Skip to content

Deal Management
Beyond the Retailer

What happens if a retailer’s status changes or they discontinue use? As more and more CPGs and brokers are learning, retaining DemandTec deal management technology beyond the retailer not only ensures business continuity, but delivers impact and value for years.

Is your retail partner discontinuing use of Deal Management?

You may have just learned that your retail partner may be discontinuing use of DemandTec’s Deal Management platform. To help answer any questions you may have, we’ve produced this brief video to explain some of the reasons why maintaining access to the tool for at least four years is strongly recommended to ensure business continuity, compliance, efficiency, and revenue recovery.

Long-Term Deal Archive

  • All data from the beginning of engagement, with at least 7 years of deal data, including complete documentation of offer versions and written negotiations between trading partners
  • All deal sheet contract images are retained for any legal disputes
  • Feeds into valuable reporting and analysis for future negotiations and reference
  • Supports continued compliance with regulatory requirements like Sarbanes-Oxley
  • Enables completing invoicing and audit cycles

Reporting & Analysis

  • Reports based on item, deal and invoicing
  • All historical deals by category, timing, etc. retained and reportable
  • Insight analysis to show deals with timing, allowance type, number of users, etc. to support reconciliation and accuracy during transition for access by financial (planned and actual results from the deal) and sales teams (account planning)

Continued Compliance

  • Full 7+ years of deal data, including complete documentation of offer versions and written negotiations between trading partners
  • Supports continued compliance with regulatory requirements like Sarbanes-Oxley

Reconciling Invoices & Closing Books

  • Bill center retains all invoices matched to offers, complementary to other invoicing services
  • Robust item, deal, billing and invoice reports on demand
  • Incoming invoices can be auto-matched against the original deal offer
  • Download any report into an offline spreadsheet for further analysis

Ensuring Best Practices for Continuity and Transition Success

  • CPGs and brokers at minimum find best business results by retaining full access, data and records for at least 18-24 months
  • Up to four years’ retention and extension enables accurate response to retailer’s found revenue claims

DemandTec remains your trusted partner with decades of experience in trade deal management.

The bottom line is that CPGs and retailers gain value from DemandTec Deal Management and Advanced Deal Management, independently of the status of any single retail partner.

For more information, please contact DemandTec.

Retained access supports the following:

  • Checkmark Complete retention of records
  • Checkmark Detailed reporting and analysis
  • Checkmark Regulatory and audit compliance
  • Checkmark Reconciliation of deal-related invoices