A Consumer Goods Cloud demo video with sales rep dashboard.

Consumer Goods Cloud for Trade Promotion Management

Improve trade promotion effectiveness on the world's #1 AI CRM. Empower key account managers to streamline promotion planning, manage funds and budgets, simplify claims management, and report in real-time.

Beam Suntory boosts the bottom line with optimized planning and real-time reporting on Consumer Goods Cloud.

United Kingdom
Consumer Packaged Goods, Beam Suntory

What can you do with Trade Promotion Management?

Trade Promotion Management allows you to transform and optimize the way you manage trade on one platform. Launch intelligence built into the flow of work from promotion planning to funds and claims management.

Streamline promotion planning.

Leverage an out-of-the-box, customizable, and extensible CRM data model for consumer goods organizations built directly on the Salesforce Platform.

Data model abstract with three common objects: Customer product list, product hierarchies, and data aggregation.

See a Gantt-like visualization of all the promotions and activities on one screen with filters like category, time range, account, and product category, time range, account, and product.

Trade planning calendar with at least three rows and a few time periods.

Determine the best promotion to run prior execution by testing various tactics to produce an optimal cost/volume ratio.

Main Information, Products, and Volume Planning of Bigfoot Health Snacks Display.
Data model abstract with three common objects: Customer product list, product hierarchies, and data aggregation.
Trade planning calendar with at least three rows and a few time periods.
Main Information, Products, and Volume Planning of Bigfoot Health Snacks Display.

Manage funds and budgets.

Develop an initial trade budget to meet assigned sales volume, revenue, and gross profit goals and manage that goal in your trade plans.

A budget dashboard that has 'available to plan' and 'current budget' sections to show remaining funds available.

Determine a funding rate for a budget, ensuring a fair-share distribution of the trade budget to retailers for better control of brand and category.

Graph representing actual RBF versus remaining RBF

Define rules to control overspending by defining whether a fund can be overdrawn in the event that promotional costs are higher than expected.

Fund metrics with a section to show the remaining budget available.
A budget dashboard that has 'available to plan' and 'current budget' sections to show remaining funds available.
Graph representing actual RBF versus remaining RBF
Fund metrics with a section to show the remaining budget available.

Simplify claims management.

Manage claims and deductions reconciliations while streamlining settlements.

Details of claim status and amount details.

Define long-term agreements or "contracts" with your retailer including details such as margins and product rates.

A dashboard for NTO LTA 2024.
Details of claim status and amount details.
A dashboard for NTO LTA 2024.

Report in real-time.

Deploy a streamlined view of volume and actualized spend along with assortment analysis.

Promotion Evaluation

Understand the effectiveness of your trade spend to optimize your promotional ROI.

Leadership dashboard with various graphs.
Promotion Evaluation
Leadership dashboard with various graphs.

Get the most out of Trade Promotion Management with thousands of partner apps and experts.

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Everything you need to maximize ROI.

From support, expert guidance, and resources to our trusted partner ecosystem, we’re here to help you get more value from Salesforce in the AI era.

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Trade Promotion Management FAQ

Trade promotion management software helps consumer goods companies maximize their investment with retailers to support in-store promotion activities such as price reductions and displays.

Trade Promotion Management is a Consumer Goods Cloud product which helps consumer goods companies plan, manage, execute, and analyze their trade activities and collaborate across teams with AI-driven insights to drive greater ROI from promotional investments.

Trade Promotion Management software is a fit for companies that plan frequent promotions in traditional classes of (mass retailers, grocery, drug stores, etc). If your business doesn't plan large volumes of promotions, Consumer Goods Cloud Customer Planning (LINK TO PAGE) and Forecasting may be a better fit.

We have pre-built MuleSoft Accelerators in our trade promotion management software which integrate with your key systems like backend ERP systems. Contact your Account Executive to learn more.

TPM is the first step in managing trade and helps consumer goods companies maximize trade investments. TPO takes one step further to continuously improve the effectiveness of trade promotion strategies by optimizing business goals and constraints related to current supply and promotions.