Function

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.”

Overview

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

TPM

Trade Promotion Managment

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
IBP

Integrated Business Planning

Provides capabilities to support annual operating plan definition.
Learn About IBP
RGM

Revenue Growth Management

Facilitates advanced analysis by providing deeper insight into margin opportunities.
Learn About RGM

Use Cases for Trade Marketing

Monitoring Business Initiatives

Facilitating Monthly Business Review Meetings

Analyze Business Across Customers/Products​

Control Trade Spending

Forecast Account Volume & Spending

Create The Annual Operating Plan (AOP), Set Targets/Budgets

Audit & Approve Promotions & Terms​

Features for Trade Marketing

Business Rules & Alerts

Workflow Approvals

Dashboard Analytics

Reporting

Payments: Check Requests

Promotions

Long Term Agreements

Planning / Forecasting

Data Management

Simulation

Promotion analysis

Price increase modelling

Category analyses

Predictive modelling

Related Resources

Invoice accuracy: What happens when customers don’t get the price they expect?

Off invoice allowances are one of a couple of methods consumer goods m...

Data Management and Analytics in the New Normal

What to do when you can no longer “trust your gut”?  The digital analytics race has c...

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 economi...

Webinar: Prioritizing, Selecting, Setting up, & Activating TPM

FRIDAY, DECEMBER 6, 2024 WEBINAR Share Group for CPG Sales Planning/Ops Pros Get ready for...

Glossary: “Clearing Up” CPG Jargon

Don’t get confused when it comes to terms and phrases related to CPG Revenue Managem...

An In-Depth Look at TPO

Maximiz/sing Trade Promotion Effectiveness Introduction  Trade Promotion Optimiz...

Promotions: Are They Worth the Price?

You probably know how expensive promotions are for Fast Moving Consumer Good brands (a dol...

The Strategic Importance of Trade Promotion Management & the Role of TPO and RGM to Enhance Capabilities 

Introduction  Trade promotions represent a significant investment for consumer goods ...

Kodiak Switches to BluePlanner Trade Promotion Management (TPM)

Kodiak Cakes, maker of whole grain and protein-packed breakfast foods and snacks, has sele...

Oatside Uses BluePlanner 

Oatside, a Singapore-founded, emerging oat milk brand, is the newest company to join the U...

i-Health Supplements Business Team’s Toolkit with BluePlanner TPM 

A division of DSM-Firmenich, a leader in nutrition, health, and beauty products, i-Health ...

Unlocking Profitable Promotions with PEA in BluePlanner

UpClear has worked with King’s Hawaiian, the creator of the “Original Hawaiian Sweet Bread...

Establishing Effective IBP Operating Models During Challenging Market Conditions

In an environment of financial pressures, political instability, increased competition, an...

Why Base Volume is So Important in Consumer Goods

In Fast Moving Consumer Goods (FMCG) there is a very familiar progression from a “sell at ...

Managing Customer Goals with TPM 

Managing Growth Your mission used to be getting on the shelf and driving trial.  Whil...

5 Things to Do When You Need TPM 

Getting Ready for TPM We’ve never heard a company say they would go back to Excel and emai...

How to Calculate Promotion ROI

In Consumer Goods, a lot of money is spent on promotions. To actively manage margin when t...

How Vita Coco Uses BluePlanner TPM for  Direct Store Delivery 

Who knew Coconut Water could be this complex?  Vita Coco has grown very rapidly. At t...

5 Steps to Calculate Promotion ROI

A true Return-on-Investment (ROI) calculation is the holy grail of promotion key performan...

IBP: Helping Sales Teams in S&OP 

Challenges Creating Sales Team’s Input to S&OP  Something we hear about consisten...

Time for TPM: Fast Setup for Quick Wins

Consumer goods companies adopt Trade Promotion Management (TPM) because they need better, ...

The Trade Spending Tidal Wave & How Pros Ride it  

The money you spend on promotions -trade spending – is like the kind of tidal wave that bi...

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 present RETEX ‘22, three...

Retail Execution and How it Can Maximize Trade Promotion Management

A lot of work goes into getting a brand’s product onto a grocery store shelf, especially i...

Managing Annual Planning in BluePlanner

On Demand Webinar Replay Consumer Goods brands are approaching or already in the...

Annual Planning: Kicking Off the Promotional Lifecycle

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

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

Why Promotional ROI Matters?  Knowing the ROI of an individual promotion is a step in...

Promotional ROI Part 1: Definitions & Formulas

Consumer Packaged Goods (CPG) manufacturers spend massive amounts of money ...

The Importance of Trade Promotion for Dairy

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

UpClear’s BluePlanner Selected by Ripple Foods

Ripple Foods is a California-based maker of plant-based dairy alternatives. The compa...

How to Keep Up with Deductions

…and Why you Need More than a Reason Code In Consumer Goods (CG), a short payme...

Post Event Analysis Tutorial with Partner Atheon Analysis

UpClear’s Director of Client Success, EMEA, Gabriele Plate is joined by Adam Booth, ...

UpClear Adds Bissell Homecare as New Client

UpClear is pleased to announce Bissell Homecare as our newest client in the Unit...

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

This session from LEAD Marketing Conference outlines the expectations that participants sh...

Want to Avoid Margin Erosion? Control Trade Spending

Fast moving consumer goods manufacturers operate in a highly competitive market. ...

Essentials for Creating an Effective RGM-Oriented Organization (Part 2/2): “Oil”

Part Two: “Oil” In the first post of this two-parter, we looked at the reporti...

Video: How TPM Works With ERP

Who this is for?   This video is high-level information intended for people...

Understanding the Difference Between TPM & TPO

If you were looking at Trade Promotion Management (TPM) and Trade Promotion Optimization’s...

Incorporating Advanced Analytics & Machine Learning into an RGM Roadmap

Each year, Consumer Goods Technology hosts Analytics Unite, a summit t...
trade promotion management software

Video: Trade Promotion Management for Emerging Brands

What is TPM & How does it Help Emerging Brands To many, Trade Promotion Management (TP...

Navigating Pricing & Promotion in the Complex DSD Route-to-Market

Managing pricing, promotions, and the trade spending that goes along with it is complicate...

Learn about DSD with Utz and Vita Coco

Managing pricing, promotions, and the trade spending that goes along with it is complicate...

How spreadsheet and email spend approvals create risk

Because trade spending typically grows to a dollar amount equal to 20% of gross ...

Why disorganized, disconnected information hampers productivity

In consumer packaged goods (CPG) there are many data points associated with promotions: cu...

Promotion Calendars Don’t Belong in Spreadsheets

Promotion calendars are the number one vehicle used by Consumer Packaged Goods (CPG) sales...

The Power of Advanced Promotion Tracking: Excel Alternatives to Boost Efficiency and Accuracy

Missed Opportunities with Excel If you are a small, growing brand, chances are&n...

Strategic Revenue Management Aligns Global Commercial Objectives with Local Market Needs

Perfetti Van Melle is a global candy and gum powerhouse which spans 150 countries and repr...

Master Data: Failure to Plan…Planning to Fail

“Master Data”. If you are like most Sales professionals who have worked on a large systems...

Cannibalization-Robbing Peter to Pay Paul

An Introduction to Promotional Cannibalization This is Part 2 of UpClear’s Series on Promo...
promotinal ROI

Calculating Promotional ROI: Start With 5 Key Building Blocks

“60% of trade promotions have a negative ROI!”  A commonly quoted statistic that is alarmi...

5 Tips for Successfully Choosing and Deploying a Trade Promotion System

Whether you are considering a Trade Promotion Management system for mature or emerging mar...

The Importance of a Single Price List

Whenever a consumer goods brand deploys a solution for trade promotion and optimization, t...

Some Clients

Want more great resources like this?

Follow us on LinkedIn.

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

UpClear Logo
UpClear © 2024
Privacy Policy
website design new york city