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5
Min Read
HOST A CO-INVEST PROGRAM
Automate Partner Funds & Incentives Management
Efficiently manage partner incentives and funds utilization for better ROI and higher co-sell revenue with Co-Invest from WorkSpan.
THE PROBLEM
Difficulty in managing and optimizing incentive programs, workflows, integrating data sources and reporting program performance to stakeholders.
Multiple and Disjointed Tools
Difficulty in tracking and reconciling transactions, as well as inefficient use of time and resources.
Manual and Repetitive Processes
Manual workflows, high cycle times, and lots of resources are needed to manage a large volume of funds.
Inaccuracies in Measuring Performance
Manual data entry and multiple data sources leads to inaccurate data, lack of trust, and potential audit and financial risk.
WHY WORKSPAN
Achieve True Alignment to Drive Revenue Growth
With WorkSpan, we’ve increased program funds by 22% and campaigns managed by 62% with no increase in headcount.
Joan Richards
Director Global Alliances and Partner Marketing, Redhat
utilization rate
170%
Increase in fund utilization rate
utilization
99%
Fund utilization
cycle times
75%
Reduction in cycle times
Campaigns managed
30%
Increase in campaigns
Get The Best, Most Creative Campaigns From Your Partners
Clear funds and incentives processes make partner fund requests easy and minimize tedious back and forth. You and your partners maximize your program spend. Boosting funds utilization has never been easier.
Manage Partner Funds Across Your Full Customer Lifecycle
A single platform to manage partner funds and incentives across the entire customer lifecycle - especially needed by modern B2B SaaS companies - acquiring, onboarding, adoption, activation, ongoing support, retention, loyalty, and upsell and cross sell to align partners to your critical business events and outcomes.
Fix Your Ailing Claims Process
Simplify and streamline your entire funds’ lifecycle. Claims come with KPI achievement for full proof of performance against goals. Use technology integrations like telemetry and app usage data to automate incentive calculations for greater accuracy. Take your time back to focus on running more innovative MDF campaigns.
Minimize the Distance Between MDF Spend and Return
Eliminate gut checks and become a data-driven MDF machine. Identify performance patterns and invest in high-performing programs to boost revenue.
THE SOLUTION
Partner Funds Management on WorkSpan
Source and Manage Proposals
Invite partners, create and manage shared funds plans, and review proposed activities together
Execute Funded Activities
Once activities are approved, track execution with your partners.
Automate End-to-End Claims Management
Once activity is complete, the partner submits a claims package for review and advance through the claims process.
Collaborate with Key Partners
Keep activities and claims moving forward with workflows, tasks, and notifications.
Report Across All Funds and Partners
Measure, manage, and report across solutions, activities, partners, and regions with on-demand reporting.
