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Frequently Asked Questions

Do I have to be a Salesforce customer before I can implement CPGvision?

No, the cost of your salesforce licenses are included in the solution cost, we will order and install your entire instance in the implementation process.

Is CPGvision customizable?

Because CPGvision is highly configurable, most clients need minimal to no customization. Much of the displayed information is controlled by field sets, which enable the addition, elimination, and changing of the order and customizable fields without changing the code. However, it is customizable if necessary.

Will we need separate instances to roll-out geographically?

No, CPGvision takes advantage of Salesforce’s multilingual and multi-currency capabilities.

What data will I need?

At a minimum, you will want to integrate your sell-in data, or shipments, along with master data (products, accounts, pricing etc.). Most clients also integrate sell-out, or POS as well as sell-through, or distributor data.

Does CPGvision handle distributor relationships?

Distributors and Indirects can be uniquely planned in an independent but related manner within CPGvision. Indirects are managed as a child of the distributor with related sell-through data for ROI analysis. We also have a unique multi-distributor capability for more complex scenarios of net pricing impacts.

Can a deduction be settled to more than one promotion?

Yes, and more than one deduction can be settled against a given event as well.

How do accruals work?

CPGvision tracks spend in many stages: Target, Plan, Committed, Accrued and Actual. Accrued spending is based on the planned funding * actual sales, and is utilized before all expenses are received in the form of deductions from the retail customer.

How long is implementation?

CPGvision has three levels of implementation, Gold with Go-Live in five - ten weeks, Platinum with Go-Live in 10-20 weeks and Custom for more complicated setups, which typically run 12+ weeks.

Which ERP systems does CPGvision integrate with?

CPGvision integrates with every ERP, as well as data lakes and third-party deduction programs such as High Radius, in addition to various other programs in retail execution, demand planning, etc. Salesforce's open API structure allows for ease of integrations.

Can CPGvision assist us with data management?

Yes, we have professionals who are experienced in data harmonization and we have additional data management packages available based on client needs.

How does the platform take advantage of Artificial Intelligence?

AI fuels our entire platform, starting with the generation of baselines (sales forecast in absence of promotion) and uplift factors (expected increase generated from specific combinations of tactics and price discounts). This foundation expands across various elements to calculate price elasticities and optimize promotion plans, for example.

Does CPGvision integrate with our POS data?

Yes, any POS data source that is provided at the Account/SKU/Week level can be integrated. If this information is not in a client’s data lake we can provide integration packs to assist.

Does CPGvision handle production/demand forecasting?

CPGvision generates both consumption and shipment forecasts which are integral inputs into most demand planning systems.

Does CPGvision scan in deductions and settle them automatically?

CPGvision has an auto-settlement capability.

Does CPGvision only allow me to plan for my Modern Trade events?

In addition to modern trade, CPGvision will also allow for planning and tracking of your traditional trade longer-termed contracts and rebates. We give you the full view of all of your trade spend activity in a single solution and user interface.

Do I need to use CPGvision’s TPM to utilize the RGM capabilities?

No, you can utilize our TPO and RGM modules in conjunction with any TPM platform or without one.