POI Recognizes CPGToolBox Lightning Platform for UX and TPM Functionality

Kennesaw, GA (September 13, 2018) – For the second consecutive year, CPGToolBox has earned an “above average” assessment from the Promotion Optimization Institute (POI) for Trade Promotion Management (TPM) functionality. The trade organization recently released its POI TPx Vendor Panorama 2018 to offer Consumer Goods (CG) manufacturers an overview of the leading TPM companies and their products, including CPGToolBox’s Trade Planner™ solution. Built on the Salesforce platform, CPGToolBox launched a fully upgraded Lightning version of its Trade Planner solution in August 2018. The annual POI assessment cited the multiple CPGToolBox Trade Planner user experience improvements and noted “the user experience has benefited from learning to get more out of the Salesforce Lightning toolset.” The Lightning version of CPGToolBox’s Promotion Calendar was named in the POI report as one of the top UX elements with “hovers that offer more flexibility to drag, drop, and stretch a promotion; and the ability to clone an entire calendar or go event-by-event.” “Not only does our platform offer CG manufacturers the unique opportunity to leverage Salesforce’s cutting-edge technology to improve trade planning, it provides unprecedented access to a global ecosystem of partners and service offerings to elevate omni-channel strategies,” says Rick Pensa, CEO of CPGToolBox. In addition to UX and functionality, the company’s new investor and strategic partner PolSource, a Gold Partner with Salesforce, was cited by POI as a benefit for expanding CPGToolBox’s scalability, support services in Europe, and service offerings that include change management. About Promotion Optimization Institute POI brings together manufacturers, retailers, solution providers, analysts, academics, and other industry leaders with the specific objective of collaboratively improving the promotion and distribution...

Catch CPGToolBox CEO Rick Pensa on Stage at Dreamforce 2018

Dreamforce 2018, the most innovative software conference in the world, is taking over San Francisco September 25-28. With over 2,700 learning sessions – 240 of which are dedicated to the Consumer Goods industry – there will be countless opportunities for CPG manufacturers to interact with the latest product innovations and top thought leaders in the country. This year, CPGToolBox CEO Rick Pensa will be a featured speaker at Dreamforce.  Rick has teamed up with the Senior Manager of Consumer Goods Solutions at Salesforce as well as our strategic partner PolSource to talk all things Trade Promotion Management. As you map out your trail for the learning event of the year, don’t forget to add Rick’s Consumer Goods-focused sessions to your Dreamforce agenda. Remove the Silo Between Shopper Marketing and Trade Marketing 2 Dates! Wednesday, Sept 26 3:45-4:05pm PST & Thursday, Sept 27 10:15-10:35am PST What You’ll Learn: Discover how the CPGToolBox Planning Calendar and Salesforce Marketing Cloud work together to help top tier Consumer Goods companies leverage customer databases to communicate offers, drive reach, and penetrate the market more effectively. Speakers: Rick Pensa, CPGToolBox & Lauren Noonan, PolSource  Location: Moscone South, Partner Theater 2 Blurred lines: Trade Marketing vs Shopper Marketing Friday, Sept 28: 11:30-11:50am PST What You’ll Learn: How to bridge the consumer gap and break down silos between traditional trade and shopper marketing using a cross-functional engagement model that enables brands and retailers to effectively serve customers in the digital age. Speakers: Rick Pensa, CPGToolBox & Jehan Vichhi, Salesforce Location: Palace Hotel, West Theater (2 New Montgomery Street) Quick Tip: Plan your ideal Dreamforce schedule by using...

CPGToolBox Launches Lightning-Certified TPM Solution to Plan & Analyze Trade Promotions Faster

Kennesaw, GA (August 14, 2018) – CPGToolBox, a Trade Promotion Management (TPM) software solution provider and Independent Software Vendor (ISV) of Salesforce.com, has officially launched the new Lightning version of its Trade Planner™ platform.  The fully upgraded TPM platform harnesses the latest technology innovations from Salesforce.com to deliver Consumer Packaged Goods (CPG) companies a more intelligent, intuitive, and overall faster way to plan and analyze trade promotions. The TPM Lightning Experience on CPGToolBox Trade Planner debuts a modern, single page interface with streamlined navigation to enhance the user experience and boost user productivity. With fewer steps, clicks and toggling, the Lightning certified platform is easier to use and learn accelerating user training and company-wide adoption. A host of upgraded features, including better reporting, on-screen data, cloning, and a far superior interactive planning calendar, are optimized to generate faster results. “CPG companies who utilize the Lightning version of Trade Planner will be able to manage the entire lifecycle of a promotion in less time and with less effort,” says Rick Pensa, CEO of CPGToolBox.  “Planning trade events, forecasting volume, clearing deductions – it’s all easier, quicker, and smarter. CPGs can generate actionable insights faster than ever, so more time can be spent driving collaboration with retailers, assessing promotional outcomes, and reducing overall trade spending rates.” As the fast-paced CPG industry continues adjusting to e-commerce and shrinking shelf space, improving the speed of information to remain competitive has become a priority. A Forrester Research study commissioned by Salesforce.com recently quantified the time-saving benefits that come with Lightning, the newest version of Salesforce.com. The findings revealed that an organization deploying Lightning-ready software,...

CPGs Can Win Retailers and Consumers by Harnessing Layers of Data

To stay ahead, forward-thinking CPG companies are focusing on a new best practice – harnessing layers of real-time data from a tightly-integrated, closed-loop platform to win at the shelf more consistently. With consumers calling the shots and data serving as the new currency, CPG brands are willing to go through a top-to-bottom business transformation to stay relevant (and profitable.) One of the biggest changes taking shape revolves around trade promotions and how those events are executed and managed.  You see, this transformational period has CPGs working to elevate and personalize the overall brand experience, and that includes how resellers, distributors, and retailers deliver and execute promotions to the consumer. When data is scattered across ERP systems, CRM tools and static spreadsheets, it’s impossible to get a clear picture about your business, let alone your customer.  The recent partnership between CPGToolBox and PolSource, both ISV partners of Salesforce.com, offers CPGs a way to pull data together and better manage the millions of dollars earmarked annually for trade promotions. The trifecta of Salesforce.com, CPGToolBox, and PolSource lets CPGs pull more data together in one place. The benefits of this closed-loop system built around Salesforce.com enables CPGs to tap into its world-class, international ecosystem: the renowned CRM system; the Community Cloud to develop meaningful and data rich relationships with resellers; Einstein to leverage AI and machine learning; and PolSource to capture real-time field sales that can be fed into CPGToolBox to analyze trade spend. By connecting data sources, a wealth of insights can be leveraged to influence every consumer and create smarter transactions with every retailer.  For example, TPM processes for global...

Polsource Announces Financial Investment and Partnership with CPGToolBox

Austin, TX (June 28, 2018) – PolSource, a global Salesforce partner with a vertical focus on Consumer Packaged Goods (CPG), Retail, Manufacturing, and Automotive, is pleased to announce a financial investment and collaborative partnership with CPGToolBox, a Trade Promotion Management (TPM) software solution provider and ISV partner of Salesforce. As a global TPM solution provider dedicated to bringing cloud-based sales and marketing tools to the CPG industry, CPGToolBox will complement PolSource’s existing CPG offerings, which includes Contract Management, Supplier Management, Field Sales, Service and CPQ solutions.  PolSource and CPGToolBox will also collaborate to extend TPM product functions as well as software integrations across the Salesforce Platform to better meet the needs of large CPG manufacturers. “PolSource is focused on helping clients quickly transform the way they work with customers, employees and partners, leveraging Salesforce to accelerate change and reduce time to value,” says Paul Andrew, Chief Strategy Officer for PolSource. “Our investment in, and collaboration with CPGToolBox to extend their products and further leverage Salesforce, including Einstein Analytics and Mulesoft, will help our clients quickly drive more profit, more efficiency and realtime insights from their Trade Promotion spend.” “This collaboration delivers a seamless end-to-end solution for CPG companies who want to take advantage of the powerful tools and valuable analytics that come from the Salesforce ecosystem,” says Rick Pensa, CEO of CPGToolBox. “Together, PolSource and CPGToolBox have a stronger reach and a very deep set of technical capabilities to deliver smarter, faster, more affordable business solutions across the globe. This partnership also enables us to tap into the Advisory Services group at PolSource to expand CPGToolBox’s capabilities and skills...