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.

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.

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.

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 solution becomes your one-stop shop. Simply plan and approve to trigger a message.

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.

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.

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.

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.

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

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.

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

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