Welcome to the Retail Trade Toolkit

We’re committed to helping you learn about trade promotion strategies and grow your profitability.

The Retail Trade Toolkit is broken down into the six categories — these categories make up a successful retail trade ecosystem.

We’re sharing the information and best practices you need to take your trade promotions to the next level.

People and Processes

  • Change Management
  • Optimize Outcomes
  • Retail Trade System Business Case

The Need for a Trade Solution

BLOG

Learn why these experts think system training, regular communication and incentives are important tools for effective trade management.

READ MORE »

Your Guide to Successful Promotions

WHITEPAPER

Don’t let old (costly) habits stand in your way of promotional success.

 

DOWNLOAD »

Overcome Your Trade Investment Challenges

WEBINAR

Step by step instructions to follow if you’re ready to overcome trade investment challenges.

 

WATCH »

Data and Analytics

  • Data Insights
  • Base Volume
  • Data-Forward

Drive Growth with Your Data

BLOG

CPGs that use predictive analytics to define new product prices are 67% more likely to attain profitability.

LEARN MORE »

The Anatomy of a Baseline

WEBINAR

Trade system expert Shelley Fow explains the basics of a baseline.

WATCH VIDEO »

Rich Products Chooses Automation

VIDEO

“We are looking for all automation because we’re trying to be as efficient as we possibly can.”

WATCH »

Trade Promotion Execution

  • Effective Trade Promotion
  • Deduction Management Use Case
  • Record Results

Increase Profitability (with Pricing)

BLOG

Improve your trade spend and increase your bottom-line.

READ MORE »

Reduce Your Deduction Balance by $5M

BLOG

Find out how this customer leverage their trade management application for a six-figure payout.

CASE STUDY »

16% Increase in Promotional ROI

CASE STUDY

With TPO functionality, the Welch’s team could could see – at the touch of a button – the effectiveness and profitability of the previous year’s promotions.

CASE STUDY »

Strategy, Pricing and Oversight

  • In-Store Promotions
  • What Is TPx?
  • Retail Trade Strategy Blueprint

Opportunities on Path to Purchase

BLOG

About 65% of consumers are visual learners, so many of us spend our trade dollars on signs, banners, and special product displays… how can you measure success?

READ »

The CPGs Guide to Trade Promotion Technology

BLOG

Learn what industry dynamics contribute to your challenges and how you can find success with the right trade promotion solution.

LEARN MORE »

Move Beyond Tactics

eBOOK

Many consumer goods companies have operated with limited capabilities for years… which raises the question: Why change now?

READ EBOOK »

Planning and Collaboration

  • Retailer Collaboration
  • Sales Planning Playbook
  • Anatomy Of A Sales Plan

The Power of a Growth Mindset

BLOG

“We want collaboration. We want a strategy that works for our store’s unique needs.”

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Best Practices for CPG Retail Leadership

eBOOK

Make the best decisions using informed processes supported by easy-to-use analysis and predictive planning technologies.

VIEW PLAYBOOK »

A Visual Look at Automation

INFOGRAPHIC

How to build promotional plans that will grow your business.

VIEW »

Trade Promotion Technology

  • AI and Trade Marketing
  • Trade Promotion RFP Guide
  • Choosing A TPO Application

3 TPO Capabilities

BLOG

Learn how to remove baseline anomalies, generate lift coefficients, and leverage constraint-based modeling.

LEARN MORE »

Launch Your Trade Solution RFP

eBOOK

Follow this guide to organize and simplify your trade promotion solution RFP process.

READ GUIDE »

The Benefits of TPO

eBOOK

Before you dive in, thoroughly evaluate the system’s functionality in order to make the most of your investment.

READ EBOOK »