Manage Market Development Programs
Run MDF end-to-end — from budget to claims to sourced pipeline
Plan partner co-marketing budgets, approve fund requests, process claims with proof of performance, and tie every dollar to the pipeline it generated — all in one place.
Budget & fund requests
Annual & quarterly budgets
Set MDF budgets by partner, tier, region, or campaign theme and track utilization in real time.
Partner fund requests
Partners submit requests with campaign plan, vendors, and expected outcomes from their portal.
Channel manager submissions
Workspace partner managers can request MDF on behalf of their partner accounts.
Approval workflow
Route requests through the right approvers with full audit history and status visibility.
Claims & proof of performance
Claims processing
Move requests from funded to completed as partners execute and submit claims.
Proof of performance
Upload invoices, screenshots, registration lists, and campaign artifacts against each request.
Spend reconciliation
Capture amount requested, amount spent, and amount paid for clean financial roll-ups.
Payment tracking
Record paid amounts and dates so finance and partners stay aligned on what's been settled.
AI report writer & pipeline impact
MDF visibility on demand
Ask the AI report writer in plain English for budget vs. spend, partner rankings, or campaign ROI.
Sourced pipeline attribution
Tie MDF-funded campaigns to the deals and revenue they generated by partner and program.
Executive narratives
Generate board-ready summaries explaining where MDF dollars went and what they produced.
Saved dashboards
Standardize the MDF views finance, channel ops, and leadership review each quarter.