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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

Promotional Office enhances the efficiency and organization of your workforce. With intuitive overviews, you gain visibility into your order portfolio, allowing you to maintain control over your business operations. This comprehensive cloud-based ERP and CRM software has been specifically designed for the promotional products sector, serving distributors, suppliers, and manufacturers alike. Its distinctive order planning feature simplifies the management of quotes, orders, purchase orders, invoices, appointments, and payment reminders. The centralized dashboard provides a visual status update for each order, utilizing color coding for easy reference. As a result, you can quickly identify which customers require follow-up, which products need to be ordered today, and which invoices must be processed urgently. This system not only helps ensure that you stay on top of your responsibilities but also significantly reduces the likelihood of errors, ultimately streamlining your business operations for greater success. By leveraging Promotional Office, you can focus more on growth and less on administrative burdens.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Boomi Yes 
Microsoft Outlook No 

Integrations

Boomi No 
Microsoft Outlook Yes 

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

Vendor Details

Company Name

UpClear

Founded

2007

Country

United States

Website

upclear.com

Vendor Details

Company Name

Promidata

Country

Netherlands

Website

www.promidata.com/en/promotional-office-en/

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

Trade Promotion Management

Analytics / ROI Tracking No 
Approval Workflow No 
Budgeting & Forecasting No 
Claims Management No 
Competitor Analysis No 
Compliance Management No 
Customer Management No 
Discount Management No 
Pricing Optimization No 
Promotion Calendar No 
Settlement Management No 
Trade Agreement Management No 

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