CPGToolBox Completes SOC 1® TYPE 2 Examination

Kennesaw, GA (November 7, 2018) – CPGToolBox, a provider of SaaS-based Trade Promotion Management applications for the Consumer Packaged Goods industry, announced today that it has completed a SOC 1® Type 2 examination. The completion of the SOC 1® Type 2 examination demonstrates CPGToolBox’s continued commitment to create and maintain the most stringent controls needed to ensure the highest quality and security of services are provided to its customers. SOC 1®, developed by the American Institute of Certified Public Accountants (AICPA), is the most widely recognized authoritative guidance that provides service organizations a uniform method for disclosing independently assessed information about the design and operation of internal controls related to their services.  Companies who complete an annual SOC 1® examination demonstrate a substantially higher level of assurance and operational visibility than those companies who do not. The examination was performed by 360 Advanced, Inc., a full-service IT assurance, compliance, and security firm that specializes in integrated compliance solutions, including conducting SOC 1® examinations. The Service Auditor’s Report includes a detailed description of CPGToolBox’s controls and an independent assessment of whether the controls are placed in operation, suitably designed, and operating effectively. To receive a copy of the Service Auditor’s Report, contact April Shewchuk, CPGToolbox’s Director of PMO, at ashewchuk@cpgtoolbox.com. ABOUT CPGTOOLBOX CPGToolBox is a North American business and ISV partner of Salesforce.com dedicated to bringing relevant sales and marketing tools to the Consumer Goods industry. The CPGToolBox Trade Planner™ in the cloud eliminates all related IT hardware, software, infrastructure costs and maintenance concerns. The solution can be deployed quickly and easily allowing manufacturers to be up and running within four...

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...

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,...

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...

Pederson’s Natural Farms Goes Hog Wild for CPGToolBox Trade Planner

Kennesaw, GA (June 5, 2018) – Pederson’s Natural Farms, the producer of natural and organic pork products raised on humane and environmental safety practices, has selected CPGToolBox Trade Planner as its Trade Promotion Management (TPM) solution. Based in Texas and known for its uncured bacon, Pederson’s Natural Farms provides a variety of nitrate-, MSG-, gluten-, sugar-, and lactose-free pork products at retailers nationwide. As the company continues to grow and expand its product lines, the CPGToolBox Trade Planner solution will enable Pederson’s Natural Farms to track and manage its promotional activities with retailers more effectively. By relinquishing static spreadsheets for a true, cloud-based trade management software solution, the manufacturer will be armed with real-time business insights to drive accurate forecasting, plan smarter promotions, and settle deductions swiftly. “The team at Pederson’s is focused, smart, and has an impressive vision for its business,” says Rick Pensa, CEO or CPGToolBox. “They understand managing a mounting number of SKUs, retailers and promotions within a TPM solution rather than on spreadsheets offers better visibility and bigger opportunities to support their growth.” About Pederson’s Natural Farms Based in Hamilton, Texas, Pederson’s Natural Farms has been producing fresh and smoked natural meat products since 1992. Dedicated to providing superior quality, naturally cured bacon, hams, sausage and much more, Pederson’s mantra is “real people making real food using natural meats raised with humane and environmentally safe practices.” About CPGToolBox CPGToolBox is a North American business and ISV partner of Salesforce.com dedicated to bringing relevant sales and marketing tools to the Consumer Goods industry. The CPGToolBox Trade Planner™ in the cloud eliminates all related IT hardware, software, infrastructure...

Health-Ade Follows Its Gut and Selects CPGToolBox Trade Promotion Management

Kennesaw, GA (February 22, 2018) – Top quality kombucha Health-Ade has chosen CPGToolBox Trade Planner as its Trade Promotion Management (TPM) solution.  Based in Los Angeles, Health-Ade brews 14 flavors of their bubbly, probiotic kombucha that are available on their e-commerce site as well as at retailers nationwide. With CPGToolBox Trade Planner, Health-Ade will have the ability to plan, execute and analyze all aspects of the TPM cycle on a lightning fast solution built on the secure Salesforce platform. The Health-Ade team will be armed with better analytics, meaningful data reports, and real-time insights to drive more effective forecasting and promotional activities. “We are thrilled to add Health-Ade to our growing roster of natural and organic clients,” says Rick Pensa, CEO of CPGToolBox.  “They are a growing brand that appreciates the valuable insights that come from managing trade spend in a closed-loop system rather than spreadsheets.” About Health-Ade Launched in 2012, Health-Ade kombucha is brewed, bottled, and produced in an all-glass process.  Non-GMO project verified, and certified organic, kosher, vegan, and gluten-free, Health-Ade heavily supports the REAL FOOD movement, and is actively expanding their reach to become a valuable national brand.  At Health-Ade, the goal is to expand kombucha beyond the realm of health enthusiasts and into the mainstream, so everyone has access to its benefits.  For more information, visit health-ade.com. About CPGToolBox CPGToolBox is a North American business and ISV partner of Salesforce.com dedicated to bringing relevant sales and marketing tools to the Consumer Goods industry. The CPGToolBox Trade Planner™ in the cloud eliminates all related IT hardware, software, infrastructure costs and maintenance concerns. The solution can be deployed...