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Ship and
The Power of Web-Based Solutions
 Headquartered in sunny San Diego
 Over 32 years in business
 Global Leader in Sales, Finance and
Marketing Solutions.
 Microsoft Silver Partner
 Certified Salesforce ISV
About Our Company
“To Empower channel organizations
with cost-effective solutions that
provide value and improve business
processes...” Company Mission
North America- 1,141
Middle East-24
Africa-09
North America- 268
Europe-499
South America-53
Global Reach
Clients
Platforms
Partner Portal
Automation
Channel Data Management
Solutions
Synchronized Channel Marketing
 Social Media Marketing
 Email Marketing
 Referral Marketing
 Email Design
 Landing Page Design
 Channel Inventory
Management
 Channel POS
 Deal Registration
 Co-op/MDF
 Reseller Profile
 Channel Rebate Management
 Document Management
 Gamification
 Salesforce Integration
 Ship And Debit
What is Ship and Debit?
o A “Ship and Debit” is a price adjustment agreement that
addresses the guidelines (established by a manufacturer)
regarding certain regulations channel distributor(s) must
follow in order to retain “debited” compensation via rebated
claims.
o A “Ship and Debit” program exists because, in many
situations, a channel distributor is required to sell the
manufacturer’s product to resellers at a much lower
price than its original cost—a result usually due to
changing market conditions such as increased market
competition or modification in customer demand.
Ship and Debit: How It Works
Programs
Entered
Determine
What Is
Owed
Price
Adjustments
Must Match
Claims
Partner
submits Claim
Internal User
Reviews Claim
Partner Gets
Paid
Check
Submitted Claims
Monthly report showing products
Sold and appropriate rebate
Credit Issued
Ship and Debit: Process Flow
Ship And Debit: Manufacturers’ Challenge
Manufacturers face challenges with
“Traditional” Ship and Debit Methods:
• Excel Spreadsheets
• Electronic Data Interchange
• Emails
• Phone calls
Miscommunication
Frustration
Lost Damages
Disputed Partnerships
Wasted Resources
Lost Opportunity
Erroneous Claims
Ship And Debit: Manufacturers’ Challenge
Q: Why do traditional processes of Ship and Debit
cause more harm than good?
“Proper analysis of backed end
discounts is complex. Using
traditional methods to determine
an accurate calculation of what’s
to be credited to channel partners
is usually a recipe for disaster”
Bob Mienhard maintains a revered
reputation within the sales analysis
community. With over 19 years in global
sales operations management, international
business, sales reporting, and channel sales
consulting.
CMR’s Ship and Debit: Features
Experience the Power of Automation
Of CMR’s Ship and Debit
Solution
A Powerful Price
Adjustment
Management Tool
Features
 Flexible Program building to meet
your unique business rules.
 Controlled approval process for
programs and claims.
 Setup Stacking manages how programs
interact with each other and their
priority.
 Claims uploads and automated
validation
 Reports Showing net revenue
CMR’s Ship and Debit: Benefits
 Easily implement and manage
customized channel programs
 Shorten approval cycle and pay
partnering distributers faster.
 Gauge Profitability of customers,
territories and products.
 Identify miscellaneous Claims
 Standardize your claim/program
approval process and facilitate
auditing
CMR’s Ship and Debit: Additional Benefits
Turnaround Time
Accuracy
Configurable Data
Consistency
Increased Productivity
Security
Visibility into Indirect Sales Funnel
Increased Partner Loyalty
Labor Saving
Audit Trail
Historical Reporting
CMR: Manage and Automate All Price Adjustment Programs
Rebates
Special Pricing Authorizations (SPAs)
Registered Deals
Spiffs
Coop Funds
Market Development Funds (MDF)
Price Protection
Breakage Allowance
Any Miscellaneous Marketing Program
CMR: Reporting Capabilities
CMR: User Dashboard
CMR: Flexible Program Building
Choose start and end
dates
Segment by program type
Set thresholds for Volume
Incentive Rebates
Select products or product
categories
CMR: Accuracy
Standardized forms
control data quality
Stacking allows proper
combinations of multiple
rebates
Auto calculation
eliminates human error
CMR: Security
Web security built into
Partner Portal keeps your
data safe
Approval Hierarchy
ensures that only those
who should have access to
see data are able to see
data
1
2
3
CMR: Program Management
High level view of programs and their approval status
Ability to search for programs by name, status, date, etc.
CMR: Claim Management
Allow your channel partners to submit claims
Determine outstanding claims from channel partners
Ensure accurate checks and balances for claims reporting
Ship and Debit claims tied to POS Sales for verification
CMR: Stacking Discounts
Prioritize Programs
Accurate calculations
Easy Modifications
Next Steps
Experience how our Ship and Debit software works
and improves channel performance.
Request Demo
Tel: 858-795-1021, Ext. 124
Email:
Marketing@computermarketresearch.com
5/13/2016
2014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS
RESERVED
23
242016 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS
RESERVED

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The Power of Automating Ship and Debit Programs

  • 1. Ship and The Power of Web-Based Solutions
  • 2.  Headquartered in sunny San Diego  Over 32 years in business  Global Leader in Sales, Finance and Marketing Solutions.  Microsoft Silver Partner  Certified Salesforce ISV About Our Company “To Empower channel organizations with cost-effective solutions that provide value and improve business processes...” Company Mission
  • 3. North America- 1,141 Middle East-24 Africa-09 North America- 268 Europe-499 South America-53 Global Reach
  • 5. Platforms Partner Portal Automation Channel Data Management Solutions Synchronized Channel Marketing  Social Media Marketing  Email Marketing  Referral Marketing  Email Design  Landing Page Design  Channel Inventory Management  Channel POS  Deal Registration  Co-op/MDF  Reseller Profile  Channel Rebate Management  Document Management  Gamification  Salesforce Integration  Ship And Debit
  • 6. What is Ship and Debit? o A “Ship and Debit” is a price adjustment agreement that addresses the guidelines (established by a manufacturer) regarding certain regulations channel distributor(s) must follow in order to retain “debited” compensation via rebated claims. o A “Ship and Debit” program exists because, in many situations, a channel distributor is required to sell the manufacturer’s product to resellers at a much lower price than its original cost—a result usually due to changing market conditions such as increased market competition or modification in customer demand.
  • 7. Ship and Debit: How It Works Programs Entered Determine What Is Owed Price Adjustments Must Match Claims Partner submits Claim Internal User Reviews Claim Partner Gets Paid
  • 8. Check Submitted Claims Monthly report showing products Sold and appropriate rebate Credit Issued Ship and Debit: Process Flow
  • 9. Ship And Debit: Manufacturers’ Challenge Manufacturers face challenges with “Traditional” Ship and Debit Methods: • Excel Spreadsheets • Electronic Data Interchange • Emails • Phone calls Miscommunication Frustration Lost Damages Disputed Partnerships Wasted Resources Lost Opportunity Erroneous Claims
  • 10. Ship And Debit: Manufacturers’ Challenge Q: Why do traditional processes of Ship and Debit cause more harm than good? “Proper analysis of backed end discounts is complex. Using traditional methods to determine an accurate calculation of what’s to be credited to channel partners is usually a recipe for disaster” Bob Mienhard maintains a revered reputation within the sales analysis community. With over 19 years in global sales operations management, international business, sales reporting, and channel sales consulting.
  • 11. CMR’s Ship and Debit: Features Experience the Power of Automation Of CMR’s Ship and Debit Solution A Powerful Price Adjustment Management Tool Features  Flexible Program building to meet your unique business rules.  Controlled approval process for programs and claims.  Setup Stacking manages how programs interact with each other and their priority.  Claims uploads and automated validation  Reports Showing net revenue
  • 12. CMR’s Ship and Debit: Benefits  Easily implement and manage customized channel programs  Shorten approval cycle and pay partnering distributers faster.  Gauge Profitability of customers, territories and products.  Identify miscellaneous Claims  Standardize your claim/program approval process and facilitate auditing
  • 13. CMR’s Ship and Debit: Additional Benefits Turnaround Time Accuracy Configurable Data Consistency Increased Productivity Security Visibility into Indirect Sales Funnel Increased Partner Loyalty Labor Saving Audit Trail Historical Reporting
  • 14. CMR: Manage and Automate All Price Adjustment Programs Rebates Special Pricing Authorizations (SPAs) Registered Deals Spiffs Coop Funds Market Development Funds (MDF) Price Protection Breakage Allowance Any Miscellaneous Marketing Program
  • 17. CMR: Flexible Program Building Choose start and end dates Segment by program type Set thresholds for Volume Incentive Rebates Select products or product categories
  • 18. CMR: Accuracy Standardized forms control data quality Stacking allows proper combinations of multiple rebates Auto calculation eliminates human error
  • 19. CMR: Security Web security built into Partner Portal keeps your data safe Approval Hierarchy ensures that only those who should have access to see data are able to see data 1 2 3
  • 20. CMR: Program Management High level view of programs and their approval status Ability to search for programs by name, status, date, etc.
  • 21. CMR: Claim Management Allow your channel partners to submit claims Determine outstanding claims from channel partners Ensure accurate checks and balances for claims reporting Ship and Debit claims tied to POS Sales for verification
  • 22. CMR: Stacking Discounts Prioritize Programs Accurate calculations Easy Modifications
  • 23. Next Steps Experience how our Ship and Debit software works and improves channel performance. Request Demo Tel: 858-795-1021, Ext. 124 Email: Marketing@computermarketresearch.com 5/13/2016 2014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED 23
  • 24. 242016 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED

Editor's Notes

  1. Rebates Special Pricing Authorizations (SPAs) Registered Deals Spiffs Coop Funds Market Development Funds (MDF) Price Protection Breakage Allowance Any Miscellaneous Marketing Program