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Sales & Marketing

Accelerate revenue growth with Aera skills that refine pricing strategies, align sales execution, optimize demand generation, and much more.

Sales & Operations Planning (S&OP) screen

Sales & Operations Planning (S&OP)

Align demand, supply, and financial plans through integrated, data-driven collaboration.

Understands

Evaluates demand forecasts, supply capacity, inventory positions, and financial targets.

Recommends

Provides balanced plan scenarios with trade-off analysis between service, cost, and working-capital objectives.

Acts

Automatically consolidates cross-functional inputs and generates aligned S&OP plans.

Learns

Continuously improves planning alignment by learning from outcomes to improve forecast and plan accuracy, reduce demand–supply mismatches, and enhance cross-functional collaboration.

Trade Promotion Optimization screen

Trade Promotion Optimization

Optimize trade spend and ensure real-time compliance across channels to maximize promotional ROI.

Understands

Monitors trade promotion plans, execution data, and market performance across regions, customers, and SKUs.

Recommends

Identifies deviations, inefficiencies, and non-compliance, suggesting corrective actions.

Acts

Automatically adjusts promotional spending, flags compliance issues, and triggers intervention workflows.

Learns

Continuously improves promotional effectiveness by learning from outcomes to maximize trade-promotion ROI, reduce budget overruns, and enhance channel partner performance.

Price Optimization screen

Price Optimization

Set optimal pricing strategies to maximize revenue and market share.

Understands

Analyzes competitive pricing, market demand, customer preferences, and elasticity to identify pricing opportunities.

Recommends

Suggests pricing adjustments to balance revenue growth, margin targets, and competitive positioning.

Acts

Automates real-time pricing updates across channels to respond to market changes, including scenario-tested pricing options.

Learns

Continuously improves pricing models by learning from outcomes to enhance profitability and margin realization, improve customer satisfaction, and strengthen market competitiveness.

Demand Shaping screen

Demand Shaping

Influence demand through pricing, promotions, incentives, and product mix to balance business priorities.

Understands

Analyzes demand patterns, supply constraints, pricing elasticity, and promotional effectiveness across products and channels.

Recommends

Suggests optimal pricing adjustments, promotional strategies, and product-mix changes to shape demand.

Acts

Automatically triggers demand-shaping actions based on supply–demand imbalances and business objectives.

Learns

Continuously improves demand-shaping effectiveness by learning from outcomes to maximize revenue and margin realization, balance demand with supply, and reduce excess inventory and stockouts.

Media Optimization screen

Media Optimization

Allocate media spend effectively to maximize campaign impact and audience reach.

Understands

Evaluates performance metrics, audience insights, and market conditions to identify top-performing channels.

Recommends

Suggests budget allocations that maximize ROI and engagement.

Acts

Automates adjustments to media plans for real-time campaign optimization using scenario-based budget reallocations.

Learns

Continuously improves media–supply synchronization by learning from outcomes to increase brand visibility, enhance customer engagement, and improve overall marketing efficiency.

Marketing Performance Management screen

Marketing Performance Management

Connect marketing budgets, plans, and outcomes in a single decision model to improve performance.

Understands

Monitors marketing spend, campaign execution, pipeline metrics, and business outcomes across programs and channels.

Recommends

Identifies performance gaps, inefficient spending, and optimization opportunities.

Acts

Automatically adjusts budget allocations, triggers performance reviews, and initiates corrective workflows.

Learns

Continuously improves marketing effectiveness by learning from outcomes to improve marketing ROI, reduce resource waste, and improve pipeline.

Sales Forecasting

Sales Forecasting

Detect demand shifts, recalibrate forecasts, and surface revenue risks and opportunities for proactive decisions.

Understands

Monitors sales pipeline, historical trends, market signals, and CRM data to identify demand shifts and forecast variances.

Recommends

Provides recalibrated revenue forecasts with risk assessments and opportunity insights, enhanced with scenario-driven forecast variations.

Acts

Automatically updates forecasts, triggers alerts for significant deviations, and initiates cross-functional planning reviews.

Learns

Continuously improves forecast precision by learning from outcomes to enhance revenue predictability and accuracy, reduce planning volatility, and improve sales and operations alignment.

Sales Incentives

Sales Incentives

Continuously analyze performance signals to refine sales incentives that drive the highest-value actions.

Understands

Evaluates performance metrics, deal quality, and incentive-plan effectiveness across the sales force.

Recommends

Suggests incentive structure adjustments, payout optimizations, and behavioral nudges.

Acts

Automatically recalibrates incentive parameters, triggers payout simulations, and alerts teams.

Learns

Continuously improves incentive effectiveness by learning from outcomes to improve the cost-to-revenue ratio of incentive programs, and increase sales effectiveness.

Sales Resource Planning

Sales Resource Planning

Continuously sense demand, pipeline shifts, and rep performance to recalibrate resources and maximize revenue.

Understands

Analyzes demand forecasts, pipeline velocity, rep productivity, and resource allocation across sales teams.

Recommends

Identifies capacity gaps, underutilized resources, and optimal headcount or deployment adjustments, including scenario-based resource plans.

Acts

Automatically triggers capacity reviews and resource reallocation recommendations using scenario-driven sales resource projections.

Learns

Continuously improves sales resource planning to maximize revenue per rep, reduce capacity shortfalls and coverage gaps, and enhance overall resource deployment efficiency.

Territory Planning screen

Territory Planning

Continuously sense market shifts, account potential, and rep capacity to recalibrate territories.

Understands

Evaluates market potential, account distribution, and rep workload across sales territories.

Recommends

Suggests territory realignments, account reassignments, and coverage adjustments based on scenario-driven territory outcomes.

Acts

Automatically flags territory imbalances and triggers redesign workflows.

Learns

Continuously improves territory effectiveness by learning from outcomes to improve revenue per territory and rep utilization, reduce coverage overlap, and increase account penetration and win rates.

Quota Planning

Quota Planning

Identify demand, coverage, and rep effectiveness changes to adapt quotas proactively and align growth goals.

Understands

Monitors market demand, territory potential, historical performance, and rep capacity to assess quota feasibility.

Recommends

Provides balanced quota allocations with achievability assessments and adjustment suggestions aligned to business goals.

Acts

Automatically recalibrates quotas, flags unrealistic targets, and triggers planning review cycles.

Learns

Continuously improves quota setting by learning from outcomes to improve quota attainment rates and accuracy, and enhance forecast reliability and revenue predictability.