Role
Examples for trade marketing
Trade marketing teams send campaigns, surveys and scorecards to the field and see results by store. These stories show both ends: the brief sent out and the evidence that comes back.
4 examples
In Salesforce
Field campaign to 300 stores in one go
Trade marketing sends the same five launch tasks to 312 stores in one campaign and tracks completion by region as reps sync.Tasks & field campaignsReporting & Power BIHannah · Trade marketing manager · Head officeIn SalesforceShelf Health Scorecard trend
Trade marketing tracks one retailer's shelf score over six cycles and sees it rise from 71% to 86% after a pack-out campaign.Shelf Health ScorecardsReporting & Power BIHannah · Trade marketing manager · Head officeIn SalesforceBuild a survey without a developer
Trade marketing builds a new promo compliance survey with photo questions in Salesforce and has the first answers the next morning.SurveysTasks & field campaignsHannah · Trade marketing manager · Head officeIn SalesforceClient portal: this week's visits
A brand logs into the agency's portal and sees its own stores, photos and compliance for the week, and nothing from any other brand.Experience Cloud portalReporting & Power BISophie · Brand account manager · [Brand]Store names, people and figures in these examples are illustrative.
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