Case Study: Electrolit USA improves sales planning and trade spend management with UpClear BluePlanner TPM

Electrolit - Customer Case Study

Electrolit, a hydration beverage brand from Grupo PISA, grew rapidly after launching in the United States in 2014 and found that sales forecasting and trade spend management had become increasingly complex. The company was relying on spreadsheets that were multiplying in number and complexity as more customers, deductions, and team members were added to the process. To address these challenges, Electrolit selected UpClear and its BluePlanner Trade Promotion Management (TPM) platform.

UpClear implemented BluePlanner TPM to help Electrolit pre-audit trade programs, generate trade spending accruals, capture and report field sales forecasts, and process deductions. The SaaS solution added structure and control to Electrolit’s sales planning, trade management, and deduction clearing processes, improving efficiency and forecast accuracy. While the case study does not provide specific quantitative results, it states that the platform was chosen to support growth and more disciplined trade spend management.

Electrolit