Channel Revenue Management

Available in: Enterprise, Professional, and Unlimited Editions with the Channel Revenue Management add on

Improve access to market opportunities and resolve channel conflicts by using Design Registration. Improve partner inventory visibility to reduce overpayments and revenue leakages by using Channel Partner Inventory Tracking. Establish and manage transparent and collaborative relationships with your partners by using Price Protection. Incentivize your partners to meet targets with volume, growth, and other types of rebates by using Rebate Management. Compensate partners for competitive product pricing by using Ship and Debit Process Management. Empower your partners to maintain healthy inventory levels by returning or scrapping unsold products for credit by using Stock Rotation.

• Discover and Set Up Channel Revenue Management Features with Salesforce Go
  Explore, set up and configure, and monitor usage of Channel Revenue Management features in one streamlined setup location. Access content resources, such as videos, Trailhead, and Salesforce Help articles, to learn about features, and get help with configuration. Discover more Channel Revenue Management features and add-on licenses that are available based on your Salesforce edition. And if you’ve turned on the Your Account app, you can quickly buy add-on licenses for some products directly from Salesforce Go.
• Common Capabilities in Channel Revenue Management
  Set up and manage core Channel Revenue Management features that support rebate programs, incentives, and partner-related processes. These shared capabilities are used across multiple Channel Revenue Management workflows and aren’t tied to a specific use case.
• Agentforce for Channel Revenue Management
  Agentforce for Channel Revenue Management simplifies the management of rebate programs and payout processes through natural language interactions. With predefined agent topics and actions, track calculations, resolve issues with payout insights, and review overall rebate program details to ensure transparency, traceability, and accurate claims.
• Data Cloud for Channel Revenue Management
  Connect, harmonize, and analyze high-volume incentive, member performance, and transactional data at scale by setting up Data Cloud for Channel Revenue Management. Easily start your implementation by deploying the standard Channel Revenue Management data kit that comes with predefined data streams and unified data model objects (DMOs).
• Channel Revenue Management Billable Usage Types
  Usage of certain Channel Revenue Management features impacts your credit consumption. For more information on how usage is billed, refer to your contract or contact your account executive.
• Channel Partner Inventory Tracking
  Get greater visibility into your channel partner inventory. Effectively track the inventory based on sales to partners and resale from partners to end-customers. Enhance downstream processes such as ship and debit claim processing and price protection. Calculate the partner inventory in the channel by leveraging partner point of sales and sales data.
• Design Registration
  Allow partners to register designs through the vendor portal, capturing key details for better sales visibility and planning. Enable channel managers to approve design submissions, ensuring fairness and tracking contributions. Simplify the process and increase accountability for partners.
• Price Protection
  Manage Price Protection programs for partners and distributors to ensure margin stability amid price fluctuations.
• Rebate and Accrual Management Advanced
  Automate financial liability tracking and rebate payout processing and improve profit and loss accuracy by managing high-volume rebate accruals and payouts through DPE on Data 360. Companies that sell through indirect channels such as manufacturing, automotive, and consumer goods can use Rebate and Accrual Management Advanced to ensure that funds are reserved and forecasted correctly, and that final payouts are calculated and settled accurately.
• Rebate Management
  Rebate Management gives businesses complete control on their rebate’s lifecycle to reward their partners when their partners meet an agreed-upon sales target. Manufacturers give rebates to partners to build deeper loyalty and drive the desired channel purchasing behavior. Use Rebate Management to create rebate programs and define an incentive structure with benefits and corresponding qualification thresholds.
• Ship and Debit Process Management
  Ship and Debit Process Management gives manufacturers the ability to craft an end-to-end ship and debit process to compensate partners who sell competitively priced products and deftly react to market conditions. Manufacturers adjust product prices to protect their partners’ margins and to incentivize partners to repeat business. Use Ship and Debit Process Management to create ship and debit programs and set up special prices and discounts that partners receive for different products.
• Stock Rotation Incentive
  Manage stock rotation programs to allow partners and distributors to return or scrap unsold inventory for credit, ensuring optimal stock levels and financial flexibility.
• Manage Budgets
  Set, allocate, and track financial budgets to maintain control and visibility over your rebate program commitments. Effective budget management allows you to prevent overspending, ensure funds are available for payouts, and accurately forecast liabilities.
• Simplify Reporting with Accounting Subledger
  Improve your financial reporting by extending Accounting Subledger functionality to include rebate and incentive records. By integrating with Accounting Subledger, you can generate debits and credits within Salesforce, eliminating manual exports and data reconciliation in separate spreadsheets.