Region

North America

UpClear and the BluePlanner platform have worked for Consumer Goods brands in North America since 2007.

Overview

With clients in the United States, Mexico, and Canada, we serve more than 50 manufacturers of all sizes- emerging, growing, and established brands. Our customers make products in just about every fast-moving consumer goods category.

Our partners go to market in a variety of ways. Some manage business in just one country, others cross borders in North America or other parts of the world. They sell to national and regional accounts in every channel. Their customers are in the retailer and food service/professional sectors. They sell and negotiate with direct and indirect customers. They ship to warehouses and directly to stores (DSD).

The North American market demands support for this complex mix of requirements and BluePlanner- because of our partnerships- has been built and continues to be enhanced to deliver capabilities that enable brands to efficiently plan and make decisions, improve control of trade funds, and enhance visibility to business performance.

Related Capabilities

DM

Deduction Management

Validate, categorize, & reconcile deductions.
Learn About DM
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

Deduction Management: Processes, Resources, and Tools Used as CPG/FMCG Brands Grow

Route-to-Market Summit

  • Oct. 8, 2026
  • Los Angeles

Elevate New York- May 2026

  • May. 12, 2026
  • New York, NY

Streamlining Deduction Management at Tony Chachere’s with BluePlanner 

Cacique Foods Joins the BluePlanner Community 

Jelly Belly & UpClear: Trade Promotion Sweet Spot 

La Terra Fina & UpClear: Savory Solutions 

Premier Nutrition & UpClear: Peak Performance 

Kodiak and UpClear: Powering Smarter Growth 

Vita Coco & UpClear: Quenching the Need for Customer Insights 

Tony Chachere’s & UpClear: Adding Spice to Trade Planning

UpClear’s Elevate NYC Client Event: Largest Yet 

Elevate New York- May 2025

  • May. 15, 2025
  • New York, NY

Pompeian Olive Oil & UpClear: A Recipe for Success 

UpClear Expands Go-to-Market Team, Welcomes Ken Accardi 

Back to Nature Foods is Live on BluePlanner! 

UpClear & King Arthur Baking Company: “All Purpose” Partnership Since 2008 

UpClear Welcomes Blount Fine Foods!  

Driving Sales Operations Efficiency at Blue Diamond Growers with BluePlanner 

Good Foods Joins the BluePlanner Community 

Spindrift Enhances Trade Spending With New BluePlanner Retail Sales Integration  

TPM Helps Set & Reverse Trade Accruals

CPG Route-to-Market Summit San Francisco- Oct 2025

  • Oct. 9, 2025
  • San Francisco, CA

Elevate San Francisco- Oct 2025

  • Oct. 8, 2025
  • San Francisco, CA

Change Management When Implementing Revenue Management Capabilities

Tata Consumer Products US Brews Better Insights with BluePlanner TPM

Back to Nature Partners with UpClear for TPM  

Kodiak Switches to BluePlanner Trade Promotion Management (TPM)

Vytalogy Live on BluePlanner TPM

iHealth is Live on BluePlanner TPM 

Musco Family Olive Company Picks BluePlanner TPM

Diamond Foods Aces Trade Promotion with BluePlanner

Spindrift is Live with BluePlanner TPM  

Martinelli’s Planning Setup Complete! 

Hand Promotion Management 2023 Survey on Trade Promotion  

Electrolit USA Goes Live on BluePlanner 

i-Health Supplements Business Team’s Toolkit with BluePlanner TPM 

Unlocking Profitable Promotions with PEA in BluePlanner

Accelerating Growth: How BluePlanner TPM Empowers Eagle Food’s Expansion 

Bubbling with Excitement: Martinelli’s Picks BluePlanner TPM  

Savor Success: BluePlanner Empowers Nissin’s Noodle Empire

Nature’s Bakery Modernizes With Latest BluePlanner Capabilities

TPM is Vital for Vytalogy Wellness

Diamond Foods Shapes Future with BluePlanner TPM 

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

BluePlanner TPM is the Right Fit for Electrolit USA

5 Things to Do When You Need TPM 

How Vita Coco Uses BluePlanner TPM for  Direct Store Delivery 

5 Steps to Calculate Promotion ROI

IBP: Helping Sales Teams in S&OP 

Time for TPM: Fast Setup for Quick Wins

The Trade Spending Tidal Wave & How Pros Ride it  

Santa Monica, Chicago, New York City: Preview of Free RetEx‘22 Learning & Networking Events 

Spindrift sets sail with UpClear for TPM

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

UpClear Joins 1 Percent For the Planet

Managing Annual Planning in BluePlanner

Annual Planning: Kicking Off the Promotional Lifecycle

Promotional ROI Part 2: Why It’s Important & How to Use It

Promotional ROI Part 1: Definitions & Formulas

The Importance of Trade Promotion for Dairy

UpClear’s BluePlanner Selected by Ripple Foods

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

Want to Avoid Margin Erosion? Control Trade Spending

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

Understanding the Difference Between TPM & TPO

Incorporating Advanced Analytics & Machine Learning into an RGM Roadmap

trade promotion management software

Video: Trade Promotion Management for Emerging Brands

Navigating Pricing & Promotion in the Complex DSD Route-to-Market

Learn about DSD with Utz and Vita Coco

How spreadsheet and email spend approvals create risk

Why disorganized, disconnected information hampers productivity

Promotion Calendars Don’t Belong in Spreadsheets

The Power of Advanced Promotion Tracking: Excel Alternatives to Boost Efficiency and Accuracy

UpClear Infrastructure 100% on Microsoft Azure

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

Paying for Promotions: How It’s Done

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

Brands We Serve

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