Growth Stage

Established Brands

Reference Annual Revenue Range: Greater than $1B*

Overview

In this stage of growth, your brand(s) are nationally or internationally known.  Another significant business transformation tends to take place:  focus shifts from sales targets and spending budgets to customer profitability, a concept often referred to as Revenue Growth Management.  Other factors at “Established” brands include:

  • You may be acquiring brands
  • You could be managing a business that crosses national borders
  • Functional teams are highly-developed and specialized; cross-functional collaboration becomes the expectation
  • Deep focus on pricing, not just promotions, analytical requirements have never been higher
  • Profit-based decisions must be made about where/when to invest or cut trade spending

And, challenges never fully go away, they just evolve.

  • Integrating new organization or geography
  • Functional gaps in sales planning process
  • Systems don’t talk to one another
  • Information isn’t timely enough

For these needs BluePlanner brings big capabilities and services

  • “Enterprise” designation that begets a highly tailored solution
  • Configurable P&Ls
  • BluePlanner Trade Promotion Optimization (TPO), Integrated Business Planning (IBP), and Revenue Growth Management (RGM) services
  • Custom integrations, connections with third-party systems
  • Infrastructure packages that scale as you do
  • Advanced data scheduling options
  • Multi-market capabilities: territories (countries), currencies/conversion, languages
  • Proven, agile multi-market rollout methodology

UpClear delivers on nuanced requirements, sophisticated integration and security needs, and provide advanced infrastructure options.  And the BluePlanner difference is that this is all on a single, global platform.

*Don’t get too attached to this figure… company dynamics and needs vary due to many factors

Use Cases for Established Brands

Annual Operating Planning

Analyze Business Across Customers/Products​

Analyze Promotion Performance

Develop Strategy

Set Targets/Budgets

Build Promotion Simulations & Scenarios

Establish Account Guardrails

Define Account Funding

Account Planning

Define Customer Listing/Assortment

Set Customer Pricing & Plan Long Term Agreements

Build Promotion Simulations & Scenarios

Establish Promotion Calendar and Operational Details

Forecast Account Volume & Spending

Analyze Account Performance

Analyze Promotion Performance

Day-to-Day Business Management

Analyze Business Across Customers/Products​

Audit & Approve Promos & Terms

Control Trade Spending

Facilitate Monthly Business Reviews

Monitoring Operations & Initiatives

Order Management

Set Invoice Pricing Conditions (OI)

Sales & Operations Planning

Receive Bottom-Up Account Forecast

Create Sales Input to Consensus Forecast​

Receive Sales Input to Consensus Forecast

Settlement

Acquire Deduction Backup

Research & Validate Deductions

Categorize Deductions

Actualize Promotions & Terms

Financial Planning & Analysis

Analyze Account/Product P&Ls for Financial Forecasting

Forecast & Reverse Accruals

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

Related Resources

Kraft food promotions

Kraft Heinz Indonesia Continues Digital Transformation of Trade Promotion Management in Asia with UpClear

The Kraft Heinz Company is the fifth largest food and beverage company in the world, opera...

On-Demand Video: Prioritizing, Selecting, Setting up, & Activating TPM

Don’s experience providing support to Consumer Goods companies makes him the perfect...

Change Management When Implementing Revenue Management Capabilities

It’s Not Just Setting-Up Software “Change Management” is a topic that is...

How Twinings North America Saves Time on Distributor Deductions

Deductions…Even More Complex for Distributors Iconic tea manufacturer Twinings North...

Tata Consumer Products US Brews Better Insights with BluePlanner TPM

Tata Consumer Products US – home to brands Eight O’Clock Coffee and Tetley Tea ̵...

UpClear Awarded Five Best-in-Class Category Distinctions by POI

Promotions: Are They Worth the Price?

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

Nichols Plc. Picks UpClear for Trade Promotion Management  

Nichols Plc, maker of Vimto brand beverages in the United Kingdom, has chosen UpClear Blue...

Diamond Foods Aces Trade Promotion with BluePlanner

Diamond Foods, California-based maker of fresh whole and chopped nuts since 1912, has just...

5 Reasons to See What BluePlanner Can Do For Your Business 

If you don’t know BluePlanner, it’s a suite of revenue management tools made by UpClear.&n...

Coty UK goes live with UpClear for Trade Promotions Management

Coty is a world leader in luxury and consumer beauty and is home to an illustrious roster ...

Bubbling with Excitement: Martinelli’s Picks BluePlanner TPM  

About Martinelli’s After issuing an RFP in their search for a Trade Promotion Management (...

Savor Success: BluePlanner Empowers Nissin’s Noodle Empire

UpClear has proudly worked with Nissin since 2022, when BluePlanner was chosen by the Niss...

Establishing Effective IBP Operating Models During Challenging Market Conditions

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

Diamond Foods Shapes Future with BluePlanner TPM 

Northern California-based Diamond Foods has begun the process of deploying UpClear&nb...

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

Lala Mexico, or Grupo Lala, is one of the largest dairy companies in the world. Founded in...

KP Snacks Deploys UpClear for Trade Promotion Management  

KP Snacks has deployed UpClear’s BluePlanner TPM to manage the trade promotions for their ...

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...

Twinings expands BluePlanner TPM to North America

UpClear is proud to announce the expansion of our relationship with Associated British Foo...

Nissin Foods selects UpClear for TPM in the USA

UpClear is proud to welcome Nissin Foods as a new client!    BluePlanner wa...

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...

The Importance of Trade Promotion for Dairy

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

UpClear on Inc 5000 for the 8th Consecutive Year

Every year, there are exciting seasons and holidays to which we look forward. For UpC...

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...

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...

Incorporating Advanced Analytics & Machine Learning into an RGM Roadmap

Each year, Consumer Goods Technology hosts Analytics Unite, a summit t...

Learn about DSD with Utz and Vita Coco

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

Case Study: Ferrero UK & Ireland

Ferrero is a brand that is synonymous with helping people celebrate life’s special moments...

Guide to RGM Systems & Change Implementation

UpClear and The Partnering Group joined forces for this on-demand webinar on Change Manage...

Blue Diamond Growers goes live with UpClear BluePlanner

“We believe UpClear’s BluePlanner solution is a perfect fit for Blue Diamond Growers...

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...

Perfetti Van Melle – Global Rollout Case Study

In the following video UpClear presents with leadership from client Perfetti van Melle on ...

Defensible Pricing Frameworks: Critical to Competing Against Larger Retailers

The Tesco and Carrefour ‘strategic alliance’ is apparently positioned to make “the most of...

Essentials for Creating an Effective RGM Oriented Organization (Part 1 of 2): “Weight”

In this two-part post, we will discuss how a Revenue Growth Management (RGM) team can move...

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...

Expansion to Emerging Markets: A “Glocal” Approach

Many growing, established, and multinational consumer goods companies look to expand their...

Brands We Serve

Want more resources like this?

Follow UpClear on LinkedIn.

Unlock growth with clarity and confidence with BluePlanner by UpClear

We're here to help.
[email protected]

UpClear Logo
UpClear © 2025
Privacy Policy
web designers nyc