Capabilities of Rebate Management

Learn and Explore

Watch this video to understand the capabilities of Rebate Management.

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Key Features

You can manage these business operations with Rebate Management:

• Get your transactions, such as invoices and claims from external systems, or Salesforce orders, into the configurable rebate calculation engine.
• Create rebate programs and specify the type of rebate, eligibility rules, and benefit structure, including thresholds.
• Define the rebate calculation criteria for volume, growth, and revenue rebates based on an amount per unit, a percent of revenue, or a fixed amount.
• Get insights into the purchase behaviors of partners by aggregating the transactions by member, product, or custom criteria.
• Craft the correct incentive within your sales or quote processes by accessing the applicable or eligible rebates for an account.
• Calculate payouts as and when transactions are received to get up-to-date accrual information in real time and at the end of a period to get the final payout details.
• Involve stakeholders in the review of payout amounts by running internal approval processes.
• Audit and adjust payout amounts to rectify errors and eliminate incentive overpayments.
• Extend and customize the logic of predefined processing templates for flow actions, batch jobs, and data processing engines.

If your org uses Experience Cloud and CRM Analytics, you can perform these tasks also:

• Set up an Experience Cloud portal for your partners so that they can submit claims and invoices and review program and payout information.
• Analyze program performance with predefined CRM Analytics dashboards and identify the most profitable rebate programs.