MDF Automation Module

Why do I need it?

Managing Marketing Development Funds (MDF) can become a huge headache... and the more partners you get, the more time it takes and the less time you do doing the stuff that really matters.

Our MDF Automation module takes the headache away.

What is it?

The MDF module simplifies the entire MDF management process with your partners

• Partners can make requests, update them, respond to inquiries, and view their MDF account balance and history through the portal
• You can approve MDF requests, assign them or request additional documentation
• Automated email notifications keep everyone in the loop
• Manages account balances and tracks reimbursement status
• Easily configurable to your MDF program.
• MDF Dashboard provides snapshot view with graphs showing requests, approved and disbursed funds and funding activity
• Run reports by status, assignment and partner.

How will it help me increase revenue?

Revenue Growth

• Partners will market and sell your products more as a simple and efficient process encourages partners to apply for funds and use them
• Frees up your time for revenue generation activities
• Enables more effective use of funds

Channel Development

• Get partners up and running quicker with efficient MDF process

How do we purchase it?

Channeltivity is available in modules so you can purchase whatever you need now and add more tools and functionality as you require it.

Speak to us now and we can have you up and running in days.

Learn more about each module:

• Partner Dashboard
• Partner Portal & Resource Library
• Business Planning
• Field Engagement
• Lead Management
• Deal Registration
• MDF Automation
• Partner Forum

Why buy Channeltivity?

• Specifically designed for Channel Management to help you drive revenue through your channel
• Provides sophisticated management tools for you and your team
• You can be up and running in days with a professional, branded partner portal
• Fully hosted solution, SaaS (Software as a Service) to provide 24X7 access for you and your partners at an affordable price
• Sophisticated partner tools and resources to offer you competitive advantage
• Grows with you — modular, so you can buy what you need now and add more functionality as you require it
• Integrates with your existing systems such as SalesForce

MDF Request (Partner view)

Partners can enter requests for market development funds through Channeltivity.

MDF Dashboard (Partner view)

Each partner can manage their requests, MDF account balance and history.

MDF Request Details (Partner view)

Partner can update MDF requests and respond to inquiries.

MDF Request Details (Administrator view)

You can easily update the approval status of MDF requests, assign them to the appropriate person in your company, or request additional documentation from the partner. Email notifications keep everyone in the loop on updates.

MDF Request Reimbursed (Administrator view)

Once an MDF request has been approved and the supporting receipts and documentation have been received, Channeltivity's MDF module will track reimbursement status and automatically deduct the balance from the partner's MDF account. All workflow stages can be configured to accommodate the details of your particular MDF program.

MDF Dashboard (Administrator view)

A snapshot view of your channel partners' MDF activity, including recent requests, a breakdown of requested, approved and disbursed funds, and graphs of MDF requests by funding activity and partner.

Partner MDF Activity (Administrator view)

Easily add manual transactions to partners' MDF accounts.

Partner MDF Report (Administrator view)

View partners and a summary of their MDF requests and account balance.

MDF Request Report (Administrator view)

Run reports on MDF requests, filter them by status, user assignment and partner.