How Salesforce Trade Promotion Management Works
Our Salesforce TPM Implementation Services
Optimize Trade Planning
Ensure account teams have the information they need to maximize the ROI of their promotions and minimize time spent planning. Collaborative forecasting and a centrally steered trade calendar also ensure teams are operating from one single source of truth.
Track Promotional Success
Using real-time reports, Key Account Managers and Finance teams can intelligently inform promotion planning with visibility to post-event ROI summaries. Analytics tools also allow teams to unlock post-promotion root cause analysis of under or over-performance and get insights on how to optimize and reallocate trade investments.
Manage Funds and Budgets
No longer will teams have to guess how much funding they have available or spend time reaching out to their finance teams. Dynamic funding provides clear visibility to deposit, transfer, or adjust funds and monitor budgets to evade overspend.
Streamline Claims Management
Once promotions are complete, lower the days outstanding by streamlining the settlement process with visibility to accrued liabilities and the ability to quickly match claims to related promotions.
Analyze Year-to-Date results with projected promotions to strengthen your business cases for trade promotions.