Empower Sales to Manage Accounts – Not Spreadsheets
Trade Promotion Management for Sales
Drive Profitable Promotions
Ask any VP of Sales their biggest business challenge and promotion effectiveness is usually at the top of the list. CPGToolBox Trade Planner will enable your Sales team to concentrate on selling profitable promotions instead of wasting time manipulating data in static spreadsheets. According to Gartner, there is a definite momentum and preference for cloud-based trade promotion solutions and there is no reason to continue with spreadsheets. Here’s how spreadsheets are falling short:
No reports or dashboards to see performance of every promotion
No approval process to ensure deductions don’t slip through the cracks
No real-time data to utilize with customers
of CPG companies still use spreadsheets to manage trade spend.
Easy Planning. Eye Opening Insights.
Sales Planning is less stressful and more productive with CPGToolBox Trade Planner. Build and manage your forecast/AOP process with just a few clicks. With our cloning functionality, starting from scratch each year to rebuild plans will be a thing of the past! Sales will have the tools to respond quickly and confidently to senior management requests on any metric and at any level of the business.
View visual reports and dynamic dashboards with real-time data
Quickly monitor promotions and actual results on-the-go from any web enabled device
See syndicated POS sales data in the same report as shipment data
Access critical business insights and customer history to generate stronger promotions
Selling on the Lightning Experience
Learning and navigating the CPGToolBox Lightning Experience requires little effort, so Sales can stay focused on selling. Since time is money, our updated platform requires less toggling, clicks, and scrolling. To further boost productivity in the solution, the Trade Planner Lightning Experience positions critical data on every screen.
Clone a Business Plan
With the CPGToolBox cloning functionality, there is no need for Consumer Goods manufacturers to start the annual planning process from scratch. With a couple clicks, you can clone an entire business plan or plan a promotion once and clone it to other dates throughout the year. Less mistakes, less time and less manual effort.
Sales Fly High in the Cloud
Moving Trade Promotion Management to the cloud will empower Sales to: