IBP: Helping Sales Teams in S&OP 

Challenges Creating Sales Team’s Input to S&OP  Something we hear about consistently is the adoption of Sales & Operations Planning (S&OP) in which the sales team provides an input to the consensus forecast.  We also heard that adoption of this process added new tasks for their teams, and new tools… usually spreadsheets.  These spreadsheets require creation […]

Timing for TPM: Fast Setup for Quick Wins

Consumer goods companies adopt Trade Promotion Management (TPM) because they need better, faster visibility into business performance, greater control of trade funds, and more efficient execution of the process- from planning to deduction reconciliation.  Often, the goal is to start using TPM when planning for a new year starts.  However, competing priorities, and/or the preconception […]

TPM & the Full Trade Spend Suite

What is TPM, TPO, IBP, and RGM?  Like any growing business, there are growing pains, and certain points where the shift to a tech solution becomes imperative. Every consumer goods’ brand has seen different points of the sale process become more difficult with growth, especially managing promotions, trade spend, and deductions. These take up more […]

The Importance of Trade Promotion for Dairy

UpClear’s Feature in Dairy Foods Blog UpClear’s Director of Customer Success, Americas, Rajeev Prabhakar was featured in Dairy Foods Magazine. Please see the blog below and the link to the article: https://www.dairyfoods.com/blogs/14-dairy-foods-blog/post/95110-the-importance-of-trade-promotion-for-dairy Leaders in the dairy industry are increasingly more aware of how competition has grown, with brands spending hundreds of millions of dollars for […]

UpClear’s BluePlanner Selected by Ripple Foods

Ripple Foods is a California-based maker of plant-based dairy alternatives. The company, which produces delicious dairy-free Milks, Protein Shakes, Half & Half, and Frozen Desserts, initiated a TPM search in April 2021 after identifying a need for a robust system to support planning and deduction management. They selected UpClear’s BluePlanner TPM (Trade Promotion Management).     “After a […]

Implementing Revenue Management: Consumer Goods

Solutions for Top Challenges Facing CPG Companies Change Management is a topic that is heavily discussed in many professional capacities. While many conference topics focus on change management in regard to organizational design and pivoting business strategies, we would argue that keeping change management in the forefront of Trade system implementation is paramount in achieving […]

UpClear Adds Bissell Homecare as New Client

UpClear is pleased to announce Bissell Homecare as our newest client in the United States. We welcome a leading brand of home care and cleaning solutions and look forward to supporting their growth through trade promotion, integrated business planning, as well as key analytics and insights to optimize trade spend.   Bissell Homecare has been driving innovation to deliver cleaner homes for 140 […]

What to Expect from a Well-Run Sales Planning & Trade Management Process

This session from the April 2021 virtual LEAD Marketing Conference outlines the expectations that participants should have of their sales/promotion planning and trade spending management processes. Rajeev Prabhakar and Kurt Kaiser of UpClear explain the benefits to sales, marketing, finance, and demand planning functions, and strategies for improvement if these expectations are not being met.  CPGmatters is […]

ClearTalk Live: How TPM works with ERP

Who this is for   Direct: Emerging Brand Consumer Packaged Good (CPG) Sales Leaders, Sales Operations/Planning, Trade Marketing, IT  Adjacent: Finance/Accounting, Demand Planning   Preview  Trade Promotion Management (TPM) is a tool for CPG HQ Sales/Trade Marketing, & Field Sales with connections to Finance/Accounting and Demand Planning.  In the field, TPM supports account planning, execution and settlement processes.  At HQ, TPM helps manage account teams & control spending.  Furthermore, it helps accounting settle deductions, and provides inputs to Finance and Demand Planning […]

Incorporating Advanced Analytics & Machine Learning into an RGM Roadmap

Each year, Consumer Goods Technology hosts Analytics Unite, a summit that focuses on the Advanced Analytics, Machine Learning, and Data Science for Consumer Goods Brands. Consistent with earlier presentations, UpClear hosted the RGM Share Group for this conference. Please see the full video below this introduction.   The Share Group focused on how to leverage advanced analytics and machine learning, specifically within the context of […]

Trade Promotion Management for Emerging Brands

trade promotion management software

What is TPM & How does it Help Emerging Brands To many, Trade Promotion Management (TPM) is tool used by sales teams in the Consumer Packaged Goods (CPG) industry.  But if you strip away the tool, TPM is actually just good business practices that are used in the work done by sales teams and adjacent […]