Win with trade promotion management software

Leaders in the consumer-packaged goods (CPG) industry can now craft winning trade promotion plans with actionable insights on performance drivers, thanks to Visualfabriq’s Trade Promotion Masterâ„¢. With this AI-powered trade promotion management software, you can optimize while planning, effortlessly combine ex-factory and syndicated actuals for evaluation, and enjoy the comfort of an audit-proof approval flow.

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Optimize your trade promotion plans

With CPG revenues and margins under pressure, a data-driven approach to trade promotion strategy is essential for profitable revenue growth. However, relying on manual data combination and analysis limits an organization’s ability to invest effectively and efficiently.

 

Visualfabriq’s Trade Promotion Master™ software revolutionizes trade promotion management and optimization. It empowers commercial teams to develop optimized trade promotion strategies, based on automated data-driven insights, supported by artificial intelligence (AI). Benefit from uplift insights, budget tracking, simplified planning, automated account proposals and the control of an audit-proof workflow.

Empower your team with AI-driven insights and streamlined planning.

Yes, I want to know more about Visualfabriq's trade promotion management and optimization solution

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Trade promotion management software at your fingertips

Improve visibility of trade promotion effectiveness and make better decisions, faster

Integrated trade promotion management and optimization

 

Visualfabriq’s Trade Promotion Masterâ„¢ software seamlessly combines trade promotion management (TPM) and trade promotion optimization (TPO) with advanced AI capabilities. TPM handles the planning, management, and execution of trade promotions, while AI-driven TPO maximizes their effectiveness and efficiency.

 

With Visualfabriq, these processes are integrated into a single workflow. You can review predicted outcomes, create alternative scenarios, and select the best options for approval. No need to switch between systems or wait for separate optimization runs. Visualfabriq enables faster decision-making and saves time on planning and adjustments.

What’s so exciting?

Run promotions that meet strategic goals
Optimize promotions using embedded AI, create them through zero-touch planning, or deep dive with best practice reports.
Pre and post evaluate based on sell-in and sell-out data
Evaluate promotions before and after execution using ex-factory and syndicated data. Seamlessly combine all relevant data sources to generate internal and account P&Ls, review promotional contributions, and take action.
Save time and spend on promotional processing
Plan and approve faster with Visualfabriq’s configurable workflow. Enjoy effortless audit logbook creation, integrated claim matching, and actualization of promotional volumes and spend.
Include uncertainties in your promotional plan
Be ready for the unexpected with standardized inputs for risks and opportunities. Create scenarios to model your plans, compare promotional strategies, or review different scenarios side by side.
Monitor trade promotion spend efficiently
Set budgets and limit trade spend with minimum manual effort.
Ensure efficient account communication
Eliminate redundant data transfers to account proposals. Fill account-mandated formats with one click.

Game changers for trade promotion management

Enjoy low total costs of ownership

Visualfabriq offers its software as a service (SaaS), ensuring all customers use the latest codebase with included maintenance and upgrades. This true SaaS model with 100% configuration means low implementation and maintenance costs, fast deployment and unlimited scaling capabilities.

Improve efficiency through seamless data integration

Seamlessly integrate ex-factory and external data sources (syndicated data, EPoS, etc.) with Visualfabriq’s unique data integration layer Bifrost. This allows customers to control their data independently, building trust. The result is improved forecast reliability, prompt updating of financial actuals, and the ability to create win-win strategies for revenue growth.

Save time through automation

Manual administration, file generation and audit trails take up too much time in CPG organizations. Advanced automation reduces reliance on manual work and frees up time to focus on more high-level work and impactful actions.

Eliminate manual work with advanced master data management

Visualfabriq’s Product Life Cycle feature handles all product switching automatically, significantly reducing the time spent on master data changes and code switching in promotion planning and demand solutions.

Drive efficiency with data alignment

Visualfabriq’s revenue forecasting and optimization software is an integrated ecosystem that connects the different solutions to the Revenue Plan and each other. This ensures full data alignment, driving a one-number principle throughout organizations and maximizing efficiency. No need to duplicate administration or manually knit data together.

Increase predictability and drive optimization

Embedded AI in Visualfabriq allows for the creation of forecasting scenarios and optimization during planning. This makes trade promotion management more reliable and continually optimized. In addition to  sophisticated models embedded in the software, customers can also use their own proprietary models.

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FAQ

What is trade promotion management? 

Trade promotion management involves planning, managing and executing trade promotions. Typically, the sales team leads this process, coordinating with marketing, category, demand and finance teams. Since promotions often take place in a store or online, accounts are also involved.

What are trade promotion management solutions? 

Trade promotion management solutions enable sales teams to efficiently plan promotions, manage approvals and integrate inputs into demand forecasts, financial outlooks, and ERP systems. Advanced  tools also include trade promotion optimization, allowing users to pre- and post-evaluate their strategies and improve plans to drive revenue and profit, often with the help of AI.

What is trade promotion optimization?

Trade promotion optimization (TPO) is the continuous process of improving promotional effectiveness and efficiency to drive increased ROI. It involves capturing learnings from from executed promotions to enhance future ones.

 

In the past this was often a manual process. Today, trade promotion management software like Visualfabriq’s Trade Promotion Master supports sales teams by integrating data sources that were previously combined manually, such as ex-factory volumes, syndicated and electronic point of sales (EPoS) data.

 

Enhanced by AI, trade promotion optimization now delivers continuous feedback. When creating a new promotion, all learnings from past promotions are used to propose the optimal scenario. With Visualfabriq, TPO is no longer a stand-alone process; optimization is available at all times, effortlessly.

Can I integrate Visualfabriq's trade promotion management software with my ERP system? 

Absolutely! Integration between Visualfabriq and your ERP system is a standard part of our deployment approach. Visualfabriq aims to remove all manual administration, ensuring that the trade promotion management and optimization solution becomes your one-stop shop. Simply plan and approve to trigger a message.

Is Visualfabriq's trade promotion management software secure?

At Visualfabriq, the security of our clients’ data is paramount. We are fully certified for ISO 27001, SOC 1, and SOC 2, ensuring top-notch security standards.

What sort of data can Visualfabriq integrate in its trade promotion management software?

Visualfabriq supports two-way integration with all ERP systems, pulling in master data and sending pricing, conditions, and volumes.

 

It also integrates in-market data such as syndicated data (Nielsen, IRI), electronic point of sales (EPoS) data, and even weather reports, to explain sudden spikes in promotions, like an ice cream promotion during a heatwave.

Can we assign guardrails, e.g., floor prices, minimum retailer invoice prices?

Absolutely! Setting thresholds for prices and discounts is crucial for maintaining a minimum level of profitability. Visualfabriq supports floor price management and can incorporate floor prices into warning messages and approval flows.

Can Visualfabriq supply a full logbook of adjustments and approvals for audit purposes? 

Certainly! Governance and compliance are crucial in the CPG industry. Every change made in the Trade Promotion Master is fully captured in a logbook available on the platform, to track actions.  Visualfabriq’s promotion management tool features a role-based workflow, allowing organizations to determine  who can perform specific actions. Approval rules, such as thresholds, can also be added to ensure that every action on the platform is entirely audit-proof. Rest assured, there won’t be any surprises.

Does Visualfabriq’s software allow me to settle claims for my trade promotions? 

It definitely does! The Trade Promotion Master fully integrates with the Visualfabriq Claims module, making it easy to settle claims for your trade promotions.

What if I have a risk or an opportunity, can I capture those too? 

Of course! Visualfabriq understands that certain events might occur that shouldn’t be in ERP yet but need to be represented in the revenue forecast. Whether is is an account threatening to pull a promotion, or the chance to add an extra promotion. Visualfabriq enables commercial teams to easily capture and visualize risks and opportunities throughout the software.

Does Visualfabriq offer a connection to external sources of data?

Absolutely! The unique Bifrost data integration layer enables customers to load data into the software and extract reports for use in external solutions.

Does Visualfabriq allow to define RSPs (retailer suggested prices) in its trade promotion management software?

Yes, RSPs are managed centrally in Visualfabriq’s software. They can be used throughout the software where relevant.

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“Visualfabriq is a forerunner in AI usage for trade management. 80% of a tier one client’s planning is accomplished through new AI capabilities and models.”

Promotion Optimization Institute Analyst | Enterprise Planning Vendor Panorama

The Trade Promotion Management and Optimization software for the CPG market

We work with leaders in the CPG industry

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Heineken
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Unilever