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The Power of Automation Co-op/MDF Management 1 2014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED
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Page 1: Co-op/MDF Management

The Power of Automation

Co-op/MDF Management

12014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED

Page 2: Co-op/MDF Management

▪ Headquartered in San Diego

▪ Over 30 years in business

▪ Award winning solutions

▪ Recently improved PartnerPortal

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About Us

Page 3: Co-op/MDF Management

Clients

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Page 4: Co-op/MDF Management

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Reporting Partners

Page 5: Co-op/MDF Management

How do you Manage your Co-op/MDF Program?

Limited Results

Spreadsheets

Phone

Fax

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Page 6: Co-op/MDF Management

Increased Overhead Costs

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Manual Reporting

Multiple Procedur

es

Additional Admin

Labor

Page 7: Co-op/MDF Management

79%

21%

Online Co-op Funds

Exercised Unused

Wasted Opportunities

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Large amounts of funds left on the table

• $450 million of $1.7 billion for online Co-op market

Inappropriate use of funds

Misused time and resources

Page 8: Co-op/MDF Management

Time to Automate

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Prior Approva

l Request

s

Claim Request

s

Payments

Accruals

Page 9: Co-op/MDF Management

Master Dashboard

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Partner Overview

Page 10: Co-op/MDF Management

Partner Summary

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Account Details

Account Information

Page 11: Co-op/MDF Management

Prior Approval Requests

112014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED

Activity Type

Request Status

Page 12: Co-op/MDF Management

Claim Requests

122014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED

Requested vs. Claimed

Request Status

Page 13: Co-op/MDF Management

Accruals

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Start/Expirations Dates

Add Accrual

Page 14: Co-op/MDF Management

Payments

142014 COMPUTER MARKET RESEARCH, LTD. - ALL RIGHTS RESERVED

Credit Memo #

Payment Type

Page 15: Co-op/MDF Management

Customizing via PartnerPortal

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Page 16: Co-op/MDF Management

Customize Co-op Forms

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Easy-to-use drag & drop technology

Page 17: Co-op/MDF Management

Setup & Define Form Fields

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Define back-end rules

Page 18: Co-op/MDF Management

Manage Look & Feel

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Custom branding tools

Page 19: Co-op/MDF Management

Additional Information

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