A New, Innovative Approach to Trade Planning

Our multi-tenant, cloud-based Trade Promotion Management (TPM) system is built on the Salesforce.com platform
providing better analytics, data visualization reports and real-time insights for one-tenth the cost of traditional TPM solutions.

Get More, For Less

With CPGToolBox Trade Planner, you no longer have to settle for a so called “TPM solution” built on static spreadsheets or spend millions of dollars on technology.


No hardware or software to purchase or maintain


Avoid onsite or offsite servers for fast, real-time data downloads


Unlimited number of users to suit CPG businesses of all sizes


Cloud infrastructure integrates easily with your existing ERP systems


Simple-to-use system with an on-screen tutor that eliminates extra time and dollars spent on training

Introducing GPS for TPM

GPS for TPM is specific to each user’s role to improve the user experience, increase knowledge retention and maximize productivity within the CPGToolBox Trade Planner solution. That means less support requests and faster training times! Watch the video to see it in action!

One Platform to Manage Your Entire Business

A low-cost, low-risk cloud-based Trade Promotion Management solution does not mean you will sacrifice insights, features or functionality.
CPGToolBox Trade Planner can help you manage and gain more control over every aspect of your business.

Trade Funds

Your finance team can retire spreadsheets and manage the accrual trade funds process automatically. Gain access to real-time fund balances and segment accrual funds that reflect your account structure.


Trade Planner leverages base volume and lift coefficients to drive more effective forecasting. CPGToolBox provides built-in predictive analytics using your trusted data points.


Powerful reporting tools and real-time dashboards from Salesforce.com helps your team see critical business data in a visual, easy-to-read format to gain quick insight into the effectiveness of every promotion.

Trade Promotions

Use a closed-loop, process-driven approach to manage promotions from creation to settlement. Our interactive Gantt chart is easy to shrink, stretch and manipulate so events can be created and edited on-the-spot right on the promotion calendar.

Deductions and Settlements

Simply “connect” your promotional event to the settlement and let Trade Planner do all the heavy lifting!  You can attach critical documents and track settlements throughout the entire approval process.

Problem Solved for Beverage Industry

CPGToolBox empowers alcoholic beverage companies to overcome blind spots dictated by strict legal restraints and gain needed visibility into the marketing dollars invested at the distributor level.

Trade Planning in Any Currency

From Euros to Pesos, CPGToolBox Trade Planner is the only TPM solution that fully supports trade fund planning, management and analytics in any currency and language to benefit CPG manufacturers operating on a global scale.


Interactive Gantt Chart in the Cloud

CPG companies have realized they need to improve their ability to look at promotional outcomes to drive more collaboration with retailers, better forecast volume and attempt to reduce overall trade promotion spending rates. Our interactive calendar is easy to shrink, stretch and manipulate so current and future events can be created and edited on the spot and comprehensive outcomes can be accessed with a quick click.

Manufacturers can clone a specific event as well as clone an entire promotion with its underlying events. The functionality can also be used to clone an entire business plan circumventing manual efforts.

Interested in Learning More?