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 leverage Agentforce to streamline the promotion planning process.
Trade Promotion Management helps teams control spend via centralized P&L targets and fuel customer business planning with built-in AI — planning promos and streamlining claim management to drive profitable category growth on one unified platform.
Streamline the entire trade promotion process, saving you time and effort from generating account insights and recommending promotions to creating and sending them for approval.
Define long-term agreements or "contracts" with your retailer including details such as margins and product rates.
Conduct volume, cost, baseline management, and target planning from one unified customer business plan.
Determine the best promotion to run by testing various tactics to produce an optimal cost/volume ratio. This activity is performed prior to promotion execution.
Leverage an out-of-the-box, customizable, and extensible CRM data model for consumer goods organizations built directly on the Salesforce Platform. Bring TPM business metrics from Hyperforce to Data 360 and get instant access into all your promotion data.
Test trade spend scenarios before committing thanks to side-by-side margin comparisons of proposed promotion mixes.
Accelerate promotion creation by replicating top-performing deals with integrated lift and cannibalization modeling.
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.
Develop an initial trade budget to meet assigned sales volume, revenue, and gross profit goals and manage to that goal in your trade plans.
Determine a rate upon which a budget will be funded ensuring a fair-share distribution of the trade budget to retailers to allow for better control of brand and category.
Manage claims and deductions reconciliations while streamlining settlements.
Calculate, match, and measure accrued liabilities for active trade programs. Ensure finance managers can track liabilities and automate manual tracking for key account managers.
Deploy a streamlined view of volume and actualized spend along with assortment analysis.
Build collaborative growth plans with integrated volume and cost baselines aligned to retailer goals.
Understand performance drivers by linking POS, syndicated, and execution data to identify exactly what drives promotional ROI.
Build more effective promotions.
Purpose-built Analytics and AI for Consumer Goods Cloud.
Pre-built solution to integrate critical systems with Consumer Goods Cloud.
Build guided, hyper personalized digital experiences with low code.
Find the right Trade Promotion Management product to meet your business needs.
Optimize trade activity on a connected platform.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
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TPM software enables consumer goods companies to manage retail investments, including price reductions and in-store displays, to maximize ROI.
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 and Forecasting may be a better fit.
Yes, Trade Promotion Management uses MuleSoft Accelerators to integrate with back-end ERP systems, customer data, and point-of-sale (POS) data.
TPM focuses on the execution and management of trade investments. TPO is an advanced stage that uses predictive modeling to optimize goals against supply constraints.
Trade Promotion Management is designed for three core roles:
