Sales promotion campaign use case
Use case scenarios demonstrate when and how to use the Sales promotion application to create a promotion campaign. It provides practical examples of common sales promotion management situations.
Use case: Creating Sales promotion campaign
Alectri wants to promote 2024 Epsilon EV sales in the U.S. through a loyalty discount program. OEMs managing targeted sales promotions and dealers/channel partners creating claims might encounter these challenges:
- Manual processes and disconnected systems create inconsistent execution
- Limited visibility into active promotions and dealer claims
- Missing information during claims processing causes delays
- Incomplete documentation slows approval cycles
- Lack of standardized setup leads to errors
- Difficulty targeting specific products, models, or regions
- Dealers lack easy access to promotion details and claim submission
James Smith, Sales Promotions Manager at Alectri, uses the MCO Sales Promotion application to create and manage the loyalty discount promotion:
- Creates promotion with timeline, promotion type, eligible product and customer rules, eligible dealers/channel partners, and discount amounts.
- Configures questionnaire template with the required fields: loyalty number, vehicle details, and customer information.
- Defines a validation checklist with required documentation and eligibility criteria.
- Sets minimum and maximum incentive limits (amounts or percentages).
- Selects eligible products (2024 Lumora VX) and North America dealerships.
- Publishes campaign to eligible dealers through the portal.
The Sales promotion workspace provides real-time visibility into active promotions, claims, and approval status.
- Improved visibility: Unified dashboard of promotions, claims, and approval status.
- Consistent execution: Standardized templates verify complete promotion configuration.
- Faster claim processing: Required fields and checklists reduce missing information.
- Reduced errors: A validation template guides claims agents step by step.
- Targeted campaigns: Product and dealer filters ensure an accurate promotion scope.
- Dealer efficiency: Portal access enables self-service claim submission and tracking.
- Greater control: Incentive limits provide flexibility while maintaining consistency.
Alectri launches a loyalty discount promotion for 2024 Epsilon EVs across North America dealerships. Standardized questionnaires and validation checklists verify complete claims, reducing processing time and improving approval rates.