Business Situation
Prompta helped a global Fortune 500 company transform their Trade Promotion Management system to Salesforce by leveraging the proprietary Prompta AI sentiment platform, change management, training, and action planning. This resulted in enhanced operational efficiency, elevated employee engagement with the new system, and a cultural shift towards more consumer-oriented practices.
This transition was more than a change in systems; it necessitated a comprehensive shift in the workforce’s mindsets, behaviors, roles, and accountabilities. The primary challenge was to ensure the transformation’s successful launch and sustainment while respecting the unique culture and operational nuances of the company’s Latin American business.
Prompta’s Solution
Prompta provided expert change management services tailored to the company’s specific needs. This included delivering targeted training and action planning to align resources effectively with new digital technologies.
A pivotal element was Prompta AI’s role in conducting a thorough diagnostic to assess the current culture and leveraging global TPM tools, customized for the Latin American context. This approach focused on critical changes in mindsets and behaviours needed for embracing the new system.
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.
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