Verify the obstacle
The customer may await specifications, availability or suitable timing. A promotion will not automatically resolve a problem unrelated to price or purchasing terms.
Meeting knowledge should define the next action's objective. If need remains unconfirmed, clarify it before calculating an incentive for an arbitrarily selected product.
Compare suitable options
Where a commercial condition makes sense, specify scope and expected effect. Discounts, purchasing-mix bonuses and other campaigns follow different rules.
Include cost and assumptions, not only planned turnover. Establish what achievement means and which data will demonstrate it.
Retain a shared reference
CRM need records and Trade Marketing calculations should concern the same case. Later review can check whether the campaign addressed the identified obstacle and what actually happened.
For a sales manager, this connects knowledge with spending decisions. Customer potential guides the discussion. A promotion is one possible response whose justification should follow a specific need and assessment of terms rather than the existence of a gap in a sales report alone.