Case Study: Alpha Foods achieves optimized trade spend with CPGvision by PSignite

How Alpha Foods replaced their outdated TPM processes to optimize trade spend

Alpha Foods, a growing plant-based food company, was managing sales planning and promotional spend with spreadsheets and external support as it scaled to 15 SKUs across 5 retailers. This left the team vulnerable to data errors, poor traceability, and no single source of truth, so they turned to CPGvision by PSignite for a Trade Promotion Management (TPM) solution the internal sales team could use directly.

CPGvision by PSignite deployed its cloud-based, Salesforce-built TPM and sales/marketing platform, integrating Alpha Foods’ complex data sources and providing ongoing customer success support. The implementation produced significantly improved data quality and a single source of truth, enabled proper trade management and capture of actuals for future planning, and allowed Alpha Foods’ sales team to manage accounts and promotional spend more effectively (platform can be up and running within about four months).

Alpha Foods

Julia Luu

Director of Sales Strategy & Operations