Alternatives to TELUS Trade Promotion Management

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.

For more than 15 years, we've followed our passion for Bring Innovations Closer to Retailers. We help to earn more, make fewer mistakes and work more efficiently by using advanced software to streamline routine supply chain processes. We've helped more than 160 retail chains in 17 countries achieve efficiency. We feel the power to spread our technologies worldwide and lead retailers to a significantly new level of financial performance and transparency. LEAFIO is designed to autonomously forecast, plan demand, automate order generation, replenish on time and keep every level of the supply chain balanced in an environment of low predictability and constant change. LEAFIO provides financial performance-driven solutions. Self-regulating AI-based technologies guarantee highly accurate orders, sales growth, improvement in inventory turnover, and waste reduction. The system will automate everything for you. LEAFIO shelf space and planogram optimization module is a full-cycle macro and micro space management solution for retail companies that enables automated planogram generation and optimization, execution control, and shelf space performance improvement. 100+ retail chains experience an inside-the-solution engine.

Trade Promotion Master™, based on your market maturity and business needs, offers the functionality to dramatically improve your promotional process. We provide a complete end-to-end solution for predictive trade promotion management. This includes optimization, planning, and evaluation from one point of entry.

BluePlanner is a complete revenue management software designed for accounting professionals, demand planning, finance, and consumer goods sales. Trade Promotion Management allows for annual planning, execution, analysis, and reporting of accounts. It also provides a complete suite of financial and managerial approvals to each activity. These detailed plans are used by CG Manufacturers to manage trade spending and evaluate the performance of their business. Trade Promotion Optimization enhances TPM with simulations, intelligence, and advanced reporting capabilities to support CG manufacturers' promotion effectiveness mission. Integrated Business Planning supports the definition of an annual operating plan, target setting, sales forecasts, and operational forecasts. It facilitates ongoing collaboration among sales, finance, and channel partners to optimize volumes, financial forecast, and achieve overall business objectives.

CPGvision by PSignite offers simple, easy-to-use TPx solutions intended to help consumer goods companies with the tools to plan, execute and analyze all aspects of the TPM cycle and drive revenue growth by increasing the efficiency of their trade spend budgets. Your success is our success- CPGvision proudly provides a dedicated customer service team staffed with CPG industry professionals. Regardless of where you are in your RGM journey, you’ll be fully equipped with the solutions you need for profitable revenue growth.

Vividly stands out as the premier solution for food and beverage brands aiming to enhance their trade promotion strategies. By providing clarity and actionable insights into trade metrics, Vividly enables you to concentrate on expansion rather than getting bogged down by routine tasks. Its user-friendly interfaces and streamlined workflows empower your team to effortlessly create, monitor, and manage promotions, allowing them more time to focus on sales initiatives. You can easily link your promotions to your sales strategy in real-time, integrating various data sources while managing the intricacies of direct and indirect hierarchies seamlessly. Our innovative, patent-pending features, including deductions scanning and matching, allow you to centralize all deduction documentation and perform comprehensive reconciliations on any transaction stored within an ERP system. Rather than viewing trade as merely an expense of business operations, it's time to consider it as a strategic investment aimed at driving growth. With clean datasets for revenue and trade, you gain enhanced visibility into actionable areas and the pathways to achieving your business objectives, ultimately transforming your approach to trade promotions for better results. This shift in perspective can lead to more informed decisions and greater overall success in your promotional efforts.

Forge is a construction management tool designed specifically for contractors by contractors. It allows users to oversee projects, organize crew schedules, monitor time, generate invoices, and engage with clients, all within a single platform. Its features include live job tracking, a mobile time clock that works offline, professional invoicing with the option for online payments, and a client portal catering to homeowners. Additionally, there is a free plan option that does not require a credit card to get started. This software aims to simplify the management process and enhance communication in the construction industry.

Consumer Goods Cloud is an AI-powered platform designed specifically for brands in the consumer goods industry. It unifies planning and execution processes across sales, merchandising, trade marketing, and customer service teams. With a connected data foundation, organizations gain a single view of accounts, opportunities, and retail performance metrics. Account managers can create collaborative customer business plans that align volume targets, trade spend, and promotional strategies. Trade promotion tools offer visual planning calendars, funds management, and scenario modeling to drive smarter investment decisions. Field representatives can plan store visits, complete tasks through mobile apps, and capture real-time insights even while offline. Embedded AI delivers actionable recommendations that improve forecasting, optimize execution, and highlight growth opportunities. Service teams benefit from automated case routing and integrated service consoles for improved responsiveness. Consumer Goods Cloud also integrates seamlessly with analytics, data platforms, and system connectors for enhanced visibility. Together, these capabilities empower consumer goods companies to increase revenue, strengthen retailer partnerships, and improve operational efficiency.

The heightened level of global competition presents challenges for companies striving to thrive in the current marketplace. As a result, these businesses are increasingly focused on fostering deeper connections with customers, channels, shoppers, and consumers to enhance their sales performance. Traditionally, consumer products firms have faced a surplus of solutions across their front office, complicating their operational efficiency. To tackle this issue, Accenture and Salesforce aim to create a unified engagement system for sales processes, merging Salesforce's capabilities with Accenture's vast expertise in the consumer goods sector. By utilizing Accenture Cloud Trade Promotion Management, organizations can effectively plan and implement successful promotional campaigns while gaining insights into trade investments, expenditures, and profitability. Additionally, Accenture Cloud Retail Execution empowers management and field sales teams to execute more precise and compliant promotions, ultimately driving better outcomes for the business. This collaborative approach not only simplifies processes but also positions companies to navigate the complexities of the modern retail landscape more effectively.

Boost revenue, volume, and profitability through comprehensive trade management processes. Empower sales leaders in consumer products to manage trade promotion planning and execution, utilize sophisticated trade management analytics, and engage in thorough customer business planning using SAP Trade Management. Leverage our unified tool for customer business planning to enhance accuracy in planning, swiftly identify deviations from the plan, and respond to those discrepancies with greater efficiency. Merge insights from both manufacturers and retailers to communicate and negotiate effectively with customers in their preferred terminology. Seamlessly integrate volume, margin, assortment, promotion, and financial planning while aligning deductions with promotional invoices to expedite the clearing process. Keep a close watch on promotional specifics and accruals, provide a centralized repository for claims reconciliation, and ensure real-time visibility into payments and funding obligations, ultimately fostering a more streamlined trade management experience. Additionally, this holistic approach not only simplifies operations but also enhances collaboration across all stakeholders involved in the trade management process.

Easy-to-use marketing planning and budget management system to assist brands of Consumer Packaged Goods and their agencies. With just a few clicks, you can track sources of funds, standardize your tactical planning, actualize invoices and customer deductions, redeem coupons, automate reporting, and create beautiful marketing calendars. For post-promotional or marketing mix analytics, generate high-quality, granular and timely data. We automate minutiae so marketers can do marketing!

Confido helps CPG brands understand and optimize the up to 30% of revenue spent on retailer and distributor deductions/billbacks. Confido allows brands to track their deductions, automate manual workflows such as cash application, deduction management and trade planning, and track their cash applications. Key Features Cash Application - Process retailer/distributor payment in seconds. Track deductions by retailer, product, reason and more Disputes – Automated support gathering and dispute submission for invalid chargebacks Trade Promotion Management: Plan promotions in seconds, track lifts and actuals automatically.

XTEL is an advanced AI platform tailored for commercial execution, designed to assist businesses in transforming their data into practical strategies and implementing them effectively. The platform includes various modules, such as ADAM (Augmented Data Management) for data ingestion and normalization, RGM (Revenue Growth Management) which provides insights and strategies from a comprehensive company perspective, MAX AI aimed at optimizing profit and revenue, TPX for managing trade promotions from inception to execution, and REX for retail execution that guarantees effective coordination across different channels, customers, and distribution routes. Engineered for enterprise use, XTEL boasts a modular and scalable architecture with open APIs, adheres to compliance standards like ISO, SOC, and GDPR, and is built on Azure to facilitate both centralized and localized models. Its AI and data science components are specifically designed for the consumer goods sector while allowing for customization, thorough back-testing, and maintaining transparency to foster trust and dependability. Furthermore, XTEL's innovative technology positions it as a vital resource for businesses looking to enhance their operational efficiency and drive growth in a competitive market.

The Singular Intelligence AI platform serves as a comprehensive, end-to-end software solution that enables users to derive meaningful insights from their data. Tailored for business decision makers, it seamlessly integrates with existing business processes and supports automated decision-making on any device, making it both modular and scalable. This platform offers an applied AI product delivered through a SaaS model, empowering users to make forward-looking decisions enhanced by AI simulations that take into account all relevant causal factors. By utilizing AI as a smart assistant, organizations can overcome the limitations and challenges posed by traditional systems, ultimately providing actionable recommendations to their teams. The platform aims to optimize various aspects such as production, replenishment, and product availability across the entire supply chain. In addition, it helps to mitigate unnecessary product and food waste, minimize opportunity costs, and curtail excessive promotions and fire sales, resulting in a more efficient and effective operational strategy. Ultimately, this solution transforms the way businesses interact with their data, paving the way for smarter decision-making in a rapidly evolving marketplace.

Imagine being able to monitor the effectiveness of your various promotions in almost real-time; this is achievable with ScanApps' consumption-based validation services. These services empower brands to strategically allocate and adjust their promotional budgets based on verified outcomes. Rather than indiscriminately increasing spending across all promotions, you can direct funds toward those that yield the best results. Additionally, they offer actionable insights to enhance the efficiency of your trade expenditure. Reports can uncover issues like improper merchandising and inadequate performance metrics. Audits can be conducted on individual trade events or across all events for one or multiple distribution partners, whether on a regional or national scale. With a straightforward and cost-effective pricing model, you can save money and reinvest it into upcoming trade initiatives. This approach not only enhances the transparency of your trade spending but also allows you to compare your pass-thru efficiency and pinpoint your least effective retailers and wholesalers. Ultimately, you can validate deductions and improve your overall promotional strategy. By utilizing these insights, you position your brand for greater success in the competitive marketplace.

Understand precisely the financial impact of trade promotions and discover ways to allocate resources more effectively. For major consumer goods firms, managing trade promotions represents the second largest expense, often surpassing 15% of their total revenue. Sadly, numerous companies continue to face challenges in evaluating the return on investment for these promotions. Cognizant offers solutions to address this issue. To achieve accurate effectiveness modeling, it is essential to examine data from various sources, including point-of-sale systems, syndicated data providers, and internal sales, marketing, and operational data. Our consulting services in trade promotions management (TPM) and trade promotions optimization (TPO), along with our offerings in process re-engineering and solution selection, enable you to systematically assess ROI, allowing for better-informed future decisions. Additionally, Cognizant has developed C-Smart, an analytics tool specifically designed for brand management and category management teams within consumer goods organizations, which delivers actionable insights into aspects like the performance of new product launches, brand positioning across different categories, the success of promotions, and competitive landscape analysis. By leveraging these insights, companies can enhance their strategic planning and drive more profitable outcomes.

Flintfox is the world's leader in Trade Revenue Management software solutions. This includes complex pricing, promotion pricing and rebate management. Our experience spans over 30 years in delivering solutions across supply chain chains with a focus manufacturing, wholesale distribution, and retail industries. Flintfox solutions give our clients a competitive edge, enabling them be more flexible, competitive, and profitable.

In the current rapidly evolving business landscape, it is crucial for your sales team to have immediate access to vital information in order to make important business choices while on the move. By integrating trade promotion management (TPM) with customer relationship management (CRM) systems, organizations can speed up decision-making processes, boost productivity, and improve customer service. mPromo (Mobile Trade Promotion Management) is a solution built on the SAP Mobile Platform that equips field personnel with the necessary tools to efficiently plan, execute, and monitor trade promotion activities. The advantages of mobility enable instant decision-making, facilitating the planning and negotiation of promotional events with clients. Additionally, mPromo allows for what-if analysis, ensures promotion compliance tracking, and provides feedback to management. Furthermore, negotiations between supplier sales teams and retail representatives often rely on outdated or irrelevant information, which can hinder effective decision-making. This highlights the necessity of a real-time data solution like mPromo to enhance promotional strategies and maximize outcomes.

SymphonyAI Retail/CPG stands at the forefront of innovation, aiming to revolutionize the retail and consumer packaged goods sectors by harnessing the power of AI-driven analytics and insights. This advanced platform allows businesses to refine their supply chain processes, enhance demand predictions, and elevate customer satisfaction through the utilization of real-time data and sophisticated machine learning techniques. By offering tools that support informed decision-making on various aspects, including pricing strategies, promotional activities, inventory oversight, and product selection, SymphonyAI Retail/CPG enhances operational effectiveness. Its commitment to delivering tangible results, such as higher sales, minimized waste, and greater efficiency, reflects a strong focus on a customer-centered philosophy. Furthermore, with its adaptable and scalable design, the platform serves as an optimal choice for enterprises striving to maintain a competitive edge in an ever-changing market landscape. As businesses face new challenges, SymphonyAI Retail/CPG continuously evolves to meet their dynamic needs.

Eversight Offer Innovation drives revenue growth through ongoing experimentation with novel promotions involving actual consumers. This solution operates as a Software-as-a-Service (SaaS) platform, easily integrating with current Trade Promotion Management (TPM) systems or functioning independently as needed. Utilizing Advanced Analytics and Diagnostics, AI-Driven Experimentation, and Smart Guidance and Tracking, it enhances the effectiveness of promotions on a large scale. Crafted for the needs of teams in revenue management, sales, trade marketing, and shopper engagement, Eversight offers a significant competitive edge by aligning various data sources, identifying offers that appeal to shoppers in real-time, and transforming insights into decisive actions. By enabling users to refine business outcomes through an intuitive workflow, Offer Innovation streamlines multiple datasets into a customized overview of your promotional efforts, allowing you to concentrate on critical challenges. Moreover, this platform empowers teams to remain agile and responsive in a rapidly changing market environment.

For companies in the Consumer Packaged Goods (CPG) sector, trade spending typically ranks as the second highest cost, following the cost of goods sold. As consumer preferences and retail alliances evolve swiftly, these companies require enhanced capabilities to efficiently manage their trade promotion optimization efforts. The quest to optimize trade spending is complicated by various external elements, including fierce competition in the market, region-specific logistics, and compliance with regulations. Additionally, organizations encounter obstacles stemming from internal issues, such as fragmented data across multiple platforms (including ERP, POS systems, and syndicated data from sources like Nielsen), challenges in extracting insights from analyses conducted before and after promotions, and the common difficulties in fostering collaboration among teams in sales, marketing, finance, and demand planning. To tackle these challenges effectively, Wipro has developed its Promax® suite of solutions, which encompasses trade promotion management, optimization, and execution (TPM, TPO, and TPx), ensuring a comprehensive approach to trade spend management. By leveraging these solutions, CPG companies can navigate the complexities of trade spending with greater efficiency and effectiveness.

The rise in global competition poses significant challenges for companies striving to thrive in the modern marketplace. To enhance their sales performance, these businesses are increasingly focused on fostering deeper, more impactful connections with customers, channels, shoppers, and consumers. Traditionally, consumer products companies have found themselves overwhelmed by the sheer number of solutions available in their front-office operations. To tackle this issue, Accenture and Salesforce have come together to create a unified engagement system for sales activities on a single platform, combining Salesforce's capabilities with Accenture's rich expertise in the consumer goods sector. With Accenture Cloud Trade Promotion Management, businesses can strategically plan and execute successful promotional campaigns while gaining insights into trade investments, expenditure, and profitability. Furthermore, Accenture Cloud Retail Execution enables management and field sales teams to implement promotions that are both targeted and compliant, ultimately driving better results. This comprehensive approach is essential for adapting to the evolving demands of the market.

For three decades, we have partnered with grocery, drug, DIY, and mass merchandise retailers, along with their CPG manufacturer collaborators, to tackle significant challenges related to growth and profitability through the use of cutting-edge software solutions. With the advent of AI, we are now enhancing their return on investment even further. Our innovations aim to boost customer engagement, facilitate better supplier collaboration, roll out food-to-go services, or transform retail spaces to incorporate new in-store services and click-and-collect options, with a track record of proven results. By leveraging in-depth customer data and analyzing existing sales trends, we help optimize pricing strategies and promotional efforts, leading to increased customer satisfaction. Our commitment to delivering effective solutions ensures that retailers can navigate the complexities of the market while fostering lasting relationships with their customers.

To maintain a competitive edge, it is essential to make informed and accurate decisions based on data. Revolutionize your business in retail, grocery, consumer packaged goods, or supply chains with our state-of-the-art SaaS offerings. We transform your data into practical insights that contribute to increased profitability. Utilize our AI-enhanced SaaS solutions throughout your entire value chain for optimal results. Our AI Forecasting Engine, ADA, delivers advanced predictive capabilities tailored for the retail, grocery, and CPG sectors. We are committed to developing a top-tier retail AI solution that harnesses the potential of artificial intelligence for our clients through user-friendly workflows. By automating tedious calculations and employing machine learning to uncover trends, we aim to maximize the effectiveness of our users. Ultimately, our goal is to support our users in operating more intelligently and achieving greater financial success while adapting to the ever-evolving market landscape.

The Sales Performance Platform streamlines essential commercial processes by providing comprehensive, dedicated solutions for automation. Leverage our Category Management tool to attract your customers and secure outstanding sales performance. Enhance your return on investment with the Trade Promotion Management and Optimization solution. Increase operational efficiency and articulate a clear vision of success with our Retail Execution tool. By utilizing our Category Management solution, you can captivate your shoppers and attain remarkable sales outcomes. The Trade Promotion Management and Optimization solution further ensures a higher ROI, while our Retail Execution solution boosts field efficiency. Ultimately, the Sales Performance Platform supports consumer goods organizations in their quest for commercial excellence by offering top-tier, cloud-based solutions that effectively manage vital sales processes and drive growth initiatives forward. This comprehensive approach not only enhances sales strategies but also fosters sustainable business growth in a competitive market.

GrowmaxBI provides customized solutions like Sales force automation, distribution management system, trade promotion management, and business intelligence. Our primary focus is to serve retail companies in the FMCG, CPG, pharmaceutical, and related sectors.

Botree DMS is a powerful software designed to enhance distribution efficiency by providing complete visibility and control over your supply chain. The platform integrates sales and inventory data, enabling real-time tracking, order management, and product pricing control. With customizable features that allow for geo-specific tax management and hierarchical pricing, businesses can fine-tune their operations and streamline processes. Whether you're managing multiple distributors or tracking inventory levels, Botree DMS ensures that every aspect of your distribution process is optimized for maximum productivity.

With the integration of AI technology and support from top-tier legal professionals, Plexus empowers all members of your organization to efficiently complete their legal tasks with precision and compliance. Plexus Contract Management transcends the traditional role of a document repository, offering features like renewal alerts, negotiation capabilities, e-Signatures, and advanced search and summarization tools that transform your documents into valuable resources rather than mere stacks of paper. The AI-driven enhancements allow you to maintain control while equipping you with the essential tools and insights to operate more swiftly and intelligently. Simply provide Plexus with the specifics of your upcoming trade promotion, and we will produce fully compliant terms and conditions, reviewed and approved by an expert lawyer, in less than a day. Additionally, we can manage the application for relevant permits, oversee draws and winner notifications, and handle any other requirements, ensuring your promotions run smoothly and effortlessly. Our commitment is to streamline your legal processes so you can focus on what truly matters—growing your business.

GreatVines is an enterprise-level Sales Execution platform for distributors, beverage suppliers, and promotional agencies. Our suite of mobile tools, powered by Salesforce, helps you manage 3tier account relationships, plan appropriate activities, set smarter goals for growth, monitor trade spend, and monitor marketing programs. GreatVines allows you to adapt your sales strategy to rapidly changing market conditions. It also provides supplies analytics to accurately measure the results you need to collaborate with your channel partners.

Aforza provides an extensive range of cloud and mobile applications tailored for Consumer Packaged Goods (CPG) companies, aimed at improving profitability across diverse roles, markets, categories, and channels. Utilizing the robust infrastructures of Salesforce and Google Cloud, Aforza ensures ongoing innovation through three annual releases, which prioritize scalability and security for larger enterprises. The platform effectively bridges the gap between planning and execution, enhancing profitability with features that include trade promotion management, revenue growth management, key account management, retail execution, distributor management, telesales, B2B commerce, photo automation, and analytics & insights. Additionally, Aforza introduces Vertical AI, known as Ava, which acts as a commercial excellence coach, enhancing team productivity and facilitating more informed decision-making across various scenarios. The platform's extensibility also supports customization to cater to specific business requirements, enabling projects to be completed 30% faster while demanding 50% less effort. With such capabilities, Aforza positions itself as a key player in driving efficiency and growth within the CPG sector.

Antera’s Advance™ is a cloud-based software solution tailored specifically to meet the business management requirements of various promotional products companies, such as award manufacturers, decorated apparel providers, distributors, suppliers, and printing services. By utilizing our Advance™ business management system (BMS), you can streamline your workflow processes, allowing you to accomplish more in less time while enhancing customer satisfaction. Our innovative integration of promostandards facilitates immediate comparisons and evaluations of promotional products, significantly improving accessibility and usability for any promotional product distributor. With our comprehensive customer relationship management solution (CRM), you can cultivate enduring relationships and manage your business with greater efficiency. Your organization will benefit from the ability to store, manage, and retrieve customer data easily from a single centralized platform, which is crucial for maintaining organization and productivity. Additionally, our system helps to expedite order processing by removing the need for manual tasks and minimizing redundant efforts, empowering your team to focus on what truly matters—growing your business and serving your customers effectively.

Maximize the effectiveness of your promotional efforts with AI-powered marketing, personalization, analytics, and a variety of other advanced solutions that represent the broadest range of promotion optimization services available. A significant portion of consumer goods—over fifty percent—are acquired during sales events, yet conventional promotional strategies can lead to demand generation that lacks efficiency. Often, brands find themselves compromising on profit margins to boost sales conversions. Furthermore, many promotions are vulnerable to fraudulent activities, leading to losses amounting to trillions across various sectors. Fortunately, there exists a superior alternative. RevTrax empowers you to tailor your approach and engage with individual customers on a large scale. By integrating artificial intelligence, forward-looking consumer analytics, and automated marketing strategies, your promotional initiatives are fine-tuned, resulting in enhanced revenue and profit margins, increased customer interaction, stronger brand loyalty, and a significant decrease in fraud-related losses. This innovative approach not only elevates marketing effectiveness but also fosters deeper connections with consumers, ensuring long-term success for brands.

We enhance the strategic efforts of leading Consumer Goods companies and brands to excel in their key channels, no matter their current stage. Each Consumer Goods organization possesses its own distinct characteristics, with various teams functioning in diverse ways. The capabilities of Insite AI's technology are boundless, tailored to fulfill your specific requirements—ranging from features and visuals to AI functionalities and business protocols, as well as the degree of autonomy, all while utilizing any relevant data. Whether you're focused on securing distribution points or capturing market share from competitors, strategizing for long-term category growth, or seeking to boost revenue and volume, we will collaboratively align our efforts with your goals. Given that your products, accounts, personnel, processes, and overall philosophy are one-of-a-kind, our remarkable adaptability is essential to address these unique challenges effectively. This approach ensures that we can deliver personalized solutions that resonate with your brand's vision and objectives.

SimplyDepo is a mobile-first field sales and retail execution platform built for CPG brands, wholesale distributors, DSD operators, and merchandising teams. It replaces the 3–5 tool stacks most distribution teams currently run — spreadsheets, separate order apps, manual QuickBooks reconciliation, and WhatsApp order threads — with one connected system. Field reps use an offline-capable mobile app to place B2B orders, complete store audits, capture shelf photos, verify planogram compliance, and navigate optimized routes. Everything syncs automatically when connectivity returns — no re-entry, no lost orders. Managers get real-time dashboards showing every visit, order, task and field activity across all reps and territories. Core features: - B2B order management — custom pricing lists, product catalogs, discount rules, draft and invoice workflows - Retail execution — store visit scheduling, shelf audits, photo capture, task management, planogram compliance - Route planning and territory optimization with GPS-verified check-ins - Direct Store Delivery (DSD) — route accounting, van sales, proof of delivery - Offline-first mobile app — full functionality without internet access - Native QuickBooks Online sync — field orders become invoices automatically - Integrations: Shopify, Stripe, ShipStation, HubSpot, Zapier, open API Teams go live in days. No IT required. No annual contracts. No setup fees. Month-to-month billing starting at $89/rep/month with a 30-day free trial and free team training included. Used by CPG brands, wholesale distributors, and merchandising agencies across the US and Canada as a direct replacement for Repsly, GoSpotCheck, Skynamo, Pepperi and multi-tool stacks.

Promotional Office enhances the efficiency and organization of your workforce. With intuitive overviews, you gain visibility into your order portfolio, allowing you to maintain control over your business operations. This comprehensive cloud-based ERP and CRM software has been specifically designed for the promotional products sector, serving distributors, suppliers, and manufacturers alike. Its distinctive order planning feature simplifies the management of quotes, orders, purchase orders, invoices, appointments, and payment reminders. The centralized dashboard provides a visual status update for each order, utilizing color coding for easy reference. As a result, you can quickly identify which customers require follow-up, which products need to be ordered today, and which invoices must be processed urgently. This system not only helps ensure that you stay on top of your responsibilities but also significantly reduces the likelihood of errors, ultimately streamlining your business operations for greater success. By leveraging Promotional Office, you can focus more on growth and less on administrative burdens.

Quickly and effectively gauge your promotional success with Promo2Go, where you can either request a demonstration or download our informative brochure for further insights. Promo2Go not only calculates but also visualizes how well your promotions are performing. By automating the evaluation process, it eliminates the need for tedious manual work, providing insights through storylines that navigate you through each critical phase. The user-friendly dashboard showcases valuable insights that aid in making well-informed decisions regarding future promotions and demand strategies, focusing on both immediate and long-term advantages, including market share growth, incremental ROI from promotional expenditures, and the impact on profit margins. Each promotion you execute receives immediate analysis, allowing you to assess its influence on individual products and overall brand performance. Additionally, Promo2Go offers a clear analytical framework for all involved parties, ensuring that everyone views the data from various angles to clearly identify the factors driving promotional success, fostering a collaborative environment for strategic planning. This comprehensive approach ensures that your promotional efforts are not just effective but also continuously improving.

Our platform combines the advantages of a robust system with the adaptability of a spreadsheet, allowing for seamless integration of data across various departments. Modus offers a data architecture that is not only real-time and consistent but also scalable, enabling swift answers to your business inquiries. A cloud-based solution is essential for fostering collaboration and data integration among multiple teams within an organization. With features like change logs, snapshots, and alerts, you can stay informed about evolving forecasts without uncertainty. The aim is to develop a suite of applications that streamline, enhance, and coordinate the go-to-market strategies for consumer brands. Each action taken by a brand is interconnected, emphasizing the importance of holistic planning. To fulfill our mission, Modus has been crafted to cater to the diverse needs of every department, as singular point solutions lack the comprehensive impact required for success. By ensuring that the sales strategy influences the demand and trade plans, you maintain seamless operations. This includes meticulous sales planning at the retailer level, as well as managing new item introductions, promotional activities, product discontinuations, and sales costs. With this integrated approach, brands can navigate the complexities of market dynamics more effectively.

Leverage the capabilities of Machine Learning algorithms utilized by over 5 million outlets to enhance your salesforce through data-driven order suggestions and insights into retail industry trends. Increase your return on investment for trade promotions by improving the effectiveness of retail merchandising and below-the-line marketing initiatives via image recognition technology that provides visibility at retail locations. Strengthen your relationships with retailers by offering targeted promotional deals that resonate with their needs. With real-time in-store data, easily track competitor actions and consumer behaviors, ensuring that you stay ahead in the market. Utilize Bizom's AI to assess brand visibility across all retail interactions effectively. One of our clients experienced issues with variable discounts leaking through their channel partners in a developing market, and by improving transparency in benefit transfer, we facilitated growth in that region. Enhance direct communication and self-order capabilities with your retail partners. The Bizom Retailer App streamlines processes by minimizing the need for order-taking and frequent market visits, allowing your sales team to adopt a more consultative approach and foster deeper client engagement. Ultimately, this leads to better service and increased sales opportunities.

Nordstar SDX: The Future of CPG Sales, Distribution, and Logistics Nordstar SDX is a next-generation SaaS solution designed to transform sales, distribution, and logistics operations for the Consumer-Packaged Goods (CPG) industry. It provides an AI-powered, end-to-end integrated platform that automates workflows, enhances operational efficiency, and optimizes inventory management, trade promotions, route planning, and B2B e-commerce.

BrandBuddy, developed by Heera Software, is a specialized platform designed for the management of in-store promoters, catering to brands that prioritize effective retail execution. This solution enables companies to oversee their in-store promoters with greater efficiency, improve visibility at the store level, and facilitate seamless execution across various retail locations. Integrating features like attendance tracking, task management, order capture, and performance monitoring, this comprehensive in-store retail execution platform streamlines multiple functions into a single cohesive system. Additionally, the Heera in-store promoter application acts as a robust operational engine, guaranteeing that campaigns are executed securely, reliably, and efficiently at the point of sale. By linking planning with field activities through geo-verified attendance and store-specific task execution, it ensures thorough tracking and reporting of promoter performance via an intuitive mobile interface, ultimately enhancing overall brand visibility and effectiveness. Furthermore, this tool serves as an essential resource for brands aiming to optimize their in-store strategies and drive better sales outcomes.

Glimpse is an innovative platform powered by artificial intelligence, designed exclusively for consumer packaged goods (CPG) brands to streamline and automate essential back-office retail functions, including deductions management, revenue recovery, and cash application. By integrating both structured and unstructured data from various sources like retailer portals, emails, PDFs, and ERP systems, it creates a centralized hub that serves as a single source of truth for financial operations. Utilizing this cohesive layer, Glimpse employs intelligent AI agents that have been trained on extensive CPG transaction data to autonomously retrieve, categorize, and verify deductions, as well as pinpoint underlying issues and contest unwarranted claims across all retail partners. This platform not only revolutionizes the typical perception of these tasks as mere business expenses but also converts them into a vital revenue recovery stream by methodically reclaiming lost funds while enhancing trade transparency. Furthermore, it streamlines cash application processes by effectively matching incoming payments to their corresponding invoices, managing intricate remittances, and ensuring the accuracy of accounts receivable, thus optimizing overall financial efficiency. Ultimately, Glimpse empowers CPG brands to focus on growth while it handles the complexities of back-office operations.

Although trade promotion, retail execution, and other essential consumer packaged goods (CPG) functions effectively employ technology to streamline processes and consolidate insights, the field of shopper marketing has yet to embrace such advancements. Our 2018 Shopper Marketing Optimization Report indicates that a staggering 78% of respondents view the efficiency of their shopper marketing processes as average or below. This stagnation in modernization is impeding overall performance, making Shopper Marketing Optimization (SMO) vital for fostering revenue growth in the CPG sector. To enhance your commercial investments, utilize a collaborative budgeting tool that enables managers to link budgets to specific, measurable objectives, distribute resources among various teams or accounts, and monitor performance through immediate reports on spending activities that can be analyzed at the customer, brand, and category levels. This approach fosters teamwork by bringing global teams and agencies together around a single, reliable source of information. Additionally, it incorporates proven methods and financial analytics into planning cycles, ultimately boosting the effectiveness of marketing programs while ensuring that resources are allocated efficiently. By prioritizing these strategies, companies can better align their shopper marketing efforts with modern demands and expectations.

TradeEdge offers valuable insights from both distributors and retailers throughout the demand value chain, facilitating growth in both emerging and established markets. As a cloud-based platform, TradeEdge empowers brands to achieve optimal channel visibility, recruit new distributors, enhance retail execution, and enter new markets more swiftly. What distinguishes TradeEdge from its competitors is its robust proficiency in data management, harmonization, quick distributor onboarding, and exceptional support across both traditional and modern trade channels. Moreover, TradeEdge plays a crucial role in addressing the institutional gaps present in emerging markets, where organized retail penetration remains low. In fact, nearly 90% of sales in these emerging markets are driven by intricate distribution networks, which consist of thousands of distributors serving millions of small retailers. By streamlining these processes, TradeEdge not only enhances operational efficiency but also opens up opportunities for brands to thrive in competitive landscapes.

The Ibotta Performance Network stands out as a prominent promotions network in the United States, designed to enable brands, retailers, and publishers to shape consumer shopping habits effectively. By streamlining the distribution of promotions on a large scale and offering valuable insights into the lasting effects of performance marketing efforts, the IPN cultivates a dynamic and trustworthy rewards ecosystem that serves all parties involved. Through its extensive network, brands can connect with 91% of American households, leveraging relationships with retailers, publishers, and Ibotta's digital platforms to engage consumers at various touchpoints throughout their shopping experience, ultimately leading to genuine incremental sales. The IPN operates on a pay-per-sale basis, which guarantees that brands are charged only for actual sales generated, rather than for mere clicks or impressions. This method has resulted in advertisers using the IPN experiencing an impressive 42% of their conversions coming from new customers, a 70% reduction in the time taken to complete purchases, and a substantial 42% increase in sales that can be attributed directly to their efforts. Additionally, retailers and publishers gain access to more than 900 digital offers available daily, enhancing their promotional capabilities. This multifaceted approach not only drives growth but also fosters a collaborative environment where all participants can thrive together.