Get Up and Running in Less than 4 Months

A Proven Methodology

Based upon years of successful implementation experience, you can trust CPGToolBox to do the heavy lifting – and get it right the first time. We will guide you through the entire implementation process and ensure your accounts, products, shipments and historic data are moved onto the CPGToolBox platform correctly and securely.

Paid Discovery

Kick-off your commitment to managing business in the cloud! This is a critical, multiple day process that allows us to meet with your team face-to-face and dig into the nuts and bolts of your business. Paid Discovery enables CPGToolBox to define implementation requirements, deliver a “Statement of Findings” and outline a precise statement of work.

Implementation Is a Team Sport

Working together as a team, we will ensure your implementation is quick and painless. We will create a dedicated team consisting of CPG Trade Promotion Management subject matter experts, certified Salesforce.com consultants, skilled project managers and data integration professionals skilled at moving data from your ERP system into the CPGToolBox platform.

Our Implementation Process

We have implementation down to a science. In less than four months, your team will be managing trade promotions in the cloud! Here’s how we do it:

Our implementation team will set up your Salesforce.com system and database, as well as build:

Custom fields that suit your organizational needs

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Approval processes to accommodate your hierarchy

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Triggers and validation rules for your workflow

Reports and dashboards to ensure you see critical information instantly

Our Professional Support System

Even though our technology is extremely easy to learn and use, we do offer personalized support and troubleshooting when you need it. Our Help Desk is always available along with an expert tech support team.

CPGToolBox Consulting Services

Our services go beyond tech support. Tap into over four decades of CPG industry knowledge and experience to discover how to improve your Trade Promotion Management processes. CPGToolBox is available to review, consult and recommend new ways to gain more profits and increase visibility into promotion effectiveness.

Leading CPG and FMCG companies have scored a successful implementation with CPGToolBox.

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