Best Trade Promotion Management Software - Page 4

EYECE

EYECE is a digital solution for FMCG/CPG suppliers and distributors to build their sales and commercial investment budgets, and then track actual sales and spending performance. In-Market Sales: - Plan sales budgets and forecasts then monitor against actual performance - Manage promotions and view resulting ROI - Leverage comprehensive KPIs including promotion weights, depths, costs, margins, and more - Compare against industry standards and historical performance Commercial Investments: - Build Trade Promotion calendars by planning your commercial investments - Track trade spending versus budget - Automatically issue Fact Sheets to align spending with Suppliers and Finance - Monitor performance of promotions and investments versus sales Correlate Sales With a Library of KPIs: Identify predictable relationships between sales and factors such as promotion weight and depth, consumer and trade investments, the release of new products and innovations, market, shelf, and off-shelf shares, product availability on the shelf, and more.

FieldAssist

Our kinetic, agent-led execution turns retail strategy into reality, closing the value gap where most consumer goods brands lose momentum. The platform grants sales, distribution, and commercial leaders absolute visibility across primary and secondary sales, giving every field rep, distributor, and merchandiser the cognitive clarity to act. Engineered from the ground up, FieldAssist's Decision Agents continuously interpret market signals and guide the optimal next action at every touchpoint - driving proactive growth through brilliant execution, not increased headcount. Our Architecture of Retail Execution includes: SFA: AI-powered field sales app with beat plans, geo-tagged check-ins, order booking, and scheme visibility for reps. DMS: Digitizes distributor operations with GST-compliant invoicing, real-time inventory tracking, claim settlement, auto-replenishment, and ERP integration. VAN SALES: Turns vans into mobile warehouses with on-route GST billing, live stock sync, collections, and instant fulfilment. MICROMARKET: Location-intelligence software uncovering white-space outlets, hidden clusters, and competitor gaps to redesign territories and sharpen coverage. PULSE AI: Agentic AI co-pilot surfacing churn risk, lost-sale predictions, demand forecasts, and contextual nudges for sharper decisions. PR: AI engine recommending the right SKUs per outlet, driving cross-sell, upsell, and bigger basket value. NOVA: Agentic conversational AI assistant that lets retailers place orders, get new SKUs recommended, and discover fresh schemes in real time during rep absence. RO: AI routing engine building impact-first beat plans by outlet potential, boosting coverage and cutting travel time. IRIS: AI image-recognition tool converting shelf photos into actionable insights: stock audits, planogram compliance, and merchandising gaps. Connecting it all: Decision Agents At the core of the ecosystem is FieldAssist's agentic AI-Decision Agents that learn from every market signal, evaluate complex trade-offs, and proactively guide the next best action for every rep, manager, and distributor. Commercial leaders maintain absolute control. The platform does the brilliant thinking.

Average Rating: 4.7/5.0

Total Reviews: 3

GoSales

GoSales by MaxMobility is a powerful Sales Force Automation (SFA) and Distributor Management System (DMS) designed to streamline field sales operations and optimize distribution efficiency. Trusted by 500+ global organizations, GoSales empowers FMCG, CPG, dairy, pharma, and other field-driven businesses with real-time visibility, offline capabilities, and performance analytics. Software Categories: Sales Force Automation (SFA) Distributor Management System (DMS) Field Force & Route Management Order & Inventory Management Asset Tracking & Delivery Automation Key Use Cases: Enable field reps to capture orders, attendance, and customer visits—even in no-network zones Track primary and secondary sales through your distribution ecosystem Manage assets and deliveries with real-time route optimization and tracking Run custom audits, surveys, planograms, and beat compliance workflows Digitize catalogs, field reports, and KPI dashboards for data-driven decisions Top Features: Order Management Real-time mobile order capture Auto-apply discounts, schemes, and pricing Offline sync support Primary & secondary sales tracking Instant order analytics Stock & Inventory Opening stock capture Distributor-wise stock movement Real-time stock alerts Expiry and dump tracking Secondary sales data integration Field Force Automation Route planning and geo-tagged attendance Live rep tracking and productivity analytics Travel expense management Beat plan adherence Field KPIs and custom targets Asset & Delivery Management QR-code based asset tagging Route optimization and live delivery tracking Auto-alerts for missed SLAs Customer feedback and proof of delivery Integration with service ticketing systems Analytics & Reporting Real-time MIS dashboards Custom KPIs and performance tracking Fulfillment, order, and journey reports Territory-wise insights Visual reports for quick decision-making Benefits: Boost sales productivity through automation and accountability Gain complete visibility into field operations and distribution health Operate seamlessly in rural areas with offline-first support Reduce stock wastage and improve order fulfillment Make smarter, faster decisions with real-time data Value Proposition: GoSales is built for businesses where field execution defines success. Whether your team operates in metros or remote villages, GoSales ensures uninterrupted productivity, accurate sales data, and total control over your distribution network. It’s more than an app—it’s your sales command center.

Hivery

HIVERY is a multi-award winner pioneer of hyper-local retailing, combining artificial intelligence (AI), operations research, and human-centred design to help consumer packaged goods (CPG) manufacturers and retailers generate a return on physical space investments. HIVERY is transforming category management and retail trade promotion with innovative algorithms sourced from Australia's national science agency - CSIRO's Data61. HIVERY is venture-backed and headquartered in Sydney, Australia, with offices in the USA and Japan. HIVERY was founded on the vision that Data Has A Better IdeaTM - and we’re working together with our clients to uncover its full potential. We have 3 SaaS-based solutions 1) AI in category management The world’s first true store level strategy simulation & optimization solution. One-click, rapid, ML-driven to operationalize your category strategy. It can: 1.1. Perform rapid category scenario Simulate multiple strategic scenarios and run playbacks to evaluate business impact and assortment decisions. It will transform your Joint Business Planning (JBP) sessions (in minutes, not months) 1.2. Generate space assortment aware PSA ready planograms in minutes. Generate fully store-level executable planograms that simultaneously understand space and assortment for each store quickly 1.3. Smart store-level planograms Factor your own custom merchandising constraints, goals and brand flow rules as into HIVERY Curate’s model while seeing the impact of transferable and incremental demand when adding or removing any SKUs AI in Vending Machines HIVERY Enhance uses your existing vending management system data and our powerful AI-driven engine to enhance and optimise the mix of product, space and price for each machine in your fleet. It factors only a few data variables to make recommendations that maximise profit. AI in trade promotional optimization HIVERY Promote solution assists CPG companies in predicting the demand impact of their promotional calendar. It models several demand signals, including product catalogue, store placement, seasonality, own and cross-retailer competitor price elasticities, and generates accurate demand predictions along with a range of KPIs. Ultimately, PE will incorporate its optimisation capability to deliver an implementable promotional calendar corresponding to required business KPIs.

Average Rating: 5.0/5.0

Total Reviews: 1

INVOLVES

Involves Stage is a comprehensive trade marketing and data intelligence platform designed to optimize retail execution for consumer goods companies across multiple countries. By integrating advanced technologies, including artificial intelligence, Involves Stage enhances the efficiency and effectiveness of field teams, ensuring that marketing strategies are executed flawlessly at the point of sale. Key Features and Functionality: - Intelligent Route Optimization: Utilizes AI to automate the planning of field team routes, reducing travel distances by approximately 20% and decreasing travel time by 17%, leading to significant cost savings and increased productivity. - Real-Time Data Collection: Enables field teams to collect and transmit data instantly, allowing for immediate identification and correction of execution issues at retail locations. - Image Recognition Technology: Employs AI-driven image recognition to convert shelf photos into precise data, facilitating informed decision-making for industries, distributors, and retailers. - Comprehensive Product Management: Offers a structured approach to organizing product portfolios, including supercategories, categories, product lines, and SKUs, streamlining survey creation and reporting. - Customizable Forms and Surveys: Provides tools to design tailored forms and surveys, enabling the collection of specific information on competitor activities, pricing, and shelf presence. Primary Value and User Solutions: Involves Stage addresses the complexities of trade marketing execution by offering a centralized platform that enhances operational efficiency, ensures compliance with marketing strategies, and provides actionable insights through real-time data. By automating route planning and data collection, it reduces operational costs and environmental impact, while its advanced analytics empower companies to make strategic decisions that drive growth and competitiveness in the market.

Involves Doors

Agile Promoter is a field service management software that helps with the management of trade marketing.

Average Rating: 4.5/5.0

Total Reviews: 1

jahanVerse

jahanVerse is a cloud-based and AI-enabled twin platform that optimizes demand forecasting, pricing, promotion, and assortment planning for retailers and supply chain businesses. The platform creates a virtual model of physical systems and processes to mirror operations as well as predict, learn, and optimize decisions. Key capabilities include holistic process replication, scenario planning through risk-free simulations, and AI-driven optimization and forecasting. The platform brings together multiple models into one interface to provide complete visibility while leveraging AI to enhance decision-making.

Klee Commerce

Klee Commerce is a software solution for driving your strategy and business performance in sales and retail. It integrates best practices and key business processes to support FMCG companies and allows them to significantly increase their sales.

LEAFIO Promotion Intelligence

Leafio Promotion Intelligence - it’s a leverage power of algorithms to keep your focus on gaining a competitive advantage and growing your business. An evolution from complexity to simplicity made possible with a multi-factor AI forecasting engine that powers planning, coordination, execution and performance analysis for all retail departments partaking in the challenging task of trade promotion management. Create organizational transparency at every stage of the promotion process while enabling continuous optimization. Trade Promotion Management functionality: 🔹sales promo calendar; 🔹selection of products for promotions; 🔹sales forecast; 🔹supplier conditions.

LexiaStudio

LexiaStudio Trade Promotion Management (TPM) Software – End-to-End Solution for FMCG and Consumer Goods Companies The LexiaStudio Trade Promotion Management (TPM) module is an advanced FMCG software solution designed to help consumer goods companies streamline the planning, execution, settlement, and evaluation of trade promotions. Built with flexible approval workflows and deep ERP/DMS integration, LexiaStudio TPM ensures full control over trade spend management while driving higher ROI from your promotional investments. With powerful budget control tools, businesses can enter annual trade budgets, link promotions directly to budget lines, and track budget utilization in real time. This enables sales, marketing, and finance teams to work together, ensuring trade terms, discounts, and promotions are strategically allocated for maximum impact. The promotional planning features include activity and price planning, volume forecasting, and financial evaluation. Users can create Customer Communication Forms, automate data flows with ERP/DMS systems, and collaborate seamlessly through an external customer portal. For claim settlement, the TPM system matches claims to specific promotions, calculates estimated claim amounts, and generates automated postings to ERP. This reduces manual processes, improves accuracy, and speeds up payment cycles. In accrual and accounting, LexiaStudio TPM automates month-end accruals, reversals, and balance sheet reporting, giving finance teams clear visibility into promotional liabilities. The evaluation module provides deep insights into actual sales and promotional costs, enabling post-event analysis to measure effectiveness and ROI. With a centralized historical promotion repository, businesses can leverage past performance data to make smarter, more profitable promotional decisions. Key Benefits of LexiaStudio TPM Software - End-to-end trade promotion management for FMCG and consumer goods - Real-time budget tracking and control - Automated ERP/DMS system integration - Accurate claims management and settlement - Streamlined accruals and accounting processes - Data-driven promotion evaluation with historical records - Improved sales, marketing, and finance alignment Whether managing trade discounts, rebates, or consumer promotions, LexiaStudio TPM gives FMCG companies the tools to plan strategically, execute efficiently, and evaluate effectively. By centralizing all promotional activities into a single, connected ecosystem, LexiaStudio TPM improves visibility, efficiency, and profitability—helping you stay competitive in the fast-paced consumer goods market.

Order Block Trading

it is an ultra-fast, modern educational platform designed to bridge the gap between retail traders and institutional realities

Pact

Paygos

Paygos is one platform for rebates, coupons and field sales, with automated workflows and payments. Brands and manufacturers use it to replace spreadsheets and manual processes across their commercial programs. Rebate Management: Automate commercial rebates and incentive payments, from digital agreements and approvals to automated calculation, validation and secure payment disbursement. Coupons & Loyalty: Simplify consumer offers, claims and payments. Issue and validate digital and print coupons with receipt uploads, automate rewards against program rules and budgets, and pay rewards within 24–48 hours. Field Sales Automation: Optimize field productivity and retail execution with visit capture and compliance, dynamic deployment of reps and routes, and promotional ordering. AI Powered Analytics runs across all three: live dashboards, predictive intelligence, unified data from field, shelf and POS, and natural-language insights that turn commercial data into action. Every day, 30,000+ users rely on Paygos, which has processed $450M+ in payments across 500K+ transactions. Key features Rebate Management: Agreement Lifecycle · Rebate Calculation · Operational Efficiency Coupons & Loyalty: Consumer Coupons · Loyalty & Incentives · Secure Payments Field Sales Automation: Visit Capture & Compliance · Dynamic Deployment · Promotional Ordering AI Powered Analytics (across all three): Live Dashboards · Predictive Intelligence · Unified Data Intelligence · AI In Store Action

Plexus

Plexus is a legal automation platform for in-house legal teams. Plexus automates contracts, legal requests, marketing compliance and trade promotions. Founded in Melbourne 2011, Plexus is used by in-house teams at over 200 organisations, including L'Oreal, Samsung, Woolworths, Spotify, General Mills, Coca Cola and General Motors. What Plexus does: • Contract management: draft, review, redline, negotiate, approve, sign and store contracts using your own templates, precedents and preferred positions. • Legal intake and matter management: capture, triage and track legal requests from across the business, with routine actions automated. • Marketing compliance review: check advertising and marketing campaigns against regulations and your internal policies before they go live. • Trade promotions: terms and conditions reviewed by lawyers, lodgement of trade promotion permits, and random draws for competitions. • Self-service legal guidance: instant answers to everyday legal questions, grounded in your policies and playbooks. Who Plexus is for: General Counsel, in-house lawyers, legal operations teams, and marketing teams running campaigns and promotions. Why Plexus: • Modular by design: one integrated legal automation platform for contracts, matters and marketing compliance. Start with one workflow, then add more. • Your contracting playbook, applied to every contract: your templates, precedents and delegations of authority, used consistently. • Stay in control as you scale: Plexus handles the routine work, so your lawyers focus on strategic impact. Learn more at plexus.co

Average Rating: 4.7/5.0

Total Reviews: 10

Promoboxx

Promoboxx is a software platform with supporting services for brands to engage their independent retailers with brand-compliant digital marketing, driving better business outcomes by reaching the right consumers via the trusted channel of brands’ local retailers. With Promoboxx, channel managers and brand marketers can easily organize and engage their retailer networks; build, manage, and optionally fund organic and paid digital campaigns through their local retailers; then report and assess the business outcomes and KPIs. Brands today make assets available, but lack insights on how or even if retailers use those assets. In contrast, Promoboxx drives additional revenue via rich, brand-compliant retailer marketing activity. Over 85 leading brands including The North Face, New Balance, and Chevrolet have used Promoboxx to deliver more than 3 million campaigns across over 27,000 retailers. For more information, visit www.promoboxx.com or call +1 (800) 380-7502 x3.

Average Rating: 3.8/5.0

Total Reviews: 9