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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

GreatVines is an enterprise-level Sales Execution platform for distributors, beverage suppliers, and promotional agencies. Our suite of mobile tools, powered by Salesforce, helps you manage 3tier account relationships, plan appropriate activities, set smarter goals for growth, monitor trade spend, and monitor marketing programs. GreatVines allows you to adapt your sales strategy to rapidly changing market conditions. It also provides supplies analytics to accurately measure the results you need to collaborate with your channel partners.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Boomi Yes 
JD Edwards EnterpriseOne No 
Microsoft Dynamics 365 No 
QuickBooks Enterprise No 
SAP Business One No 
Salesforce No 

Integrations

Boomi No 
JD Edwards EnterpriseOne Yes 
Microsoft Dynamics 365 Yes 
QuickBooks Enterprise Yes 
SAP Business One Yes 
Salesforce Yes 

Pricing Details

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

Pricing Details

$75 per user per month
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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

GreatVines

Founded

2008

Country

United States

Website

www.greatvines.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

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

CRM

Calendar/Reminder System No 
Call Logging Yes 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export Yes 
Data Mining Yes 
Data Verification No 
Email Integration Yes 
Lead Scoring No 
List Building Yes 
Performance Management Yes 
Pipeline Management Yes 
Predictive Modeling/Analytics Yes 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting Yes 

Trade Promotion Management

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

Alternatives

Alternatives

TradeEdge Reviews

TradeEdge

EdgeVerve
mPromo Reviews

mPromo

Mindtree