Sales promotion campaign use case

Use case scenarios demonstrate when and how to use the Sales Promotion application to create and manage a promotion campaign. This example shows how to streamline promotion setup, claim processing, and dealer visibility.

Scenario

Alectri wants to promote 2024 Epsilon EV sales in the U.S. through a loyalty discount program. Sales teams managing promotions and dealers processing claims must address these challenges:

• Process inefficiency: Disconnected systems and lack of standardization lead to inconsistent execution.
• Visibility gaps: Limited insight into active promotions and dealer claims.
• Approval delays: Missing information and incomplete documentation slow processing cycles.
• Dealer friction: Dealers struggle to access promotions and submit claims efficiently.

Solution

Create and manage the promotion using the Sales Promotion application through four key workflow phases:

1. Create: Configure promotion timeline, type, eligible products, dealer scope, and discount amounts.
2. Configure: Build questionnaire template with required fields (loyalty number, vehicle details, customer info) and validation checklist with documentation requirements.
3. Target: Select eligible products (2024 Epsilon EV) and dealer regions (North America dealerships).
4. Publish and Monitor: Publish campaign to dealers via portal and track claims and approvals in real-time.

The Sales promotion workspace provides real-time visibility into active promotions, claims, and approval status.

Benefits

Compare the impact of using the Sales Promotion application:

Outcome

Alectri creates and manages a loyalty discount promotion across North America. Validation checklists verify complete claims, reducing processing time and enabling dealer self-service claim submission.