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support

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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

Easy-to-use marketing planning and budget management system to assist brands of Consumer Packaged Goods and their agencies. With just a few clicks, you can track sources of funds, standardize your tactical planning, actualize invoices and customer deductions, redeem coupons, automate reporting, and create beautiful marketing calendars. For post-promotional or marketing mix analytics, generate high-quality, granular and timely data. We automate minutiae so marketers can do marketing!

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Boomi Yes 
SAP Business One No 

Integrations

Boomi No 
SAP Business One 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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

UpClear

Founded

2007

Country

United States

Website

upclear.com

Vendor Details

Company Name

Shopperations

Founded

2014

Country

United States

Website

shopperations.com

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

Brand Management

Approval Process Control No 
Artwork Management Yes 
Asset Management Yes 
Change Management No 
Fulfillment Distribution No 
Project Management Yes 

Campaign Management

Channel Management Yes 
Contact Database No 
Email Marketing No 
Event Triggered Actions No 
Lead Management No 
Multi-Campaign Yes 

Channel Management

Campaign Management Yes 
Channel Analytics No 
Incentive Management No 
Inventory Control No 
Lead Management No 
Opportunity Management No 
Order Management No 
Partner Management No 
Product Management No 
Reseller Management No 

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging No 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management No 
Version Control No 
Video Conferencing No 

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 Yes 
Trade Promotion Yes 

Marketing Analytics

A/B Testing No 
Campaign Management No 
Channel Attribution No 
Customer Journey Mapping No 
Dashboard No 
Performance Metrics No 
Predictive Analytics No 
ROI Tracking Yes 
Social Media Metrics No 
Website Analytics No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Marketing Planning

Budgeting & Forecasting Yes 
Collaboration Yes 
Flowchart Yes 
Goal Setting / Tracking No 
Marketing Calendar Yes 
Media Planning Yes 
Predictive Analytics No 
Presentation Tools No 
Project Tracking Yes 
Spend Management Yes 

Trade Promotion Management

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

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