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What is TELUS Trade Promotion Management?

TELUS Trade Promotion Management’s offerings (formerly Exceedra) empower consumer packaged goods (CPG) companies to get the most out of their trade promotions and accelerate trade spend performance across retail and foodservice channels. We transform how brands plan, execute and settle trade investments across global markets. 25+ years of experience in the CPG industry. The platform is an end-to-end solution, enabling CPG teams to: Increase forecast accuracy and plan/approve trade spend. Execute and optimize promotions to boost ROI. Manage contracts, claims, deductions, and control finances. Key Features AI Assistant: Get instant system guidance and expert insights by querying your data using plain language. Analyze promotion ROI, trade spend, and performance metrics, significantly enhancing user adoption and productivity. Advanced Analytics: Transform complex data into actionable insights with pre-built dashboards (P&L, forecast accuracy) and a custom report builder. Reporting is powered by Google Cloud Platform, offering deep data exploration, advanced filtering, and role-based security for compliance. Enterprise Scalability: Support complex global operations with multi-channel, multi-retailer, multi-language, and multi-currency capabilities. Our cloud-native architecture integrates seamlessly with major ERP and data systems for rapid deployment. Mobile Companion App: Access critical promotion details and approve programs on-the-go, providing in-field teams maximum flexibility. Operational Advantages TELUS Trade Promotion Management is built on simplicity, scalability, and synergy, offering an intuitive, user-friendly, and configurable platform. We ensure your success with a dedicated customer success team, comprehensive training, pre-built integrations, and 24/7 Global Support & Success Team.

What is Salesforce Agentforce Consumer Goods?

Consumer Goods Cloud is a purpose-built CRM solution tailored to the unique needs of consumer packaged goods companies. Built on Salesforce’s unified platform, it combines AI, analytics, and workflow automation to align planning and execution across the entire organization. The platform connects B2B retail operations and B2C consumer engagement into a single data-driven ecosystem. Sales teams can accelerate deal cycles with guided selling, opportunity tracking, and consolidated account insights. Customer business planning tools allow companies to manage baseline forecasts, volume targets, and trade investments within one structured framework. Trade promotion management provides a Gantt-style calendar view, scenario planning, and funds tracking to optimize promotional effectiveness. Field teams are equipped with mobile visit planning, task management, and retail execution capabilities to ensure flawless in-store performance. Offline functionality ensures productivity continues regardless of connectivity. Service teams can enhance satisfaction through automated omni-channel case routing and integrated service dashboards. Embedded AI agents deliver predictive insights and next-best-action recommendations across every function. Seamless integrations with data platforms and analytics tools provide deeper intelligence for smarter decisions. Consumer Goods Cloud enables brands to collaborate more effectively with channel partners, reduce inefficiencies, and drive sustainable, profitable growth.

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Integrations Supported

Cleo Integration Cloud
Collate
Dynamics 365 Commerce
Fleetlane
NetSuite
SAP HANA
Salesforce

Integrations Supported

Cleo Integration Cloud
Collate
Dynamics 365 Commerce
Fleetlane
NetSuite
SAP HANA
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TELUS Agriculture & Consumer Goods

Company Location

Canada

Company Website

www.telus.com/tpm

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/consumer-goods/cloud/

Categories and Features

CPG

Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Trade Promotion Management

Analytics / ROI Tracking
Approval Workflow
Budgeting & Forecasting
Claims Management
Competitor Analysis
Compliance Management
Customer Management
Discount Management
Pricing Optimization
Promotion Calendar
Settlement Management
Trade Agreement Management

Categories and Features

CPG

Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

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