Client Stories

How C.A. Fortune Boosts Business with BluePlanner 

C.A. Fortune Presence

C.A. Fortune is a full-service, privately held consumer brands agency based in Chicago, Illinois with regional offices throughout the United States. The company offers clients a comprehensive set of solutions including brand incubation, client strategy, sales management, marketing and branding, insights, retail activation, and more. The company works with notable manufacturers in the Consumer Goods space such as Beyond Meat, KIND, and Miyoko’s Creamery.   

“Building” Consumer Goods Brands 

C.A. Fortune’s “Build” division acts as the external sales force for emerging CPG manufacturers.  This team used spreadsheets to manage promotional plans, trade spending, and deductions on behalf of their manufacturer partners. As their business grew, this group experienced challenges as the number of spreadsheets and people involved in the process increased.  No longer able to quickly and efficiently maintain plans and access insights, they began a search for a trade management toolset.  After an RFP process, UpClear BluePlanner TPM was selected and deployed.  

UpClear’s Expertise and Value-Adding Technology 

Under most circumstances, the use of BluePlanner TPM is initiated by brand teams.  Thus, as a sales agency, C.A. Fortune’s relationship with UpClear is unique.  What is not unique, however, are the benefits of technology.  BluePlanner TPM replaces spreadsheet planning.  Data & information that was previously unstructured and relied on manual maintenance and report assembly is now available at the push of a button.  A special dynamic of this relationship is UpClear’s ability to accommodate the different companies (brands) that are C.A. Fortune clients.  For the C.A. Fortune team, this makes working across their clients more efficient. 

But just as important as the benefits to the C.A. Fortune Build team are the benefits to their emerging brand clients.  These companies now are able to see sales & spending forecasts and promotion plans with depth and clarity that is usually reserved for much larger brands.        

Says Brit Cattey, VP of Support at C.A. Fortune,

“Thanks to our partnership with UpClear, we’ve been able to leverage BluePlanner’s cutting-edge technology to bring our clients the solution to major pain points when it comes to account planning and trade spend management. Whether it’s building a more accurate forecast that actualizes on a monthly basis, or providing more visibility into – and therefore control over – deductions and trade spend than ever before, C.A. Fortune and UpClear’s teamwork has leveled up our deliverables to our clients in a meaningful way.” 


UpClear is proud to partner with C.A. Fortune.  Our commitment to long-term collaboration along with their commitment to process improvement has led to a successful deployment of the solution.  We look forward to continuing to support C.A. Fortune’s growth and success in the future. At UpClear, we strive to deliver exceptional solutions that drive results for our clients, and we’re proud to have played a part in C.A. Fortune’s continued success. 


Learn how mutual C.A. Fortune/UpClear client Miyoko’s Creamery uses BluePlanner TPM. 

About UpClear 

UpClear makes software used by Consumer Goods brands to improve the management of sales & trade spending. Its BluePlanner platform is an integrated solution supporting Trade Promotion Management, Trade Promotion Optimization, Integrated Business Planning, and Revenue Growth Management

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