Market Development Funds (MDF) Management

The Market Development Funds (MDF) Management application helps you create and manage marketing campaigns with your channel partners by co-funding their marketing activities. This module automates the entire MDF process, from budgeting and proposal submission to approval, claim, and payment, enabling you to accelerate partner marketing campaigns and gain a clear view of marketing ROI.

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Market Development Funds Management module

Market Development Funds Management Centralized MDF Request and Approval

Centralized MDF Request and Approval

Provide a streamlined process for partners to submit MDF proposals and track their status in real time.

  • Partners can easily submit MDF proposals for funding marketing activities.
  • The system provides an automated, multi-level approval workflow for all proposals.
  • You can approve, reject, or send a proposal back for review, ensuring all requests align with your marketing strategy.
  • Partners receive automatic email notifications when their proposal status is updated.

This streamlined process helps accelerate campaign execution and reduces administrative overhead.

Incentive Calculation Engine

The ZINFI Incentive Calculation Engine automates the entire process of calculating and managing partner incentives, ensuring accuracy and efficiency. This feature allows you to define flexible rules and seamlessly link them to specific sales activities and performance metrics.

  • The system automatically calculates commission based on a deal’s sales price or a net-to-gross amount.
  • The engine automates the claim and payment process for Market Development Funds by automatically validating claims against approved proposals to ensure compliance.
  • The engine is fully integrated with other core modules, including Deal Registration and Opportunity Management, making linking incentive rules to specific deals, products, or partner performance tiers easy.

This comprehensive, automated approach to incentive management removes the complexity of manual calculations and provides a single source of truth for all partner payouts.

Market Development Funds Management Incentive Calculation Engine
Market Development Funds Management Effortless Claim and Payment Management

Effortless Claim and Payment Management

Automate the claim submission and payment process, giving partners a fast and transparent way to receive their reimbursements.

  • Partners can submit claims and proof of performance directly through the application.
  • The system automatically validates claim submissions against the approved proposal, ensuring compliance.
  • Payouts can be configured to be made via check, wire transfer, or direct deposit.
  • Partners have a clear view of their claim history and payment status at all times.

This automation ensures timely reimbursements and improves the overall partner experience.

Real-Time Budget and Fund Tracking

Maintain full financial control by tracking MDF budgets, allocated funds, and campaign spending in real time.

  • Create and manage master budgets and allocate specific funds to different partners or regions.
  • The system provides a real-time view of remaining funds, committed funds, and total paid amounts.
  • Track all MDF activity against your budget to ensure you stay on track and optimize spending.

This level of control helps you maximize your marketing investment and easily manage financial compliance.

Real-Time Budget and Fund Tracking
Comprehensive Reporting and Analytics

Comprehensive Reporting and Analytics

Access powerful, dynamic reports to gain deep insights into the performance and ROI of your MDF programs.

  • Generate detailed reports on budgets, proposals, claims, and partner engagement.
  • Track the effectiveness of each marketing campaign by tying it back to pipeline and revenue data.
  • Utilize advanced filtering and search options to analyze data by partner, activity type, or time frame.

These data-driven insights empower you to optimize future MDF programs and prove the value of your channel marketing efforts.

Flexible Partner Experience

Offer a user-friendly and intuitive experience that makes it easy for your partners to engage with your MDF programs.

  • The partner dashboard provides a quick overview of their MDF balance, upcoming deadlines, and program status.
  • Partners can easily access program guidelines and marketing assets to ensure their campaigns are compliant and effective.
  • The system supports multi-language and multi-currency capabilities, enabling global partners to participate seamlessly.

By simplifying the process and providing the necessary tools, you can drive higher partner participation and engagement in your marketing initiatives.

Flexible Partner Experience