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Trade PromotionManagementKnow the true value of your Billback, Co-op & MDF,Sales Rebate and Channel Tracking programsStrategy Software Implementation Execution Analyticsinfo@vistex.com www.vistex.com
Recognize the true value of yourtrade programs by optimizing andmeasuring performanceWith up to 20 percent of revenue typically tied tochannel partner programs, manufacturers standto lose big if processing errors, incorrect paymentor improper claims are not kept under control.Drive profitability in your organization with proventrade program solutions by Vistex. Vistex providessophisticated tools for modeling, administering andanalyzing trade programs – tools that enable youto recognize their true value and make informeddecisions about how to maximize their performance.2Trade Promotion ManagementCLAIMBillbacks — Know the true selling price and make informedfinancial decisions about partner claims.Co-op & MDF — Manage planning and funds allocation,track spend, claims and collections, and monitor approvals andperformance.Sales Rebates — Forecast, plan and track all rebate programs,plus spur customer performance by tying rebates to measurableobjectives.Channel Tracking — Gain visibility into channel inventory byrecording sales to the channel and capturing critical POS datafrom partners.
Claims ManagementCan Go by Many NamesWhether you refer to them as billbacks, chargebacks,rebates, ship-and-debits, SPAs or some other term,chances are your company is losing money due toinefficient processing of partner claims. Manufacturerslose millions of dollars annually due to inaccurate claimvalidations. Vistex streamlines claims management – fromreceipt and validation through to payment – offering youunprecedented accuracy and control.Vistex software allows manufacturers to minimize lossesdue to inaccurate processes, lax claim validations,calculation errors and other administration problems.For manufacturers, this means knowing the true sellingprice and having the ability to make informed financialdecisions.Vistex’s billbacks solution offers an efficient, highlyautomated approach to managing the entire billbackslifecycle, enabling manufacturers to manage the entireprocess from agreement creation to accrual, claimsubmission/receipt through adjudication settlement and,as warranted, resubmission and adjustment.3Trade Promotion ManagementMaking it All Add Up with BillbacksGain visibility into your most profitableproducts, distributors, customers andgeographiesValidate billbacks with a complete audit trailCalculate and accrue billbacks for financialreporting and profitability analysisRecord accruals and billbacks in fullcompliance with financial regulationsReduce claim processing costs, errors,disputes and delays
Enjoy Engaged Partners and Profitability When Managing Your Trade ProgramsCo-op & MDF programs can help manufacturers boost partner engagement, but they are complicated and difficult to manage, especiallywith spreadsheets. Co-op & MDF programs require an enterprise-wide structure for end-to-end visibility and program management. Vistexprovides the visibility businesses need to manage planning and funds allocation, track spend, claims and collections, and monitor approvalsand performance.Vistex software delivers an efficient, highly automated approach to managing every aspect of Co-op & MDF programs. The Co-op & MDFfunctionality offered by Vistex allows manufacturers to effectively manage funds and balances, streamline and automate approvals, claims,requests and payments, while offering visibility into program financial data and metrics. Powerful analytics provide comprehensive insightsinto spend and program effectiveness, the status of electronic submitted claims, forms, documents and receipts – all geared toward speedingup payment accuracy and boosting partner satisfaction.Vistex’s Co-op & MDF software provides a 360-degree view of the entire fund cycle with comprehensive, integrated tools to help businessescut costs, view critical analytics and performance data, increase transparency into effective utilization, minimize the back-and-forth of claimvalidations, and stimulate greater loyalty from valued channel partners.Improve Your Management of Co-op & MDF with Vistex 4Gain complete visibility into programfinancial data and metricsStreamline and automate approvals,claims, requests and paymentsTrade Promotion Management Effectively manage funds and balances Optimize Co-op & MDF spend utilization and performance Reduce processing costs, errors, disputes and delays
Profitable Sales RebatesVia Automated Forecasting,Planning, TrackingWithout an enterprise solution in place, or byusing manual processes, sales (customer) rebatecalculation errors diminish profitability. WithVistex’s Trade Programs software, businessescan accurately forecast, plan and track allrebate programs, and incentivize customerperformance by tying rebates to measurableobjectives.Vistex software enables businesses to model,administer, report, and analyze highly complexrebate plans, including volume, growth, marketshare, and other multi-dimensional scenarios.Manufacturers can track the status of rebateprograms, perform accurate accruing for rebateliabilities, settle rebates on schedule, and reportall rebate activity with financial and profitabilityanalysis statements.5Trade Promotion ManagementMaking It All Add Up with Sales RebatesImprove value by incenting customerperformance with rebates tied tomeasurable objectivesForecast, plan and track flat, tiered, volume,growth, and other rebatesCalculate payments for individual customersand partners or in aggregate based onmembers in a buying groupPerform midstream evaluation to optimizeprogram performance and retroactivelyrecalculate amounts dueCommunicate current payout and next tierqualification thresholds to spur additionalrevenue opportunities with partners
Channel Tracking Tools Capture, Manage Critical POS DataManufacturers need effective tools to manage inventory, associated claims, and rebates toand from channel partners. Vistex provides tools that enable visibility into channel inventoryby recording sales to the channel and capturing critical POS data from partners.Vistex software allows businesses to maintain inventory and track ownership, accrue, andaccurately recognize revenue. With Channel Tracking, you will know inventory on-hand, beable to anticipate potential stock-outs and validate partner claims, eliminating reportinginaccuracy and unnecessary business exposure. And with integrated serial number tracking,validations can even be done at the serial number level.Vistex’s Channel Tracking capabilities manage multiple locations, with detailed trackingthat not only improves supply chain management and provides end-to-end insight frommanufacturer to channel partner to end customer, but also all activities in the channel salesprocess. And key reporting tools improve profitability by estimating the impact of price dropsbased on inventory levels as well as providing in-depth, real-time views into key partners.6Trade Promotion ManagementVistex Channel TrackingFeatures and Benefits Use inventory pools to validate claimpricing and quantities for accuracy Process partner data automatically,including POS, inventory and claims Compile inventory reports on movinginventory and current inventory status Use inventory levels to estimate priceprotection liabilities and mitigateoverpayments of claims
DeploymentOptionsWhether you decide to run your systems on-premise, in the cloudor in a hybrid environment, with Vistex solutions your organizationis empowered with unprecedented visibility into any program andperformance. Gain deeper insight and enable fact-based decisionsto drive revenue, control cost, minimize leakage, and streamlineprocesses. With a range of deployment options for all your programs,you choose the way that works best for your business needs.Add the right option for your businessOn-Premise7In CloudTrade Promotion ManagementSAPHybridSAP
Now it all adds up withTrade PromotionManagementDrive Revenue, Control Costs & Increase MarginsAbout Vistex Vistex solutions help businesses take control of their mission-critical processes. With a multitude of programs covering pricing,trade, royalties and incentives, it can be complicated to see where all the money is flowing, let alone how much difference itmakes to the topline and the bottomline. With Vistex, business stakeholders can see the numbers, see what really works, andsee what to do next – so they can make sure every dollar spent or earned is really driving growth, and not just additional costs.The world’s leading enterprises across a spectrum of industries rely on Vistex every day to propel their businesses.info@vistex.com www.vistex.comVistex , Go-to-Market Suite , and other Vistex, Inc. graphics, logos, and service names are trademarks, registered trademarks or trade dress of Vistex, Inc. inthe United States and/or other countries. No part of this publication may be reproduced or transmitted in any form or for any purpose without the expressedwritten permission of Vistex, Inc. The information contained herein may be changed without prior notice. Copyright 2020 Vistex, Inc. All rights reserved.SoftwareServicesOn-PremiseIn Cloud
trade program solutions by Vistex. Vistex provides sophisticated tools for modeling, administering and analyzing trade programs - tools that enable you to recognize their true value and make informed decisions about how to maximize their performance. 2 Trade Promotion Management Billbacks — Know the true selling price and make informed
