Funds Management

Motivating partners for maximum sales

Comprehensive Funds Management

When Co-Op, accrual, BDF, and MDF programs are fully utilized, companies can maximize sales through their channel partners. Whether you’re looking to optimize an existing program or start a new one, SHIFT funds management solutions can help optimize your investment. 

co-op funds
platform and services

Services + Platform

Our services and platforms are designed to:

  • Simplify your funds management process
  • Increase program participation
  • Speed up your time to market
  • Increase your control over and insight into partner fund spending

Services to Lighten Client Workload

  • Platform hosting & management
  • Program design consulting
  • Funds calculations based on unit sales and logic
  • Claims review, approval/denial based on program rules
  • Reporting for reconciliation and partner insights

Platform Empowers Channel Partners to:

  • View current fund balances
  • Use funds to purchase pre-approved brand-compliant marketing campaigns that drive local sales
  • Submit claims and view status & history
  • View program details, and download marketing assets & consumer rebate materials

Benefits of Comprehensive Funds Management

Increase Channel Partner Participation

Incentivize your channel partners with subsidized and relevant marketing solutions to increase program participation and speed-to-market. Simplifying enrollment processes ensures consistent program adoption and deployment of brand-compliant and effective marketing campaigns. Local channel partners can select from standardized offerings or create personalized media, marketing materials, and advertising campaigns to drive sales and ensure funds are maximized.

increase channel participation

Gain Insights at the Local Level

Armed with analytics, your team and its channel partners can take a data-driven approach to understand what is and is not working to further refine and focus on co-op fund usage. Near real-time insights, analytics, and reports provide marketers with the information to understand partner activity, spending, and success, revealing market opportunities to capitalize on and areas to fine-tune. 

Gain insights at the local level

Optimize Existing Programs or
Build from Scratch

Whether you have a Co-Op or Marketing Funds program in place today that needs optimization or want to develop one from the ground up, SHIFT’s expertise and platform’s flexibility can deliver the right solution for your team and channel partners. Leveraging SHIFT as your Co-Op program provider ensures effective use of Funds dollars, driving business value and measurable results. Increased automation and simplification of claims processes can also free up internal resources, allowing for less time and resources spent on administrative work.

optimize or build

Contact us today to discuss your funds program and local marketing needs.