A Complete Sales & Marketing Toolbox for CPG

Using one trade management system, you can manage trade promotions with retailers, simplify rebates for foodservice contracts and gain visibility into marketing dollars spent with distributors.

CPGToolBox + Salesforce.com

CPGToolBox leverages the power of Salesforce.com to provide Consumer Packaged Goods manufacturers with cutting edge sales, marketing and Trade Promotion Management software that no longer require servers or maintenance upgrades.

Our trade management software offerings operate on a cloud-based, multi-tenant system built on the Salesforce.com platform. We can stay one step ahead of evolving technologies and you can take advantage of the Salesforce.com ecosystem.

See the benefits of trade promotion management software in the cloud.

Download the article

“There is a definite momentum and preference for cloud-based trade promotion solutions on the part of CPG manufacturers.”

Dale Hagemeyer – 2015 Market Guide for Trade Promotion Management and Optimization

Our Products Portfolio

Are you among the 77% of CPG organizations relying on Excel spreadsheets to manage trade promotions and foodservice contracts? CPGToolBox provides the trade management software products you need at a low cost of ownership. Our toolbox includes:

CPGToolBox Trade Planner

Gain control of the entire Trade Promotion Management (TPM) cycle from planning to analysis

Learn More

A Trade Management system for CPG manufacturers complete with GPS for TPM.

Trade Funds Management:  Manage trade fund accruals and lump sum allocations in real time

Trade Promotion Management: Manage trade promotion and tactical events on interactive Gantt Chart

Forecast Management: View base volume and incremental volume a promotion will deliver for a selected promotional period

Checkbook Management: View real time balances and how settlements impact each fund


Settlement Management: Manage deductions, check requests and off invoice settlement types

CPGToolBox Contract Planner

Set up and manage multi-year contracts for rebates and lump sum contract funding

Learn More

A powerful rebate management tool designed for Foodservice and the FMCG industry.

Link multiple ship-to locations to one bill-to account


Manage lump sum contract funds and multi-year contracts

Produce a contract pro-forma to evaluate the contract’s profitability

Manage against a hierarchy of rebate types, including tiered rebates based on volume tiers


Set up approval process/trigger notices for funding


Group SKUs into logical groups for rate assignment

See the Benefits of TPM in the Cloud