Kennesaw, GA (September 13, 2018) – For the second consecutive year, CPGToolBox has earned an “above average” assessment from the Promotion Optimization Institute (POI) for Trade Promotion Management (TPM) functionality. The trade organization recently released its POI TPx Vendor Panorama 2018 to offer Consumer Goods (CG) manufacturers an overview of the leading TPM companies and their products, including CPGToolBox’s Trade Planner™ solution.

Built on the Salesforce platform, CPGToolBox launched a fully upgraded Lightning version of its Trade Planner solution in August 2018. The annual POI assessment cited the multiple CPGToolBox Trade Planner user experience improvements and noted “the user experience has benefited from learning to get more out of the Salesforce Lightning toolset.”

The Lightning version of CPGToolBox’s Promotion Calendar was named in the POI report as one of the top UX elements with “hovers that offer more flexibility to drag, drop, and stretch a promotion; and the ability to clone an entire calendar or go event-by-event.”

“Not only does our platform offer CG manufacturers the unique opportunity to leverage Salesforce’s cutting-edge technology to improve trade planning, it provides unprecedented access to a global ecosystem of partners and service offerings to elevate omni-channel strategies,” says Rick Pensa, CEO of CPGToolBox.

In addition to UX and functionality, the company’s new investor and strategic partner PolSource, a Gold Partner with Salesforce, was cited by POI as a benefit for expanding CPGToolBox’s scalability, support services in Europe, and service offerings that include change management.

About Promotion Optimization Institute
POI brings together manufacturers, retailers, solution providers, analysts, academics, and other industry leaders with the specific objective of collaboratively improving the promotion and distribution of consumer goods. Members of POI share cross-functional best practices in both structured and informal settings.

About CPGToolBox
CPGToolBox is a North American business and ISV partner of dedicated to bringing relevant sales and marketing tools to the Consumer Goods industry. The CPGToolBox Trade Planner™ in the cloud eliminates all related IT hardware, software, infrastructure costs and maintenance concerns. The solution can be deployed quickly and easily allowing manufacturers to be up and running within four months. For more information, visit

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