Funds & Budgeting Management

More Effectively Manage Budgets with Partners

Managing marketing funds and budgets is a standard process for companies selling, marketing, and servicing their products and services through channel partners. Today most companies do not have visibility into how their partner marketing dollars are used and cannot effectively measure how funds are being spent and which funds are driving the highest ROI.

Salesforce Partners includes a closed-loop funds management application that helps you manage planning, requests, approvals, and claims processing from partners. Funds management provides complete financial visibility into approved requests, approved claims, claims liability, available-budget balances, and approval audit trails.

Fund Requests

Partners submit marketing requests for comarketing programs to drive their business. Requests are automatically compared and deducted from the partner budget.

Funds Claims

Manage partner claims for funds requests by analyzing each claim, compared to the allocated budget for each partner. Document each claim with a proof of performance.

Claims Submissions

For all financial and nonfinancial transactions, partners submit claims with proof of performance. Documents and uploaded materials are integrated with marketing programs.


Rebates

Make your partner portal stickier and increase partner adoption by creating and communicating rebates and promotions for your partners. Provide rebate guidelines and best practices to help channel managers design and launch winning programs.

Special Pricing

Give your partners the ability to submit special pricing requests for competitive deals on which they are working.

Submit, Approve, and Reject Funds Requests

Respond to each partner claim with the appropriate action, which is recorded with the necessary action taken on the budget.