CPGvision by PSignite

by PSigniteSalesforcePaid

Manage trade promotions, budgets, forecasts, deductions, and reporting in Salesforce Platform.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
CPGvision by PSignite — screenshot from the Salesforce AppExchange listing

What it does

CPGvision provides transactional trade promotion management in Salesforce Platform, including budget management, promotion planning, trade fund management, accruals, deduction reconciliation, and financial reporting. It supports annual operating plan target and budget creation from both top-down and bottom-up planning. The platform includes forecasting, scenario planning, price elasticity analysis, trade spend optimization, and interactive reports and dashboards. It also provides automated data management and health checks.

Key capabilities

from the Salesforce AppExchange listing

Trade promotion planning

Supports promotion planning, execution, and trade fund management.

Budget management

Manages promotion budgets and supports annual operating plan target generation and gap closure.

Deduction reconciliation

Provides deduction reconciliation and accrual management within the trade promotion workflow.

Forecasting and scenarios

Provides AI-generated forecasting, interactive forecasting, and side-by-side scenario planning.

Trade spend optimization

Supports trade spend optimization, integrated promotion and shelf pricing, and price elasticity analysis.

Financial reporting

Includes financial reporting for transactional trade promotion management.

Data health checks

Automates data management and health checks.

Interactive insights

Provides persona-based interactive reports and dashboards for organizational stakeholders.

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Streamline your entire trade promotion process with our AI-powered platform that delivers unmatched accuracy across top-down and bottom-up AOP planning, promotion execution, trade fund management, and deduction reconciliation—all from a single, unified dataset. - Trade spend optimization and revenue growth management …»

Official marketplace listing

Publisher
PSignite
Updated on marketplace
Facts verified