Optimize trade management and customer business planning

Increase revenue, volume, and profitability with comprehensive support for trade management processes. Enable consumer products sales leaders to oversee trade promotion planning and management, advanced trade management analytics, and customer business planning with the SAP Trade Management solution.

• Improve sales planning and budgeting
• Optimize customer business planning
• Strengthen promotion planning
• Support execution and settlement

Key benefits

Gain visibility

Use our integrated tool for customer business planning to plan more accurately, identify plan deviations faster, and react to deviations more effectively.

Enable dynamic planning

Drive price, volume, and margin toward company targets in real time.

Share insights

Combine manufacturer and retailer perspectives and communicate and negotiate with your customers in their language.

Simplify integration

Integrate volume, margin, assortment, promotion, and financial planning and match deductions to promotion invoices to speed the clearing process.

Support end-to-end processes

Enable users to run a closed-loop process, from budget planning to execution and settlement.

Provide actuals and financial oversight

Monitor promotional details and accruals, deliver a central claims repository for reconciliation, and grant real-time visibility into payments and fund liabilities.

Key features

Customer planning and optimization

• Improve base volume planning with building blocks
• Centralize pricing and terms management
• Enable customer margin planning and simulation

Promotion planning and execution

• Maximize trade investment based on promotion timelines, tactics, and volume drivers
• Improve the efficiency of trade investment by optimizing fund allocations
• Allow collaborative evaluation of current and future promotions by monitoring execution

Lead to cash for consumer products

Gain deeper insight into the functionalities of SAP Trade Promotion management, including new business capabilities like customer business planning, new trade management UI5 solution and scenario planning.