Get better visibility of financial metrics throughout promotion planning and execution phases by writing back accrual amounts into tactic funds. Enhance engine capabilities by supporting accrual calculations for tiered tactics and growth programs. Help centralize data for advanced sales and promotion analysis by integrating Trade Promotion Management data with Data 360.
- Get Accrual Data Directly in Tactic Funds
Configure the write-back of accrual amounts into tactic funds. The aggregated accrual output is updated in the tactic fund to inform the key account manager of what the current accrued liabilities and other financial metrics are. - Get Accurate Financials for Tier Tactics and Growth Programs
Key account managers (KAMs) can calculate accruals for tier tactics and growth programs. Accrual calculations for tier tactics provide KAMs with an accurate picture of liabilities throughout the entire promotional lifecycle. - Integrate Trade Promotion Management Data with Data 360 for Enhanced Insights
Enhance visibility into Trade Promotion Management (TPM) writeback KPIs in Data 360 by centralizing your data. Get a comprehensive view of product sales, promotion impact, and business trends by analyzing TPM data alongside external B2B and B2C data. Easily access and validate the writeback KPI data within Data 360. - Configure Trade Calendar and Account Plan Views with Smart UI Enhancements
Give your key account managers a more focused user experience by customizing the promotion phases that appear in the trade calendar and account plan views based on their sales organization. Meet specific market needs and business requirements by defining the type of product selection available for each sales organization. - Choose Which Promotion Fields to Show in a Customer Business Plan
Show only the relevant fields on the Promotions tab to help key account managers focus on the data they need to analyze a promotion or hide the page entirely. The account manager can select a promotion link to go to the promotion’s page. Translate the field labels in any Salesforce-supported language. - New and Changed Objects in Trade Promotion Management
Do more with the new and changed Trade Promotion Management objects. Changes span across areas such as fields, page layouts, and picklist values related to configuring Promotion tab for Customer Business Plans and other features. - Changed APIs in Trade Promotion Management
Do more with the changed APIs in v66 and later.