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Curriculum Designed by Experts

Multisoft Virtual Academy’s Salesforce Trade Promotion Corporate Training is crafted to equip your team with in-depth knowledge of Salesforce Trade Promotion Management (TPM). This corporate course covers trade planning, budgeting, execution, and performance tracking to maximize promotional effectiveness. Delivered by industry experts, it combines theory with practical exercises tailored for your business. Flexible timings and personalized support make it perfect for corporate teams seeking to boost efficiency and sales outcomes.
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

- Allocate budget to cover promotion cost
- Sponsor promotions which are created to achieve the targets
- Organize the promotion funds

- 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

- 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

- 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

- 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

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We are happy to help you 24/7Multisoft Corporate Training Features
Outcome centric learning solutions to meet changing skill-demand of your organizationWide variety of trainings to suit business skill demands
360° learning solution with lifetime access to e-learning materials
Choose topics, schedule and even a subject matter expert
Skilled professionals with relevant industry experience
Customized trainings to understand specific project requirements
Check performance progress and identify areas for development
Free Salesforce Trade Promotion Corporate Training Assessment
Right from the beginning of learning journey to the end and beyond, we offer continuous assessment feature to evaluate progress and performance of the workforce.
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Salesforce Trade Promotion Corporate Training Certification
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