STREAMLINE RETAIL SUCCESS:
THE ALL-IN-ONE SOLUTION FOR
EFFORTLESS ACCOUNT MANAGEMENT,
ACCURATE FORECASTING
AND OPTIMIZED TRADE SPEND!
THE CHALLENGES OF
RETAIL SALES AND DISTRIBUTION
Retail manufacturers, particularly those in sectors like consumer-packaged goods, pharmaceuticals, nutraceuticals, and natural health products, face a range of challenges when dealing with retailers’ head offices. One major issue is managing account relationships, where inconsistent data and manual processes often hinder collaboration and decision-making.
Sales forecasting is another pain point, as manufacturers struggle to align their projections with retailer expectations due to discrepancies in data quality and timing. Trade spend management is another significant challenge, with manufacturers finding it difficult to track and optimize promotional spending in real time. Without clear insights into the effectiveness of their investments, it becomes nearly impossible to measure ROI accurately.
Moreover, the lack of a tailored Customer Relationship Management (CRM) system often exacerbates these problems. Standard CRMs do not cater to the specific needs of manufacturers in complex industries, leading to inefficiencies in data handling, communication, and performance tracking.
NORRIZON’S NATIONAL ACCOUNT MANAGEMENT SYSTEM (NAMS) IS THE BEST
IN CLASS CRM FOR RETAIL SALES AND DISTRIBUTION!
In a highly competitive market, these challenges can severely impact a manufacturer’s ability to meet sales, profitability, and growth targets. Benefiting from a CRM system that is specifically designed to address these unique requirements can streamline processes, ensure better forecasting accuracy, optimize trade spending, and enable smarter account management. Without such a solution, manufacturers risk falling behind in an increasingly data-driven and fast-paced retail environment.
Norrizon Sales and Distribution, a Canadian-based agency specializing in outsourced sales and distribution, offers an innovative solution to the challenges faced by manufacturers: the National Account Management System (NAMS). This proprietary web-based CRM is specifically tailored to meet the unique needs of manufacturers, addressing the complexities of account management, sales forecasting, trade spend management, and ROI measurement.
NAMS IS THE ONLY CRM SPECIFICALLY DESIGNED TO ADDRESS THE NEEDS OF DEALING WITH NORTH AMERICAN RETAILERS, LARGE OR SMALL!
NAMS has been designed with a deep understanding of the consumer-packaged goods, pharmaceuticals, nutraceuticals, and
natural health products industries. Unlike generic CRMs, NAMS integrates the right tools and insights that streamline communication
with retailers’ head offices, optimize trade spend, and ensure more accurate sales forecasting. By utilizing NAMS, manufacturers can
focus on driving growth and profitability without the headache of developing an internal system or relying on a one-size-fits-all CRM.
This turnkey solution saves manufacturers time and money, eliminating the need for costly, long-term development projects while
offering a customizable system that adapts to specific industry needs. With proven success in managing national accounts for
both Fortune 500 companies and smaller manufacturers, NAMS provides a superior alternative to traditional CRMs, positioning
manufacturers for long-term success.
KEY ACCOUNT MANAGEMENT
NAMS streamlines key account management by providing a centralized platform for managing essential account details like retailer contacts, product listings, and communication history. This real-time access improves collaboration and decision-making.
The platform also offers task management features, allowing account managers to track assignments and deadlines, enhancing workflow and accountability.
NAMS simplifies mass communication with retailers, enabling manufacturers to send updates, product launches, or promotions to multiple contacts at once, saving time and ensuring consistency. By integrating these functions, NAMS boosts efficiency, performance, and retailer relationships.
PROMOTIONAL ACTIVITY PLANNING
See how NAMS makes it simple to handle, develop, and monitor promotional activities. From ads and discounts to rebates and in-store promotions, NAMS streamlines the entire process, allowing manufacturers to easily plan and track their promotional calendar in real-time.
TRADE SPEND MANAGEMENT
While trade spending may seem straightforward, negotiating with retailers’ buyers to develop a solid, mutually beneficial plan requires strategic thinking and effective mechanisms to plan and track spending. A well structured trade spend plan is essential to support a manufacturer’s brand at retail and ensure long-term success.
See how NAMS simplifies this process, enabling manufacturers to create, track, and optimize trade spend plans that deliver results.
SALES FORECASTING AND MONITORING
Sales forecasting and monitoring are crucial for manufacturers. Accurate forecasts help with planning, but the ability to adjust quickly when sales deviate is equally important to avoid missed opportunities or wasted spend. With NAMS, account managers can set yearly sales forecasts and adjust them monthly based on actual performance. This real-time tracking ensures forecasts stay aligned with actual sales, helping manufacturers detect discrepancies early and adjust strategies accordingly.
NAMS also allows for granular tracking across categories, brands, or sub-brands, providing detailed insights into product performance. This helps improve forecasting accuracy and supports better decisions for promotions, pricing, and trade spend.
NAMS empowers manufacturers to make data-driven adjustments that optimize sales and promotional efforts.
RETAILERS’ CLAIMS APPROVAL AND PAYMENT
Once claims or invoices are loaded into NAMS, the approval and payment process begins automatically. The system supports both simple and complex multi-level approval workflows, based on criteria like categories, brands, or amounts.
NAMS also fosters collaboration across sales, marketing, and finance teams, allowing each department to access the relevant data for their role. Sales verifies claim validity, marketing checks promotional compliance, and finance ensures budget alignment and payment readiness. This cross department collaboration ensures a smooth approval process.
The NAMS dashboard provides a real-time overview of payment status, helping finance teams track pending and completed payments, ensuring cash flow and budgeting stay on track.
By automating the process, NAMS saves time, reduces errors, ensures compliance, and improves financial visibility, supporting smoother retailer relationships and efficient trade spend management.
RETAILERS’ CLAIMS MANAGEMENT
Managing and tracking claims and invoices from retailers can be a complex task, especially when they come in various forms and are sometimes submitted well after the promotional activity has taken place. NAMS simplifies this process by providing a centralized system to track and manage claims efficiently.
Here is how NAMS helps manufacturers stay organized and ensure timely follow-ups.
BUSINESS INTELLIGENCE / REPORT GENERATOR
NAMS offers powerful reporting capabilities, with pre-designed reports on sales, forecasts, trade spending, and claim payment status, all easily exportable to Excel or PDF. It also provides valuable sales tools, including suggested orders, listing reports, and promotional calendars, which can be accessed and shared through the report generator.
Have a look at how easy it is to generate, customize, and share these reports to drive informed decision-making and improve collaboration.
SHARING INFORMATION WITH THE RETAIL SALES TEAM
When paired with Norrizon’s Sales Force Automation (SFA) system, N-Mobile, NAMS boosts communication and collaboration between account managers and the retail sales force. Real-time, paperless updates on product listings, promotions, and priorities keep everyone aligned and ensure timely execution.
NAMS provides account managers with all the tools to manage their accounts, from updating retail representatives to sharing promotion details. This ensures retail teams have the latest information to execute plans effectively.
Retail sales teams, using N-Mobile, can report key insights on in-store conditions, consumer behavior, and promotions. This field-level data helps manufacturers make informed decisions and quickly adapt strategies.
WITH NAMS, SUCCESSFULLY MANAGE YOUR RETAIL SALES AND DISTRIBUTION EFFORTS WITH EASE AND PEACE OF MIND
NAMS (National Account Management System) is a web-based CRM designed for manufacturers in industries like CPG, pharmaceuticals, and nutraceuticals. It simplifies account management tasks such as sales forecasting, trade spend tracking, promotional planning, and claims management. Account managers can set forecasts, adjust monthly based on actual data, and use powerful reporting tools to track performance, trade spend, and claim status, with reports easily exportable to Excel or PDF.
NAMS also integrates with Norrizon’s Sales Force Automation (SFA) system, N-Mobile, enabling real-time communication with retail sales teams. Account managers can share updates on priorities, listings, and promotions, keeping teams aligned. NAMS streamlines task management, supports flexible approval processes, and enhances collaboration across sales, marketing, and finance. By centralizing data and providing actionable insights, NAMS helps manufacturers optimize retail sales and distribution.
Key Benefits of NAMS:
• Enhanced Account Management:
Centralized data for managing retailer contacts,
product listings, and sales forecasts ensures smooth
communication and strategic alignment.
• Real-Time Sales Forecasting and Adjustments:
Sales forecasts can be set, adjusted monthly, and
compared to actual performance for quick decisionmaking
and proactive strategy adjustments.
• Streamlined Trade Spend and Promotions:
Efficient planning, tracking, and optimization of trade
spending and promotional activities ensure that
investments are well-spent and aligned with business
objectives.
• Improved Claims and Invoice Tracking:
Simplified approval and payment processes allow
manufacturers to stay on top of claims, invoices, and
payments, reducing errors and ensuring timely financial
tracking.
• Integrated Sales Force Automation (N-Mobile):
Seamless integration with N-Mobile enables real-time,
paperless communication with the retail sales force,
ensuring they receive the latest updates and can report
back valuable intelligence.
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