Case Study: Crystal Farms halves promotion planning time and gains strategic trade visibility with UpClear BluePlanner

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Preview of the Crystal Farms Case Study

Crystal Farms - Customer Case Study

Crystal Farms, a century-old dairy brand, faced limitations from a highly custom, aging trade management system that required constant re-coding, had a clunky interface and weak reporting, and made promotional planning cumbersome. Seeking better usability and visibility to support a more revenue-focused sales organization, Crystal Farms selected UpClear and its BluePlanner TPM platform during an RFP process.

UpClear implemented BluePlanner, providing an intuitive interface, fast in-house reporting and efficient promotion-building (including easy copy/iteration) that Crystal Farms says cut planning time in half. With UpClear’s BluePlanner, account managers gained clearer volume forecasting and budget visibility, enabling tighter trade spend effectiveness and turning trade management into a strategic growth tool.


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