Client Stories

TPM is Vital for Vytalogy Wellness

Vytalogy Wellness has chosen UpClear’s BluePlanner Trade Promotion Management (TPM) to enhance management of sales plans and trade spending.  The Southern California-based business is a modern wellness company formed in 2022 by combining the popular supplement and vitamin brands Natrol and Jarrow Formulas.  The entity is a portfolio company of New Mountain Capital, LLC.  

As the company has undertaken the task of integrating the brands, planning & executing sales plans and promotions was completed with spreadsheets and homegrown tools.  Differences in planning and sources of information and the work required to collate it resulted in excessive manual work and data that quickly became outdated.       

BluePlanner TPM and Analytics are capabilities built specifically for the manufacturers of consumer goods.  It adds structure to the sales planning process that enables consistency of information across customers.  BluePlanner TPM also provides a configurable workflow approval feature that facilitates better control over the commitments being made to customers.   

The Vytalogy Wellness and UpClear teams are jointly focused on an expeditious deployment of the platform.

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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