Ideally channel partner programs have the ability to track sales using data files that can be readily processed and fed into a points-tracking engine. Unfortunately not all programs lend themselves to electronic file transfers.
One of our clients, a major tire manufacturer, sells their products through an independent dealer network. Some of their dealer customers are large and sophisticated; however, many lack the kind of IT skills to support file transfers The solution? Enable dealers and dealer sales personnel participating in their channel incentive program to easily transfer invoices to show proof of sale.
Claims can be submitted in three ways -- the ideal way is to upload invoice copies using the participant site. Our client also offers 'lower tech' options including the ability to submit invoices via fax or mail. Program rules apply, such as submitting claims within 45 days of the invoice date, and mandating key information on all submissions such as invoice number, transaction date, and purchase quantity, among others.
Invoice claims are reviewed by client personnel, and are either accepted or rejected. Reasons for claim rejections are tracked. A Claim List Report provides detailed information on claim history for audit purposes.
