The Success Story of Revolution in Financial Management and Team Collaboration
- Increase team productivity and effectiveness of promo plans
- Full control over budget usage and financial discipline
- Instant access to operational data and consolidated reporting
- Full digitization of distributor business
The Right Technology for Maximum Freedom
SAVSERVICE does more than distribute and handle logistics for major international and local brands. They also offer clients a complete set of services, including collecting and delivering orders, promoting products through different channels, and analyzing financial results. Key Account Management divisions have been created for all directions of
SAVSERVICE regularly implements innovative and high-tech projects to accelerate order processing, increase warehouse operations productivity, and optimize transport logistics. An integral part of SAVSERVICE's digital model is trade marketing (TM) processes. For managing promo budgets and implementing trade marketing support for clients, the company opted for Creatio’s no-code platform for workflow automation paired with a Sales'Up application.
The pressing operational challenges that prompted
SAVSERVICE to automate trade marketing processes include:
- Lack of a unified accounting program.
- Human errors.
- Lack of a centralized tool to control budget spending
The Start of the Project:
In 2019, with the participation of Creatio’s partner Sales'Up, the new AFINO system was built using Creatio’s no-code tools. The platform became a single digital portal where management, including Key Account Management (KAM) could collaborate. A clear digitization strategy, regular feedback, and Creatio's no-code technologies allow the company to continuously expand capabilities with a maximum degree of freedom and improve the system to provide users with more tools for effective work.
AFINO Concept and Technologies Used
The primary function of AFINO is to centralize the management of trade marketing resources and promotion budgets, unifying them within a cohesive environment.
AFINO handles every stage of the process, from agreeing on terms with partners to planning and coordinating sales and promotional activities, controlling expenses and payments, balancing funds, and preparing reports. To ensure the integrity of the process, there is a two-way synchronization of AFINO with SAVSERVICE's internal ERP system. Specifically, discount documents for planned promotions are sent from AFINO to the ERP system, while data on merchandise turnover for actual results is sent from the ERP system to AFINO.
At the core of AFINO is the powerful Creatio platform, which, thanks to no-code technologies and a unique composable architecture, provides the highest level of freedom in workflow automation and CRM. The project also uses the Sales'Up FMCG Management for the Creatio product, which includes a wide range of ready-to-use functionality for automating the processes of any complexity for manufacturing and distribution companies of any size.
Implementation of a Systematic Approach to Workflow Automation
Transparent Management of Budgets and Funds
The biannual planning cycle at
By knowing the available funds for conducting promotions, managers plan and launch individual trade marketing (TM) activities. Based on the actual results of the conducted promotions, the Creatio system imports on-invoice expenses from the ERP system, and additionally, managers record the actual off-invoice expenses. As a result, the system compiles a balance of funds, showing available balances or overspending.
Unified Process for Planning Promotions
In Creatio, information about all planned and carried out promotions is consolidated. Currently, about 50,000 TM activities have been created in the system. For organizing a clear process, standardized forms are provided, automatic checks of internal rules and restrictions are carried out, and multi-level procedures for approving promo activities, documents, payments, etc., are configured.
Control of Documents and Payments
A separate section is provided to manage and track payments of invoices or other documents received from partners. Managers submit applications for reimbursement of expenses, which are processed by the financial and accounting departments. Complete information about planned and actual payments is available to managers and their supervisors for cases when additional verification is needed.
Deep Analytics and Reporting Preparation
Heads of Departments receive weekly reports from the system with the current balance of funds and regularly conduct internal reviews with managers to analyze the effectiveness of working with funds. Creatio provides the capability to analyze each promotion by examining the overall financial results, considering factors at both the product line and client levels. Utilizing this comprehensive information,
Organization of Trade Marketers' Workflows
Automation Results and Recipes for Success
Utilizing the integrated solutions of Creatio and Sales'Up,
Creatio's platform further enhances operations by amalgamating all essential commercial and financial data within one unified environment. This integration allows for the management of data, affording the ability to probe into each Trade Marketing (TM) activity, evaluate various scenarios, perform detailed plan-versus-actual sales analyses, and ascertain overall efficiency. Consequently, managers are empowered to execute their responsibilities with heightened quality, while leaders improve financial oversight, facilitating the discovery of innovative avenues for business growth.