Campaign & Promotion Management

Manage direct sales campaigns considering target customers, products, budget, and profitability impact.

Campaign management involves planning pricing, packages, services, and sales incentives for specific customer groups, products, or periods.

A direct selling campaign isn't just about discounts. It can be used for new product launches, cross-selling, renewal, customer retention, or meeting seasonal targets.

Campaign components

  • Purpose and target customer group
  • Product and service scope
  • Start and end date
  • Pricing and promotion rules
  • Budget and cost sharing
  • Sales team and activity plan
  • Performance indicators

Types of promotions

  • Percentage or amount discount
  • Package and set
  • Additional product or service
  • Free installation or delivery.
  • Long warranty
  • Renewal advantage
  • Loyalty or referral incentive

Compatibility and interoperability

The customer can determine campaign eligibility based on the opportunity, product, quantity, and contract terms. Rules for the simultaneous application and prioritization of multiple campaigns must be defined.

Campaign effect

  • Number of participating customers and opportunities
  • Offer and sales conversion
  • Sales increase
  • Margin effect
  • Campaign cost
  • Cancellation or return after sale
  • Long-term customer value

Manage the campaign not as a short-term sales boost, but as a sales program whose objective, cost, and actual business contribution are measurable.

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