Client Stories

A division of DSM-Firmenich, a leader in nutrition, health, and beauty products, i-Health makes microbiome health, healthy aging, and women’s health supplements. Their brands include Culturelle, Estroven, and AZO.  Realizing the need to track trade spending more efficiently, i-Health reviewed a number of Trade Promotion Management (TPM) software solutions and selected UpClear’s BluePlanner TPM to replace a promotion planning and deduction management tool that they had outgrown.

Growing Business Needs 

In considering a TPM solution, i-Health was looking for a solution that would track trade spend and its impact in a more effective and efficient manner. In addition to improved tracking of promotions and trade spending, they needed a tool that would provide more robust and turn-key business performance reporting. As a growing company, the need for the tool to be configurable and grow with them was non-negotiable. BluePlanner TPM is not only a scalable and configurable solution that facilitates growth, but also leverages analytics to track “projected” (latest estimate) customer spending compared to original budgets and forecasts. This ultimately allows for better control over trade spending. BluePlanner TPM also allows for more effective planning through embedded reporting to analyze performance across promotions. 

Looking-Forward 

Kurt Kaiser, UpClear Director of Business Development, had this to say: 

“We are proud to welcome I-Health to the BluePlanner community. They are a success story in the wellness space and we are excited to help their team reach new heights with better sales & promotion plans, more effective trade spending management, and increased visibility to business performance.”  

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.