North America

UpClear and the BluePlanner platform have worked for Consumer Goods brands in North America since 2007.

Overview

In this region we have grown with more than 50 manufacturers of all sizes- emerging, growing, and established brands. Our customers make products in just about every fast-moving consumer goods category.

Our partners go to market in a variety of ways. Some manage business in just one country, others cross borders in North America or other parts of the world. They sell to national and regional accounts in every channel. Their customers are in the retailer and food service/professional sectors. They sell and negotiate with direct and indirect customers. They ship to warehouses and directly to stores (DSD).

The North American market demands support for this complex mix of requirements and BluePlanner- because of our partnerships- has been built and continues to be enhanced to deliver capabilities that enable brands to efficiently plan and make decisions, improve control of trade funds, and enhance visibility to business performance.

Related Capabilities

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

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 North America Region

Managing Customer Business Plans & Approvals

Forecasting Shipments

Creating The Annual Operating Plan (AOP)

Paying Bills and Managing Deductions

Controlling Trade Spending

Analyzing Plan Effectiveness

Facilitating Monthly Business Review Meetings

Monitoring Business Initiatives

Related Resources

News

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Events

WEBINAR: Why Emerging Brands Must Manage Trade Spending Like the Big Dogs!

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Join UpClear and CA Fortune on Thursday, February 9 at 2pm East...
Client Stories

Diamond Foods Shapes Future with BluePlanner TPM 

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Northern California-based Diamond Foods has begun the process of deploying UpClear BluePlanner Trade Promotion...
Client Stories

Dairy Giant Grupo LaLa Manages Trade Spend in Mexico (and the USA) with BluePlanner TPM 

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BluePlanner TPM is the Right Fit for Electrolit USA

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Articles

Setting Customer Goals with TPM 

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Managing Growth Your mission used to be getting on the shelf and...
Client Stories

Miyoko’s Creamery Selects BluePlanner TPM

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Northern California-based Miyoko’s Creamery has selected BluePlanner Trade Promotion Management (TPM) from...
Articles

TPM Helps Determine the Trade Accrual

What is the Trade “Accrual?”  The generally accepted accounting principle (GAAP) of “periodicity”...
Articles

5 Things to Do When You Need TPM 

Getting Ready for TPM We’ve never heard a company say they would...
Articles

How to Calculate Promotion ROI

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In Consumer Goods, a lot of money is spent on promotions. To...
Client Stories

How Vita Coco Uses BluePlanner TPM for  Direct Store Delivery 

Who knew Coconut Water could be this complex?  Vita Coco has grown...
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Requirements to Calculate ROI on Your Promotions

To see our latest thoughts on calculating ROI on your promotions, see...

Some North America Region Clients

Learn how BluePlanner can help at with operations spanning the globe.

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