Intelligence and workflows for consumer goods sales organizations.

Commercial expertise.
Built into the work.

ExecuityIQ combines intelligence with practical workflows for customer planning, trade expense review and retail execution, bringing greater consistency and control to your sales organization.

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Commercial expertise in practice

Better decisions. More consistent execution.

EIQ is built around the relationships, responsibilities and decisions that shape consumer goods sales. Its workflows make expertise useful in the daily work, while the resulting information helps the organization plan, act and improve.

01

SEE

Bring customer plans, trade documents and store observations into view.

02

UNDERSTAND

Apply business context to identify what matters and what needs attention.

03

ACT

Guide preparation, review and follow-through with workflows built for the work.

04

MEASURE

Track decisions, commitments and results as part of getting the work done.

05

IMPROVE

Use what the organization learns to strengthen its next plan, review or visit.

Purpose-built workflows. Shared commercial intelligence.

Different work.
A shared standard.

Each application rethinks a distinct part of the work. Together, they bring enterprise sales discipline to consumer goods organizations, with practical workflows and information that becomes more valuable across the business.

CRM

Customer Relationship Management

Manage the vertical.

Coordinate customer plans and category reviews across markets. Assemble presentations from approved materials, track what was presented and turn follow-through into useful client reporting.

A workspace the sales team has a reason to use.

TPM

Trade Promotion Management

Resolve the expense.

Review billings, invoices, agreements, customer policies and supporting documents across formats. Help analysts identify discrepancies, verify the details and move trade expenses toward accurate, timely resolution.

REM

Retail Execution Management

Extend the value of every visit.

Capture store conditions and execution as the work happens. Put relevant field information in the hands of customer teams and client managers, so every visit informs the wider business.

CI

Customer Insights

See where the opportunity is.

Turn your customer data into clear views of distribution reach, gaps, and sales or shipment trends. Share reports that leadership, headquarters sales and field teams can understand—and act on.

Useful work. Shared understanding.

Good work should inform the whole business.

The value of a customer presentation, a trade review or a store visit should extend beyond the person doing it. EIQ is designed to carry relevant information forward to the people who can use it.

01

Customer verticals

Coordinate customer plans, relationships and category review activity across markets and teams.

02

Consistent preparation

Build customer presentations from approved materials, adapt them to the opportunity and track the conversation and next steps.

03

Trade expense resolution

Connect the billing to agreements, policies and supporting documents, with a clear record of the review and resolution.

04

Field insight

Bring relevant store observations to customer teams and client managers, so field work informs the wider business.

Built by people who know the business

Bring a higher standard to the way your team works.

Explore an operating platform shaped by the realities of consumer goods sales: complex relationships, varied trade documents and work happening across markets and stores.

EARLY ACCESS

Explore ExecuityIQ.

Discuss your customer workflows, trade expense reviews and retail execution, and where EIQ could make the greatest difference.

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