Optimize your marketing strategy with flexible MDF and co-op programs. Customizable rules and integration with brand management and marketing execution will increase effectiveness.
Streamlined partner experience
Engage your partners in a customized user experience with a seamless brand aesthetic.
Your partners can utilize funds and be reimbursed across a variety of marketing tactics, governed by rules you configure. Maintain compliance and eliminate errors and delays within your program. As part of an integrated marketing ecosystem, fund management includes data reporting, analytics, and social media marketing to provide your partners with data to measure impact and make better marketing decisions.Powered by flexibility
Developing a marketing strategy is a complex task. Marketing across 1000+ national, regional and local partner channels with ever-changing marketing tactics can feel overwhelming.
Once you have the marketing strategy, keep the execution simple. Our fund management solution is a flexible and configurable tool that will make the most of your marketing strategy with minimal implementation investment.
Insights at the local level
Empower your channel marketers with a data-driven approach on what is working and not working to help justify the marketing spend.
Our rich experience in the marketing fund domain over 15+ years means we understand the challenges of the channel marketers and partners. Intuitive insights, and analytics and reports provide channel marketers with real-time perspective into partner activity, spend and lead generation.Self-service channel program
Give your channel marketers the power to make real time adjustments to channel programs, marketing tactics, and marketing budgets.
Create workflows using rules you determine to prevent disruption to the fund management platform or your partners’ experience. Flexibility help brands take advantage of market opportunities and improve speed to market, empowering local marketers to implement programs quickly.
Who can Benefit?
Channel Marketing Manager
Create marketing programs that use co-op dollars effectively to develop programs that drive business value and measurable results.
VP, Channel Marketing
Implement a marketing strategy from the national to hyper-local level. Responsive data helps brands improve speed to market, boosting channel revenue by 15%.
Customer Successes
Global financial services firm saved $4M in the first year after implementing processes that sped up ad production and simplified the user network.
Tech giant automated the allocation and distribution of global partner sales incentive program and realized a 40% growth in approved campaigns.
Global automotive maker realized an over 10% increase in co-op program utilization by simplifying the claims process, implementing bonus funds and adding a temporary reimbursement boost.
Fund Management Key Capabilities
Co-op Programs
Flexible and configurable accrual based programs
Funding Pre-Approvals
Easy way to freeze your funds for future usage
Activity Reimbursement
Set reimbursement parameters for your marketing tactics
MDF Programs
Set Market Development Fund targets for your partners
Fund Snapshot
Detailed data snapshot of how your programs are performing
Approval Rules
Set rules for your claims and pre-approvals transactions
Incentive Programs
Motivate your partners and reward them for hitting targets
Disbursements
Schedule the payout of claims or initiate manually
Auditing
We make sure your claims and pre-approvals are brand complaint
Branding Pre-Approvals
Ensure brand compliance before marketing campaigns begin
Capped Spending
Set specific limit on marketing spend across tactics to maximize impact on each area
Payments
Providing a variety of payment options to pay your partners
Accruals
Performance-based accruals to your partners
Adjustments
Channel marketers can adjust funds anytime to your partners
Transfers
Transfer marketing funds between locations to support the partners who need it
Self-Service
Create programs, and manage funds for maximum flexibility and market responsiveness
Workflows
Set rules to maintain consistent processes, eliminate guesswork and errors
Scorecard
Single source to view the performance of partners
Tiered Packages
Can be set up based on partner performance
Location Hierarchies
Manage complex partner location hierarchies for your programs
Reports
Intuitive reports that give marketers real-time insights
