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What is Promotional Office?

Promotional Office boosts the productivity and structure of your team. By offering clear overviews, it allows you to monitor your order portfolio effectively, ensuring that you retain oversight of your business activities. Tailored for the promotional products industry, this all-in-one cloud-based ERP and CRM solution caters to the needs of distributors, suppliers, and manufacturers. Its unique order planning capability facilitates the management of quotes, orders, purchase orders, invoices, appointments, and payment reminders seamlessly. The centralized dashboard presents a visual status report for every order, employing color coding for straightforward navigation. Consequently, you can swiftly pinpoint which clients need follow-up, which items must be ordered today, and which invoices require immediate attention. This robust system not only keeps you organized but also greatly minimizes the risk of mistakes, thereby optimizing your business processes for enhanced efficiency. By utilizing Promotional Office, you can devote more time to fostering growth while alleviating the weight of administrative tasks, paving the way for a more successful operation. Ultimately, this software transforms the way you manage your business, allowing you to concentrate on strategic initiatives rather than day-to-day chaos.

What is BluePlanner?

BluePlanner serves as a comprehensive revenue management tool tailored for professionals in accounting, demand planning, finance, and consumer goods sales. Its Trade Promotion Management feature enables organizations to effectively plan, execute, analyze, and report on their accounts throughout the year. Additionally, it offers a robust suite of financial and managerial approvals for each activity undertaken. Consumer goods manufacturers leverage these meticulous plans to oversee trade expenditures and assess their business performance. By incorporating Trade Promotion Optimization, the platform enhances Trade Promotion Management through simulations, insights, and advanced reporting features, thereby supporting the effectiveness of promotions for consumer goods manufacturers. Furthermore, Integrated Business Planning aids in establishing an annual operating plan, setting targets, and creating both sales and operational forecasts. This functionality fosters continuous collaboration among sales teams, finance departments, and channel partners to optimize volumes and financial predictions while striving to meet broader business objectives, ultimately driving greater success in the marketplace.

Media

Media

Integrations Supported

Boomi
Microsoft Outlook

Integrations Supported

Boomi
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Promidata

Company Location

Netherlands

Company Website

www.promidata.com/en/promotional-office-en/

Company Facts

Organization Name

UpClear

Date Founded

2007

Company Location

United States

Company Website

upclear.com

Categories and Features

Trade Promotion Management

Analytics / ROI Tracking
Approval Workflow
Budgeting & Forecasting
Claims Management
Competitor Analysis
Compliance Management
Customer Management
Discount Management
Pricing Optimization
Promotion Calendar
Settlement Management
Trade Agreement Management

Categories and Features

CPG

Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion

Demand Planning

Capacity Planning
Data Visualization
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Product Introduction Planning
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Trade Promotion Management

Analytics / ROI Tracking
Approval Workflow
Budgeting & Forecasting
Claims Management
Competitor Analysis
Compliance Management
Customer Management
Discount Management
Pricing Optimization
Promotion Calendar
Settlement Management
Trade Agreement Management

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