to automate Consumer Packaged Goods workflows and CRM with
Consumer Packaged Goods Workflow Map
Trade promotion management
Promotions information management
Collect, view, and analyze all relevant information about your promotions, including expenses, activities, contracts, and more – all in one centralized solution. Make informed,
data-driven decisions to optimize costs and workforce for future promotions.
Budgeting and cost control
Optimize spending on trade promotions through a transparent budget management process, including forecasting, allocation, and control of expenses. Make the job of managers simple and
error-free with accurate and fully automated calculations.
Promotion planning and execution
Streamline work with various types of promotions – from the initial planning through the whole approval path – according to the established workflow. Track numerous
SKU-related promotions and all related activities in a single calendar.
Promotion analytics and optimization
Maximize the value of every promotional activity by tracking all
business-critical metrics across channels, retailers, markets, geographies, and products.
Partner information management
Build productive relationships with distributors and retailers, ensuring straightforward communication via an online partner portal as well as easy access to a complete history of interactions, including all related contracts, documents, projects, plans, and other details.
Agree on price lists, discounts, and bonuses with your distributors at the contract level, and make your approval process fast and transparent with automated workflows. Keep contracts and other related documents secure and
up-to-date in a single-source protected database.
Ensure maximum speed and accuracy for affiliate orders fulfillment. Automate order generation from different channels, easily check the availability of goods and their cost, assign delivery teams, communicate with colleagues and partners within the single digital workspace.
Ensure fast and
cost-effective delivery of goods to stores and distribution centers with automated workflows for planning routes, costs, orders, and other related activities.
Field force management
Streamline work for your field force with a mobile app that makes it easy to accept and track orders, verify SKU characteristics, schedule tasks and visits, and more.
Brand awareness campaigns
Agency partnership management
Build successful relationships with the best advertising agencies via a flexible partner management portal. View and analyze communications history, joint activities, contracts, documents, advertising spaces, etc. to choose the best partner for each project and maximize their value.
Advertising project management
Create and successfully manage advertising projects of any complexity. Track project scope, budget, deliverables, milestones, and key metrics to maximize efficiency and ensure success.
Social media monitoring
Build a loyal community around your brand and enhance customer experience with proactive communication and feedback tracking across all social media platforms.
Plan and execute successful advertising and promotional events from start to finish – including timelines, budget, responsible teams, and contractors, etc. – using an advanced calendar, omnichannel communications, and automated workflows.
Get comprehensive statistics on your events and improve them in the future using numerous
ready-made and customizable reporting tools.
Learn how Hershey’s Ice Cream achieved 165% ROI of a CRM software implementation
The latest ROI Case Study by Nucleus Research highlighting how automating
end-to-end sales processes with Creatio enabled Hershey’s Ice Cream to increase sales productivity and achieve 165% ROI.
Procurement and supply chain management
Procurement request management
Orchestrate purchasing plans, requests, and forecasts via automated workflows that ensure that any needs are properly submitted, tracked, and executed.
Build stronger relationships with suppliers and contractors by utilizing partner portal functionality with unlimited workflow automation options.
Procurement lifecycle management
Handle procurement and supply of raw materials, services, and other resources needed for CPG/FMCG manufacturing with the maximum efficiency via collaborative and
Easily maintain a single source of truth for your contract management and enable your team to close contracts faster with efficient collaboration tools, guided workflows, and document templates.
Risk and compliance
Regulatory compliance control
Ensure regulatory compliance across the organization via centralized management of regulatory documents, compliance plans, employee policies, etc.
Legal case management
Streamline management of legal cases, ensure unified format for documents, and optimize
legal-related workflows and collaboration processes.
Manage audit workflows across all the required financial, physical, and legal assets within your organization.
Employee lifecycle management
Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.
Employee request management
Improve the employee experience by providing a
user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.).
Joint collaboration and knowledge sharing
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals with maximum efficiency.
Schedule your guided Creatio demo now
Connect with us to learn how our one platform can help your business to experience the freedom.