Co-op/MDF Management

19
The Power of Automation Co-op/MDF Management 1 2014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED

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Transcript of Co-op/MDF Management

Page 1: Co-op/MDF Management

The Power of Automation

Co-op/MDF Management

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▪ Headquartered in San Diego

▪ Over 30 years in business

▪ Award winning solutions

▪ Recently improved PartnerPortal

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About Us

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Clients

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Reporting Partners

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How do you Manage your Co-op/MDF Program?

Limited Results

Spreadsheets

Phone

Fax

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Increased Overhead Costs

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Manual Reporting

Multiple Procedur

es

Additional Admin

Labor

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79%

21%

Online Co-op Funds

Exercised Unused

Wasted Opportunities

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Large amounts of funds left on the table

• $450 million of $1.7 billion for online Co-op market

Inappropriate use of funds

Misused time and resources

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Time to Automate

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Prior Approva

l Request

s

Claim Request

s

Payments

Accruals

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Master Dashboard

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Partner Overview

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Partner Summary

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Account Details

Account Information

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Prior Approval Requests

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Activity Type

Request Status

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Claim Requests

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Requested vs. Claimed

Request Status

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Accruals

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Start/Expirations Dates

Add Accrual

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Payments

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Credit Memo #

Payment Type

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Customizing via PartnerPortal

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Customize Co-op Forms

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Easy-to-use drag & drop technology

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Setup & Define Form Fields

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Define back-end rules

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Manage Look & Feel

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Custom branding tools

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Additional Information

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