Trade Marketing

BluePlanner is an essential tool for consumer goods sales operations/trade marketing professionals as it helps them manage and track customer business, promotions, and trade spending- one of the most significant expenses for a consumer goods company. This kind of system enables them to effectively manage customer budgets, and plan & execute promotions while ensuring that they are aligned with business goals.

"We have to have structure to manage our business and BluePlanner give us this.  We can see what is happening, answer questions faster, and have better alignment with our field teams."

First, BluePlanner allows sales operations/trade marketing teams to have greater visibility and control over sales and trade promotion spending. By analyzing past promotional activities, managers can make informed decisions on future promotional investments which ultimately enhances their ROI.

Second, BluePlanner provides enhanced forecasting and demand planning capabilities, making it simpler for the manager to identify high-potential products and to decide the most efficient allocation of promo budgets. This results in more effective promotions and better sales results.

BluePlanner also aids the sales operations/trade marketing team to evaluate and gain insight into the performance of every promotion. It provides data-driven insights that allow for certainty and continuous improvement in sales and spend management.

Related Capabilities


Integrated Business Planning

Provides capabilities to support annual operating plan definition.

Learn About IBP


Revenue Growth Management

Facilitates advanced analysis by providing deeper insight into margin opportunities.

Learn About RGM


Trade Promotion Management

Supports annual planning, execution, and analysis of accounts.

Learn About TPM


Trade Promotion Optimization

Augment TPM with added intelligence, simulations and reporting capabilities.

Learn About TPO

Use Cases for Trade Marketing

Managing Customer Business Plans & Approvals

Forecasting Shipments

Creating The Annual Operating Plan (AOP)

Paying Bills and Managing Deductions

Controlling Trade Spending

Analyzing Plan Effectiveness

Forecasting the Trade Spending Accrual

Facilitating Monthly Business Review Meetings

Monitoring Business Initiatives

Features for Trade Marketing

Predictive modelling

Price elasticity, promotion, externality modelling

Category analyses

Category analyses

Price increase modelling

Price increase modelling/analyses

Promotion analysis

Promotion analysis

Post Event Analysis


Data Management


Long Term Agreements


Payments & Deductions


Dashboard Analytics

Workflow Approvals

Business Rules & Alerts

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