MDF Management and Marketing Catalog

MDF Management

Increase partner-led marketing activities and visibility of demand generation successes.

Assign funds – Either MDF (into one large bucket) or Co-op (into individual partners accounts)

  • Can accrue funds into the partners’ co-op account based on a percentage of sales (ex: 2% of quarterly sales)
  • Can track total quarterly MDF budget – total amount available for all MDF activities with partners

Manage marketing requests & approvals

  • Partners submits marketing pre-approval through online form, with list of authorized activities
  • Automatic emails are sent to reviews for approvals
  • Reviewers can trigger request for more information from partner submitted request
  • Email notification to partners on approval or decline (with description as to why decline)

Process claims

  • Upon completion of the activity, the partner updates the previously submitted pre-approval form to a claim
  • Partner attaches any documents proving activity execution
  • Automatic emails are sent to reviewers for claim approvals

Track ROI

  • Partner is automatically notified via email x-days after completion of the marketing activity (ex: 30 or 60-days)
  • Partner indicates results of marketing campaign or activities (produced x leads or y revenue)

Reporting

  • Partner reports are available for any date range: Marketing dollars spent, available, expiring, requests pending approval, approved requests
  • Reports are available by partner, partner type, partner level, geography and date range





 

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