A Complete Sales & Marketing Toolbox for CPG

Using one trade management system, you can manage trade promotions with retailers, simplify rebates for foodservice contracts and gain visibility into marketing dollars spent with distributors.

CPGToolBox + Salesforce.com + Lightning Experience

Our trade management software operates on a cloud-based, multi-tenant system built on the Salesforce.com platform. This beneficial partnership helps us stay one step ahead of evolving technologies and lets you take advantage of the award-winning Salesforce.com ecosystem.

Introducing Lightning Experience

The Salesforce.com platform is new, improved and called Lightning Experience. It’s the culmination of smarter tools and advanced technologies. We’ve incorporated these new innovations into our solution and upgraded CPGToolBox Trade Planner to the Lightning Experience. See all the benefits that come with the new Lightning version of CPGToolBox Trade Planner.

“There is a definite momentum and preference for cloud-based trade promotion solutions on the part of CPG manufacturers.”

Dale Hagemeyer – Market Guide for Trade Promotion Management and Optimization

Our Products Portfolio

Are you among the 77% of CPG organizations relying on Excel spreadsheets to manage trade promotions and foodservice contracts? CPGToolBox provides the trade management software products you need at a low cost of ownership. Our toolbox includes:

Trade Planner Lightning

Gain better control of the entire Trade Promotion Management (TPM) cycle from planning to analysis

A smarter, faster Trade Management system to help CPGs boost productivity.

Trade Funds Management:  Manage trade fund accruals and lump sum allocations in real time

Trade Promotion Management: Manage trade promotion and tactical events on interactive Planning Calendar

Forecast Management: View base volume and incremental volume a promotion will deliver for a selected promotional period

Checkbook Management: View real time balances and how settlements impact each fund


Settlement Management: Manage deductions, check requests and off invoice settlement types

CPGToolBox Contract Planner

Set up and manage multi-year contracts for rebates and lump sum contract funding

A powerful rebate management tool designed for Foodservice and the FMCG industry.

Link multiple ship-to locations to one bill-to account


Manage lump sum contract funds and multi-year contracts

Produce a contract pro-forma to evaluate the contract’s profitability

Manage against a hierarchy of rebate types, including tiered rebates based on volume tiers


Set up approval process/trigger notices for funding


Group SKUs into logical groups for rate assignment

See the Benefits of TPM in the Cloud