Salesforce’s Rebate Management solution modernizes the rebate management process, helping B2B businesses automate, scale, and leverage AI-driven insights for better and faster decisions.
With Salesforce Rebate Management, you can help your customers build efficient and scalable incentive programs for dealers, partners, and distributors. This program can improve trusted channel partner relationships, and at the same time, you can power incentive programs and drive visibility across the ecosystem.
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Sales teams can easily identify cross-sell opportunities by seeing their account’s incentive attainment. By integrating attainment progress, historical payouts, and account activity within the CRM, sales teams will be better equipped than ever before.
Rebate Management allows you to create rebate programs and specify rebate types, eligibility rules, and benefit structures, including thresholds. Your rebate payouts are processed at the pace you select with the information you specify. Collaborate with your partners using the Manufacturing Community template. With Einstein Analytics for Rebates, you can get actionable insights into your rebates.
Enable Rebate Management: Four Benefits
The four main offerings of rebate management include:
- The ability to define rebate programs to calculate rebate amounts easily.
- Easy processing of rebate payouts
- Keep your partners informed on rebates through communities
- Tableau CRM for Manufacturing
Define Rebate Programs to Calculate Rebate Amounts Easily
Set up volume and revenue-based rebate programs and define the rebate payout frequency. Seamlessly integrate your Salesforce accounts with rebate programs by enrolling accounts as members in eligible programs. Create program types for every transaction, aggregated transactions, or by defining custom types. Specify a percentage of revenue or an amount per unit, or define your own rebate calculation rules.
Create rebate programs and add members to the programs. Create payout periods and rebate program types. View all the details associated with a rebate program in related lists of program records.
View the benefits for each rebate type in the rebate type records.
Process Rebate Payout
Define the payout calculation criteria and wait for the back-end processing to complete. Customize the calculation process using the flexible and extensible back-end process. View the payout details after the calculation process is complete. Track if the rebate payouts are processed, the date on which the payouts are generated, and the payout status.
View the payout details in the Payout tab of rebate program member records.
Keep Your Partners Informed on Rebates Through Communities
Increase trust with your partners by collaborating using the Manufacturing community template. Use Rebates objects in the Manufacturing partner community by enabling them. You can embed the objects into your community template.
Tableau CRM for Manufacturing
Use prebuilt dashboards and AI-powered insights to bring visibility into rebate program performance. Also, get insight into how you can:
- Drive incentivize program performance and ROI within the CRM
- Optimize and improve the profitability of key incentive programs
- Find actionable insights and recommendations for account teams and channel partners
End the Struggle of How to Manage Rebate Management
With Salesforce Rebate Management, you’ll end the struggle of how to manage rebate management. The best rebate management software makes it easy. Contact us to learn more.
