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      1. Adesso Academy
      2. Flamingo
      3. Training

      Training: Sales

      Full Training session with agenda and slideshow.

      Agenda​

      • Sales Training ​
        • Navigation & Search​
        • Information Center​
        • Deal Progression​
        • Annual Planner​
          1. Planner overview​
          2. Copying Deals​
          3. Creating New Deals​
          4. Editing Volume​
          5. Scenario Planning: Deal Screen​
        • Deal Calendar ​
        • Deal Screen​
      • Today - Get Familiar & Comfortable Working With Flamingo​
        • Overview of functionality​
        • System is still being populated – Now is the time to identify gaps and adjust processes ​
      • Ongoing​
        • Videos (Launching 1/10) - On demand 2-10 minute how-to videos for all of the key system components​
        • OSA – Questions on the system ​
        • Community – Webinars, committees, group trainings​

      Navigation & Search​

       

      We Will Be Working in the Test Environment Today​

       

      • Navigation From Screen to Screen in Flamingo is Easy! ​
        • Your menu options may vary based on your security in the system​
        • Click the tab at the top of the navigation bar to go to move to that screen

       

      Information Center Overview​

      • Information Center - The First Thing  You See Each Time You Log into Flamingo!​

       

      Simple Search

      • Depending on Your Filter, You May Search by:​

      • Simple Search in the Promotion/Deal Screen - All Deals for Current Fiscal Year Timeframe for Sprouts​

       

      • Click Magnifying Glass to Toggle Between Tree View and List View​


      • Select 2021 FY from the Timeframe Drop-Down​

      • A screen will display the entire results of your search

       

      Advance Search

      • Filter Groups Add More Complexity to Your Search and, Coupled With the “AND” and “OR” Statements, Enable You to Better Define Your Parameters​

       

      Saved Searches

       

      Search History

       

      Formatting Search Results

       

      Column Options

      • You Can Format Your Search Results to Rearrange the Fields and/or Remove Fields from the Search Results​

       

      • Any Search Results Screen is Exportable to Excel to Review, Share or Print​

       

      Deal Progression

      Deal Progression Chart

       

      Annual Planner Training​

       

      Accessing the Annual Planner​

       

      Selecting Your Business Parameters​

       

      In System Activity​​

      • Log into system​
      • Access the Annual Planner​
      • Use the Filter to Select FY22 and the Customer and Product of your choosing​

       

      Navigating the Annual Planner​

       

      Rollup Section Overview​

       

      Deal Entry – Getting Started​

       

      Adding a New Deal​

       

      Deal Entry - Action Section​

       

      Promo Details

       

      Dates

       

      Deal Metrics​

       

      Everyday Price Retail Metrics​

       

      Promoted Retail Metrics​

       

      Customizing Your Deal Entry Screen​

       

      Copying a Deal Line Item​

       

      In System Exercise​

      • In the Promo Section, Click the Copy Icon on the Deal You Want to Copy​
      • Adjust the Details of the Deal​
      • Click the Checkmark to Accept the Changes​

       

      Copying a Plan / Multiple Deals​

       

      In System Activity​

      • Select Copy Existing in the Promo Header Section​
      • Select Plans FY22 as Your Current Fund​
      • Select FY21 as Your Previous Fund​
      • Select the Promotions That You Want to Include in your FY22 Plan​
      • View Your Populated FY22 Plan

       

      Forecast Volume Entry Section​

       

      Forecast Volume Entry – Enter A Forecast​

       

      Enter a Volume Forecast​

      • In the Volume Section Enter the Monthly Volume Forecast​
      • Save Changes​
      • Refresh at the Top of the Screen to View Changes to Scenario​

       

      Scenario Planning​

       

      In System Activity​

      • Practice Running Scenarios​

       

      Customer Execution​
      ​

       

      Deal Calendar​

      • Within the Promotion/Deal Tab is a Sub-menu Called Deal Calendar​

      • In Search Screen, Select a Customer, Timeframe, and Product to View ​

       

      Visual & Interactive Deal Calendar​

      • Visual View for Customer Presentations​ 
      • As Deals Change, Calendar Updates Immediately​

       

      • View Trade Comparison Year Over Year At a Glance in 1 Click ​

       

      • Evaluate Merchandizing Objectives Across Customers​

       

      • Logistics Needs to Understand What’s Going On, Too!​

       

      • Gotta Get the Deals Committed!​

       

      • Let’s Start Here: Double-Click to Open Deal​

       

      Your Deal Screen​

       

      You Have to Commit the Deals​

      • It’s Been 6 Months Since You Planned it…and You Need to Commit and Add a Contract​

       

      When Is the Activity Happening?​

      • Ship Dates, Performance Dates, and Settle Dates…Oh My! ​

       

      Each Deal Can Be Analyzed Individually​

      • Does this deal meet my revenue and volume objectives?​

       

      Life is Complicated. You Need a Redeem %​

      • Scan Deals Aren’t at 100%​
      • You Can Have Warehouse Inventory Issues

       

      Ever Consider Potential Liability on Major Hi/Low Deals?​

      • Meijer? Wakefern? Sprouts? Vitamin Cottage?​
      • Think Competitive Activity, Weather, or Your Forecasting Needs Improvement

       

      Deal Documents​

       

      Deal Comments

       

      Deal History

       

      Deal Activity

       

      Key Contact Information​

      support@adesso-solutions.com​

      AdessoSolutions.com​