Trade promotion management software
Stop running trade promotions from disconnected plans
Trade spend gets committed months before anyone knows what it bought. incentX is an incentives and compensation platform that tracks each promotion against the invoices it hits, alongside your rebates and commissions.
When trade spend has to be proven before settlement
incentX ties promotion plans, claims, deductions, and payouts to the ERP transactions that back them, so trade spend is provable as it happens instead of rebuilt at settlement.
Trade promotions built on transaction truth
A deduction shows up, and someone has to dig up the signed agreement just to check if it was even part of the plan. In incentX, the deduction is already matched to the promotion it claims against and the invoice it was taken on.
No add-on fee for trade promotions
Your incentX price depends on one thing: ERP transaction volume. There’s no limit on users or modules, and adding trade promotions to the programs you already run doesn’t cost extra.
Growth
Up to 15,000 annual transactions
Is Enterprise right for you?
- Process 240,000+ annual transactions
- Operate across multiple entities or regions
- Need custom SLAs, compliance, or infrastructure
Unlimited users. You pay for transactions, not for seats.
- Sales reps
- Sales managers
- Finance
- Controllers
- AR and deductions
- Operations
- Customer service
- Partners
- Distributors
- Rep agencies
- Auditors
- Executives
- + anyone else who asks
No seat licenses, no viewer tiers, no read-only upsell.
Plan promotions on real sales history
Plans built on real transaction history hold up after they’re signed. Sales can commit to a customer knowing it’ll settle the way it was written.
- Tie plans to customer and product data
- Set promotion rules without writing code
- Flag promotions that overlap with another program
Track promotion claims without the cleanup
Trade funds don’t have to sit off the books until someone matches a deduction to the signed agreement. incentX connects claims and settlements to ERP transactions as they post.
- Link each claim to its invoice
- Route payouts for approval by amount and role
- Post settlements to your ERP as GL or AP/AR entries
Compare promotion spend with what it returned
Sales and finance see promotion spend in real time. Every calculation traces back to an ERP transaction, so running more promotions doesn’t mean more manual reconciliation.
- Track spend by customer and product
- Measure promotion results after settlement
- Use transaction data to improve future plans
Why trade teams move to incentX
When trade promotions sit in one system and rebates in another, someone has to reconcile the same sale in both. incentX puts every program on a single spine, the ERP transaction itself, so one invoice can power a trade promotion, a rebate, and a commission in parallel.
Computer Software, Mid-Market company
Marketing and Advertising, Mid-Market company
Professional Training & Coaching company
Promotion data from the ERP and CRM you use today
Supported ERPs and CRMs connect through pre-built connectors, and other systems can use the open REST API. Either way, promotion claims and deductions work from live transaction data instead of a spreadsheet you keep in sync by hand.
Stop losing margin to promotion leakage
See what each promotion costs while it’s still running.
FAQs
These answers cover trade promotion management software in general and how incentX handles it.
What is trade promotion management software?
Trade promotion management (TPM) software plans, funds, and settles the promotions a company offers its customers and distributors, then reconciles claims and deductions against recorded sales. incentX runs TPM on one incentives and compensation platform with rebates, commissions, and chargebacks, and all of them work from the same ERP transactions.
How does trade promotion data get from our ERP into incentX?
For supported ERPs, trade promotion data arrives through pre-built, bidirectional connectors, and no middleware or data warehouse sits in between. Native connectors usually sync changes in under five minutes. ERPs without event support use scheduled batch syncs, as often as every 15 minutes. Anything else connects through the open REST API.
Why should trade promotions be tied to ERP transactions?
ERP transactions record what was sold and invoiced. Tie promotions to them, and a claim can be checked against the sale it covers rather than taken at face value. incentX evaluates each transaction against every active program at once, so when a promotion overlaps a rebate on the same product or customer, the right rules and exclusions apply.
Can incentX help reduce promotion leakage?
Yes. incentX matches each promotion claim and deduction to the ERP transaction it relates to. Configurable approval workflows can require multi-level sign-off on payouts, exceptions, and adjustments before money moves, and field-level audit logs record every change. Finance can trace any payout back to its originating transaction and to whoever approved it.
How quickly can we run trade promotions in incentX?
Go-live averages six weeks. The work starts with a kick-off workshop that maps your current promotion plans and data sources, and your plans are then built and tested before launch. Nothing in your ERP is replaced. After go-live, quarterly plan reviews use analytics to tune each program.
What are alternatives to incentX for trade promotion management?
Teams often compare incentX with Vistex, Salesforce Consumer Goods Cloud, SAP Trade Promotion Management, Oracle Trade Promotion Management, and Anaplan. incentX fits businesses running more than one incentive type, such as trade promotions plus rebates or commissions, because one calculation engine handles every program and the price doesn’t change as you add users.
What counts as a transaction?
A transaction is anything sourced directly from your ERP: a sales order, invoice, credit memo, purchase order, or AP invoice. A customer record on its own is not a transaction.
What is backfill data?
Backfill is historical data from before your incentX subscription started, usually brought in for growth-incentive or rebate calculations that need a prior-period comparison. It’s imported as statistical values rather than full transaction detail and doesn’t count against your transaction volume. Your subscription starts on the date you begin using incentX, however far back the backfill goes.