Marketing funds and incentives
Allocate budgets, review requests, check claims against proof and record payment, with dashboards that show what is waiting and reports that show where the money went.
Set up fund types and allocate budgets to partners. Partners submit a request with a title, fund type, activity type, amount and planned date. You approve it against the allocation, the partner runs the activity and files a claim with proof, and you approve the claim and record payment. Dashboards show requests awaiting review, awaiting payment and open.
An auditable path from budget to payment, and visible return on marketing spend.
Reports show fund transactions and fund performance, exportable to CSV.
Finance and channel leaders can see where the money went.
Approved MDF payments can be sent to QuickBooks as bills, coded to a vendor expense account and mapped to each partner.
Payments reach the books without re-keying.
Give partners the material to market and sell, under their own name and your brand.
Read moreYour brand from the first page a prospective partner sees to every email they receive.
Read morePartners learn the product and the program in the portal, not by email.
Read moreBook a demo and we’ll walk you through marketing funds in the admin and partner portals.
