Order data captured and incorporated into real-time invoicing.

Channel Revenue Management

Bring all your channel inventory, rebates, and payouts data into Salesforce. Automate important partner processes, like deal or design registrations and claim requests. Motivate partner engagement, secure their trust, and drive channel growth with channel revenue management software.

Manage your channel inventory and incentives all in one place.

Get complete visibility into inventory, pricing, and product designs inside Salesforce. Track and enforce any kind of rebate program all in one place. Easily connect your channel ecosystem data to Salesforce PRM, Revenue Cloud, Sales Cloud, any industry cloud, or any other parts of Salesforce your team uses.

Total visibility of design registrations and ship and debit performance.

See the full picture of partner activity by bringing rebate claim requests and channel partner transaction histories into your CRM. Simultaneously, motivate partners to continue selling by sharing data regarding new rebate opportunities, claim status, and payouts via their partner experience.

Complete view of payout data from transactional journal.

Align with partners fast on which set of products are sold as part of a deal using design and deal registration forms embedded in their partner experience. This systematized registration process keeps highly complex deal requirements organized while ensuring there’s no conflict of interest.

View of design registration, including one net new.
Total visibility of design registrations and ship and debit performance.
Complete view of payout data from transactional journal.
View of design registration, including one net new.

Protect profits and build partner trust with data-driven rebates.

Engage and win over channel partners with a full suite of rebate management tools. Drive channel sales, boost partner loyalty, reduce errors, and enhance traceability. Eliminate overpayments with total control over program setup and visibility into participation and results.

Setting up a new rebate program, including line items that need attention.

Incentivize your partners with rebates built using agreed-upon sales targets. Easily adjust details of programs such as partner tiers, duration, payout period frequency, and program description. Keep partners motivated with automated rebate claim approval processes and insights on how to best hit their revenue goals.

Insight into performance of annual rebate program.

Reach inventory and pricing agreements faster with a flexible business rules engine that automates pricing terms while allowing for manual adjustments, too. Simplify partner reimbursements and make it easy for partners to upload and track their claims with automated claim submission.

View of rebate claims and ability to upload new ones.

Simplify the price protection process with a customizable setup that suits your needs based on partner, price type, duration, or eligibility. Proactively protect your partners’ margins by identifying and coordinating with partners that need refunds because of unsold inventory, price drops, or other changes to the business.

View or price protection executions, including a pending reconciliation.
Setting up a new rebate program, including line items that need attention.
Insight into performance of annual rebate program.
View of rebate claims and ability to upload new ones.
View or price protection executions, including a pending reconciliation.

Get the most out of Channel Revenue Management with partner apps and experts.

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Channel Revenue Management FAQs

Channel Revenue Management is a new product, built natively on Salesforce. It's ideal for teams that rely heavily on partners and sell a physical good via external distributors, wholesalers, retailers, etc. Channel Revenue Management takes the guesswork out of the inventory and incentive tracking across the channel ecosystem. Embedded inside your CRM, it helps you see all channel revenue activity in one spot and share the most important and relevant aspects of rebates and inventory with partners. Channel Revenue Management helps with everything from design registrations to ship and debit claim submission.

Channel Revenue Management is not an ERP. Channel Revenue Management can be integrated with your ERP to pull in supply chain information to help you move faster though.

Managing the vast landscape created when you have layers and layers of partners and inventory outside your internal systems is complex. Channel Revenue Management makes it simple to track the data of inventory and pricing changes so partners can act accordingly and stay incentivized to keep selling. Meanwhile, you can protect your bottom line by reducing overpaying on rebates and systematizing deal registrations.

You can view the packaging for Channel Revenue Management here. Please reach out to your AE for a quote.

Partner relationship management (PRM) is the Salesforce tool used to expose specific aspects of your CRM to partners. You can fully customize each partner type's experience. With Channel Revenue Management, you can share specific processes, data, and automation for registering deals, claims, and payouts from Channel Revenue Management to partners inside PRM.

Channel revenue management helps industries optimize their sales by aligning pricing and distribution strategies across different sales channels, ensuring that they capture the maximum value from each customer segment. By analyzing market data and customer behavior, industries can make informed decisions to help boost sales and profitability. Learn how Salesforce can support channel revenue management for manufacturing.