Co-op MDF Management
Amplify your Indirect Marketing Efforts
and Spearhead Channel Revenue
Co-op MDF Management
While a traditional Co-op MDF management process involves a lot of back and forth between vendor and partner, CMR’s automation solution relieves the headache associated with difficult proof-of-performance documentation and administrative tracking of funds to improve efficiency, accuracy and return on investment from trade promotion funds.
With this channel marketing management tool vendors can operate their Co-op and MDF programs on a global scale and gain insight into their entire prior-approval to payment process with both a holistic and granular view on marketing expenditures, claims, payments, and partner activity.
How it Works
Key Features
Set-up multiple fund opportunities and multiple fund types.
Supports accrual and discretionary funding models.
Channel analytics can be performed by territory, reseller, product or distributor.
Tracks marketing funds by customer, territory, or fund type including shows, ads, and training.
Prior approval requests, co-op claims and market development funds can be easily entered by partners from your partner portal.
Once approved on your end, partners receive an automated notification that alerts them to begin executing the program.
Admins can calculate Co-op MDF based on partner-reported POS and inventory at the program, partner, and transactional level.
Admins can set-up workflows to approve payments and claims.
Privacy and data security are always assured.
Co-op and MDF balances YTD, totals earned YTD, total claims YTD, claims pending and claims paid out can be instantly accessed and downloaded 24/7.
Benefits
Automatically identifies and lets users know when claim forms are incomplete. Only completed forms reach the claims processing desk.
As the program nears its end, channel partners can easily upload invoices and proof-of-performance (POP) within the portal; reimbursement requests are automatically routed to corresponding personnel to complete payment.
Expedites the administrative process, removing all burdens from channel teams so they can focus on generating the most ROI from their channel marketing budget.
Decrease the time it takes for your marketing campaign to hit the market by automating the request, validation and authorization process.
Partners no longer have to endure long lead times for approval to execute programs or extensive reimbursement turnaround.
Computer Market Research maintains an automated (real-time) audit trail to ensure data compliance.
Channel program and trade promotion ROI can be constantly tracked and measured.
Improves tracking and monitoring of account usage by setting up annual or quarterly budgets.
New marketing programs can be designed based on actual distributor and reseller performance.
Our return on investment on our efforts with Computer Market Research has been very good. CMR helped us improve the accuracy of our POS data and they’ve been a reliable partner who provides data with a high degree of accuracy. We now can better understand, analyze, and map our customer sales results and trends we see. CMR’s Channel POS reporting service has helped our channel sales, field sales, product management and finance teams improve day-to-day channel partner engagements, and they’re always willing to help as we look to find new ways to leverage internal and external transaction data.”
— Colin Gregor, Channel Manager, Moxa Americas, Inc.
Enhance Partners’ Marketing Activity and Motivation to Perform
See how our Co-op/MDF software works
