Integrated Trade Promotion Management

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.

Carixa's trade promotion/deduction management solution is an end-to-end streamlined SaaS system. This includes deal templates, approvals, fund accrual accounting, automated settlement, claim validation, deduction matching, and the workflow for a complete solution.

A.  Use customizable deal templates, with workflow for collaboration and role-based approvals with our trade promotion management software.

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

C. Validate deductions automatically against deals and sales invoices.

D. Initiate credits, expense entries, 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.

If you are ready to streamline your processes with automated trade promotion and deduction management, we can fast-track implementation.

Carixa Integrated TPM

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 validation/ matching/reconciliation vs. deals is automatic.
  7. One-click to escalate problems to management, brokers, and sales.
  8. Automatic billing-back of unapproved or excessive 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.

When you integrate our trade promotion management and deduction 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 !