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.
“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
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
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