The Power of Automation
Co-op/MDF
Management
12014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
▪ Headquartered in San Diego
▪ Over 30 years in business
▪ Award winning solutions
▪ Recently improved PartnerPortal
22014...
Clients
32014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
42014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
Reporting Partners
How do you
Manage your
Co-op/MDF
Program?
Limited Results
Spreadsheet
s
Phone
Fax
52014 COMPUTER MARKET RESEARCH, LTD. - A...
Increased
Overhead Costs
62014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
Manual
Reporting
Multiple
Procedures
A...
79%
21%
Online Co-op Funds
Exercised Unused
Wasted Opportunities
72014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVE...
Time to
Automate
82014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
Prior
Approval
Requests
Claim
Requests
Payment...
Master Dashboard
92014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
 Partner Overview
Partner Summary
102014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
 Account
Details
 Account Information
Prior Approval Requests
112014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
 Activity
Type
 Request Status
Claim Requests
122014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
 Requested
vs.
Claimed
 Request Status
Accruals
132014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
 Start/Expirations
Dates
 Add Accrual
Payments
142014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
 Credit Memo #
 Payment Type
Customizing via PartnerPortal
152014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
Customize Co-op Forms
162014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
 Easy-to-use drag &
drop technology
Setup & Define Form Fields
172014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
 Define back-end rules
Manage Look & Feel
182014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
 Custom
branding tools
Additional
Information
2014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED 19
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Automation with ...
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Co-op/MDF Management

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Learn how CMR's Co-op/MDF software solution can benefit your channel

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Co-op/MDF Management

  1. 1. The Power of Automation Co-op/MDF Management 12014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
  2. 2. ▪ Headquartered in San Diego ▪ Over 30 years in business ▪ Award winning solutions ▪ Recently improved PartnerPortal 22014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED About Us
  3. 3. Clients 32014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
  4. 4. 42014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED Reporting Partners
  5. 5. How do you Manage your Co-op/MDF Program? Limited Results Spreadsheet s Phone Fax 52014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
  6. 6. Increased Overhead Costs 62014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED Manual Reporting Multiple Procedures Additional Admin Labor
  7. 7. 79% 21% Online Co-op Funds Exercised Unused Wasted Opportunities 72014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED • $450 million of $1.7 billion for online Co-op market Large amounts of funds left on the table Inappropriate use of funds Misused time and resources
  8. 8. Time to Automate 82014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED Prior Approval Requests Claim Requests Payments Accruals
  9. 9. Master Dashboard 92014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED  Partner Overview
  10. 10. Partner Summary 102014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED  Account Details  Account Information
  11. 11. Prior Approval Requests 112014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED  Activity Type  Request Status
  12. 12. Claim Requests 122014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED  Requested vs. Claimed  Request Status
  13. 13. Accruals 132014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED  Start/Expirations Dates  Add Accrual
  14. 14. Payments 142014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED  Credit Memo #  Payment Type
  15. 15. Customizing via PartnerPortal 152014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
  16. 16. Customize Co-op Forms 162014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED  Easy-to-use drag & drop technology
  17. 17. Setup & Define Form Fields 172014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED  Define back-end rules
  18. 18. Manage Look & Feel 182014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED  Custom branding tools
  19. 19. Additional Information 2014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED 19 Discover the Power of Automation with a Free 30-Day Trial info@cmr.bz www.computermarketresearch.com

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