# CPGvision Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is CPGvision the right Trade Promotion Management solution for you? Explore 9 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/192595/CPGvision/reviews

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CPGvision

4.7 (9)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated September 16th, 2025

# Reviews of CPGvision

Ease of use

4.7

Customer Service

4.7

## Showing most helpful reviews

Showing 1-9 of 9 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MS

Mark S.  
IT Business Partner  
Pharmaceuticals  
Used the software for: 2+ years

### "Thinking TPM then think CPGToolbox"

October 20, 2019

5.0

Overall experience with CPGToolBox is positive as rarely do you find software companies like CPGToolbox that provide personalized implementation and support from the CEO and thru to Technical Support levels.

Pros

\* Costs - Only 30% the cost of other TPM solutions \* Implementation - Only 3-4 months compared to 12 months for other TPM solutions \* Platform - Built on Salesforce.com cloud the worlds leading CRM allowing further integration \* Usability - broad functionality with easy to use "walk-me" capability \* Support - fully supported by CPGToolbox from the CEO thru to Technical Support

Cons

\* Location - being based in USA does have some face-to-face limitations for non-USA based clients, however, leveraging cloud based video conferencing sessions and coordinated on-site sessions overcomes this limitation.

Alternatives considered

[Vistex](https://www.capterra.com/p/154102/Vistex/)[TELUS Trade Promotion Management](https://www.capterra.com/p/161139/Exceedra/)[Wipro Promax](https://www.capterra.com/p/172090/Wipro-Promax/)

Reason for choosing CPGvision

CPGToolbox provided better costs, implementation timeline, and software platform functionality

Review Source

LB

Luc B.  
Trade Marketing Manager  
Pharmaceuticals  
Used the software for: 1-2 years

### "CPGTB feedback"

June 3, 2022

4.0

Service and dedication team to get Trade Planner and Forecast Planner up running with our business requests. Training process was good to get sales force up to speed. Also, we had great support after training. Always up to improve system and bugs as they happened. Up to improve system as they see opportunities coming as example FCST Planner for Shipment forecast created and daily data into SFDC for reporting purposes

Pros

TPM is managing all data as promos, POS, Shipments and settlements. TPM and FCST Planner are linked and can manage Parent with Child accounts which is ideal for our business.

Cons

Reporting into SFDC is not ideal for our business. We had to create our reporting into tableau with third party using CPGTB data pull. Cloning process needs to be improve on Trade Planner.

Alternatives considered

[TELUS Trade Promotion Management](https://www.capterra.com/p/161139/Exceedra/)

Reason for choosing CPGvision

Cost and service

Review Source

AT

Ashley T.  
Deduction Analyst  
Consumer Goods  
Used the software for: 6-12 months

### "TPM-Deductions "

October 31, 2022

4.0

I like CPG system, with some enhancements it would be a very good system.

Pros

I like to be able to split out the deductions to other customers, clearing the deductions.

Cons

I think the promotion viewing needs a little work especially when exporting.

Review Source

KL

Kristen L.  
Key Account Manager  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Fast System - easy to use"

May 9, 2022

5.0

It was a good group of people who worked along side us to implement and train us on a weekly basis. This is a good tool for deductions, settlements, as well as p&l management.

Pros

Cloud Services made it fast and efficient. Good software platform functionality. Very helpful and responsive teams of customer service and training staff. They listed to our feedback on the platform, and accommodated as needed.

Cons

Some times there were a few features that had errors - however, as mentioned - all inquiries where addressed in a timely manner.

Review Source

MN

Matthew N.  
Senior Vice President  
Consumer Goods  
Used the software for: Less than 6 months

### "two time user"

November 14, 2022

5.0

I have used CPG in two different companies, 1 a startup that was driven by distributor and POS data and the second a family run company that is driven by shipment data. the tool allows me to build a demand and trade planner at the same time. As we rollout the tool it will also allow contract deduction and clearing faster than before.

Pros

The functionality and visibility that the software provides for leaders and individual contributors is awesome. ability to plan at customer and sku level for your entire customer base is great. The connectivity to SAP and other platforms within Salesforce allows us to bridge systems together

Cons

Initially flexibility to adjust the software to my needs was met with resistance. Reports and dashboards are not fully operational and lacking in ease of use

Review Source

ZW

Zach W.  
Senior Trade Finance Manager  
Consumer Goods  
Used the software for: 6-12 months

### "Fantastic TPM Solution"

May 6, 2021

5.0

Cutting planning time dramatically vs use of excel, providing accurate ROI analysis through integration with syndicated data, & providing a simpler solution to deduction management vs our prior process

Pros

Easy deductions management system, seamless business planning with Interactive Calendar, excellent & responsive customer service

Cons

Some limitations with how you can structure actual reports

Review Source

Response from CPGvision

June 2, 2022

Thanks for the kind words, Zach! We take pride in our solution and service, and we're glad you enjoy it. We look forward to working with you, and all of our clients to continue to iterate and improve our offering for your needs.

AG

Al G.  
Sr Project Mgr  
Consumer Goods  
Used the software for: 2+ years

### "CPGToolbox - Contract and Trade Planner"

April 28, 2020

4.0

Pros

It's based on Salesforce platform, robust and industry standard. Easy to use.

Cons

Requested customizations had to line up with vendor's package vision

Review Source

RG

Rick G.  
Senior Division Manager - East  
Supermarkets  
Used the software for: 6-12 months

### "GREAT "

April 23, 2020

5.0

Great

Pros

Great Teamwork , \[SENSITIVE CONTENT HIDDEN\] are great about getting issues resolved very quickly

Cons

No issues to speak of. All issues have been fixed

Reason for choosing CPGvision

Product for the value.

Review Source

JD

Jason D.  
Senior Sales Director  
Consumer Goods  
Used the software for: Less than 6 months

### "Easy to Use, Friendly Staff"

May 23, 2022

5.0

Pros

Easy to use for deductions, performance & drive volume for your brands

Cons

There are no features that I did not like

Review Source

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