Salesforce Promo Automation

Executive summary

At CPG distributors, sales coordinators lose around a third of every week re-typing supplier Excel files into Salesforce — slow, error-prone work that pulls expensive sales talent away from selling.

This tool closes the gap between the spreadsheet and the system: drop a supplier file in, and it produces a clean, validated, Salesforce-ready promo fact sheet for approval in minutes.

How it works

Three steps replace the manual transcription entirely.

• 1 · Drop the supplier fileA coordinator drops an Excel file in a shared folder; the system reads the rows and matches items against the internal stock master in seconds.
• 2 · Review the previewA styled summary shows clean records, decision points, and flagged issues — missing SKUs, off-quarter dates, channel problems.
• 3 · Approve & pushThe coordinator resolves flags with brand teams, then batch-publishes to Salesforce.

What it automates

• Lookups & mappingBarcode-to-SKU lookups, currency conversion, and customer-channel assignment.
• ValidationData validation and error detection before anything reaches Salesforce.
• Audit trailPreserves the original file, intermediates, and timestamped outputs for compliance.
• Native fitBuilt on existing tools — Salesforce/Aforza, Excel, stock masters, current approval flows — with no new platform to onboard.

Tech stack

Outcome

For one customer it freed 60+ hours a week across five coordinators — roughly 3,000 hours a year — and redeployed about 1.5 full-time roles from data entry back to sales and customer relationships, with near-zero transcription errors.

Supplier files that used to take half a day to process turn into approval-ready fact sheets in minutes.