GreatVines’ Trade Promotion Management Module Covers Four Broad Levels of Financial Tracking:
Budgets – Total Allocation of Dollars
Budget Plans – Detailed Breakout of Budgets by Brand or Region
Programs – Marketing Initiatives to Execute
Expenses – Team, Distributor, Partner, or Vendor Invoices or Billbacks
With this robust, intuitive tool, you can build spend allocations according to previously approved budget plans, ensuring that your execution is accurate and consistent.
Track promotion spend by:
Seamless ERP and CRM Integration
With our Trade Promotion Management solution, there’s no need to recreate budgets to manually port them between your ERP system and your Customer Relationship Management (CRM) or TPM tool. Our solution can support bi-directional integration with your ERP so you can plan in ERP and send to CRM/TPM or vice versa. Create and maintain budgets in your ERP and share them with GreatVines through an automated process. Easily create local programs in the field, solicit and track approval by regional managers or finance, and integrate with ERP invoice coding process.
Visibility Throughout the Full Promotion Cycle
Not only does our TPM solution clarify and measure the execution and effectiveness of budgeted trade promotion spend, but it does double duty managing bill backs and tracking depletion allowances. You can help drive reimbursement to beverage distributor partners for their promotional spending. Our Trade Promotion Management module provides an easy and effective process for integrating bill backs and reconciling expenses against planned spends, ensuring visibility through profit and loss reporting.