Case Study: Waterloo Sparkling Water streamlines trade promotion management with Vividly

How Vividly Helped Waterloo Streamline Trade Promotion Management

Waterloo Sparkling Water, one of the fastest-growing independent sparkling water brands in the U.S., was managing dozens of trade promotions across more than 13,000 retail stores using separate Excel spreadsheets owned by different salespeople. With no unified system, the team struggled to locate the latest promotion data, standardize records, and validate deductions efficiently as the business scaled.

Vividly implemented a centralized trade promotion management solution that brought Waterloo’s sales plan and deductions into one system, while also helping clean and standardize product and customer hierarchies during migration. The result was better data management, easier reporting between sales and finance, improved historical visibility, and a more scalable process for growth—backed by Vividly’s responsive product updates and built-in forecasting and analytics.

Waterloo Sparkling Water

Zack Wierenga

Senior Trade Manager