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Salesforce Trade Promotion Training

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Enhance your career with Salesforce Trade Promotion Training by Multisoft Virtual Academy! Learn the fundamentals of planning, executing, and optimizing trade promotions to maximize ROI. Get trained by industry experts with real-time projects and case studies. Join now and become a skilled Trade Promotion professional!

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Instructor-led Training Live Online Classes

Suitable batches for you

31 May 2025 24 06:00 PM - 09:00 PM Sat, Sun
01 Jun 2025 24 06:00 PM - 09:00 PM Sat, Sun
07 Jun 2025 24 06:00 PM - 09:00 PM Sat, Sun
08 Jun 2025 24 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 550

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Instructor-led Training Live Online Classes

31 May 2025 24 06:00 PM - 09:00 PM Sat, Sun
01 Jun 2025 24 06:00 PM - 09:00 PM Sat, Sun
07 Jun 2025 24 06:00 PM - 09:00 PM Sat, Sun
08 Jun 2025 24 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 550

Enroll Now
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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

Course Price At

$ 550

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Instructor-Led Online Training Parameters

Course Highlights

  • Duration: 24 Hrs
  • Subject Matter Expert
  • After Training Support
  • Lifetime E-Learning Access
  • Recorded Sessions
  • Free Online Assessments
Salesforce Trade Promotion Training Course Syllabus

Curriculum Designed by Experts

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Salesforce Trade Promotion Training by Multisoft Virtual Academy is designed to equip professionals with the skills required to effectively manage trade promotions using Salesforce’s powerful platform. This course covers the complete trade promotion lifecycle—starting from planning and budgeting to execution, settlement, and analysis. Participants will learn how to create optimized promotion strategies, manage complex pricing and discount structures, and track promotion effectiveness to maximize return on investment (ROI). The training program blends theoretical concepts with practical applications, ensuring that learners gain hands-on experience through real-world case studies and exercises. Key topics include promotion planning, fund management, claims processing, performance analytics, and integration with Salesforce Sales and Service Clouds. Ideal for sales professionals, trade managers, marketers, and CRM consultants, this course helps participants streamline trade investment processes, enhance collaboration between sales and finance teams, and improve decision-making through data-driven insights.

Delivered by certified instructors with industry expertise, the training offers flexible learning options, including instructor-led sessions and recorded materials for review. By the end of the program, participants will be well-prepared to handle real-world trade promotion scenarios, drive business growth, and increase customer satisfaction through efficient promotion management. Enroll today to take the next step in your Salesforce career!

Salesforce Trade Promotion Training equips professionals with the skills to manage, optimize, and analyze trade promotions using Salesforce tools. It covers planning, budgeting, execution, claims management, and ROI analysis. The training helps participants streamline promotional activities, improve collaboration across teams, and drive profitable growth through effective trade promotion strategies within the Salesforce ecosystem.

  • Review previous year’s performance
  • Define the strategy including target sales volume and revenue for the current fiscal year
  • Determine priorities
  • Set objectives
  • Set top-down targets and budgets
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  • Allocate budget to cover promotion cost
  • Sponsor promotions which are created to achieve the targets
  • Organize the promotion funds
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  • Review account-related data including the baseline of products that are sold without any promotional activity
  • Create account plans
  • Identify products and categories for promotions
  • Monitor account performance and plan promotions for the customer
  • Use and store target data at the respective account level which can be accessed by the user in the Account Plan Profit and Loss (P&L) screen
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  • Create and plan specific promotions
  • Review the volume, revenue, and cost of all planned promotions in the account plan
  • Review the funds allocated to sponsor the cost of the promotion
  • Negotiate promotion terms with retail partners
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  • Start promotions
  • Execute tactics like price cuts, displays, and weekly flier placement at retail stores
  • Track and monitor performance
  • Pay retail partners for any tactics executed at their retail stores
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  • Review the actual sales volume and actual cost in the Promotion and Account Plan P&L Sheet
  • Determine promotion success
  • Extract data for the next round of account and promotion planning
Download Curriculum DOWNLOAD CURRICULUM

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Salesforce Trade Promotion Training Description

  • Understand the fundamentals of Trade Promotion Management (TPM) and Trade Promotion Optimization (TPO).
  • Learn to plan, budget, and execute trade promotions using Salesforce tools.
  • Gain expertise in managing customer agreements, accruals, claims, and deductions.
  • Develop skills to analyze promotion effectiveness and measure ROI.
  • Streamline sales and marketing collaboration through Salesforce integration.
  • Optimize trade spend for higher profitability and business growth.
  • Apply best practices in forecasting, trade fund management, and event planning.

  • Sales Managers
  • Marketing Managers
  • CRM Administrators
  • Salesforce Consultants
  • Business Analysts
  • Trade Finance Professionals
  • Project Managers working on CRM or trade promotion projects
  • Professionals aiming to specialize in Salesforce Trade Promotion Management (TPM)

  • Basic understanding of Salesforce CRM concepts
  • Familiarity with sales and marketing processes
  • Knowledge of trade promotion management fundamentals

Salesforce Trade Promotion Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.

Salesforce Trade Promotion Corporate Training Certification

Interactive Virtual Training

Interactive Virtual Training

  • Global Subject Matter Experts
  • Step-by –Step Learning Approach
  • Instant Doubt Clearing
Lifetime Access

Lifetime Access

  • Lifetime E-learning Access
  • Recorded Training Session Videos
  • Free Access to Practice Tests
24x7 Assistance

24x7 Assistance

  • Help Desk Support
  • Doubt Resolution in Real-time
  • After Training Support
Hands on Experience

Hands on Experience

  • Project Based Learning
  • Learning based on real-life examples
  • Assignments and Practice Tests
Globally Recognized Training Certificate

Globally Recognized Certificate

  • Multisoft Training Certificate
  • Globally Recognized and Accepted
  • Lifetime Validity

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Salesforce Trade Promotion Training FAQ's

Yes, the course includes real-world case studies, practical exercises, and hands-on sessions to help you apply your learning effectively.

Yes, participants will receive a certificate of completion from Multisoft Virtual Academy.

The training is delivered online through instructor-led sessions, offering flexibility and interaction with industry experts.

Key topics include promotion planning, budgeting, fund management, claims processing, performance tracking, and integration with Salesforce Sales and Service Clouds.

To contact Multisoft Virtual Academy you can mail us on enquiry@multisoftvirtualacademy.com or can call for course enquiry on this number  +91 8130666206

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