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What is TELUS Trade Promotion Management?

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 an end-to-end solution, enabling CPG teams to: Increase forecast accuracy and plan/approve trade spend. Execute and optimize promotions to boost ROI. Manage contracts, claims, deductions, and control finances. Key Features AI Assistant: Get instant system guidance and expert insights by querying your data using plain language. Analyze promotion ROI, trade spend, and performance metrics, significantly enhancing user adoption and productivity. Advanced Analytics: Transform complex data into actionable insights with pre-built dashboards (P&L, forecast accuracy) and a custom report builder. Reporting is powered by Google Cloud Platform, offering deep data exploration, advanced filtering, and role-based security for compliance. Enterprise Scalability: Support complex global operations with multi-channel, multi-retailer, multi-language, and multi-currency capabilities. Our cloud-native architecture integrates seamlessly with major ERP and data systems for rapid deployment. Mobile Companion App: Access critical promotion details and approve programs on-the-go, providing in-field teams maximum flexibility. Operational Advantages TELUS Trade Promotion Management is built on simplicity, scalability, and synergy, offering an intuitive, user-friendly, and configurable platform. We ensure your success with a dedicated customer success team, comprehensive training, pre-built integrations, and 24/7 Global Support & Success Team.

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.

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Integrations Supported

Boomi
Dynamics 365 Commerce
NetSuite
SAP HANA

Integrations Supported

Boomi
Dynamics 365 Commerce
NetSuite
SAP HANA

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

TELUS Agriculture & Consumer Goods

Company Location

Canada

Company Website

www.telus.com/tpm

Company Facts

Organization Name

UpClear

Date Founded

2007

Company Location

United States

Company Website

upclear.com

Categories and Features

CPG

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

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce 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

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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