approval, the plan is routed to the customer for
acceptance
Further allocate funds to specific agreements, account plans and category plans to perform
bottom-up planning for trade spending, promotion volume estimates and non-promotion volume
estimates
Easily initiate fund creation, transfers, and approval processes
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Account Management and Trade Promotion
Planning: Features
Intuitive analytics and historicals to aid with promotional plans
Comprehensive planning tools:
Agreements
Account Plans
Templates/Shells
Promotion Simulation
Integrated Trade Funds Management to aid with budget planning:
Funds Allocation
Funds Plans
Consistent platform for all parties to approach the planning process
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Trade Promotion Execution CRM 2007 User
Interface
Header Area
NavigationArea
QuickCreate
Area
Work Area
Role-based Navigation and Screens
Drag&Drop Enabled Config Tool for Screen Design
User Personalization
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Trade Promotion Execution CRM 2007 User
Interface
Working Context Saved Searches
Breadcrumb Navigation
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SAP 2007 / Page 45
Current Solution: Headquarter Planning and
Budgeting
Headquarter Planning and Budgeting
Funds Management
Account Management and Trade
Promotion Planning
Account Sell -in and Promot ion PlanExecution
Claims and Payments Management
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1. Headquarter Planning Consensus Plan Sales Budgeting Schedule Creation
Process Overview:
2. Account Planning Pre-analysis Event Planning Promotion Planning
3. Sell-in & Negotiation Proposal generation Demand planning Flexibility
5. Evaluation &Analysis KPI Reporting Syndicated Data Funds Tracking
4. Retail Execution,Validation & Settlement FSR support Invoicing Payments
NDA
TradePromotion
Management
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Account Sell-in and Promotion Plan Execution
Trade Promotion Plan
Top Down Sales Plan
Bottom Up Sales Plan
Claims Management
Funds Management
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Account Sell-in and Promotion Plan Execution
Gain account sell-in and execute trade promotion plans:
Arm Field Sales Reps with historical data and insights into planned promotional activities,
aiding in promotion sell-in with retailers
Allow sales reps to capture all orders and requests for collaterals efficiently and ensure the
order information is fed into the demand planning process
Provide Field Sales Reps access to all administrative tools to manage their workload in an
efficient and effective manner
Activity Management tools provide Field Sales Representatives the capabilities to manageand maintain the relationship with the customers by helping to plan visits and perform surveys
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Account Sell-in and Promotion Plan Execution:
Features
Comprehensive planning/execution tools:
Trade Promotions
Marketing Calendar
CRM Mobile (for store visits)
All promotional activities that need to be planned, tracked, documented, or
administrated by user or user groups:
Appointments
Tasks
Retail Visits
E-mails
Fully integrated with: TFM Trade Funds Management
TCM Trade Claims Management
APO Demand Planning
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Trade Promotion Planning Agreement
Overview Page
HeaderInformation
Product
Category
SpecificationDetailedInformation
TradePromotion
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Trade Promotion Execution Fact-Based Sell-
in and Validation
A basis for negotiations with
customers are Tradepromotion information
on a mobile device
as a hardcopy
in reports
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SAP 2007 / Page 52
Current Solution: Claims and Payments
Management
Headquarter Planning and Budgeting
Funds Management
Account Management and Trade
Promotion Planning
Account Sell-in and Promotion Plan
Execution
Claims and Payments Management
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Process Overview:
2. Account Planning Pre-analysis Event Planning Promotion Planning
3. Sell-in & Negotiation Proposal generation Demand planning Flexibility
5. Evaluation &Analysis KPI Reporting Syndicated Data Funds Tracking
4. Retail Execution,Validation & Settlement FSR support Invoicing Payments
Finalization
Prepayments
Trade ClaimsManagement
DeductionsInvoicesDirect Payments
Trade ClaimsManagement
Schedule Payments
1. Headquarter Planning Consensus Plan Sales Budgeting Schedule Creation
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Trade Claims Management
Trade Promotion Plan
Top Down Sales Plan
Bottom Up Sales Plan
Claims Management
Funds Management
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Trade Claims Management
Trade Claims Management (TCM) is a CRM-based application that enables
you to capture and validate trade related claims and payments at the
place of the right information.
TCM is tightly integrated into:
TPM Trade Promotion Planning
TPM Account Planning
MDF Market Development Fund Initiatives
CRM Billing Engine
ERP Financials (CO-PA, FI)
ERP SD
ERP Accounting / FSCM
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Trade Claims Management Process
DeterminePromotion based
Payment with AutoResolution
Create Trade
Claim
ReceiveDeduction
(Dispute Case)
CollectAdd it ion al Claim
Information
Check ClaimValidity Settle Payment
Update / Actualize
Trade Promotion /
Fund Checkbook
Cancel Claim
Receive Invoicefrom Customer/
Partner
Chargeback orWrite-Off
Amo unts
Carry-overamounts toprevision of
future business
Monitor andAnaly ze Financi al
Situation andPayments
Correct Claim orSettlement
Match AccountPlan / TradePromotion
ReceiveRequest of
Payment fo rPerformance
ClearDeduction
(Disp ute Case)Update
Dispute Case
Year/Period End
Bonus Payment(Direct Payment)
ResolveandApp rove
SettlementClaim
SettlePrepayments
Settle
Periodicpayments
SettlePeriodic
Payments
SettlePrepayments
(CSR or CSD)
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Trade Claims Management
Allocate, track and validate trade promotion spending:
Efficiently manage disputes according to agreed contracts
Automate the year-end rebate and chargeback processing
Access funds, promotion planning, validation and claims all in one place
Validate retail actual performance to ensure the agreement is being properly
upheld
Integrated Trade Claims capabilities provide complete claims and deductionvalidation, as well as accurate accounting of all expenses to the correct funds
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Trade Claims Management: Features
Full deduction management capabilities
Deduction Claims Invoice Claims
Chargebacks
Write-Offs
Prepayments
Corrections
Central repository of claims (invoices, deductions, scheduled payments)
Formbased claim validation
Fully integrated into:
TFM Trade Funds Management
TPM Trade Promotion Management
ERP Financials and Dispute Management
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Claim Processing Documents
All objects in context are
displayed together
claim submission (CSD)
claim (CSR)
prepayment
carried-over prepayment
chargeback or write-off
correction documents
Claim
Submission
ClaimCharge-
back
Write-Off
Carried-Over
Prepay-ment
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Trade Claims: Header
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SAP 2007 / Page 61
1. Business Environment
2. ISM: TPM Solution Overview
3. Current Solution
4. Analytics and ROI
5. Appendix
Analytics and ROI
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Key Account Manager Dashboard
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Promotion Best Practice
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SAP 2007 / Page 64
1. Business Environment
2. ISM: TPM Solution Overview
3. Current Solution
4. Analytics and ROI
5. Appendix
Appendix
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Integrated Overview
Full integration of TPM inc ludes AOP/ Forecast and APO/ Demand Planning
TPM
TFM
TCM
AOP/FORECAST
APO/DEMAND
PLANNING
Baseline
Base
PromotionAt tr ibutes
Prelim Funds
PromotedVolume Promoted
Commitments
Promotions
Claims/Settlements Budget
Availabi l it y
Planned Trade Spend(event-based)
ForecastedVolume
Periodic TradeSpend Expense
(non event-based)Accruals
Commitments
Funds
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Data Flow: Demand Planning Integration
ERP
BI
SCM
Plan/Actual InfoCube
CRM
2007
Create and saveTrade Promotion
(Marketing Planner)
Actual InfoCube
uplift
(incrementalsales
volume)
plan data
copy actual data by SEM function(including hierarchy derivation)
Demand Planning
CO-PA
SD
actual databaseline(copy via SEMfunction)
Baseline forecast
Total forecast
baseline(for display)
C C S
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CRM Consumer Products Solution Map(Customer and Consumer)
Marketing
Solution map
Consumer
Account
Trade &Sales
Brand &Category
SalesSolution map
ServiceSolution map
Strategy Planning Evaluation& Budgeting Execution
KPI Planning
Analyti cs
Web/
e-mail
Partners
Direct
mail
Call
center
Field
sales
Branch
/stores
CustomerSegmentation
FundingAll ocati on
Bus Strategy& Planning
Terms ofTrade
ConsumerSegmentation
ConsumerInsights
CampaignExecution
CampaignPlanning
InteractiveOffers
TargetSetting (Vol,$)
Pricing &Contracts
SalesPlanning
CategoryManagement
MarketingCalendar
PortfolioManagement
MediaPlanning
CreativeContent
MarketResearch
ResponseRates
Field SalesMonitoring
One view ofFinancials
PromotionEffectiveness
BrandPerformance
Third PartyData
PromotionGuidelines
NPDI
VolumePlanning
PromotionSimulation
FundManagement
TPM
PortfolioPlanning
Accoun t PlanDevelopment
ObjectiveManagement
VisitPlanning
TerritoryManagement
Channel &Cust. Strategy
MarketingDev Funds
ClaimManagement
FundsCheckbook
DeductionValidation
Acc rual sManagement
CustomerManagement
Prepayments
Chargebacks
Year EndRebate
Promotionsell in
ExpenseReporting
RetailExecution
OrderManagement
PromotionValidation
Fund Re-All ocati on
Complaints& Returns
F th i f ti
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Further information
SAP CRM - Roll-Out Map
https://portal.wdf.sap.corp/go/crm-rollout-map
SAP CRM - Ramp-Up Knowledge Transfer (RKT)
http://service.sap.com/rkt-crm
SAP CRM Demo Portal
http://crmportal.wdf.sap.corp:1080
SAP CRM WiKihttps://wiki.wdf.sap.corp/display/SAPCRMHub/Home
SAP CRM - Help Portal
http://help.sap.com/crm
SAP Public Web
http://www.sap.com/crm
C i ht 2007 SAP AG
https://portal.wdf.sap.corp/go/crm-rollout-maphttp://service.sap.com/rkt-crmhttp://crmportal.wdf.sap.corp:1080/https://wiki.wdf.sap.corp/display/SAPCRMHub/Homehttp://help.sap.com/crmhttp://www.sap.com/crmhttp://www.sap.com/crmhttp://help.sap.com/crmhttps://wiki.wdf.sap.corp/display/SAPCRMHub/Homehttp://crmportal.wdf.sap.corp:1080/http://service.sap.com/rkt-crmhttps://portal.wdf.sap.corp/go/crm-rollout-map -
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