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BluePlanner Review

2

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.5
Commerce, Retail Software

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Description of BluePlanner

UpClear's BluePlanner Revenue Management platform is a modular cloud-based solution, supporting the entire promotion lifecycle from Top Down Budgeting, Sales Planning, and Trade Promotion Management (TPM), to advanced Analytics and Optimization (TPO).

Reviews

Global ratings 2
  • 5
    1
  • 4
    1
  • 3
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  • 2
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  • 1
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Type of review

Revainrating 5 out of 5

Great tool for sales teams to use to track their account plans

I like that it helps me see what my sales team has been doing in their account plans. It also helps me see if they are meeting their quotas. It can be confusing at times, but once you get used to it, it is very helpful. I wish there was more information about how many people were using the app and how many of those people actually opened the emails. Also, sometimes it takes a while for the data to load up after you upload it. This is not always an issue, but when it does happen, it can take a…

Pros
  • The ability easily identify goals
  • How easy everything flows together as far goal setting
  • Allows everyone involved (clients + prospects) viewable by each other via LinkedIn group connections/posts or emailing one another through bluemails which makes collaboration effortlessly accessible.
  • Easy access & sharing within groups
Cons
  • Some problems

Revainrating 4 out of 5

Great tool to help keep everyone informed and involved

I like that it allows me as an account manager access into my own team members' budgets in order for us all work together towards reaching our goals! It has been great being able reach out with questions if there are any issues we have or anything new happening within one of their accounts etc., instead than having them call each other back which can take time when you're busy running around trying get things done!! Nothing so far but this could be because not enough people use blue planner at…

Pros
  • The support from the staff is fantastic, very efficient too (even over weekends!) to resolve most query promptly even outside office hours really appreciate such helpful services offered by these guys :)
Cons
  • So long waiting period between submitting quotes & orders till actual product gets delivered