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Description

BluePlanner is a complete revenue management software designed for accounting professionals, demand planning, finance, and consumer goods sales. Trade Promotion Management allows for annual planning, execution, analysis, and reporting of accounts. It also provides a complete suite of financial and managerial approvals to each activity. These detailed plans are used by CG Manufacturers to manage trade spending and evaluate the performance of their business. Trade Promotion Optimization enhances TPM with simulations, intelligence, and advanced reporting capabilities to support CG manufacturers' promotion effectiveness mission. Integrated Business Planning supports the definition of an annual operating plan, target setting, sales forecasts, and operational forecasts. It facilitates ongoing collaboration among sales, finance, and channel partners to optimize volumes, financial forecast, and achieve overall business objectives.

Description

We enhance the strategic efforts of leading Consumer Goods companies and brands to excel in their key channels, no matter their current stage. Each Consumer Goods organization possesses its own distinct characteristics, with various teams functioning in diverse ways. The capabilities of Insite AI's technology are boundless, tailored to fulfill your specific requirements—ranging from features and visuals to AI functionalities and business protocols, as well as the degree of autonomy, all while utilizing any relevant data. Whether you're focused on securing distribution points or capturing market share from competitors, strategizing for long-term category growth, or seeking to boost revenue and volume, we will collaboratively align our efforts with your goals. Given that your products, accounts, personnel, processes, and overall philosophy are one-of-a-kind, our remarkable adaptability is essential to address these unique challenges effectively. This approach ensures that we can deliver personalized solutions that resonate with your brand's vision and objectives.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Boomi Yes 

Integrations

Boomi No 

Pricing Details

Different packages and pricing. Contact us for more details.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

UpClear

Founded

2007

Country

United States

Website

upclear.com

Vendor Details

Company Name

Insite AI

Founded

2018

Country

United States

Website

insite.ai/

Product Features

CPG

Customer Management Yes 
Electronic Data Interchange Yes 
Financial Accounting Yes 
Forecast / Demand Planning Yes 
Inventory Management No 
Lot Tracking No 
Pricing Management Yes 
Shopper Marketing Yes 
Trade Promotion Yes 

Demand Planning

Capacity Planning No 
Data Visualization Yes 
Historical Reporting Yes 
Inventory Optimization No 
Planned vs Actual Tracking Yes 
Product Introduction Planning Yes 
Promotions Management Yes 
Replenishment Management No 
Sales Forecasting Yes 
Supply Forecasting No 

Revenue Management

Competitor Analysis Yes 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting Yes 
Inventory Control No 
Price Optimization Yes 
Recommendation Engine No 
Yield Management No 

Trade Promotion Management

Analytics / ROI Tracking Yes 
Approval Workflow Yes 
Budgeting & Forecasting Yes 
Claims Management Yes 
Competitor Analysis Yes 
Compliance Management Yes 
Customer Management Yes 
Discount Management Yes 
Pricing Optimization Yes 
Promotion Calendar Yes 
Settlement Management Yes 
Trade Agreement Management Yes 

Product Features

CPG

Customer Management No 
Electronic Data Interchange No 
Financial Accounting No 
Forecast / Demand Planning No 
Inventory Management No 
Lot Tracking No 
Pricing Management No 
Shopper Marketing No 
Trade Promotion No 

Retail Execution

AI / Image Recognition No 
Collaboration Tools No 
Data Collection No 
Inspection No 
Pricing / Placement Optimization No 
Product Education No 
Product Promotion Strategy No 
Retail Site Audit No 
Workforce Management No 

Alternatives

Alternatives

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LEAFIO

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