Welcome to the POI TPx and Retail Execution Benchmarking Survey

The Promotion Optimization Institute (POI) is conducting the annual industry survey to help you and your company improve promotion effectiveness & efficiency and retail execution to understand your business successes and challenges. Additionally, will help us to deliver research, best practices and POI Summit events that serve your advancement needs.  

If you have taken this survey before, you will notice that the questions have been “refreshed” and the dynamics reflect the changes in consumer buying behavior and market landscape. Manufacturers and Retailers across the shifting ecosystem are working to understand the consumer, pricing, trade deals, digital marketing offers including digital exchange, shipping, hybrid direct to consumer. Lines are blurring: channel or ecosystem; marketing spend or traditional trade? The results of the survey will reflect industry progress in the aggregate, and you will be able to utilize the survey results to benchmark your company.

 Please take 15 minutes to complete the confidential survey, which is broken down into two distinct yet related business processes: Trade Promotion Management (TPx-- which includes trade promotion management and trade promotion optimization) and Retail Execution. 

Here is the “ask”:

If you are in a position to provide a solid perspective on your company’s TPx and Retail Execution capabilities, then please complete the survey. If you are a solutions/services provider, please do not take the survey. Please instead, ask your clients to complete the survey via the following link:


If you feel that there is someone better suited in your organization to answer the TPx and Retail Execution survey, please forward them this memo and personally ask them to complete the survey.

We would like to thank you in advance for resourcing peer company support, if needed, to accurately complete the entire survey and have it reflect your company’s status and progress.

Here is our promise to you:

POI will not share your information with anyone in the manufacturer/retailer competitive landscape. Your responses will be kept confidential. Only POI research staff will be involved in the collection and data analysis. 

You will receive an advanced copy of the State of the Industry Report, as well as the opportunity to receive benchmarking relative to a group of anonymous peers by industry sub-segment. POI staff will reach out to you to see how we can better support you and your company on its journey to trade promotion excellence.