WE UNDERSTAND YOUR MARKET
Purchases take place at the wholesaler. Decisions are made on the building site. Your brand needs a direct, relevant relationship with the trade business that connects the two.
During programme design, we establish who registers, who submits evidence and who uses benefits. An owner-managed business needs different roles from a multi-site organisation. Staff changes and location assignments are part of the design too.
FOR MANUFACTURERS, HVAC SALES AND TRADE MARKETING
Company participation, clear onboarding, relevant communication and campaigns for selected product groups.
AI-assisted document processing with PROLoyalty INVOICE™, product matching and project-specific rules for quantities, promotions and corrections.
Rewards, status benefits and shared learning opportunities. Portals, service and reporting are aligned with your sales structure.
APPROACHES THAT FIT
Trade loyalty club
Benefits, knowledge and service create recurring touchpoints. Simple onboarding and immediately clear value help your field sales team engage participants.
Product-range campaign
Defined product groups, campaign periods and clear evidence requirements establish transparency. Agree rules for quantities, returns and duplicate submissions before launch.
Knowledge & Qualification
Training and practical product knowledge can complement the member journey. The programme design defines whether and how these activities are recognised.
IN PRACTICE: PURCHASE EVIDENCE
PROLoyalty INVOICE™ processes embedded ZUGFeRD XML data directly. AI supports matching different product descriptions to the catalogue. Ambiguous cases go to targeted review. The solution is available within the ProLoyalty Enterprise Suite or as a standalone product; data flows and approvals are tailored to your project.
The pilot deliberately includes returns, incomplete documents and repeat submissions. Participants can see the next step, while service teams have clear ownership and correction procedures. The programme remains understandable beyond the first successful purchase.
THE KEY PROJECT QUESTIONS
A clear company account with defined responsibilities. Required information Clarify during design
Company ID, locations and authorised employees
Who collects, who is allowed to redeem and what happens when employees change?
Transparent recognition of a qualifying purchase. Required information Clarify during design
Document line item, product catalogue, purchase date and quantity
Which products count? How do we treat duplicates, bundles and credits?
A programme that brings together sales, wholesale and specialist companies. Required information Clarify during design
Repeat purchases, product breadth and learning opportunities
What activity promotes brand preference without bypassing trade?
Businesses with at least one approved transaction divided by registered eligible businesses in the same period.
Repeat purchases and product breadth
Assess the repeat-purchase rate per business and the number of distinct qualifying product groups. Keep seasonality, campaign periods and available evidence comparable.
ERP and product catalogues provide items, units and promotion rules; CRM manages the partner relationship. PROLoyalty INVOICE™ processes purchase evidence using AI and supports ZUGFeRD. Prebuilt connectors for Salesforce, SAP, DATEV, HubSpot and Pipedrive are included in the INVOICE solution. Data scope and specific versions are checked during the project.
FROM IDEA TO EVERYDAY OPERATIONS
Connect audiences, customer value and available data.
Test participation, exceptions and service using realistic cases.
Prepare teams, coordinate delivery and evaluate impact.
FURTHER OPPORTUNITIES FOR YOUR PROGRAMME
A loyalty or incentive programme can support market development: attract new trade businesses, strengthen brand preference and engage channel partners. Alongside customer programmes, run dedicated incentives for manufacturer sales, wholesale sales teams and service teams.
Manufacturers can also motivate wholesale sales staff, field sales and technical service teams. Product knowledge, qualified project leads, verified sales contributions and service quality each need appropriate recognition rules.
Roles, access, eligibility, evidence, approvals and reward budgets are defined for each participating company. Individual and team objectives can be distinguished; the detailed arrangements are agreed with the responsible partners.
Reward measurable behaviour beyond sales, using permissible objectives, reliable evidence and clear rules. Examples include completed product training, documented demonstrations, qualified project reports, product registrations, newly active trade businesses and agreed wholesale promotions.
Together, we translate your market objectives into concrete activities for customers, employees and partners. For each activity, we define evidence, weighting, time period, recognition and any required approval. This connects strategy with everyday behaviour.
Activation, qualification and use show whether the programme encourages the intended behaviour. Customer acquisition, partner development and incremental business outcomes are assessed against agreed baselines and comparison periods. A rewarded activity alone does not prove additional sales or market-share gains.
PRODATA implements personalised performance promotions with achievable milestones: a first qualifying purchase, adoption of a new product group or individual progress. A sole trader needs different goals from a large installation business. AI-assisted churn predictions help interpret declining activity alongside seasonal demand and order cycles, informing suitable reactivation.
Invoices, approved dealer records or unique product codes: we assess which evidence fits your products and channels. An EAN scan identifies a product; it does not by itself prove purchase or installation. The evidence model closes that gap.
PRODATA connects wholesale roles, engagement and verified purchase evidence with personal partner support. Multi-tenant loyalty separates responsibilities and budgets; clearing supports settlement in shared partner programmes. Field sales teams receive agreed information for their next useful conversation. Existing channel relationships remain part of the design.
Trade supplies, selected training, service offers and a choice of rewards can address different needs. We develop the selection around trade and company size, including availability, eligibility and settlement as well as the visible incentive.
A seasonal promotion needs different time windows from a construction project lasting several months. International rollout also requires language, product range, support and local approvals. A shared programme framework provides the foundation, with deliberate local adaptations.
EXPERIENCE AND IMPLEMENTATION
ANSWERS FOR YOUR DECISION
One option is a submitted invoice. After extraction and product matching, the agreed programme rules apply. An agreed data feed can be used instead where appropriate.
Manufacturer sales teams can have dedicated access to assigned customers, programme activity and reports. Key accounts can receive individual measures and support workflows. Roles and permissions determine who can view information, manage campaigns and approve actions.
Programme rules determine how credit notes link to the original purchase and which rewards must be adjusted. Partial returns, benefits already redeemed and ambiguous references are tested explicitly in the pilot.
ERP and product catalogues provide items, units and promotion rules; CRM manages the partner relationship. PROLoyalty INVOICE™ processes purchase evidence using AI and supports ZUGFeRD. Prebuilt connectors for Salesforce, SAP, DATEV, HubSpot and Pipedrive are included in the INVOICE solution. Data scope and specific versions are checked during the project.
Measure businesses with an approved transaction as a share of registered eligible businesses in the same period. Assess repeat-purchase rates and distinct qualifying product groups per business. Keep seasonality, campaign periods and available evidence comparable.
Audiences, roles, data sources, benefit rules and service scope determine effort and cost. We start with a bounded pilot using real construction and HVAC scenarios, then estimate implementation, ongoing operations and the agreed services.
Yes. Wholesale businesses, branches and sales staff can participate alongside installers. Dedicated roles, campaigns and eligibility rules support each audience. The scope is agreed with the manufacturer and channel partners.
Yes. PRODATA builds and operates programmes with a common foundation and country-specific configuration. Languages, audiences, campaigns, rewards and support can vary by market. The programme design defines central standards and local responsibilities.
Yes. Beyond sales, qualifying activities can include product training, documented demonstrations, qualified project reports, product registrations, new active trade businesses and agreed wholesale promotions. We agree appropriate objectives, reliable evidence and recognition rules with you.
Yes. PRODATA develops dedicated incentives for manufacturer sales, wholesale sales teams and service units. Product knowledge, qualified project leads, verified sales contributions and service quality each receive appropriate recognition rules, separate from customer rewards.
Loyalty Consultant and Managing Director
Boost customer loyalty. Increase sales: Let’s talk about your loyalty success.
