Who We Serve
The CPGvision platform acts like a conductor, bringing together Sales, Finance, Trade Marketing and RGM - all with different functions and benefits collaborating for better business outcomes.
Trade Marketing Manager
Align promotions with revenue growth goals, from budget to execution.
• Set and allocate budgets with full spend visibility
• Build better plans faster with AI-generated suggestions
• Evaluate ROI instantly with post-event dashboards
• Drive go-to-market strategy across accounts
• Close AOP gaps with AI-generated scenarios
• Manage simple to complex distributor networks
Key Account Manager (KAM)
Deliver account-level trade plans that maximize ROI.
• Building bottom-up account plans to meet your
target is fast and easy
• Localize company strategy by account
• Adjust plans in real time as results come in
• Be a smarter collaborator with your retail customers
• Collaborate on AOP approvals across teams
• Updated Account P&Ls
Finance Executive
Keep trade spend financially accurate and under control.
• Get GL-level spend transparency and approvals
• Automate and integrate accurate, event-level accruals
• Settle deductions faster with AI matching
• Set guardrails to prevent overspending
• Access finance-specific reporting dashboards
• Track accruals across distributor networks
• Preserve audit trails and protect yourself from retailer
post-audits
• Security compliance - SOC2 - Type I and II
• P&L alignment
RGM/Pricing Strategy Manager
Balance profit and growth with AI-powered optimization.
• Model price elasticity by product line
• War-game pricing and promotion scenarios at any
level in the account and product hierarchy
• Generate or optimize plans with AI
• Side-by-side, integrated scenarios allow you to
wargame both price and promotion. Predictive
AND prescriptively!
Executive Leadership
See trade performance clearly, without digging for data.
• Powerful dashboards provide a quick glimpse
into business performance and P&L drivers
• Leaders have full spend transparency across
business
• Collaborate in-app with your teams
• Agentic capabilities provide answers to natural
language questions
IT/Systems Owner
Connect CPGvision to your existing tech stack.
• Integrate with non-CPGvision TPM systems
• Connect accruals to your ERP/GL
• Harmonize data from POS, ERP, and more
• Powerful in-app monitoring of data and
system health
• Standard extracts to feed data into your
ecosystem (Power BI, Datalakes, Demand
Planning, etc.)