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 Plan Simulations & Scenarios

Establish Account Guardrails

Setting Authorized Spending for Accounts

Account Planning

Define Customer Listing/Assortment

Set Customer Pricing & Plan Long Term Agreements

Build Plan 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

S&OP: Create 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

Turning Complexity into Control: Tata UK’s Deduction Management Success Story 

Jelly Belly & UpClear: Trade Promotion Sweet Spot 

Warburtons: Rising Through Smarter Planning with BluePlanner

Bissell & UpClear : Powering Smarter Growth 

Nichols Plc. and UpClear: Partners for Trade Promotion Management in the UK

Kraft food promotions

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

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

Change Management When Implementing Revenue Management Capabilities

How Twinings North America Saves Time on Distributor Deductions

Tata Consumer Products US Brews Better Insights with BluePlanner TPM

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

Promotions: Are They Worth the Price?

Nichols Plc. Picks UpClear for Trade Promotion Management  

Diamond Foods Aces Trade Promotion with BluePlanner

5 Reasons to See What BluePlanner Can Do For Your Business 

Coty UK goes live with UpClear for Trade Promotions Management

Bubbling with Excitement: Martinelli’s Picks BluePlanner TPM  

Savor Success: BluePlanner Empowers Nissin’s Noodle Empire

Establishing Effective IBP Operating Models During Challenging Market Conditions

Diamond Foods Shapes Future with BluePlanner TPM 

Dairy Giant Grupo LaLa Manages Trade Spend in Mexico & the USA with BluePlanner TPM 

KP Snacks Deploys UpClear for Trade Promotion Management  

5 Steps to Calculate Promotion ROI

IBP: Helping Sales Teams in S&OP 

Twinings expands BluePlanner TPM to North America

Nissin Foods selects UpClear for TPM in the USA

Retail Execution and How it Can Maximize Trade Promotion Management

Managing Annual Planning in BluePlanner

The Importance of Trade Promotion for Dairy

UpClear on Inc 5000 for the 8th Consecutive Year

Post Event Analysis Tutorial with Partner Atheon Analysis

UpClear Adds Bissell Homecare as New Client

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

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

Incorporating Advanced Analytics & Machine Learning into an RGM Roadmap

Learn about DSD with Utz and Vita Coco

Ferrero Group

Case Study: Ferrero UK & Ireland

Guide to RGM Systems & Change Implementation

Blue Diamond Growers goes live with UpClear BluePlanner

Strategic Revenue Management Aligns Global Commercial Objectives with Local Market Needs

Perfetti Van Melle – Global Rollout Case Study

Defensible Pricing Frameworks: Critical to Competing Against Larger Retailers

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

Master Data: Failure to Plan…Planning to Fail

Cannibalization-Robbing Peter to Pay Paul

promotinal ROI

Calculating Promotional ROI: Start With 5 Key Building Blocks

5 Tips for Successfully Choosing and Deploying a Trade Promotion System

The Importance of a Single Price List

Expansion to Emerging Markets: A “Glocal” Approach

Brands We Serve

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