Automated Trade Promotion Management

Carixa streamlines trade promotion management, approvals, fund accrual accounting, matching of deductions, issuance of credits, chargebacks, with deduction workflow for an end-to-end solution. Our trade promotion management solutions ensure these processes run as smoothly as possible for you.

A.  Enter, upload, or use custom deal templates, using system workflow for collaboration and approvals with our trade promotion management software.

B. Track fund/deal accrual balances and have a detailed audit trail of all transactions.

C. Auto-Match deductions to deal funds.

D. Initiate credits, write-offs, and bill back excessive claims.

E. Use Deduction Management workflow to resolve disputes and recapture excessive deductions.

F. Have both detailed and top-level views of your programs, in-system messaging, and multi-level approvals.

We fast-track a customized implementation of the Carixa Trade Promotion and Deduction systems for you. If you are ready to streamline your processes with automated trade promotion and better controls, please contact us now.

TPMS Workflows

Trade Promotion Integrated with Deduction Workflow

Carixa trade promotion management software works with any system or data input and uses RPA BOTs to get support data and documents.  Replace your offline spreadsheets, cumbersome systems, and emailing stuff back and forth with streamlined management of your trade promotions.

  1. Customized Trade Promotion Templates, append any documents.
  2. Workflow approvals process with financial and policy controls.
  3. Real-time updates and tracking of TP plans and accrual balances.
  4. Visibility into year-to-date and year-to-go plan forecasts.
  5. Know the estimated vs. the actual spending per plan, with alerts and flashes.
  6. Deduction matching/reconciliation vs. deals is automatic.
  7. Click to escalate problems to management, brokers, reps.
  8. Automatic billing-back of unapproved deductions, based on your rules.
  9. Reporting, KPIs, and detailed audit trails of approvals and all actions.
  10. Deduction resolution/collection workflow provides an end-to-end solution.
  11. Optional Customer Portal for collaboration, reconciliation, and problem-solving.

You can have all this next quarter. Please call for information.

When you integrate our trade promotion management software into your operations, you can enjoy a seamless experience from start to finish. If you’re ready to learn more about everything this trade promotion management system can do for your business, get in touch with us today.

Ready to find out more?

Drop us a line for a zero-sales-pitch feasibility review with our operations team !