Lisa Joubert, Corporate Account Director at Tony Chachere’s Creole Foods, has spent her entire career with the Louisiana-based company, starting as an assistant bookkeeper. Over the years, she has witnessed the evolution of their processes for managing accounts, promotions, and deductions. Before implementing UpClear’s BluePlanner, Lisa relied on manual spreadsheets and basic deduction management tools that lacked the ability to match promotions directly, often creating confusion – especially with complex distributor relationships. “When we were introduced to BluePlanner, that changed a lot for us… it pulled everything together so we can see the full picture for each account,” she stated.
BluePlanner’s integration with TrewUp, a partnership between UpClear and TrewUp has further improved efficiency at Tony Chachere’s. TrewUp’s service acquires distributor deduction backup documents, transforms it into a structured data set, and produces analytics to help you understand the makeup of deductions. The UpClear/TrewUp partnership enables BluePlanner to automatically ingest this data. This allows Lisa’s team to pull complete deduction details from a single source, saving research time. BluePlanner’s approval workflows, documentation attachments, and broker/sales team integration have also streamlined communication and reduced costly errors. “Now we can capture all of our deductions in one centralized area and get the true picture of what our spends are with each account,” Lisa shared. She credits BluePlanner with transforming how her department operates, saving hours of manual work and providing peace of mind that every deduction is accounted for and validated.
A highlight in her BluePlanner journey was attending UpClear’s Deduction Management Summit in Austin, Texas, where she connected with peers facing similar challenges. “To hear that you’re not alone, that was very rewarding,” Lisa said. The roundtable discussions provided practical tips, such as capturing deduction details before system upload, that she quickly implemented to benefit her clerks.
Lisa describes the partnership with UpClear as collaborative and responsive, with regular updates, on-going training and best practices sharing in bi-weekly BluePlanner Academy webinars, and direct support from Customer Success and Solution team members. For her, BluePlanner has not only improved operational efficiency but also delivered the clarity and control needed to ensure promotions and deductions align with the company’s financial goals.
En UpClear, nuestra misión es ayudar a las marcas de bienes de consumo a maximizar sus ingresos y la rentabilidad de sus inversiones comerciales mediante un software inteligente y colaborativo, que ofrece una única fuente de información fiable, una automatización optimizada e información útil.
El software de gestión de ingresos BluePlanner da soporte a los procesos de principio a fin, desde la planificación operativa anual hasta la planificación y ejecución de cuentas.
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