Five Reasons to Include Customer Service in Demand Planning Meetings
Customer service is not always included in S&OP, but it should be. This often overlooked function has insight into customer behavior and issues that salespeople do not, and can highlight factors impacting demand that help us to plan better. This qualitative insights allows us to refine statistical forecasts for more accurate demand plans. In this article I reveal five reasons to include customer service in your planning meetings, including identifying their seasonal buying behavior, highlighting upcoming promotions and events, and revealing whether individual customers are ahead or behind the planned sales ...
From Issue:
Agentic AI is the Next Frontier in Forecasting & Planning
(Summer 2025)
IBF Journal Article by Daniel Fitzpatrick, originally published in Summer 2025

Five Reasons to Include Customer Service in Demand Planning Meetings