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Let's Plan - Trade Promotion Management (TPM) for Salesforce

Starting at $85 USD per user per month $85/user/month Discounts available: - 20% for nonprofits - Multi-year or volume licenses "Get It Now" for a trial



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Latest Release



Plan Promotional Events, Capture Demand, Manage Budgets, CPG and Retail

New version 1.11##Combined steps for quicker event entry####Stop using Excel/Server Based solutions for managing promotions for Retail & CPG. Trade Promotion Management TPM: Events, Budgets####Customize specifically for your business processes use case

  • Eliminate spreadsheets and do away with client server based solutions. Get real-time visibility of promotional data and track pre and post ROI, product demand, and pre and post spend.
  • Easily manage trade promotions. Let’s Plan has a simplified user interface and business process for creating promotional events, tracking new item launches, capturing display & equipment contracts, retail auditing, and more.
  • Other features include industry specific account information, account specific product distribution lists, budget checkbook, and an account level annual bridge sales target worksheet.
Designed with a revolutionary custom user interface that started with the field sales account manager in mind, Let’s Plan gives internal and field sales a clear, accurate, and on-demand visibility into the trade promotions of their accounts. The process fundamentally changes how field sales account managers use CRM to manage their trade promotions and trade budgets. For the Retail and CPG industries.####Let’s Plan is fully integrated with and appears as a tab inside of your instance. As a result, it automatically inherits the hierarchy, security and administrative settings from Salesforce which enables companies to easily deploy the tool and quickly generate value from it.####Please contact us to request a free demo.####v1.10 Release notes:##-Improved UI for easier use##-Ability to select multiple products##-Improved Settings##-Squashed some bugs####Support:


  • Compatible with Enterprise, Unlimited,, Developer, and Performance EditionsEnterprise & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 43
  • Custom Applications: 2
  • Custom Tabs: 9

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
Supported Browsers:##IE 7+##FireFox 3+##Safari 3+

Support Let's Plan is solely owned by Let's Strategize which offers support and comprehensive Professional Services to its customers.

Additional Information

Package Name
Let's Plan
Let’s Plan v1.11 / 1.11.0
First Release
Latest Release

Case Studies

Let's Strategize
Holmdel, NJ United States

Let's Strategize is a software and professional services consulting company specializing in cloud application solutions. Let's Strategize is a AppExchange and ISV Partner.