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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

PromoQuery is a robust trade promotion management tool designed specifically for companies in the consumer packaged goods (CPG) and fast-moving consumer goods (FMCG) sectors. It enables teams in sales, trade marketing, finance, and financial planning and analysis (FP&A) to efficiently plan and execute promotions tailored by customer, product, and time frame; oversee budgets and approval processes; monitor trade spending, accruals, and retailer deductions; analyze the differences between projected and actual sales volumes; and assess retailer-specific gross-to-net profitability alongside performance metrics. Users can easily upload promotional data via Excel, manually input deductions, verify claims against previously approved promotions, and handle reconciliation workflows seamlessly. Notably, the main software is offered without any licensing fees or charges based on the number of users. Additional features enhance its functionality, including optical character recognition (OCR), automated matching and validation processes, along with various integration options. This comprehensive approach allows teams to streamline their promotional strategies and improve overall efficiency.

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

$0
The core TPM software has no license fee or per-user charge. Expanded capabilities can support OCR, automated deduction matching and validation, and additional integrations.
Free Trial No 
Free Version Yes 

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 No 
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) Yes 
In Person No 

Vendor Details

Company Name

UpClear

Founded

2007

Country

United States

Website

upclear.com

Vendor Details

Company Name

Expertise Accelerated

Country

United States

Website

expertiseaccelerated.com/trade-promotion-management-software/

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 

Alternatives

Alternatives

TELUS Trade Promotion Management Reviews

TELUS Trade Promotion Management

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