Solutions / Trade Marketing Management
Keep visits, execution checklists, and point-of-sale surveys standardized and under control, with evidence and indicators available in real time — with no need for manual reports to know what's happening at the point of sale.
The problem
Without a standardized process, each promoter executes the visit their own way, display photos end up scattered across WhatsApp groups, and the execution report — when it exists — only arrives after the window to act has already closed. The result is a lack of visibility into what's really happening at the point of sale.
Manual process
Digital process with PrimeBuilder
Visit routes managed informally or by spreadsheet.
Visit routes planned and distributed automatically.
Execution with no standard, each promoter doing it their own way.
Standardized execution checklist in the app.
Display photos scattered across WhatsApp groups.
Evidence and photos organized by visit and point of sale.
Price and competition surveys on paper.
Digital surveys, with data ready for analysis.
Report consolidated manually, with delays.
Execution indicators available in real time.
Where it can be applied
Promotional and merchandising visits
Price and competition surveys
Display and out-of-stock audits
Activations and events at the point of sale
How it works
Visit route
Execution at the point of sale
Evidence and survey
Validation and consolidation
Real-time indicators
Every visit follows the same checklist, with evidence and survey data recorded at the moment of execution — so the manager can follow the field operation in real time, without waiting for the end-of-month report.
Benefits
Less time spent consolidating manual field execution reports.
Real-time visibility into visits completed, pending, and nonconformities.
The entire field team executes the visit following the same checklist and criteria.
Surveys and evidence organized and ready for price, display, and out-of-stock analysis.
Product
Trade marketing management is built on the same modules as the PrimeBuilder Operating Platform — no isolated systems and no custom development for each type of visit.
PrimeBuilder Studio
Flow editor — configure routes, visit checklists, and surveys, with AI support.
PrimeBuilder App
Field execution — visit checklist, photos, price survey, and signature on the smartphone.
PrimeBuilder Manager & Analytics
Management and control — visit tracking, execution indicators, and real-time reports.
PrimeBuilder APIs
System integration — connect the solution to the corporate systems your company already uses.
Credibility
A visit with no checklist, a photo with no context, a survey on paper — every manual step reduces the ability to act in time on what's happening at the point of sale.
100%
Of visits with a standardized checklist and evidence recorded at the moment of execution.
~60%
Less administrative time consolidating field execution reports.
Real time
Execution, out-of-stock, and display indicators available for immediate action.
Results vary depending on the process implemented.
Where the return comes from
Less time spent manually consolidating execution reports and evidence.
Out-of-stock, off-standard displays, or price discrepancies can be handled the same day, not weeks later.
Optimized routes and standardized execution let you expand point-of-sale coverage without growing the team at the same rate.
Execution indicators and market research strengthen negotiations with retailers and distributors.
Applicable across sectors with trade and point-of-sale operations
Consumer goods manufacturers
Distributors
Trade Marketing Agencies
Retail
Franchises
And many more
Platform recognized by Gartner as a Cool Vendor Brazil.
Try the AI assistant for process mapping for free. Nothing to install, no technical knowledge required.