Market Development Funds

Drive demand for your products and provide incentives to partner users by offering market development funds as part of your channel marketing program. Create marketing budgets, allocate marketing funds or co-op (accrued) funds to channel partners, streamline fund requests, and process fund claims using Market Development Fund (MDF) features. Channel account managers can get a full audit of MDF activity, including fund requests and claims approval.

With Market Development Fund features, you can:

Note Setting up Market Development Funds is easy, using Guided Setup. Click Experience Workspaces | Guided Setup | Market Development Fund.

The Market Development Fund reports, available in the guided setup, make it easy to understand partner adoption, funds usage, and marketing ROI. Market Development Funds is available out-of-the-box for partner sites. We created a Budget custom report type for you. If you want to view information about allocations, requests, or claims, create report types for those objects and give partners read access to them.

• Create a Market Development Budget
  Channel account managers can create budgets for specific vendor groups based on location, type of funds (Market Development or co-op), or by channel programs. Using custom lookup fields, they can also associate budgets with marketing campaigns.
• Configure Market Development Budgets
  Configure Partner Marketing Budgets so that channel account managers can access them. Set up workflows to streamline the approval process.
• Create a Partner Fund Allocation
  Allocate Market Development Funds (MDF) or co-op funds to channel partners from an existing budget. Allocations are associated with budgets and channel partners to track budget usage.
• Configure Partner Fund Allocations
  Configure partner fund allocation for your partner site to make funds available to your partner users. Channel account managers can create and update funds and track fund activity.
• Create a Partner Fund Request
  Partner users can request funds before marketing a vendor’s product or service. Channel account managers can approve the fund request. Fund requests are associated with channel partners, allocations, and campaigns to track how allocated funds are used.
• Configure Partner Fund Requests
  Configure Partner Fund Requests so that partner users can request funds for marketing campaigns and channel account managers can approve or reject the requests.
• Create a Partner Fund Claim
  Let partner users claim money for expenses incurred on marketing activities. Claims are associated with fund requests.
• Configure Partner Fund Claims
  Configure Partner Fund Claims so that partner users can claim funds for reimbursement after running a marketing campaign. Channel account managers can approve or reject the claim.