Incentives simplified. Loyalty amplified.

Transcription

1 Incentives simplified. Loyalty amplified.

2 Perks Worldwide s Enterprise Engagement Engine SM (E 3 ) ensures companies engage resellers, franchisees, channel teams, and more through multiple incentive modules - Planner, MDF, Marketplace, Deal Registration, Rebates, and Rewards - seamlessly integrated to address their needs, in a way that individual components cannot deliver on their own.

3 Today s Buyer s Journey Buyers in today s world are approaching sales people with a fresh set of expectations and an increased level of knowledge. Partners now own a much bigger piece of the lead-to-revenue cycle and are responsible for engaging with buyers through most of their journey. buyers are 67% through their journey BEFORE FIRST CONTACT Claudio Ayub, Chief Strategy Officer Perks Worldwide

4 The Secret Sauce: Our Process 1 2 segmenting 3 business 4 incentives 5 the Identify the behaviors most important to your strategy. Align behavioral incentives to partners sales-cycle by individual and company level behaviors. Define behaviors that have the greatest impact on your and need reinforcement. Pair company and individual behaviors with the right for maximum impact. Apply right incentive value.

5 Marketing Planner The Perks WW Marketing Planner module allows partners to create complete quarterly marketing plans, tactic definitions, lead and revenue forecasts, budgets, and a calculated ROI. Partners can simulate different plans and investment levels to create an optimal marketing mix. Our Partner Marketing Scorecard can help determine a partner s eligibility for Market Development Funds (MDF) programs and their ability to meet lead, pipeline, and ROI success metrics. MDF & Co-Op Funds The Perks WW MDF/Co-Op module is mobile, social, and cloud-based, enabling vendors to easily manage strategic Market Development Funds (MDF) or Co-Op funds, by automating prior approvals, claims, and payments. This module also provides complete visibility to marketing activities and expenditures by partner, geography, budget, and product. These tools make accommodating regional channel partner program variances simple and intuitive.

6 The Cloud has significantly impacted partner profitability and cash flow, making long MDF reimbursements a financial burden for SMB partners who lack the marketing resources to plan and execute effective marketing campaigns. Campaign Marketplace The Perks WW Campaign Marketplace is an integrated storefront of pre-approved, pre-packaged professional marketing activities for partners that will increase the effectiveness of your MDF program. Channel partners can now easily leverage their MDF to access pre-approved, professionally developed marketing campaigns, streamlining approvals and claims. Global marketing enablement programs require consistent, accurate, and swift payment processing. Channel partners place significant value on prompt payment after successfully completing an activity that requires reimbursement. Channel Payments The Perks WW Payments module rapidly and securely disburses payments on a global scale to pay partner incentives in a partner s own currency. The system verifies bank account information before executing payment, and then posts the payment detail by program to an online benefit statement.

7 Loyalty With Great Incentives Loyalty Rewards & Spiffs The Perks WW Rewards module is a points-based engagement engine that delivers a unique rewards experience that is personalized to each user s role and partner tier. The lifestyle rewards catalog includes an extensive assortment of experiences, travel, merchandise, and gift cards; delivered to over 140 countries in 14 different languages. Participants earn points for many different types of activities, transactions, behaviors, and on-thespot reward codes. An engaging and gamified user experience keeps participants engaged in the program through dashboards, gauges, leaderboards, and progress bars. The Rewards module comes standard with an integrated learning solution, survey module, news feed, and communications center, all of which serve to incentivize individuals for training, responding to surveys, reading newsletters, and engaging with the program on an ongoing basis. Sales Incentives Perks WW gives your sales people extra reasons to keep your business goals on top of their list of priorities. Tangible rewards for hard work prove to your sales force the true impact of their efforts. With a solid game plan to design, launch, and support ROI-driven incentives, you can motivate your sales people to consistently surpass sales goals. Best of all, we help you keep it simple. Well-designed incentive programs engage the whole sales force and are flexible enough to motivate everyone, from slow starters to top performers.

8 Claim-Based Rebates The Claim-Based Rebates module includes a configurable claim form and a flexible rules engine that empowers suppliers to design rebate promotions where partners can easily submit proof of performance documentation during the claiming process. Our validation engine compares partners eligibility and claims data to calculate and validate rebate amounts earned in the various promotions. Exceptions are manually managed by our customer care teams. Rebates are paid to partners that have reached a pre-determined goal (e.g. revenue or unit target, deal registration payments, business objective achievement) during a fixed period of time. On E 3 you can launch recurring and concurrent POS/Claim/MBO rebates promotions by partner type, specialization, competency, market, geography, and much more. When a partner achieves this time-based goal, E 3 issues a rebate payment within an agreedupon time frame. Rebates are often reserved for top-tier partners. They typically average between 2 and 2.5 percent of sales; loyalty programs average 1 to 2 percent, while volume incentives can be as high as 5 percent, depending on the goal achievement. POS-Based Rebates The POS-Based Rebates module is the most common, and empowers you to design, configure, manage, and track rebate promotions using your POS data. Our validation engine compares partners eligibility and POS data to automatically calculate attainment, growth, and stretch rebates; and can model what-if scenarios to forecast program spend. Perks WW E 3 Rebates keeps track of all accepted agreements, promotional periods, and earnings, and keeps partners informed of their standing against goals through interactive dashboards and a monthly account statement . MBO-Based Rebates The MBO-Based Rebates module utilizes a partner scorecard to reward partners for achievement of specific vendor-defined managed business objectives. MBO- Based Rebates typically pay out rebates for partners that achieve certain expertise and/or skill sets. Perhaps, expansion in key market segments or the rebate recognizes partners who deliver exceptional customer experiences.

9 E 3 Technology Delivers The Best Partner Experience Integrated E 3 is comprised of multiple channel incentive modules Planner, MDF, Marketplace, Rebates, and Rewards seamlessly bound to address your partner s needs in a way that individual components cannot deliver on their own. Personalized Perks E 3 platform delivers a highly personalized partner experience via a three-dimensional hierarchy, where suppliers can recreate their entire partner ecosystem, assign roles, regions, and create groups. Targeted Once a partner ecosystem is configured on E 3, you are able to expose targeted content to different partner tiers, roles, and regions. In addition, you can differentiate communication, participating products or services, promotions, benefits, and rule structures. Flexible The flexibility of E 3 empowers suppliers to configure claims, behavior validation, funding, and reporting on a global basis and configure promotional activity, enablement, and communications on a local basis. Insightful Measurement and analytics are your key to tracking, fine-tuning, and predicting the success of all your incentives programs. Perks WW E 3 includes a single reporting and analytics engine for comprehensive reporting and analytics across program types. CRM Integrated E 3 is listed on the Salesforce.com AppExchange, allowing for a seamless integration with your Salesforce.com instance, reducing administration and centralizing data for comprehensive reporting of partner and program performance.

10 Global Program Management Our Experts Are Here To Help With support in 14 languages and experience running programs across 140 countries, our Perks WW associates have the knowledge, expertise, and knowhow to effectively support your complex partner loyalty programs. Our in-region partner and participant support network is globally reliable, and can provide insights that help optimize your program and improve the partner experience. Worried about support accuracy and program governance controls? Rest assured that we will conduct claim audits and help desk response analysis to ensure compliance with predefined organizational support standards. Marketing Communications Services Perks WW Marketing Communication Services will define your organization s partner relationships not only by delivering the perfect message, but also by choosing the media and occasions to suit your partners preferences. Our Marcom Services work with you to develop effective communications that provide your partners the information they need for success. Partner Loyalty Profiling and Capacity Planning Profile your partner ecosystem through multiple attributes not just revenue. We analyze and identify the quantity and mix of partners needed to achieve your goals.

11 Contact Us. Toll Free: PERKS linkedin.com/company/perks-channel twitter.com/perkschannel plus.google.com+perksincentiveprograms/posts

12 Where to Find Us: Perks Global Perks US 200 River Market Ave. Suite 350 Little Rock, AR Perks Europe Ilex Unit 16 Mulberry Business Park Fishponds Road Wokingham, Berkshire RG41 2GY United Kingdom Perks Latin America Perks LA 2332 Galiano Street 2nd Floor-Coral Gables Miami, Florida Perks Asia Samsung Hub 3 Church Street, #819 / 820 Singapore