Use Cases

Define Customer Listing/Assortment

Specify products in distribution at a customer.

How it Works

Customer listings serves three needs: 1) enables definition of authorized products, 2) specifies products in distribution at a customer and filters selections accordingly, and 3) facilitates analysis of product distribution across customers.

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Create Payment Requests

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Execution

Trade Promotion Management

Accounting

Account Managers

Actualize Promotions & Terms

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Execution

Deduction Management

Trade Promotion Management

Accounting

Analyze Deduction Trends

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Execution

Deduction Management

Trade Promotion Management

Accounting

Acquire Deduction Backup

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Execution

Deduction Management

Trade Promotion Management

Accounting

Categorize Deductions

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Execution

Deduction Management

Trade Promotion Management

Accounting

Research & Validate Deductions

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Execution

Deduction Management

Trade Promotion Management

Accounting

Define Account Funding

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Annual Operating Planning

Trade Promotion Management

Trade Marketing

Develop Strategy

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Annual Operating Planning

Revenue Growth Management

Trade Marketing

Sales Leaders

Revenue Mgmt

Establish Account Guardrails

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Annual Operating Planning

Trade Promotion Management

Trade Marketing

Build Promotion Simulations & Scenarios

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Account Planning

Trade Promotion Optimization

Trade Marketing

Account Managers

Establish Promotion Calendar and Operational Details

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Account Planning

Trade Promotion Management

Account Managers

Analyze Account Performance

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Account Planning

Trade Promotion Management

Account Managers

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Use Cases

Define Customer Listing/Assortment

How it Works

Join our Sales Planning Share Group

Related Resources

Creating a Complete Operating System for Selling in Consumer Goods

Glossary: “Clearing Up” CPG Jargon

5 Reasons to See What BluePlanner Can Do For Your Business

5 Tips for Successfully Choosing and Deploying a Trade Promotion System

More Ways to Use BluePlanner

Create Payment Requests

Actualize Promotions & Terms

Analyze Deduction Trends

Acquire Deduction Backup

Categorize Deductions

Research & Validate Deductions

Define Account Funding

Develop Strategy

Establish Account Guardrails

Build Promotion Simulations & Scenarios

Establish Promotion Calendar and Operational Details

Analyze Account Performance

Want more resources like this?

Unlock growth with clarity and confidence with BluePlanner by UpClear

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