Case Study: Lundberg Family Farms achieves streamlined, scalable trade promotion & deduction management with UpClear's BluePlanner

Lundberg Family Farms Deploys BluePlanner for Food Service Trade Promotion Management

Lundberg Family Farms, a multi‑generation organic rice and food producer, faced a highly manual trade promotion and deduction process managed in spreadsheets that couldn’t scale with growth. Seeking a low‑cost, easy‑to‑adopt TPM system that improved visibility, collaboration, ROI measurement and integration with Microsoft Dynamics NAV, Lundberg selected UpClear’s BluePlanner for Food Service Trade Promotion Management.

UpClear implemented BluePlanner starting with a pilot in the first month and a target rollout to internal sales within three months, centralizing trade spend, promotional planning and deduction management in one system. The deployment greatly reduced the time and complexity of Lundberg’s manual processes, made spreadsheets redundant, improved promotion visibility and cross‑department collaboration, and delivered a low‑risk, scalable solution with month‑to‑month licensing and included implementation.

Lundberg Family Farms