| Module Description |
Visualization allowing the grouping of like customers and products to typical norms, and handling of exceptions (Single Segment per Customer) |
Visualization allowing the grouping of like customers and products to typical norms, and handling of exceptions. (Multiple Segment per Customer) |
Loading of result set from Optimized Segmentation Builder to pricing matrix with conflict identification and automated sales approval process |
| Delivery Platform |
On-Premise or Cloud |
On-Premise or Cloud |
On-Premise or Cloud |
| Module Pre-Req |
|
|
Optimized Segmentation Builder |
| Provides Distributor Price Guidance? |
Yes |
Yes |
|
| Transaction Set Editing |
Yes |
Yes |
|
| Ability to Segment Customers? |
Yes – Single Macro Segment per Customer |
Yes – Multiple Micro Level Segments per Customer |
|
| Excel Exports? |
Yes |
Yes |
|
| Create New Customer Segments? |
Yes – Single Macro Segment per Customer) |
Yes – Yes – Multiple Micro Segments per Customer) |
|
| Change Customer Segment Assignment? |
Yes – At Macro level with Single Segment Per Customer |
Yes – At detailed Micro level with Multiple Segments Per Customer |
|
| View Product Segments? |
Yes |
Yes |
|
| Change Product Segments? |
Yes, with manual system interface OR Synchronizer Module |
Yes, with manual system interface OR Synchronizer Module |
|
| Create Exceptions to Customer and Product Segment? |
Yes |
Yes |
|
| Segmentation Results |
Typical performance with exception handling |
Typical performance with exception handling |
|
| Opportunity Assessment? |
Yes |
Yes, with exceptional performance to norms |
|
| Data Sample Error Identification? |
Yes |
Yes |
|
| Matrix Grid Report |
Yes |
Yes |
|
| Matrix Creation? |
Report Format Only – Matrix with exceptional assignments |
Report Format Only – Matrix with exceptional assignments |
Yes, export to ERP |
| Matrix Approval Process? |
|
|
Yes |
| Sales Person Approval Process? |
|
|
Yes |
| Creates Pricing Records? |
Available with Margin Manager Module or Optimized Matrix Builder Module |
Available with Margin Manager Module or Optimized Matrix Builder Module |
Yes |
| Identification of Pricing Record Conflicts? |
Available with Margin Manager Module or Optimized Matrix Builder Module |
Available with Margin Manager Module or Optimized Matrix Builder Module |
Yes |
