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Position for Customer Success Associate Now Available

As a recognized leader in TPx, CPGToolBox harnesses the Salesforce platform to give consumer goods companies cost effective tools with full featured functionality to execute all aspects of trade promotion management and optimization. We are looking to grow our team with an ambitious individual who wants to forge meaningful, and personal relationships with clients. Position Overview: Reporting to the Head of Customer Success, the Customer Success Associate will be primarily responsible for ensuring the highest level of customer satisfaction in order to generate loyalty and contract renewals. The expectation is that the person will penetrate at appropriate levels of CPGToolBox Client organizations to ensure that the tool is integrated into the daily tactical and strategic functions for which it is designed. Customer Success Associate will be responsible for monitoring and maintain customer systems including data, system version upgrades and service desk case monitoring.  Responsibilities: User Acceptance: Interact with key CPGToolBox users in assigned client organizations. Assisting with “how to” questions, elevating any technical issues and ensuring that clients utilize the tool to their maximum benefit. The Customer Success Associate will act as a key point of contact for client organizations assigned to them. Identify and solve client issues: Must be able to proactively and reactively identify and solve the issues that arise as customers use the tool. Issues could be related to data discrepancies, reporting formats, application, etc. Follow-up and attention to detail are vital. Candidate must be willing to put in “face time” with the customer, be accessible and unrelenting in returning client communication and following up concerns. Must be able to work across the CPGToolBox organization to bring in...

Fueling the Supply Chain During COVID-19

By Rick Pensa, President & CEO of CPGToolBox Each day brings a shifting set of circumstances that requires us to rethink many things, including how we conduct business in the wake of the spread of COVID-19. When it comes to the U.S. food supply chain, seeing empty grocery store shelves is eerie, but rest assured, perception is not reality. Out-of-stock items are due to panic shopping, not a lack of food itself. Consumer Goods manufacturers have stocked warehouses and they continue to produce and transport food to retailers. This does not mean all food business is status quo. Consumer Goods companies are responding to today’s unique supply and demand scenario with new strategies. Manufacturers of hot dogs, for example, have started shipping inventory originally earmarked for Memorial Day weekend out to retailers. Consumer goods items contracted for restaurants, cafeterias, and college campuses that are now closed are being diverted to grocery stores. These shifting business strategies are forcing Consumer Goods organizations to adjust their forecasting, planning, promotional activities, and trade spend budgets faster than the speed of business. While non-perishable, frozen, and health-related products are experiencing an increase in sales, fresh produce sales are declining. It’s hardly business as usual for anyone right now, but paying close attention to spending, profits, and revenue is extremely critical because we will eventually resume to some kind of ‘normal.’ And even if promotional selling isn’t top of mind right now, it remains a necessity to have a good handle on data, trade spending, and long-term contracts.  Despite so much uncertainty, Consumer Goods companies need to know where every trade spend dollar is...

Catch CPGToolBox CEO Rick Pensa on Stage at Dreamforce 2018

Dreamforce 2018, the most innovative software conference in the world, is taking over San Francisco September 25-28. With over 2,700 learning sessions – 240 of which are dedicated to the Consumer Goods industry – there will be countless opportunities for CPG manufacturers to interact with the latest product innovations and top thought leaders in the country. This year, CPGToolBox CEO Rick Pensa will be a featured speaker at Dreamforce.  Rick has teamed up with the Senior Manager of Consumer Goods Solutions at Salesforce as well as our strategic partner PolSource to talk all things Trade Promotion Management. As you map out your trail for the learning event of the year, don’t forget to add Rick’s Consumer Goods-focused sessions to your Dreamforce agenda. Remove the Silo Between Shopper Marketing and Trade Marketing 2 Dates! Wednesday, Sept 26 3:45-4:05pm PST & Thursday, Sept 27 10:15-10:35am PST What You’ll Learn: Discover how the CPGToolBox Planning Calendar and Salesforce Marketing Cloud work together to help top tier Consumer Goods companies leverage customer databases to communicate offers, drive reach, and penetrate the market more effectively. Speakers: Rick Pensa, CPGToolBox & Lauren Noonan, PolSource  Location: Moscone South, Partner Theater 2 Blurred lines: Trade Marketing vs Shopper Marketing Friday, Sept 28: 11:30-11:50am PST What You’ll Learn: How to bridge the consumer gap and break down silos between traditional trade and shopper marketing using a cross-functional engagement model that enables brands and retailers to effectively serve customers in the digital age. Speakers: Rick Pensa, CPGToolBox & Jehan Vichhi, Salesforce Location: Palace Hotel, West Theater (2 New Montgomery Street) Quick Tip: Plan your ideal Dreamforce schedule by using...

CPGs Can Win Retailers and Consumers by Harnessing Layers of Data

To stay ahead, forward-thinking CPG companies are focusing on a new best practice – harnessing layers of real-time data from a tightly-integrated, closed-loop platform to win at the shelf more consistently. With consumers calling the shots and data serving as the new currency, CPG brands are willing to go through a top-to-bottom business transformation to stay relevant (and profitable.) One of the biggest changes taking shape revolves around trade promotions and how those events are executed and managed.  You see, this transformational period has CPGs working to elevate and personalize the overall brand experience, and that includes how resellers, distributors, and retailers deliver and execute promotions to the consumer. When data is scattered across ERP systems, CRM tools and static spreadsheets, it’s impossible to get a clear picture about your business, let alone your customer.  The recent partnership between CPGToolBox and PolSource, both ISV partners of Salesforce.com, offers CPGs a way to pull data together and better manage the millions of dollars earmarked annually for trade promotions. The trifecta of Salesforce.com, CPGToolBox, and PolSource lets CPGs pull more data together in one place. The benefits of this closed-loop system built around Salesforce.com enables CPGs to tap into its world-class, international ecosystem: the renowned CRM system; the Community Cloud to develop meaningful and data rich relationships with resellers; Einstein to leverage AI and machine learning; and PolSource to capture real-time field sales that can be fed into CPGToolBox to analyze trade spend. By connecting data sources, a wealth of insights can be leveraged to influence every consumer and create smarter transactions with every retailer.  For example, TPM processes for global...

Has Omnichannel Retailing Changed Traditional Trade Promotion Management Practices?

The editors at CGT Magazine asked the top Trade Promotion Management solution providers to weigh in on omnichannel retailing. Our own Rick Pensa had this to say in the magazine’s February issue: Q: HOW HAS THE MOVE TO OMNICHANNEL RETAILING CHANGED TRADITIONAL TRADE PROMOTION MANAGEMENT PRACTICES AT CONSUMER GOODS COMPANIES?  I think omnichannel retailing has forced Consumer Goods companies to really re-think their go-to-market strategies.  The path to purchase is hardly a straight line anymore. Traditional opportunities such as store circulars and display programs are still important, and still effective among certain customer sets. But there are new vehicles to integrate and measure. The trade promotion management playbook manufacturers have relied upon for decades has to change. When it comes to Amazon, it’s impossible to manage that partnership using spreadsheets – there too much big data. Yet companies insist they can push a square peg through a round hole. Omnichannel retailing is forcing manufacturers to integrate digital and traditional promotions to fully understand ROIs. That is a challenge if your company is still relying on spreadsheets.  Consumers are tech savvy, so I’m always baffled as to why so many CG manufacturers are slow to adopt technology.  Q: ARE TRADE PROMOTION MANAGEMENT SOLUTION VENDORS HELPING CONSUMER GOODS COMPANIES ADDRESS THESE NEW CHALLENGES? Data is the new currency; and a TPM solution empowers CG companies to manage, mine and analyze real-time data in one place. In today’s omnichannel landscape, retailers are under a lot of pressure to drive in-store traffic and optimize shelf space. Manufacturers armed with fact-based data and what-if scenarios derived from a trade promotion management solution will be...

It’s the End of the Month…

It’s the end of the month and you need volume…lower the price.  It’s the start of the month and you need profit…raise the price.  In the beverage business, these types of scenarios can be monthly occurrences. When this happens, are all the stake holders – sales, finance, trade promotion managers – scrambling to see if they can make it work?  Does it become chaotic with spreadsheets scattered across the desk and on the wall?  In the end, does anyone know if money was made or lost? As a beverage manufacturer and distributor, can you relate to this level of chaos?  It’s the same across carbonated beverages, water, juice, or coffee. There is a way to eliminate these issues and get answers to the following questions at a moment’s notice: How much money did we make? CPGToolBox can provide reports and scorecards that outline results from previous promotions. Different retailers, the same retailer, last year or last month.  Just point and click. Can we afford to do this promotion again? CPGToolBox allows you to look at any settlement management to determine balance of budget for the year. There are also reports to quickly view the ROI. Does it make sense to feature cans or 2-Liters? CPGToolBox outlines the results of any package promotions previously conducted. You can view cost, lift, the raw dollars spent, and what promotions are upcoming on the calendar. The answers are right at your fingertips with CPGToolBox.  The Salesforce-based platform can provide you and your company with money savings in the form of time, ROI evaluation, dollars spent on a specific promotion, and settlement management.  Free...