Trade Promotion Management Platform Qualifier

Find the Right Trade Promotion Management Solution for Your Business

Managing trade promotions effectively is critical for consumer goods manufacturers, distributors, and brands working with retail partners. But knowing whether your current systems can scale—or when it's time to invest in a dedicated trade promotion management (TPM) platform—isn't always clear.

This Trade Promotion Management Platform Qualifier helps you assess your organization's readiness for a TPM solution by evaluating key indicators: annual promotion spend, number of trade partners, deduction volume, ROI measurement capabilities, and current process pain points.

Who This Quiz Is For

This qualification quiz is designed for:

• Consumer goods manufacturers managing trade spend across multiple retailers
• Sales operations and revenue managers responsible for promotion planning and execution
• Finance and accounting teams handling trade deduction reconciliation
• Brand managers and marketing directors needing better visibility into promotion effectiveness
• Trade marketing professionals coordinating with retail and distribution partners

Whether you're managing promotions in spreadsheets, outgrowing entry-level tools, or evaluating enterprise TPM platforms, this assessment provides clarity on your needs.

What You'll Learn

By completing this quiz, you'll receive insights into:

• Whether your promotion spend and partner volume justify a dedicated TPM platform
• How your current deduction management process compares to industry best practices
• Gaps in your ROI measurement and promotion analytics capabilities
• The level of TPM solution that matches your operational complexity
• Immediate next steps to improve your trade promotion management

How Paperform Makes Lead Qualification Seamless

Creating an interactive, intelligent lead qualifier like this one is exactly what Paperform excels at. Instead of static PDFs or clunky survey tools, you can build a beautiful, on-brand assessment that feels like a conversation.

Paperform's Guided Mode delivers questions one at a time, creating an engaging experience that keeps prospects focused and increases completion rates. Behind the scenes, conditional logic routes different questions based on previous answers, ensuring every respondent gets a personalized path through your qualifier.

Built-in calculations let you score responses in real-time, categorizing leads as high-priority, mid-market, or nurture-track based on their promotion spend, partner count, and pain points. Custom success pages can then deliver tailored recommendations, case studies, or calls-to-action based on each prospect's score—all without writing a single line of code.

Automate Your Sales Follow-Up with Stepper

Once a qualified lead submits your quiz, what happens next? With Stepper (stepper.io), Paperform's AI-native workflow builder, you can automatically route high-value leads to your sales team, trigger personalized email sequences, create CRM records with lead scores, and even schedule follow-up tasks—all based on how someone answered your qualification questions.

For example, if a prospect indicates they manage over $5M in annual promotion spend with 50+ trade partners, Stepper can instantly notify your enterprise sales team via Slack, create a high-priority deal in your CRM, and send the prospect a personalized email with relevant case studies and an invitation to book a demo.

Mid-tier leads might be added to a nurture campaign, while early-stage prospects receive educational content about trade promotion best practices. This intelligent routing ensures every lead gets the right follow-up at the right time, maximizing conversion while freeing your team from manual triage.

Build Smarter Qualification Forms with Paperform

Whether you're in consumer goods, wholesale distribution, or any B2B industry with complex sales cycles, interactive qualification quizzes help you identify and prioritize the right opportunities faster.

Paperform makes it easy to create professional, conversion-focused lead qualifiers with:

• Guided Mode for one-question-at-a-time experiences that boost completion
• Conditional logic to personalize question paths based on responses
• Calculation fields for automatic lead scoring without spreadsheets
• Custom success pages that deliver tailored recommendations based on scores
• Native CRM integrations to push qualified leads straight into your sales pipeline
• Stepper workflows to automate routing, follow-up, and lead nurturing

Plus, with Paperform's SOC 2 Type II compliance and enterprise-grade security, you can confidently collect sensitive business information from prospects.

Ready to build smarter qualification forms that identify your best-fit customers and accelerate your sales cycle? Start with this template and customize it to match your industry, buyer personas, and sales process.

Trusted by over 500,000 teams worldwide, Paperform helps B2B companies capture, qualify, and convert leads with beautiful forms and intelligent automation.