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Castrol/Wakefield Trade Marketing Web Portal

Challenge

Wakefield Canada has over 6000 customer accounts in Canada who are divided into Territories. The Wakefield Territory Sales Manager is tasked with:

 

Managing customer participation by Trade Program

 

Calculating customer eligibility by Trade Program

 

Executing the payment process by Trade Program

Solution

Carnyx Communications developed a Web Portal solution that incorporates monthly Sales Data allowing Wakefield’s Territory Sales Managers to:

 

Easily add and remove customer accounts to Trade Programs exclusively in their territory

 

See calculated Trade Program activity (sales, claims, eligibility) by Customer, updated monthly

 

Enter Trade Program claims activity into the Web Portal

 

Generate a Trade Payment file weekly for claims processing

 

Results

Marketing and Finance have 100 percent visibility of Trade Program activity

 

Wakefield reduced the total number of Trade Programs offered by 50 percent as a result of understanding Trade Program effectiveness

 

Territory Sales Managers have reduced administration efforts through a centralized payment and back-up process

 

Enhanced reporting is used to determine Trade Program effectiveness and customer profitability on an ongoing basis

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