Channelscaler Features

Assigns information access rights based on company, user role, group, or tier

Tracks partner leads, opportunities, and monitors deals through pipeline stages

Allows partners to move deals into the main channel while retaining input and receiving compensation

Manage allocation and performance of financial assets

Provide analytics on incentive programs to better manage and track

Ability to customize incentive programs based on partner

Provide gamification features to encourage channel partners

Ability to create and design a channel incentive program

Provide rewards, monetary or non-monetary, based on incentive programs

Manage sales performance incentive funds (SPIFs) for channel partners

Manage partner discounts for large volume sales

Monitor and track MDFs across partner activities

Provide automation of the rebate process

Manage and track the performance of other incentive programs

Able to generate rebate aggrements

Can perform automated rebate calculation for rebate accurals and payout

Able to create unique and complex rebate programs for customers

Capable of matching rebate against actual sales, purchases, and margins

Able to analyze effectiveness of rebate programs

Provide intutive dashboard to visualize rebate performance and deal visibility

Able to forecast rebate account growth

Allow internal teams to collaborate and communicate within the rebate software

Allow communication with rebate partners and customers

Allow integration with CRM OR ERP or any other data sources

Allow integration with accounting or invoicing tools for rebate payouts

Web-based portal that helps distributors, partners and other service providers access marketing and sales content

Provides access to a repository that contains shared marketing or sales materials and tools

Tracks revenue via links, leads, deals, and influenced revenue

Operates across multiple systems, tools, and platforms.

Automates critical processes and triggers alerts across the partner lifecycle

Offers structured onboarding with learning modules, trainings, and certifications

Offers multi-currency, automated partner payments with VAT/tax compliance

Streamlines the process of finding, qualifying, and recruiting new channel partners

Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards

Allows partners to move deals into the main channel while retaining input and receiving compensation

Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization

Manages co-branding, MDFs, and campaigns through marketing automation

Handles deal registration and streamlines submissions, approvals, and tracking

Set up connections to third-party platforms to improve business processes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Strategize and implement rewards for returning customers, employees and other members

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Manage various distribution channels, build relations with channel partners, and track their performance

Track an affiliate partner's promotion of a product or service and any associated sales

Managing salespeople/distributors who sell products for direct sales companies

Log and store the source of contacts/leads

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Store, manage, and track all electronic documents in a centralized location

Provides a channel for team members to share media files, communicate, and work together

Reporting on how each user, task or process has advanced since its initiation

Establish measurable goals and objectives and track their progress over a specific period of time

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input (e.g. automate submissions, emails, workflows)

Anticipates needs and offers suggestions without prompting

Provides an AI chat agent to engage and guide partners conversationally

Manage the process of attracting and converting business prospects into leads

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Interact with data visualization elements, such as charts and graphs, to drill down into data

Application programming interface that allows for integration with other systems/databases

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and interpret campaign performance metrics

View and track pertinent metrics to find patterns and gain insights from data

Add customized logos and colors to align with company branding

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Route and distribute your leads to third party buyers

Use AI to generate content in the form of text, images, videos, etc.