Whether you call it Trade Promotion Management (TPM), Trade Promotion Optimization (TPO), or the combined TPx, this function is an integral part of most Revenue Growth Management (RGM) strategies.
When you integrate Carixa trade promotion management and deduction software into your operations, you enjoy a seamless process workflow from start to finish, with goal-oriented execution of your trade promotion optimization plan.
Carixa can work with any system or data source and uses RPA Bots to acquire the support data and documents to streamline trade promotion management. You can ditch offline spreadsheets, multiple systems, and endless emails.
Trade Promotion Deductions Benefits
Custom Trade Deal Templates, append any documents
Approvals workflow with financial and policy controls
Real-time tracking of deals and accrual balances
Visibility into year-to-date and year-to-go forecasts
Estimated vs. actual spending per plan, with alerts and flashes
Automated deduction validation/reconciliation vs. deals
One-click escalation to management, brokers, and sales
Automatic billing-back of unapproved or excessive deductions, based on your rules
Reporting, KPIs, and fully detailed audit trails of all actions
The deduction resolution workflow provides an end-to-end solution
Optional Customer Portal for collaboration, reconciliation, and problem-solving
Product Details
Carixa’s integrated trade promotion management solution is an end-to-end streamlined SaaS system.
Carixa includes deal templates, approvals, fund accrual accounting, automated settlement, claim validation, deduction matching, and the workflow for a complete solution.
Use customizable deal templates with workflow for collaboration and role-based approvals with our trade promotion management software
Track fund/deal accrual balances and have a detailed audit trail of all transactions
Validate deductions automatically against deals and sales invoices
Initiate credits, expense entries, and bill back excessive claims
Use integrated Deduction Management workflow to resolve disputes and recapture excessive deductions
Have both detailed and top-level views of your programs, in-system messaging, and multi-level approvals.
Related Content: Carixa Automated Cash Application Video
Contact us to learn more about how this Carixa module can function independently or as part of a total Carixa Accounts Receivable software solution.