End-to-end customer intelligence platfrom for sales, demand-planning, finance & accounting teams that unifies annual planning, account management and execution in one platform.

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Discover Our Solutions

Take full control of revenue from planning through execution

Compass

Compass apps add structure and integration to your annual planning. Align your entire organization to drive revenue delivery

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Planner

Map out account plans to properly and accurately monitor customer calendars, approvals, and forecasts.

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Bridge

Solutions that move sales plans through other functions for fulfillment, claim processing, and settlement. Sales, Finance, Accounting, & Demand Planning.

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Cross-Solution Services

Analytics

BluePlanner's unified database creates an unparalled source of customer information: Targets, Forecasts, Projections (LE), and Actuals. Embedded reports and dashboard, and portable data.

Intelligence

BluePlanner is the most capable SaaS gross-to-net revenue management capability available. Now, it is infused with AI that automates work, make data management easier, and predicts future results.

Integration

UpClear integrations connect BluePlanner to your core commercial systems & data - ERP, Distributor and Retail Sales - eliminating silos, automating data flows, and giving Sales, Accounting, Finance, and Supply Chain one reliable source for customer data & insights.

Our Client Success Approach

We approach clients as partners, with the goal to help them scale. To succeed, we commit to three principles:

Engagement

We are directly involved in all our deployments and throughout the client journey, we rollout and support our software with local teams

Iterative deployment

We can deploy very fast, but we also understand that making best use of a software is a journey, and we enable features progressively to provide the right value at the right time

Continuity

We like to think that we are an extension of our clients’ teams, for the long run

Why UpClear

Best in Class Client Team

Global team with expertise in strategic and operational revenue management processes across 25+ markets and speaking 10+ languages

Superior Analytics & Data Visualization

Comprehensive cloud-based Analytics suite supporting decision-making across promo efficiency, pricing, trade terms, strategic revenue management and demand planning

Fully Cloud-Based

SaaS platform tailored to business needs entirely through configuration and flexible data integrations. Ability to deploy and support the solution 100% remotely

For Mature & Developing Markets

Our software data structure and capabilities are built to accommodate the needs of different routes to market, whether it’s centralized, indirect distribution, DSD or hybrid

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