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 + Lightning Experience
Our trade management software operates on a cloud-based, multi-tenant system built on the Salesforce.com platform. This beneficial partnership helps us stay one step ahead of evolving technologies and lets you take advantage of the award-winning Salesforce.com ecosystem.
Introducing Lightning Experience
The Salesforce.com platform is new, improved and called Lightning Experience. It’s the culmination of smarter tools and advanced technologies. We’ve incorporated these new innovations into our solution and upgraded CPGToolBox Trade Planner to the Lightning Experience. See all the benefits that come with the new Lightning version of CPGToolBox Trade Planner.
“There is a definite momentum and preference for cloud-based trade promotion solutions on the part of CPG manufacturers.”
Dale Hagemeyer – 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:
Trade Planner Lightning
Gain better control of the entire Trade Promotion Management (TPM) cycle from planning to analysis
A smarter, faster Trade Management system to help CPGs boost productivity.
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 Planning Calendar
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