Finally a way to capture all the critical data about all of your partners in minutes and generate sophisticated reports and plans to build partner capabilities. Create detailed partner profiles focusing on partners' sales readiness, market coverage and marketing capabilities.
Rollup Scorecard Reporting
Instant rollup by partner, CAM, region, and super region
Detailed Scores by Category & Topic
Scores broken down by category and topics
Conditional Scorecard for all Partner Types
Ability to configure for multiple types of partners through conditional scorecards
Fully Integrated with Salesforce.com
Scorecard results instantly integrated with Salesforce.com partner accounts
Determine your partners' go-to-market readiness.
10 Minute Partner Marketing Planner
The difference between the success and failure of a channel marketing program often comes down to how well multiple activities can be simultaneously orchestrated to generate sales-worthy opportunities that have strong “close” potential. A partner marketing scorecard can help determine a partner’s eligibility for MDF programs and their ability to meet lead, pipeline, and ROI success metrics.
The Perks | Channel Marketing Planner is designed to calculate a marketing budget, forecast, and ROI. This tool gives partners the ability to create complete quarterly marketing plans, tactic definitions, lead and revenue forecasts, budgets and a calculated return on investment. Partners can simulate different plans and investment levels to create an optimal marketing mix.
Marketing Planner Features
CAM Dashboard Instant Access to All Partners
One log in gains access to all assigned partner plans
CAM Level Reporting
CAM’s get consolidated plans, performance to plan, and pipeline by partner
Five Minute PPT Performance to Plan QBR
CAM’s create QBR PPT in minutes with their comments
Rollup by Partner, CAM, Region and WW
Full rollup of plans & performance-to-plan
MDF and Co-Op
With changes in the buyer’s journey, channel partners lack the time, money, and experience to run effective marketing campaigns. The Perks | Channel MDF/Co-Op module enables you to manage strategic Market Development Funds (MDF) or Co-Op funds, automating prior approvals, claims, and payments with complete visibility of marketing activities and expenditures by partner, geography, budget, and product.
Using these tools your organization is able to effectively accommodate regional channel partner incentive program variances, while supporting both accrual and discretionary funding models.
MDF and Co-Op Benefits
Global program deployment – multi-lingual and multi-currency
Flexible program configurations built around the partner’s business model
Both MDF incentive program and Co-Op funding models are GAAP compliant
Perks is SSAE16 audited to ensure compliant and secure processes and procedures
Perks Channel Co-Pay Marketplace
The Cloud has significantly impacted partner profitability and cash flow, making long MDF reimbursements a financial burden for SMB partners who lack the marketing resources to plan and execute effective marketing campaigns.
The Perks | Channel Co-Pay Marketplace is an integrated storefront of pre-approved, pre-packaged professional marketing activities for partners that will increase the effectiveness of their MDF program. Channel partners can now easily leverage their MDF to access pre-approved, professionally developed marketing campaigns, streamlining approvals and claims.
Email, Direct mail, Print, Events, Telesales, SEO, and more.
Sub-agencies help partners simplify the entire process.
Marketplace supports all activities funded by MDF and Co-Op.
Package costs are directly deducted from MDF and Co-Op funds, and/or funded via credit cards.
Bank account information is verified before sending payments.
Payment details are posted by the program to an online benefit statement.
Payments are dispersed rapidly on a global scale and in your partner’s currency.
Help-desk calls and partner confusion are reduced.