Use Cases

Trade Marketing: Audit & Approve Promos & Terms

Approvals and change tracking creates an audit trail that's needed to manage customer activities & spending.

How it Works

BluePlanner’s roles and profiles enables you to differentiate between the teams that create plans and who approves them. Controls enable you to use business rules with workflow approvals. When planned activities break business rules, they follow the workflow approval trail you’ve established.

Related Features

Workflow Approvals

Business Rules & Alerts

More Ways to Use BluePlanner

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

Analyze Promotion Performance & Optimize Future Plans

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