Gain More Visibility into Contracts
Manage rebates and analyze your business with a contract management tool
Save yourself the time and frustration of managing multi-year rebate contracts using the CPGToolBox Contract Planner. You can finally eliminate the manual process of sorting and compiling hundreds of spreadsheets to track every rebate contract in the field. CPGToolBox Contract Planner will also enable you to access rebate fund updates automatically and in real-time.
Drive Revenue Growth
Calculate the revenue you can add to your bottom line by managing rebates with CPGToolBox Contract Planner and Salesforce.
Manage Your Rebates
CPGToolBox offers a powerful rebate management tool built for foodservice, sales terms, or non event-based promotions.
Link multiple ship-to locations to one bill-to account
Manage against a hierarchy of rebate types, including rebates based on volume
Manage lump sum contract funds and multi-year contracts
Produce a contract pro-forma to evaluate the contract’s profitability
So Many SKUs, too Many Spreadsheets
When it comes to foodservice, sales terms, or non event-based promotions, the route to market has unique challenges. A contract management tool empowers CPG manufacturers to automate processes, gain visibility into each contract at multiple levels of the account hierarchy and organize SKUs.
Group SKUs into logical groups for rate assignment
Include or exclude specific SKUs from a contract based on business needs
View all SKUs assigned as ‘Contract Authorized Products’ for each ship-to account within a bill-to account
Settlements Are Simple with CPGToolBox Contract Planner
View real-time balances for accrued funds, contract spending/settlements and fund balances
Settlements can be associated with one or more contract funds
Set up approval process for funding and trigger notices if funds are close to depleting
Reports & Dashboards
You don’t have to rely on IT support to run powerful reports that are relevant to each user’s individual needs. Access dynamic KPI dashboards with CPGToolBox Contract Planner to quickly see and analyze your business performance from a contract management and claims settlement perspective.