Right Investment. Right Results.

TRADE PROMOTION

Purpose-Built TPM

for CPG Companies

Generate a higher return on trade spend while improving spend efficiency with Exceedra Retail Trade Promotion Management.

TO BE AN INDUSTRY LEADER TODAY, YOU NEED A TRADE SOLUTION THAT HAS EVOLVED

Exceedra’s Trade Promotion Management (TPM) solutions support a collaborative sales and operational planning process built on industry best practices that gives you real-time visibility to the latest estimates across sales, marketing, finance, demand and supply planning.

 

Our solution is ERP agnostic and our technicians have successfully integrated to many legacy ERP systems, including SAP, Oracle and Microsoft. We provide on-going data management, including external data sources, such as syndicated data, retailer POS, wholesaler data and other 3rd-party sources that enhance customer planning and analysis.

Replace offline spreadsheet planning and improve trade effectiveness with an automated TPM system advising you on the best practices.

We provide the right set of capabilities designed with today’s best practices in integrated planning and revenue management, including TPM, TPO, Post Event Analysis, and Customer Business Planning. All of these processes are consolidated into a flexible, modular solution.

Sales & Operations Planning

If you want to streamline and improve your Annual Planning and S&OP processes, you need a solution that can see all business developments as they happen.

 

DEMAND PLANNING, SUPPLY PLANNING, PROMO PLANNING

 

Improve productivity and collaboration through automation that incorporates the latest forecasts in real time

Trade Promotion Optimization

We work to understand each of our clients and provide tailored services to support the specific needs of your Integrated Business Planning journey.

 

PRICING & PROMOTIONS, BUSINESS PLANNING, CALENDAR, OPPORTUNITIES

 

Develop guidelines, allocate trade funds, set up objectives and monitor compliance from a single solution.

Reporting & Insights

We equip our clients with reporting functions to manage day-to-day operations as well as detailed reporting capabilities for less-frequent isolated business questions.

 

REPORTING, ANALYTICS, VISUALIZATION

 

Improve service levels and forecast accuracy with supporting workflows and alerts.

DATA
MANAGEMENT

ALERTS & NOTIFICATIONS

WORKFLOW & APPROVALS

RULES &
VALIDATIONS

ANALYTIC ENGINE & AI-MACHINE LEARNING

Implementation methodology

Be confident in knowing that your Exceedra solution will be expertly implemented by seasoned consultants rather than a third party.  Our trained and certified consultants have unparalleled product knowledge, technical know-how, and industry expertise.

The Exceedra implementation methodology follows an Industry standard approach to guide your project from beginning to end. Our consultants bring a wealth of industry expertise and project experience to help guide you through the process.

 

We follow proven best practice CPG processes and will challenge your team to ensure a holistic solution is considered. This helps ensure that your project stays on track while helping to define a phased roadmap.

 

This approach provides immediate value by increasing user adoption while defining opportunities to phase in additional capabilities and advanced functionality as your organization and processes maturity.

“Within just a few weeks, our executive team was armed with the insight needed to strategically align planning and forecasting with top corporate objectives.”

- Traditional Medicinals

WITH EXCEEDRA TPM/O SOLUTIONS, YOU’LL BE ABLE TO:

Plan and manage overlapping events—products, customer, geographies and more—to ensure your trade events are profitable and aligned to brand strategy

Conduct business reviews supported by analytics that help you identify opportunities/risks along with post-event analysis, without waiting for a lagging report or overnight data refresh

Improve trade visibility on year-to-date and year-to-go forecasts with Live Plan Actualization

Enable retailer-specific P&L and scorecards tailored to retailers’ metrics

Build volume by base and incremental measures that consider distribution, new items, pricing and other factors

Accurately predict future promotions with dynamic scenario planning and embedded TPO

Ensure alignment to corporate objectives with promotional guardrail functionality broadcast through automated alerts

Exceedra named Best-In-Class for 5 Categories by POI TPX 2019 Vendor Report

“POI rates Exceedra Enterprise as Above Average. It is a stellar analytical product and Exceedra continues to invest and make improvements.”

“Most Outstanding Business Planning Solution – USA, 2020” by Corporate Vision Magazine

“Not only do businesses find an impressive level of customer service with Exceedra, but they are given a roadmap that provides guidance on how best to allow the system to mature with the company.”

“Leading Revenue Management & Integrated Business Planning Expert of the Year” by Acquisition International

Supporting the firm in their mission to deliver these award-winning solutions, is the innovative, passionate and committed team which forms the backbone of Exceedra.”

CASE STUDY:
WEETABIX UK

Trade spend for Weetabix is, as for many manufacturers, the largest single budget in the business and as such there is a strong pressure to ensure it provides as much return as possible by reaching new consumers as well as securing consumer loyalty.

Weetabix had been working with a dated PIF (Promotional Input Form) System since the latter part of 2006. But as market conditions changed and trading conditions became more challenging, Weetabix required more up to date technology to elevate promotional planning to a more strategic planning process, as well as propose and evaluate promotional spend.

Exceedra applies global consumer goods expertise, rich functionality embedded with deep insights, and a low-risk platform to quickly tame trade spend and contract business while delivering profits.

Let us show you how the right investment provides the right results.