Client Story

Miyoko’s Creamery Selects BluePlanner TPM

20221130 Miyokos Products

Northern California-based Miyoko’s Creamery has selected BluePlanner Trade Promotion Management (TPM) from UpClear for sales and promotion planning and management of trade spending and deductions. 

Established in 2014, Miyoko’s specializes in dairy-free products including butter and a wide variety of cheeses, produced with cashews, oats and chickpea flour.  Consistent with other emerging brands, the Miyoko’s team has been using a combination of Excel and email to manage the sales process and create reporting.  Like many burgeoning companies, this became unsustainable as their product portfolio grew, customers were added, deductions multiplied, and more people took part in the process. 

BluePlanner TPM is a Software as a Service (SaaS) platform built specifically for Consumer Goods Sales and Deduction Management teams.  The information created in it is further used by Finance and Demand Planning functions. 

With BluePlanner TPM, the Miyokos team will add structure and control to their sales planning and deduction management process.  Plus, BluePlanner’s Business Review reporting will enable them to rollup customer and product sales, spending, net sales and profit at the click of a button.       

For the Miyoko’s team, the choice was easy!  The team already had awareness to and confidence in BluePlanner because of their use of the platform at other companies. The BluePlanner TPM Select package – designed for emerging brands- sealed the deal. It makes sure that Miyoko’s will have access to foundational TPM capabilities, capabilities developed over 15 years, and the ability to grow into more advanced features as time goes on.  

Beyond the business fit of BluePlanner, UpClear –a member of the “1% for the Planet” Initiative – is also very proud to be partnering with Miyoko’s because of their commitment to social and environmental causes.  One very visible illustration of this is their designation as a certified B-corporation.    

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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