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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
TELUS Trade Promotion Management’s offerings (formerly Exceedra) empower consumer packaged goods (CPG) companies to get the most out of their trade promotions and accelerate trade spend performance across retail and foodservice channels. We transform how brands plan, execute and settle trade investments across global markets. 25+ years of experience in the CPG industry.
The platform is a comprehensive solution that allows CPG teams to: Increase forecast accuracy and plan trade spend, execute promotions and control finances, manage contracts, claims, deductions, and analytics, and optimize trade promotions for maximum ROI.
Key Features & Capabilities:
AI Assistant: Talk to your data using plain language to get instant system guidance and expert insights. Ask about promotions, features, or performance metrics like ROI and trade spend to boost team adoption and productivity.
Advanced Analytics: Transform complex data into actionable insights with built-in reporting powered by Google Cloud Platform. Leverage pre-built dashboards (P&L, forecast accuracy) or create tailored reports instantly using a drag-and-drop interface. Features include advanced filtering and role-based security for compliance.
Enterprise Scalability: Support for complex global operations, including multi-channel and multi-currency management. The platform features cloud-native architecture for rapid deployment and seamless integration with major ERP and data systems.
Mobile Companion App: Access critical promotion details and approve programs on-the-go, giving in-field teams greater flexibility.
Operational Advantage & Support:
Built on simplicity, scalability, and synergy, offering an intuitive interface and flexible, configurable solutions. 24/7 Global Support & Success Team.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Boomi
Yes
Dynamics 365 Commerce
No
Fleetlane
No
NetSuite
No
SAP HANA
No
Integrations
Boomi
No
Dynamics 365 Commerce
Yes
Fleetlane
Yes
NetSuite
Yes
SAP HANA
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
Yes
Mac
Yes
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
Yes
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
TELUS Agriculture & Consumer Goods
Country
Canada
Website
www.telus.com/tpm
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
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
No
Trade Promotion
No
Retail Execution
AI / Image Recognition
No
Collaboration Tools
No
Data Collection
No
Inspection
No
Pricing / Placement Optimization
No
Product Education
No
Product Promotion Strategy
No
Retail Site Audit
No
Workforce 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
