Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
The Trading Platforms enable comprehensive oversight and management of sales processes pertaining to banking, financial, and insurance products, leveraging an in-depth comprehension of various channels and seamless integration with back-end systems, both administrative and managerial. To effectively navigate the traditional "physical" barriers that have historically constrained the three primary operational domains, it is essential to implement a cohesive management approach. These platforms also incorporate features aimed at enhancing customer relationship management, addressing all front-end requirements through various interfaces such as tellers, call centers, and financial advisors. Additionally, there is a strong emphasis on innovation in portfolio modeling and sales planning, which serves as a vital information repository that supports the channels area. This repository aggregates and synthesizes all relevant data and events processed by the back-end systems, ultimately driving strategic decision-making and operational efficiency. By prioritizing these innovations and integrations, organizations can significantly improve their sales processes and customer engagement.
API Access
Has API
No
API Access
Has API
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
Yes
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
Lynxspa
Country
Italy
Website
www.lynxbroker.com/software-tools/trading-platform/
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
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No