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features
design
support

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Write a Review

Description

We enhance the strategic efforts of leading Consumer Goods companies and brands to excel in their key channels, no matter their current stage. Each Consumer Goods organization possesses its own distinct characteristics, with various teams functioning in diverse ways. The capabilities of Insite AI's technology are boundless, tailored to fulfill your specific requirements—ranging from features and visuals to AI functionalities and business protocols, as well as the degree of autonomy, all while utilizing any relevant data. Whether you're focused on securing distribution points or capturing market share from competitors, strategizing for long-term category growth, or seeking to boost revenue and volume, we will collaboratively align our efforts with your goals. Given that your products, accounts, personnel, processes, and overall philosophy are one-of-a-kind, our remarkable adaptability is essential to address these unique challenges effectively. This approach ensures that we can deliver personalized solutions that resonate with your brand's vision and objectives.

Description

TELUS Trade Promotion Management’s offerings (formerly Exceedra) empower consumer packaged goods (CPG) companies to get the most out of their trade promotions and accelerate trade spend performance across retail and foodservice channels. We transform how brands plan, execute and settle trade investments across global markets. 25+ years of experience in the CPG industry. The platform is a comprehensive solution that allows CPG teams to: Increase forecast accuracy and plan trade spend, execute promotions and control finances, manage contracts, claims, deductions, and analytics, and optimize trade promotions for maximum ROI. Key Features & Capabilities: AI Assistant: Talk to your data using plain language to get instant system guidance and expert insights. Ask about promotions, features, or performance metrics like ROI and trade spend to boost team adoption and productivity. Advanced Analytics: Transform complex data into actionable insights with built-in reporting powered by Google Cloud Platform. Leverage pre-built dashboards (P&L, forecast accuracy) or create tailored reports instantly using a drag-and-drop interface. Features include advanced filtering and role-based security for compliance. Enterprise Scalability: Support for complex global operations, including multi-channel and multi-currency management. The platform features cloud-native architecture for rapid deployment and seamless integration with major ERP and data systems. Mobile Companion App: Access critical promotion details and approve programs on-the-go, giving in-field teams greater flexibility. Operational Advantage & Support: Built on simplicity, scalability, and synergy, offering an intuitive interface and flexible, configurable solutions. 24/7 Global Support & Success Team.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Dynamics 365 Commerce No 
Fleetlane No 
NetSuite No 
SAP HANA No 

Integrations

Dynamics 365 Commerce Yes 
Fleetlane Yes 
NetSuite Yes 
SAP HANA Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Insite AI

Founded

2018

Country

United States

Website

insite.ai/

Vendor Details

Company Name

TELUS Agriculture & Consumer Goods

Country

Canada

Website

www.telus.com/tpm

Product Features

CPG

Customer Management No 
Electronic Data Interchange No 
Financial Accounting No 
Forecast / Demand Planning No 
Inventory Management No 
Lot Tracking No 
Pricing Management No 
Shopper Marketing No 
Trade Promotion No 

Retail Execution

AI / Image Recognition No 
Collaboration Tools No 
Data Collection No 
Inspection No 
Pricing / Placement Optimization No 
Product Education No 
Product Promotion Strategy No 
Retail Site Audit No 
Workforce Management No 

Product Features

CPG

Customer Management No 
Electronic Data Interchange No 
Financial Accounting No 
Forecast / Demand Planning No 
Inventory Management No 
Lot Tracking No 
Pricing Management No 
Shopper Marketing No 
Trade Promotion No 

Retail Execution

AI / Image Recognition No 
Collaboration Tools No 
Data Collection No 
Inspection No 
Pricing / Placement Optimization No 
Product Education No 
Product Promotion Strategy No 
Retail Site Audit No 
Workforce Management No 

Trade Promotion Management

Analytics / ROI Tracking Yes 
Approval Workflow Yes 
Budgeting & Forecasting Yes 
Claims Management Yes 
Competitor Analysis Yes 
Compliance Management Yes 
Customer Management Yes 
Discount Management Yes 
Pricing Optimization Yes 
Promotion Calendar Yes 
Settlement Management Yes 
Trade Agreement Management Yes 

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