Best Trade Promotion Management Software - Page 5

PromoQuery

PromoQuery is a free Trade Promotion Management (TPM) software designed for Consumer Packaged Goods (CPG) and Fast-Moving Consumer Goods (FMCG) companies to plan, manage, track, and analyze trade promotions, retailer deductions, and promotional spending in one centralized platform. Developed by Expertise Accelerated, a CPA-led accounting and finance consulting firm with extensive CPG industry experience, PromoQuery helps sales, trade marketing, finance, and FP&A teams replace disconnected spreadsheets and manual processes with structured trade promotion workflows. From promotional planning and budget approvals to trade spend reconciliation and retailer profitability analysis, PromoQuery provides the financial visibility businesses need to manage trade investments, reduce costly errors, and make more informed promotional decisions. Key Features and Capabilities Trade Promotion Planning: Create customer-level and SKU-level promotional plans, define promotion mechanics, manage budgets, establish approval workflows, and track activities through a shared promotional calendar. Trade Spend Management: Monitor planned and actual trade promotion spending, track promotional discounts, categorize deduction types, and identify budget variances. Retailer Deduction Management: Record retailer deductions, match claims against approved promotions, validate supporting records, and identify discrepancies that may require investigation or dispute resolution. Promotion Performance Analysis: Compare planned versus actual sales volumes, promotional revenue, and trade spending to evaluate campaign performance and promotion ROI. Retailer Profitability Reporting: Access retailer-level profit and loss (P&L) reporting, gross-to-net revenue analysis, and financial roll-ups to assess customer profitability. Trade Promotion Reporting: Generate monthly, quarterly, and year-to-date reports covering retailer performance, promotion groups, deduction categories, revenue, and promotional expenditure. Centralized Promotion Data: Organize product hierarchies, retailers, distributors, promotional groups, and deduction classifications in one structured system. Excel Data Uploads: Import existing promotional data through Excel without requiring a specific template, reducing manual data preparation. Who Is PromoQuery For? PromoQuery is designed for growing, mid-sized, and large CPG companies across industries including food and beverage, retail and wholesale, personal care, household products, and consumer goods manufacturing. It supports CFOs, finance managers, trade marketing professionals, sales teams, and commercial leaders who need better control over trade promotion budgets, retailer deductions, promotional accruals, and financial performance. Why Choose PromoQuery? Unlike traditional trade promotion management platforms with recurring software licensing fees, PromoQuery offers its core TPM software free of charge, with no licensing fees or per-user charges. Built with expertise in CPG accounting, trade spend reconciliation, and financial operations, PromoQuery connects commercial planning with financial accountability, helping businesses improve trade spend visibility, strengthen promotional controls, and make data-driven decisions about retailer investments.

PromoSmart

PromoSmart is an end-to-end promotion optimization solution that allows users to review historical promotion effectiveness and plan future promotions with greater efficiency and data-backed insights. -AI-Recommended Optimized Objective-Based Promotions -Cross-Functional Collaboration with Calendarized Views -Forecast Future Promotions with Scenario Planning -Supports Wide Ranges of Offers Including BxGY, $OFF, %OFF, Tier Offers, Bundles and More -Review Historical Promo Effectiveness -Rapid Implementation and Quick Speed-to-Value

PromoTool

PromoTool by SSBS is a comprehensive Trade Promotion Management and Optimization solution designed to optimize revenue management and ensure that every promotional activity drives measurable revenue and profit growth. Built for FMCG companies, it combines AI-powered forecasting, granular sales planning, and real-time trade spend transparency to enable strategic, data-driven decision-making across the entire promotion lifecycle. The platform centralizes and digitizes all aspects of promotional planning, execution, and reporting. It supports demand forecasting and S&OP processes through AI-driven baseline calculations, flexible forecast granularity, dynamic adjustments to market changes, and detailed plan-versus-actual comparisons. PromoTool also streamlines annual marketing and trade activity planning, allowing teams to define promotion guidelines, manage interactive multi-view calendars, track statuses in real time, and automate notifications and approval workflows. In the area of trade spend management, PromoTool provides full visibility and control over commercial conditions, promotional budget calculations, and consolidated trade investment tracking. During promotion planning and execution, the system delivers real-time KPI, ROI, and P&L calculations, flexible campaign calendars, configurable approval paths, and seamless integration with SFA solutions to ensure effective field execution. Advanced analytics and reporting capabilities further enhance performance management. Built-in dashboards, Power BI integration, SKU-level KPI tracking, detailed plan-versus-actual analysis, and structured promotion libraries help organizations identify top-performing campaigns and continuously improve promotional effectiveness. Thanks to its modular architecture and seamless integration with existing enterprise systems, PromoTool adapts easily to complex FMCG environments and scales from local implementations to enterprise-wide deployments. It can operate as a standalone solution or as part of SoftServe Business Systems’ AI-Driven EcoSystem. When integrated with other platforms, PromoTool enables near real-time control and management of the entire sales and promotion cycle, ensuring transparency, alignment, and operational excellence. SSBS solutions have already been successfully implemented and are trusted by leading global CPG companies, including AB InBev, Nestlé, Kimberly-Clark, Unilever, Mars, and Reckitt.

Puls8 RGOX

Puls8™ RGOX is an AI-driven Revenue Growth Optimization solution designed to transform how consumer goods companies plan, optimize, and execute trade promotions. By integrating AI-powered forecasting, optimization, and scenario planning directly into the planning workflow, Puls8™ RGOX replaces traditional manual processes with intelligent automation, enabling faster and more effective decision-making. Key Features and Functionality: - AI-Driven Promotional Forecasting: Utilizes advanced AI models to provide accurate lift forecasts, enhancing alignment and accuracy in demand planning systems. - Automated Scenario Planning: Allows rapid creation, comparison, and combination of multiple promotional strategies before committing resources, facilitating informed decision-making. - Incremental Trade Dollar Optimization: Enables teams to improve return on investment by optimizing around existing or approved promotional plans, ensuring efficient use of trade funds. - Flexible Constraint Management: Offers comprehensive management of global and local constraints, including pinned promotions, blocked time periods, and calendar-aware optimization, providing adaptability to various planning requirements. - Seamless Downstream Integration: Ensures optimized promotional plans flow directly into Trade Promotion Management (TPM), Enterprise Resource Planning (ERP), and forecasting systems, eliminating manual data entry and reducing reconciliation efforts. Primary Value and Problem Solved: Puls8™ RGOX addresses the inefficiencies of traditional trade promotion planning, which often rely on slow, manual processes leading to misaligned forecasts and underperforming promotions. By automating and optimizing these processes with AI, Puls8™ RGOX empowers organizations to plan faster, forecast more accurately, and focus on strategic initiatives rather than data entry. This results in improved trade return on investment, enhanced forecast accuracy, and more agile operations, ultimately driving sustainable revenue growth.

Qerdos

Introducing Qerdos: The promotion engine that empowers you to create and manage tailored promotions with ease. With simple integration into your existing systems, Qerdos offers a scalable and affordable solution for both global and smaller retailers.

Qixol Promo

QuartzSales

QuartzSales is the #1 Retail Execution platform for achieving the Perfect Store. With it, you can empower your sales team's communication and management, obtain detailed insights about the POS (360° view), and centralize relevant information for a strategic vision at all times. Schedule a meeting today to discover how QuartzSales can revolutionize your company's retail execution strategy.

RevTrax

The RevTrax Offer Management Platform (OMP) empowers brands to deliver offers across channels, track the performance and connect insights to decisions that save you money and drive more value from your marketing efforts. Our OMP connects across all digital vehicles and offer formats, providing personalized offers connecting online behaviors Our expertise, technology, and best-in-class service transforms how leading brands manage, measure, and optimize marketing investments.

Average Rating: 3.5/5.0

Total Reviews: 2

RevUpra

RevUpra helps manufacturers, distributors, buying groups and dealers recover the margin they lose in channel programs. Rebates, ship & debit, chargebacks and promotions are often run in spreadsheets and disconnected systems. RevUpra brings them into one governed platform that sits on top of any ERP. Rebate management: Agreement terms become executable rules, not documents. The platform supports flat, tiered, volume, growth, retroactive, lump-sum and mix-and-grow programs on both the buy side and the sell side. Accruals are calculated nightly from transaction lines, posted to mapped GL accounts, and traceable back to every source row. Ship & debit and claims: RevUpra manages special pricing authorizations, claims and chargebacks. It checks every claim line against the authorization, price, date window and entity, not just a sample. Deductions are matched to the claims that authorized them, so only exceptions reach your team. Trade promotions and MDF: Budgets are set by vendor and item, with hard caps. Partners commit through self-service, and proof of performance is linked to the funds paid. Margin intelligence: Revenue leak detection covers nine benchmarked leak points. Price triangulation compares invoice, contract and net-net pocket prices on every line. Price optimization keeps pricing consistent across similar customers, and deal modeling shows the accrual and ROI before you sign. Contracts and settlement: RevUpra covers the full contract lifecycle: templates, redlining, routing, e-signature and amendments. Settlement posts to the general ledger and reconciles to the penny. Partner portal: Distributors and partners use a separate, secure portal with one sign-in across all the manufacturers they work with. Governed AI: AI assistants and skill agents work only within your data and permissions. They draft work for people to approve, and their output passes through guardrails and a review queue. Customer data is never used to train models. Enterprise security: Role- and attribute-based access, segregation-of-duties rules, SSO and MFA. A full audit trail, and a single-tenant deployment option. Ingests more than 20,000 transactions per second. RevUpra serves semiconductor and high-tech, building and construction, medical devices and pharma, industrial MRO, plumbing and HVAC, electrical, packaging, chemicals, foodservice, heavy equipment and agricultural inputs.

SalesUp Promotion Management for Creatio

Sales'Up Promotion Management for Creatio is a solution that simplifies and automates the process of managing promotions and discounts when working with orders. It allows you to easily and flexibly configure different conditions of promotions and types of discounts: Discount (total / price / %) by Accounts; Discount (total / price / %) by Products; Discount (total / price / %) by Accounts + by Products; Discount scale (total / quantitative) by Accounts; Discount scale (total / quantitative) by Products; Discount scale (total / quantitative) by Accounts + by Products; Promocode (total / %) by Accounts; Promocode (total / %) by Products; Promocode (total / %) by Accounts + by Products; Certificate (total / %) by Accounts; Gift (total / quantitative) by Accounts; Gift (total / quantitative) by Products / Product groups; Gift (total / quantitative) by Accounts + by Products / Product groups; Gift (total /quantitative) with limited number of uses; Gift (total / quantitative) for one order. Create promocodes and certificates, as well as effectively monitor the results of the marketing strategy. Allows you to attract new customers and retain existing ones, while maintaining business efficiency and productivity. In a real CPG or distribution business, each SKU can behave differently under promotion — one product may drive strong incremental sales, while another simply consumes budget. The solution supports SKU-level promotion economics, including discount, billback, and scan-rate mechanics, helping manufacturers and distributors evaluate and control the profitability of each promotional campaign product by product. Use cases: Creation of special discount promocodes and certificates for new customers; Conducting special promotions when new products are launched on the market; Creation of certificates for loyal customers after a certain number of purchases; Increasing sales by offering promotional discounts when purchasing goods for a certain sum; Conducting seasonal sales for specific groups of products; Promoting surplus products at a special price; Implementing gift promotions for additional products with the purchase of main items; Discounts for loyal customers on the company's anniversary; Conducting promotions to stimulate repeat sales; Managing promotional activities for new products before their market launch at a special price; Loyalty programs for wholesale customers with special conditions; Bonus programs for a certain quantity of items in an order. Managing SKU-level discount, billback, and scan-rate mechanics for trade promotions with retail chains and distributors in CPG and manufacturing businesses.

SELL Manager

Skupos

Connecting the convenience retail industry -- Skupos powers smarter, more profitable retail by connecting independent stores, brands, and distributors on one platform.

Average Rating: 4.7/5.0

Total Reviews: 3

Smarket

Sunstice Advanced Promotion Management

Sunstice Advanced Promotion Management improves the efficiency of promotional campaigns by increasing the reliability and visibility of information, whilst closely monitoring promotional performance.

SymphonyAI Retail/CPG

SymphonyAI Retail/CPG is the only provider of end-to-end, integrated AI-powered Merchandising, Marketing, and Supply Chain Solutions for Retailers & CPG Manufacturers. Simply put, we are Retail.

Average Rating: 4.2/5.0

Total Reviews: 12