S4DS Software - Campaign and Portfolio Planning

This family of solutions is designed to determine the products in each channel to spread through the planning of the portfolio according to campaigns or sales cycles.

S4DS is a specialized solution for channel management, based on the concept of planning control and enforcement activities, which is administered through dashboards, offering special coverage to the following activities:

Territory management

  • TERRITORIAL DIVISIONS MANAGEMENT
    • The sales and operations areas share a collaborative work flows assisting in the development, definition, fusion, and zone division through the sales and consultant volume indicator visuals.
    • Territorial classifications for consultants: sales force territorial assignment, reassignment, deassignment and massive transfers (applicable to flat structures).

  • TERRITORIAL STRUCTURE IMPORT
    • Territorial divisions upload
    • Territorial coverage upload
    • Political divisions upload

  • MAIL GROUP ADMINISTRATION
    • Zone-specific designations
    • Mail group definitions
      Mail group upload

Sales cycles

The sales and operations areas share a collaborative work flows with the objective of defining campaign activity calendars and balancing the sales budget fulfillment.

  • CAMPAIGN ACTIVITY CALENDARS
    • Campaign administration
    • Campaign activities configuration
    • Zone-specific operations distribution
    • Mail plan generation
    • Mail plan edits
    • Interactive calendar
  • PLANNING FLOWS
    • Planning flows activity definition
    • Planning flows publication

  • MAIL PLAN IMPORT
    • Campaign upload
    • Mail plan upload

Product portfolio

  • PRODUCT ADMINISTRATION
    • Historical behavior
    • Product attributes
    • Grouped products Upload
    • Product catalog content administration: references, description, units, sizes, and images.
    • Product hierarchy management: categories, areas, brands
    • Product grouping administration: kits, groups, etc.
    • Product management: sold out items substitute
    • Price list management
    • Comparative sales and budget historical data

  • CATALOG PLANNING
    • Catalog activity flow definition
    • Product portfolio activity definition
    • Responsibilities definition
    • Planning activities
    • Product description administration
    • Web catalog publication administration

  • CATALOG MANAGEMENT
    • New catalog planning
    • Catalog update
    • End phase planning
    • Catalog edits and visuals
    • Catalog export
    • Role variables assignment
    • Product variables definition

  • CATALOG IMPORT
    • Product & catalog upload
    • Simplified upload

Company Master Budget

  • SALES & STENCIL BUDGET CONCEPTS
    • Sales budget definition: define budgeted sales volumes, average units, and number of orders per territory and campaign.
    • Network or consultant budget definition: defines growth indicator values for consultant or networks, registration, downsizing by territory and campaign in a sales cycle.

  • AUTOMATIC CALCULATION
    • Function selection
    • Calculation performance

  • BUDGET UPLOAD
    • Demand forecast: data and sales indicators for future campaigns with inventory associations with the objective of forecasting demand
    • Sales objectives

  • DERIVED PLANS
    • Buying plans
    • Campaign plans: zone budgets and marketing mix