Plan and Analyze Trade Promotions
Faster. Smarter. Better.
Finally, Flow and Functionality
CPGToolBox empowers Consumer Goods companies with the tools to execute all aspects of Trade Promotion Management and Optimization. As a recognized leader in TPx, CPGToolBox harnesses the Salesforce platform to help you effectively plan, optimize, settle and analyze trade spend to achieve profitable revenue growth.
Headquarter Planning: Create a “top down” operating plan outlining volume, revenue, trade and profit objectives
Plan Promotions: Generate and approve trade promotions
Settle Funds: Clear deductions and allocate funds to individual promotions
Allocate Targets & Funds: Manage base forecasts and measure against headquarter ratios
Manage Funds: Update forecasts while tracking actual results
Analyze: Monitor and report on KPIs, including volume, sales, trade and profits
Improve Trade Spend Effectiveness to Achieve Profitable Revenue Growth
Harness the Power of Salesforce
CPGToolBox easily integrates with existing business systems and is built on Salesforce’s secure cloud computing infrastructure and architecture. This partnership helps us stay one step ahead of evolving technologies, focus on continuous development and provide you with cost-effective TPx solutions.
Optimize Data and Insights
Our dashboards and reports optimize your trade spend data in a variety of visual and easy-to-read formats. Gather meaningful insights with a couple quick clicks!
Faster Implementation, Quicker ROI
Want a cost-effective option to gain greater visibility and analytics into trade funds? Thanks to our agile, easy-to-learn platform and proven implementation strategy, CPG manufacturers can generate an ROI quickly and:
Gain cross-functional and enterprise level visibility and transparency throughout your trade spend process
Streamline the reconciliation and settlements process of deductions and improve speed to cash
Ensure complete operational and financial audit-ability from planning through execution of trade spend activities