Full function trade promotion management in the cloud built on the Salesforce.com platform. Trade Funds Management, Trade Promotion Optimization, Settlements and reporte/dashboards.

1. 1
TPM IN THE CLOUD
TRADE PROMOTION MANAGEMENT
Application Overview

2. 2
Agenda
• Introductions
• CPGToolBox
– Who are we and what do we do?
– Development roadmap
• CPGToolBox Trade Planner process
• Proposed Timelines, Milestones, Costs
• Next Steps…Action Items
Copyright © 2013 CPGToolBox.com All Rights
Reserved.

3. 3
Team Structure & Support Resources
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Reserved.
6 TPM SME’s
80 SFDC Consulting Professionals
3 Help Desk Support People

4. 4
Full Function TPM In The Cloud
Planning
What-if?
Forecasting
Funds Management
Predictive Analytics
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5. 5
TPM System Architecture

6. 6
CPGToolBox TPM FLOW
Setup
Master Data
Allocate
Targets &
Funds
Plan
Promotions
Manage
Funds
Settle Funds
Analyze
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Reserved.

7. 7
Data Integration
• Accounts and account hierarchies
• Products and product hierarchies
• Product invoiced sales by account & SKU
• Deductions & Check Requests
• Account/Product Base volume
• Account/Product Lift Matrix
• Promotion Rates & Dates by SKU
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Reserved.

8. 8
Data Integration With Any Middleware Tool
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Reserved.

9. 9
CPGToolBox Pricing
• License Fees: $149.00/user/month
• e.g. 200 users: $149 per mo. * 12 * 200 = $357,600 per year
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Rights Reserved.
* 5 Sandboxes

10. 10
CPGToolBox Pricing
• Paid Discovery
– Define implementation requirements
– Deliver Statement of Findings
– Precise implementation SOW
• Implementation Fees:
– Discovery – 24 hours
– Integration – 80 hours
– Setup & Configuration – 24 hours
– Testing – 40 hours
– User Acceptance Testing – 24 hours
– Training – 40 hours
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Reserved.

11. 11
How CPGToolBox Can Bring TPM ROI…Fast
• Week #1
– Needs assessment & requirements gathering, data integration requirements identification and
documentation
• Week #2 - #6
– Work with your IT department to develop integration process
• Week #7
– Configuration & security setup
• Week #8
– System testing
• Week #9
– User testing
• Week #10 - #12
– Finance user training
– Sales user training
• Go Live!
Copyright © 2013 CPGToolBox.com | All Rights
Reserved.