Trade promotion management software built to optimize your revenue growth

Meet TPMvision: Replace clunky spreadsheets and outdated TPM tools to optimize trade spend processes.

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TPMvision gives you the tools you need to quickly set up, manage, and evaluate your promotion plans!

Line 69 (1)Less compiling. More executing.

CPGvision makes planning efficient with an intuitive, but powerful UI. This makes switching from spreadsheets to software a breeze. Capabilities include:

  • Single and multi-promotion cloning and annual plan cloning
  • Promotion, contracts, rebates, and terms on one plan
  • Linear and complex distributor planning
  • Promotion KPI’s calculated as you plan
  • Side-by-side scenario planning
Trade promotion management tool
CPG worker using a TPM solution

Line 69 (1)A system that does heavy-lifting for you

Consumption and shipment forecasting provides both promotional and non-promotional volume for a complete consumption plan. 

This makes it easy for you to lag and modify to account for shipment timing, and increased forecast accuracy.

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Line 69 (1)Boost your ROI with Deduction Management

Manage reconcilation in a state-of-the art UI, or through our auto-settlements process.

TPMvision helps reduce deduction aging and improve validation rates. Plus, your team can incorporate the auto-settlements functionality for productivty across your AR team. 

CPG colleagues using TPM software
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"The CPGvision TPM Solution makes the complex process of deduction management very simple. Upon streamlining our systems and processes, the SlimFast brand is well equipped to address audits and deductioin payments.”
Karen Van Dongen
SlimFast Vice President of Sales and Business Development

Line 69   How can we help you?

Frequently asked questions (FAQ)


Where is CPGvision hosted?

CPGvision is a true SaaS, hosted in the Salesforce Multi-tenant Cloud.

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 minimum to no customization. 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 Spin data.

Does CPGvision handle distributor relationships?

Distributors and Indirects can be uniquely planned in an independent but related manner within CPG Vision. 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, third party deduction programs like High Radius as well as 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 additional data management packages available based on client needs.

What if I don’t have baselines?

Our base and uplift module utllizes the latest in AI and Machine Learning to generate the base and uplift needed for good trade promotion management and forecasts.

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 a consumption and shipment forecast 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.


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