Case Study: SlimFast achieves real-time transparency and streamlined deduction management with CPGvision by PSignite

SlimFast turns to the cloud and achieves high-level transparency into trade promotion and deduction management process

SlimFast, the well-known weight‑loss brand, faced a major turnaround challenge after a 2014 acquisition: build a seamless, multinational trade promotion and deduction management process across roughly 150 retail partnerships and a dozen distribution channels that integrated with Sage ERP X3 and Salesforce. With trade representing nearly 25% of gross sales, SlimFast engaged CPGvision by PSignite for a cloud‑based Trade Promotion Management (TPM) solution built on the Salesforce platform to deliver the transparency and control the business required.

CPGvision by PSignite deployed the cloud TPM in about 120 days, integrating with SlimFast’s Salesforce environment to provide real‑time dashboards, an integrated promotional calendar, and automated deduction tracking (shortages, damages, late shipments, handling fees). The solution centralized TPM data, streamlined deduction settlement, empowered brokers with actionable insights, enabled root‑cause analysis to adjust the supply chain, and improved ROI visibility—freeing the team from spreadsheet manipulation and supporting better profit and cash‑flow management.

SlimFast

Karen Van Dongen

Vice President of Sales and Business Development