How MyFirst TPM™ Solves CPG’s Biggest Trade Promotion Problems

Most Consumer Goods companies spend millions on trade promotions—but still rely on outdated tools and guesswork to manage them. In this blog, we explore the biggest challenges facing CPG brands today and how MyFirst TPM™, a smarter, scalable implementation of Salesforce Trade Promotion Management (TPM), helps mid-sized and emerging brands gain visibility, cut costs, and drive growth.

Trade promotions are one of the most significant investments for Consumer Packaged Goods (CPG) companies, yet most brands still rely on outdated tools, disconnected systems, and guesswork to manage them. With over $500 billion spent annually on promotions across the industry, the lack of visibility into performance, ROI, and cross-functional collaboration costs companies time, money, and growth. In this blog, we’ll break down the most common pain points CPG brands face when managing trade promotions and how MyFirst TPM™ offers a smarter, faster, and more scalable implementation leveraging Salesforce TPM.

Common Pain Points CPG Companies Face

The Challenge: Why Trade Promotion Management Is Broken for Most CPG Brands

Trade promotions are one of the largest investments for Consumer Goods companies, second only to the cost of goods sold. Despite their critical role in driving purchase behavior, most brands still manage promotions with outdated tools, siloed data, and little visibility into ROI.

Here are some of the challenges CPG companies face today:

1. Trade Promotions Are a Major Investment—But Poorly Tracked

  • 20% of annual revenue is spent on trade promotions, compared to just 7.5% on advertising (repsly).
  • The CPG industry spends $500 billion annually on promotions, but most don’t know if they work (repsly).
  • Without a TPM platform, brands lack visibility into which promotions drive ROI and which lose money.
  • 70% of trade promotions generate no return (Forrester).
  • 61% of CG leaders do not feel strongly that they can get the right data to the right teams (Salesforce).

2. Promotions Often Lose Money Without TPM Software Analysis

  • 72% of companies lose revenue on trade promotions in the U.S (McKinsey).
  • Globally, 59% of promotions fail to break even without TPM software (McKinsey).
  • Promotions become a high-cost guessing game when companies rely on spreadsheets or homegrown tools.

3. Internal Time and Labor Costs Are Too High!

  • 25% of a salesperson’s time and 30% of brand management’s time is spent managing promotions manually (HBR).
  • Account Managers are forced to plan, develop, and implement promotions alone, often without time for ROI analysis.
  • Manual work increases labor costs, reduces strategic focus, and introduces data entry errors.
  • SMBs are at a disadvantage in securing inventory and negotiating with vendors, as they lack the purchasing power and prioritized status of larger companies (Software Advice).
  • Inability to meet minimum order sizes or pay premium prices can result in less favorable terms or even being dropped by vendors (Software Advice).

4. Feedback Loops Are Too Slow

  • Reviewing promotion results can take up to 12 weeks, and by then, it’s too late to course-correct (repsly).
  • Without real-time insight, companies repeat underperforming promotions year after year.
  • 70% of trade promotions are repetitive (Forrester).

5. Legacy Systems and Excel Are Not Enough

  • ERPs + spreadsheets lack the intelligence and user experience required to manage promotions effectively.
  • Homegrown systems are expensive to maintain, prone to breaking, and become obsolete if key personnel leave.
  • Data remains siloed, making it impossible for Sales, Finance, and Field Teams to collaborate or analyze performance.
  • Many Consumer Goods companies still lack the proper data structure and integration needed to leverage AI for intelligent insights, leaving valuable opportunities for optimization and automation untapped.

6. Lack of Visibility = Lack of Growth

  • Without centralized TPM software, teams can’t track deductions, measure execution, or identify best practices.
  • Excel crashes, lacks audit trails, and isn’t built to support cross-functional decision-making or rapid scaling.

7. Barrier to Entry for Modern TPM Solutions

  • Many mid-sized and emerging brands hesitate to move forward due to:
    • High implementation costs
    • Complex deployment processes
    • 12+ month rollout timelines

How MyFirst TPM™ Is The Solution:

1. Poorly Tracked Promotions

The Problem: Brands spend 20% of revenue on promotions but lack visibility into what works.

How MyFirst TPM™ Helps:

MyFirst TPM™ delivers built-in visibility into promotion performance. Through integrated Salesforce reporting and real-time data capture, teams can identify which promotions drive ROI.

2. Promotions That Lose Money

The Problem: 72% of companies lose revenue on trade promotions.

How MyFirst TPM™ Helps:

MyFirst TPM™ equips CPG teams with the insights they need to stop guessing and start optimizing. Instead of relying on static spreadsheets, users get structured workflows that guide strategic planning and post-event evaluation, helping cut losses and maximize promotional impact.

3. High Internal Labor Costs

The Problem: Manual promotion management drains sales and brand teams’ time.

How MyFirst TPM™ Helps:

With MyFirst TPM™, workflows are streamlined so Account Managers and Brand teams can spend more time on strategy. The system automates time-consuming tasks and centralizes collaboration, reducing errors and freeing up valuable resources.

4. Slow Feedback Loops

The Problem: Results can take 12 weeks to review

How MyFirst TPM™ Helps:

MyFirst TPM™ provides real-time visibility into promotion performance. With timely data and integrated post-promotion analytics, teams can act faster, reducing cycle times and improving agility.

5. Legacy Systems and Spreadsheets

The Problem: ERPs and Excel lack the intelligence needed for modern trade planning.

How MyFirst TPM™ Helps:

Leveraging the Salesforce TPM solution, MyFirst TPM™ offers a user-friendly experience with modern tools and insights, eliminating the dependency on homegrown systems. It ensures continuity, scalability, and a better UX across teams.

6. Lack of Cross-Functional Visibility

The Problem: Data silos prevent collaboration and performance tracking.

How MyFirst TPM™ Helps:

MyFirst TPM™ connects Sales, Finance, Field Execution, and more in one centralized platform in Salesforce TPM. Shared access to key data helps ensure alignment, promotes accountability, and supports smarter, cross-functional decisions.

7. Barriers to Entry

The Problem: Traditional Salesforce TPM implementations are too expensive, slow, and complex.

How MyFirst TPM™ Helps:

MyFirst TPM™ was explicitly designed to eliminate these barriers. It brings the core value of Salesforce TPM to emerging and mid-sized brands with a fast-track deployment model and a right-sized approach, without the long timelines or expensive costs.

Empowering Emerging Brands with Smarter, Scalable TPM Solution

Trade Promotion Management doesn’t have to be complicated, costly, or reserved for enterprise giants. MyFirst TPM™ bridges the gap by delivering a modern, cost-effective Salesforce TPM solution that empowers mid-sized and emerging brands to plan, execute, and analyze promotions with confidence. With faster deployments, lower costs, and built-in visibility, CPG teams can finally take control of their promotional spend and drive measurable growth.

If you would like to learn more about MyFirst TPM, please contact us.

About Corrao Group

Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.

Sources:

Salesforce Summer ’25 Release Notes for Consumer Goods Cloud

The Salesforce Summer ’25 Release Notes for Consumer Goods Cloud delivers powerful new enhancements, focusing strongly on Trade Promotion Management (TPM) and Retail Execution. The TPM updates empower brands to plan smarter, execute faster, and adapt to real-world sales behaviors, ike capturing data for discontinued products and factoring forward buys into uplift predictions. On the Retail Execution side, mobile capabilities are more flexible than ever, with Bluetooth printing, hybrid delivery visit support, and app customization via Lightning Web Components. Together, these features enable consumer goods companies to optimize operations across the entire sales and delivery lifecycle. Learn the latest updates for Consumer Goods Cloud below.

Trade Promotion Management

Get More Accurate Account Plans and Customer Business Plans
A discontinued product can still generate sales through leftover inventory. Get a more accurate view of your profit and loss (P&L) and plan better by making sure that the actuals, such as sales, revenue, and spend, are still captured for the discontinued products in your customer business plan (CBP) and account plan.

Ingest Key Performance Indicator (KPI) Data from Processing Services to Data Cloud (Pilot)
Use the Trade Promotion Management (TPM) data connector to sync KPI data directly from Consumer Goods Processing Services. Get KPI data from objects for daily measure integer and daily measure real, promotions, and payment tactics. Use the Data Explorer to view the data or the Query Editor to run SQL-like queries for performing advanced analyses.

Improve Sales Uplift Predictions with Forward Buy
Enhance trade promotion strategies by considering the forward buy effect in sales uplift predictions. Estimate the forward buy, adjust the uplift value, and train the model on this adjusted data to achieve more precise uplift predictions and optimize ROI on trade promotion spending.

Simplify Adding Tactics to Promotions
Choose the order in which tactic templates appear when you add them to a promotion. View the most relevant tactic templates first.

New and Changed Objects in Trade Promotion Management
Do more with the new and updated Trade Promotion Management objects.

Indicate whether discontinued products are included in the account plan and customer business plan (CBP). After you’ve included ‌discontinued products, you can’t exclude them
Use the new cgcloud__Should_Include_Discontinued_Products__c field on the cgcloud__Sales_Organization__c object.

Specify a lookback period to include discontinued products whose end dates fall within that period. A single lookback period spans 380 days. The lookback period goes back from the start of the customer business plan or account plan. It goes back by 380 days for a 1-year period and 760 days for a 2-year period
Use the 1 and 2 picklist values in the cgcloud__Lookback_Period_In Years__c field on the cgcloud__Sales_Organization__c object.

Set the order you want your tactic templates to show in the dropdown menu when you add a tactic to a promotion
Use the new Sort__c field on the cgcloud__Promotion_Template_Tactic_Template__c object.

New and Changed APIs in Trade Promotion Management

Do more with the new and changed APIs in v64.

When you retrieve a list of products using the GetProductsCallout APEX request
Use the new DISCONTINUEDPRODUCTSFILTER process step in ProductResolutionConfiguration to include discontinued products in the results.

Get a List of Transactions for a Time Period
This API includes enhancements in this release. The enhancement is that the list of transactions retrieved from this API request includes all the transactions available in the organization. Earlier, only the transactions associated with the logged-in user were returned.

Retail Execution

Receive and Process Data from External Apps in Consumer Goods Cloud Mobile App
Receive and send data to third-party apps through mobile linking. Tailor the handling of incoming data and app behavior by customizing the app flows and business logic. For example, let’s say your merchandisers conduct planogram check tasks, such as price, distribution, and availability, on an external app during store visits. When the Consumer Goods (CG) Cloud mobile app and external app communicate through mobile linking, the customization passes the product-related KPIs to the product survey page in the CG Cloud mobile app.

Customize Consumer Goods Cloud Mobile App Faster with LWC Quick Actions (Beta)
Make customizations for online scenarios faster and easier using Lightning Web Components (LWCs) and integrate them with quick actions on iOS devices. Implement custom mobile processes, such as contract management and case handling, without modeling the app offline or synchronizing data.

Enable Quantity Adjustments and Cash Collection During Deliveries
Give tour drivers the flexibility to adjust preordered product quantities during deliveries. After the driver adds or scans products from the stock available in the vehicle, they can also collect cash or partial payment for deliveries.

Drive Retail Execution During Delivery Visits
Use the hybrid user persona to perform retail visit tasks in addition to the tour driver tasks. Hybrid users can perform and streamline store or shelf compliance checks, track assets, and create retail orders during deliveries.

Print Paper Invoices and Reports On the Go with a Bluetooth Thermal Printer
Connect mobile devices to a Bluetooth thermal printer and print documents on the go on 3-inch endless paper from the Consumer Goods mobile app. During store visits, sales reps can quickly produce hard copies of invoices, documents, and reports to provide to customers.

Complete Audits with Optimized Layout
Help users easily finish store and Point Of Sale (POS) audits with the new layout on the Consumer Goods Cloud mobile app by improving readability and adding visual cues to highlight conditional questions.

Find Records Faster in Consumer Goods Cloud
Use global search to find specific records within searchable objects in Salesforce org and quickly locate the information you need to make smart, informed decisions.

Visualize Relevant Customers on the Map
Hide planned customer visit locations and view only the ‌customers matching the search criteria on the map. Eliminate the tedious zooming and panning, and quickly identify relevant customers on the map.

Improve Data Cloud Insights with New Data Streams and Mappings
Retail Enhanced data kit now consists of new mappings for Data Lake Object (DLO) that connect to preconfigured Data Model Objects (DMOs) in Data Cloud. Benefit from the updated and the new mappings for entities such as Order Item, Account Extension, Promotion Store, Account Receivables, Job Definition Template, and Assortment Product.

Authenticate to Consumer Goods Mobile App on iOS Devices with Native Mobile SDK (Beta)
Use all features of the Consumer Goods Cloud mobile app for iOS, whether you’re online or offline, with the new unified authentication. The native Salesforce Mobile SDK helps the app run smoother and more reliably.

Use Flexible Approval Processes for Consumer Goods Cloud
Enable users other than the creator to submit an order or task for approval. All Direct Store Delivery and Van Sales orders are now set to Ready status after drivers complete their orders and the order’s approval processes are done. Review the approval processes and if necessary, tailor them based on business needs. We recommend keeping the Initial Submitters field as Group: All Internal Users for the approval processes.

Penny Perfect Pricing V1 Is Being Retired
The Penny Perfect Pricing V1 batch process is scheduled for retirement in Winter ’26. After upgrading to Winter ’26, you can’t schedule or run the Penny Perfect Pricing V1 batch process through an Apex class in Consumer Goods Cloud managed package. To process pricing conditions, use the enhanced Penny Perfect Pricing V2 batch process. The V2 process improves logging, supports rebuild mode, and provides better scalability for the processed pricing conditions.

Get Updated Permission Sets for Direct Store Delivery
If you’re upgrading to Summer ’25 and use managed permission sets, field permissions for newly introduced fields for the Direct Store Delivery feature are automatically added to your existing managed permission sets and profiles when you upgrade. If you’re using the CGCloud Analytics User unmanaged permission set and want to use the newly introduced fields, remember to manually provide fields permissions for the fields.

Other Improvements in Retail Execution
A minor change to Retail Execution includes use of the sales org to decide the calculation schema and arrive at accurate calculations for an order in Summer ’25.

Changed Objects for Retail Execution
Collect cash or partial payments, update purchase number, create hybrid users and more with the changed Retail Execution objects. Changes span across areas such as fields, page layouts, custom permissions, picklist values, and validation rules across features such as Direct Store Delivery and hybrid users.

Field Changes

To use the new fields, add them to page layouts and make sure your users have edit access to them.

Collect partial payment for a cash delivery
Use the new cgcloud__Is_Partial_Payment_Allowed__c field on the existing cgcloud__Order_Template__c object.

Update purchase number while reviewing a delivery
Use the new cgcloud__Can_Purchase_Number_Update_Allowed__c field on the existing cgcloud__Order_Template__c object.

If you would like to learn more about the Salesforce Summer ’25 Release Notes for Consumer Goods Cloud, please visit our website.

About Corrao Group

Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.

Sources:

Salesforce Summer ’25 Release for Consumer Goods Cloud

Introducing MyFirst TPM™

Emerging CPG Trade Promotion Challenges

For decades, Trade Promotion Management (TPM) systems have catered almost exclusively to large enterprise brands—those with the large budgets, long timelines, and internal expertise to manage complex software deployments. But what about the emerging and mid-sized consumer goods companies that face the same challenges of aggressive trade strategies, retailer demands, and tight margins, without the same resources?

Introducing MyFirst TPM™

Corrao Group is proud to officially launch MyFirst TPM™, a cost-effective implementation leveraging Salesforce Trade Promotion Management (TPM) on Consumer Goods Cloud. Designed with speed and scalability, MyFirst TPM™ delivers the power of Salesforce TPM without the high implementation price tag or 12+ month rollout traditionally associated with it.

Why MyFirst TPM™ Matters

We’ve worked with the Consumer Goods industry customers across the globe—from high-growth brands to industry veterans—and the pattern has been clear:

“We know we need Salesforce TPM, but the implementation cost and complexity are too high for where we are today.”

That’s the gap MyFirst TPM™ was designed to close.

What Makes MyFirst TPM™ Different?

Unlike traditional Salesforce TPM implementations, MyFirst TPM™ is right-sized and ready to deploy in just five months. Here’s what sets it apart:

Affordable Entry Point

Core Salesforce TPM capabilities at a fraction of the typical implementation cost, lowering the barrier for brands early in their TPM journey.

Future-Ready Architecture

Leveraging the Salesforce TPM solution, MyFirst TPM™ is a solid foundational beginning and is ready to scale as your business and strategy evolve. It’s not a one-off solution, it’s the first step in your Salesforce TPM maturity model.

Post-Promotion Intelligence

Salesforce’s Agentforce AI powers post-promotion analysis and insights to help your team learn, iterate, and optimize every dollar spent.

Built by Experts in Consumer Goods

MyFirst TPM™ was designed by Corrao Group, a global leader in Salesforce Consumer Goods implementations. With more than 2,500+ successful projects across 1,200+ clients, we understand what works and what doesn’t regarding trade promotion transformation. Trade promotion spending is too important and expensive to manage through spreadsheets and guesswork. MyFirst TPM™ gives brands a clear, affordable path to better planning, smarter spending, and measurable ROI.

If you would like to learn more about MyFirst TPM™, please visit our website.

About Corrao Group

Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.

Driving Sales Growth With Salesforce Consumer Goods Cloud for Sales

With Salesforce Consumer Goods Cloud for Sales, companies can optimize their sales processes, reduce costs, and increase revenue through AI-driven insights and automation.

Driving sales growth is an essential part of success for all retail and consumer goods companies. With an ever-growing competitive market, brands need a powerful tool/technology to accelerate account growth, enhance productivity, and improve collaboration. With Salesforce Consumer Goods Cloud for Sales, companies can optimize their sales processes, reduce costs, and increase revenue through AI-driven insights and automation. Here’s how Salesforce Consumer Goods Cloud for Sales can enable brands to drive sales growth.

Key Focus Areas for Sales Growth

Grow Accounts

Salesforce Consumer Goods Cloud for Sales empowers brands to manage accounts and opportunities more effectively by giving sales teams a complete 360 view of customer interactions and performance. This makes it easier to identify new opportunities and build stronger established relationships with retailers.

Account and Opportunity Management: Salesforce provides a unified platform for tracking and managing all aspects of customer accounts. From initial contact to deal closure, teams can stay on top of each opportunity to improve response times and boost win rates.

Case Management: With robust case management tools, businesses can deliver exceptional customer service by resolving issues quickly and efficiently. Salesforce automates the routing of customer inquiries to the right team members, ensuring faster resolutions and improved customer satisfaction.

Reports & Dashboards: Salesforce’s real-time customizable reports and dashboards offer deep insights into account performance, helping sales teams track key KPIs and adjust their strategies.

Collaborate Efficiently

Salesforce Consumer Goods Cloud enhances team collaboration by providing tools that streamline communication, forecasting, and activity tracking. With everything integrated into one platform, teams can collaborate more effectively to close deals faster.

Collaborative Forecasting: Salesforce enables teams to collaborate on forecasts, ensuring that sales can improve forecast accuracy and align resources to meet sales goals.

Omni-Channel Case Routing: This feature ensures that every customer inquiry or issue is routed to the right team or individual based on availability, expertise, or priority. This reduces response times and enhances the customer experience, leading to stronger client relationships.

Einstein Activity Capture: By automatically syncing emails, calendar events, and other interactions, Einstein Activity Capture ensures no communications are missed. Sales reps can focus on building relationships, while Salesforce keeps track of all activities in the background, reducing time-consuming administrative tasks.

Reduce Costs

Salesforce Consumer Goods Cloud offers several automation and data processing tools that allow businesses to reduce operational costs while maintaining or improving efficiency. This helps companies maximize profits and allocate resources more effectively.

Workflow and Process Automation: Salesforce’s automation tools reduce the need for manual data entry and repetitive tasks to focus on high-value selling activities.

Data Processing Engine: Salesforce provides a powerful data processing engine that quickly handles large volumes of data, allowing sales teams to analyze trends, segment customers, and more.

Actionable Segmentation: With Salesforce’s segmentation tools, sales teams can categorize customers based on behaviors, demographics, and preferences for more targeted marketing and sales efforts.

Save Time

Salesforce Consumer Goods Cloud includes a variety of features designed to save time and improve efficiency. Salesforce helps teams hit the ground running by simplifying workflows and providing industry-specific templates.

Consumer Goods Cloud Data Model: Explicitly built for the consumer goods industry, this data model comes with pre-configured workflows, templates, and processes that reflect best practices. Additionally, the Salesforce Consumer Goods Cloud Data Model features the ability to configure Trade Promotion Management, Retail Execution, and more if needed in the future.

Sales Console: Salesforce’s Sales Console combines all the tools sales teams need into a single, centralized view that allows reps to manage their accounts, opportunities, and tasks.

Omni-Studio: Omni-Studio enables the rapid creation of task-based components and services, delivering seamless, digital-first experiences tailored to industry needs across multiple devices and channels.

Drive Growth Today With Salesforce Consumer Goods Cloud for Sales

Salesforce Consumer Goods Cloud for Sales helps consumer goods companies drive sales growth by offering tools that improve account management, collaboration, time savings, and more. By leveraging the power of AI, automation, and real-time insights, businesses can stay ahead of the competition, increase revenue, and build stronger customer relationships. Salesforce Consumer Goods Cloud for Sales is the ultimate solution for brands looking to boost sales productivity and achieve lasting success.

About Corrao Group

For over two decades, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, pharmaceutical, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Trade Promotion Management (TPM), Customer Planning & Forecasting (CPF), Retail Execution (REx), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.