Business Situation
A global Fortune 500 organization modernized its Trade Promotion Management (TPM) capability by moving to Salesforce across its Latin American business. The shift required more than a system rollout—it required changes in mindsets, behaviours, roles, decision rights, and operating discipline across commercial and supply chain teams.
The goal was a smooth launch and sustained adoption, while respecting the region’s unique culture and operating realities.
Prompta’s Solution
Prompta supported the program with an AI-enabled change approach that replaced assumptions with evidence and converted that evidence into targeted actions.
- Sense: captured privacy-first workforce insight signals at key moments (text-based, no HRIS dependency, no PII).
- Analyze: translated input into clear themes and segmented friction points (by function/role/workstream/location as needed).
- Act: ran Insight-to-Action sprints to align leaders and people managers on the few actions that mattered most—driving adoption and reducing workarounds.
- Engage: closed the loop so teams could see what was heard and what was changing—building trust and reinforcing follow-through.
This approach complemented engagement and enablement by ensuring leader/manager ownership and focusing effort where adoption risk was highest.
Business Outcomes
Streamlined the promotion planning and execution process and reduce manual errors and payment duplication for a year-over-year savings of over $200K.
Increased trade spend visibility which enabled data-driven decisions on promotion success and promotion ROI – enabling more funds to be allocated to more profitable promotions.
Improved visibility increased overall customer satisfaction and retention – Prompta AI results pointed to 14% increase in overall customer satisfaction rating.