Account Managers

BluePlanner is an essential tool for consumer goods Account Managers, enabling them to manage and optimize their trade promotion activities and forecast sales and spending.

"BluePlanner promotions are intuitive.  You enter your deals and volume and it automatically rolls up the financials."

Consumer goods Account Managers use BluePlanner to organize and manage their promotional activities. They execute the different types of trade promotions, discounts, rebates, and rewards, and perform various trade promotion planning procedures. BluePlanner enables them to explore different promotional scenarios, calculate the potential ROI, forecast expectations and actual costs, monitor promotion performance, and track customer commitments. With all this vital data at their fingertips, they can make data-driven decisions and take necessary actions on their promotions.

Another benefit that BluePlanner offers Account Managers is better collaboration and communication with other departments- such as finance, marketing and supply chain- to plan and evaluate promotional efforts. It helps in streamlining promotional processes, brings greater clarity to disputes, resolve issues quickly, reduce the risk of errors and omission, and provides accurate and timely data. BluePlanner delivers the capability to identify and eliminate non-productive promotions, reduce administrative tasks, gain better agility in real-time data analysis and keep up with trends to make informed decisions on the go.

Related Capabilities

TPM

Trade Promotion Management

Supports annual planning, execution, and analysis of accounts.

Learn About TPM

TPO

Trade Promotion Optimization

Augment TPM with added intelligence, simulations and reporting capabilities.

Learn About TPO

Use Cases for Account Managers

Managing Customer Business Plans & Approvals

Forecasting Shipments

Analyzing Plan Effectiveness

Facilitating Monthly Business Review Meetings

Monitoring Business Initiatives

Features for Account Managers

Predictive modelling

Price elasticity, promotion, externality modelling

Category analyses

Category analyses

Promotion analysis

Promotion analysis

Post Event Analysis

Simulation

Planning/Forecasting

Long Term Agreements

Promotions

Reporting

Dashboard Analytics

Workflow Approvals

Business Rules & Alerts

Related Resources

Client Stories

Bubbling with Excitement: Martinelli’s Picks BluePlanner TPM  

About Martinelli’s After issuing an RFP in their search for a Trade...
News

Santa Monica, Chicago, New York City: Preview of Free RetEx‘22 Learning & Networking Events 

UpClear is hitting the road this Spring with Repsly & SPAR to...
Articles

TPM in Southeast Asia: Understanding and Winning Across a Diverse Set of Markets

Retail Environments across the Asia-Pacific Region  The level of cultural and economic...
Articles

Retail Execution and How it Can Maximize Trade Promotion Management

A lot of work goes into getting a brand’s product onto a...
Articles

TPM & The Full Trade Spend Suite

What is TPM, TPO, IBP, and RGM?  Like any growing business, there...
Articles

Managing Annual Planning in BluePlanner

On Demand Webinar Replay Consumer Goods brands are approaching or already in their busiest...
News

Annual Planning: Kicking Off the Promotional Lifecycle

Consumer Goods brands are approaching or already in their busiest time of year: annual...
Articles

Promotional ROI Part 2: Why It’s Important & How to Use It

Why Promotional ROI Matters?  Knowing the ROI of an individual promotion is...
Articles

Promotional ROI Part 1: Definitions & Formulas

Consumer Packaged Goods (CPG) manufacturers spend massive amounts of money on the pricing and promotion of fast-moving product categories (e.g. food,...
Articles

The Importance of Trade Promotion for Dairy

UpClear’s Feature in Dairy Foods Blog UpClear’s Director of Customer Success, Americas,...
Client Stories

UpClear’s BluePlanner Selected by Ripple Foods

Ripple Foods is a California-based maker of plant-based dairy alternatives. The company, which...
Articles

Implementing Revenue Management: Consumer Goods

Solutions for Top Challenges Facing CPG Companies Change Management is a topic...

Some Account Managers Clients

Learn how BluePlanner can help at every stage of your businesses growth