Can AI turn your trade spend into a
predictable growth engine?
Trade spend is your biggest marketing cost and your biggest opportunity. Intelligent Trade Promotion Optimization (TPO) turns that spend into measurable growth.
Built on Salesforce and delivered by AVIO: MuleSoft for integrations, Data Cloud for unified profiles, Consumer Goods Cloud for TPM and retail execution, Einstein for predictions, and CRM Analytics for visibility. Agentforce AI agents automate routine work like deduction matching and event setup, surface risks, and recommend corrective actions in flight. AVIO Managed Services keeps it running and improving.
The Challenge: The Vicious Cycle of Traditional Promotions
Current promotion management is stuck in a reactive, inefficient loop that destroys value. Below are the core challenges an intelligent TPO framework solves.
Key Pain Points:
Siloed Data: Shipment, consumption, and cost data sit in disconnected systems – ERPs, spreadsheets, legacy tools – making a single source of truth impossible and slowing every decision.
Manual Planning: Without predictive tools, planning defaults to guesswork and last year’s playbook – ignoring today’s market realities.
Inefficient Execution: Execution breaks down in the field with limited visibility into compliance and performance – wasting budget and missing revenue.
Reactive Measurement: Results are analyzed months later, when it’s too late to course-correct – locking teams into the same flawed cycle.
The Solution
Unified Commerce Intelligence Platform.
AVIO’s Value Proposition:
Single Source of Truth:
All data – POS, shipments, supply, spend, accruals, competitor signals – lands in one harmonized model. MuleSoft connects sources and Data Cloud unifies identities and timelines so every team sees the same truth.
Predictive & Prescriptive AI
Einstein simulates scenarios and recommends optimized calendars with expected lift, profit, ROI, and supply impact. CRM Analytics explains the why so decisions are transparent and defensible.
Autonomous Execution & Touchless Settlement
Salesforce Flow and MuleSoft APIs create events, allocate funds, and sync to retailer systems. AVIO IDP and Agentforce AI agents auto-match deductions and escalate only exceptions to finance in Service Cloud.
Real-Time, In-Flight Optimization
Live dashboards track store and region performance. The system alerts on risk and proposes targeted fixes – for example, selective offers in a region after a competitor move – which you can approve with one click.
The Roadmap
A phased approach ensures rapid time-to-value and controlled risk – starting with discovery and scaling to enterprise-wide rollout.
AVIO’s Engagement Framework: We guide you through a disciplined, four-phase journey designed to build momentum, achieve early wins, and scale your BaaS offering on a proven foundation.
1. Discovery & Foundation
Activities: 4 weeks to map processes, identify data sources, and scope a pilot.
Milestone: Tailored Roi Model For Leadership
2. Pilot Implementation
Activities: 12 weeks to configure the platform, integrate data, and prove value on one brand or partner.
Milestone: Demonstrated Roi In Market
3. Enterprise Rollout
Activities: 6-9months to scale the solution enterprise-wide using the pilot blueprint.
Milestone: Full Enterprise Gains Realized
4. Controlled Launch & Iterative Scaling (Month 10+):
Activities: Launch pilot with limited products; monitor KPIs; refine platform based on real data.
Milestone: A proven, scalable BaaS model ready for expansion with new partners and products.
Take the next step
Kick off Phase 1: A 4‑week Discovery & Foundation sprint to map processes, align data sources, and produce a tailored ROI model for leadership. Then green‑light a pilot to prove value on one brand or partner.