Salesforce Trade Promotion Training

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Salesforce Trade Promotion Training Course Overview

Multisoft Systems offers comprehensive Salesforce Trade Promotion Training designed to equip professionals with the skills needed to manage trade promotions efficiently within the Salesforce ecosystem. This course covers the full lifecycle of trade promotions — from strategic planning and budgeting to execution, monitoring, and post-event analysis. Participants will learn how to leverage Salesforce tools to optimize trade spend, forecast outcomes, measure ROI, and enhance collaboration between sales and marketing teams. Through real-world scenarios and hands-on exercises, learners will gain practical experience in setting up promotional programs, managing customer agreements, handling accruals, claims, and deductions, and analyzing promotion effectiveness. The training also highlights best practices in trade promotion optimization (TPO) and trade promotion management (TPM) to drive higher profitability and better customer engagement. Ideal for sales professionals, marketing managers, trade analysts, and CRM administrators, this course helps participants align promotional strategies with business goals, streamline processes, and make data-driven decisions. Whether you are looking to upskill for career advancement or implement Salesforce TPM solutions in your organization, this training provides the expertise you need.

Join Multisoft Systems' Salesforce Trade Promotion Training and transform the way you manage promotional investments to maximize business value and customer satisfaction.

Instructor-led Training Live Online Classes

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May, 2025 Weekdays Mon-Fri Enquire Now
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Salesforce Trade Promotion Training Course curriculum

Curriculum Designed by Experts

Multisoft Systems offers comprehensive Salesforce Trade Promotion Training designed to equip professionals with the skills needed to manage trade promotions efficiently within the Salesforce ecosystem. This course covers the full lifecycle of trade promotions — from strategic planning and budgeting to execution, monitoring, and post-event analysis. Participants will learn how to leverage Salesforce tools to optimize trade spend, forecast outcomes, measure ROI, and enhance collaboration between sales and marketing teams. Through real-world scenarios and hands-on exercises, learners will gain practical experience in setting up promotional programs, managing customer agreements, handling accruals, claims, and deductions, and analyzing promotion effectiveness. The training also highlights best practices in trade promotion optimization (TPO) and trade promotion management (TPM) to drive higher profitability and better customer engagement. Ideal for sales professionals, marketing managers, trade analysts, and CRM administrators, this course helps participants align promotional strategies with business goals, streamline processes, and make data-driven decisions. Whether you are looking to upskill for career advancement or implement Salesforce TPM solutions in your organization, this training provides the expertise you need.

Join Multisoft Systems' Salesforce Trade Promotion Training and transform the way you manage promotional investments to maximize business value and customer satisfaction.

  • 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.

Course Prerequisite

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

Course Target Audience

  • 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)

Course Content

  • 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

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Salesforce Trade Promotion Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Salesforce Trade Promotion Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.


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Customized Training

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Mentors

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

360º Learning Solution

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Learning Assessment

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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Salesforce Trade Promotion Training FAQ's

It is a specialized training program designed to teach professionals how to plan, manage, execute, and analyze trade promotions using Salesforce tools, optimizing business growth and ROI.

Sales managers, marketing managers, CRM administrators, Salesforce consultants, trade analysts, and business professionals involved in promotion planning and execution.

Yes, participants should have a basic understanding of Salesforce CRM concepts and familiarity with sales or marketing processes. Prior trade promotion knowledge is helpful but not mandatory.

You will learn to plan promotions, manage customer agreements, handle claims and deductions, analyze promotional ROI, and optimize trade investments using Salesforce.

To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956

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