Trade & Channel Programs
Extend the capabilities of your ERP
Maximize revenue by optimizing and tracking your trade programs with precision
Billbacks
Manage complex tasks such as contract updates, ongoing and retroactive transaction processing, vendor invoicing, claim reconciliation and more with a single, integrated approach.
Co-op & MDF
Gain end-to-end program visibility to manage planning and funds allocation, track spend, claims and collections, and monitor approvals and performance.
Sales Rebates
Deliver end-to-end support for sales rebate programs including modeling, tracking, analyzing and reporting.
Channel Tracking
Attain full visibility into accurate inventory data – from channel partner to customer.
Tenders
Gain control over the tender and RFP process from start to finish.
Deal Registration
Reduce channel conflict and manage partner pipeline.
Billbacks
Whether you refer to them as billbacks, chargebacks, rebates, ship & debits, SPAs or some other term, chances are your company is losing money due to inefficient processing of partner claims. Manufacturers lose millions of dollars annually due to inaccurate claim validations. Vistex streamlines claim management – from receipt and validation to payment – offering unprecedented accuracy and control.
The Trade Program Billback component allows manufacturers to minimize losses due to inaccurate processes, lax claim validations, calculation errors and other administration problems. For manufacturers, this means knowing the true selling price and the ability to make informed financial decisions.
The Billbacks component offers an efficient, highly automated approach to managing the entire billbacks lifecycle. It enables manufacturers to manage the entire process from agreement creation to accrual, claim submission/receipt through adjudication settlement and, as warranted, resubmission and adjustment.
Accomplish more
Gain visibility into your most profitable products, distributors, customers and geographies
Validate billbacks with a complete audit trail
Calculate and accrue billbacks for financial reporting and profitability analysis
Record accruals and billbacks in full compliance with financial regulations
Reduce claim processing costs, errors, disputes and delays
Co-op & MDF
Co-op & MDF programs can help manufacturers boost partner engagement, but they are complicated to manage, especially with spreadsheets. Co-op & MDF programs require an enterprise-wide structure for end-to-end visibility and program management. Vistex provides you with the visibility to manage planning and funds allocation, track spending, claims and collections, and monitor approvals and performance.
The Co-op & MDF component of the Trade Programs module delivers an efficient, highly automated approach to managing every aspect of Co-op & MDF programs. The Co-op & MDF functionality allows you to manage funds and balances effectively and streamline and automate approvals, claims, requests and payments while offering visibility into program financial data and metrics. Robust analytics provide comprehensive insights into spending, program effectiveness, and the status of electronically submitted claims, forms, documents and receipts — geared toward speeding up payment accuracy and boosting partner satisfaction.
The Co-op & MDF component provides a 360-degree view of the entire fund cycle with comprehensive, integrated tools to help businesses cut costs, view critical analytics and performance data, increase transparency into effective utilization, minimize the back-and-forth of claim validations and stimulate greater loyalty from valued channel partners.
Accomplish more
Effectively manage funds and balances
Streamline and automate approvals, claims, requests and payments
Gain complete visibility into program financial data and metrics
Optimize Co-op & MDF spend utilization and performance
Reduce processing costs, errors, disputes and delays
Effectively manage funds and balances
Streamline and automate approvals, claims, requests and payments
Gain complete visibility into program financial data and metrics
Optimize Co-op & MDF spend utilization and performance
Reduce processing costs, errors, disputes and delays
Sales Rebates
Accomplish more
Improve value by incenting customer performance with rebates tied to measurable objectives
Calculate payments for individual customers and partners or in aggregate based on members in a buying group
Communicate current payout and next-tier qualification thresholds to spur additional revenue opportunities with partners
Forecast, plan and track flat, tiered, volume, growth and other rebates
Perform midstream evaluation to optimize program performance and retroactively recalculate amounts due
Forecast, plan and track flat, tiered, volume, growth and other rebates
Perform midstream evaluation to optimize program performance and retroactively recalculate amounts due
Channel Tracking
You need effective tools to manage inventory, associated claims, and rebates to and from channel partners. Vistex provides tools that enable visibility into channel inventory by recording sales into the channel and capturing critical POS data from partners.
The Channel Tracking component of the Trade Programs module allows businesses to maintain inventory and track ownership, accrue and accurately recognize revenue. With Channel Tracking, you will know inventory on hand, anticipate potential stock-outs and validate partner claims, eliminating reporting inaccuracy and unnecessary business exposure. With integrated serial number tracking, validations can even be done at the serial number level.
Channel Tracking manages multiple locations, with detailed tracking that improves supply chain management and provides end-to-end insight from manufacturer to channel partner to end customer and all activities in the channel sales process. Essential reporting tools improve profitability by estimating the impact of price drops based on inventory levels and providing in-depth, real-time views into key partners.
Accomplish more
Use inventory pools to validate claim pricing and quantities for accuracy
Process partner data automatically, including POS, inventory and claims
Compile inventory reports on moving inventory and current inventory status
Use inventory levels to estimate price protection liabilities and mitigate overpayments of claims
Tenders
For many businesses, tender management is essential to overall revenue forecasting, management and measurement. With the Tender component, you gain control over the tender and RFP process from start to finish. Contracts and pricing are integrated with planning to formalize the entire RFP process.
To maintain a competitive advantage, manufacturers need end-to-end insights into how tenders have performed, access to and tracking wins and losses, and forecasted inventory levels when tenders are attained.
Bids can be priced for profit or market penetration as part of a well-structured tender management process. When aligned with internal objectives and demand planning, businesses can improve on the results of previous tenders by reevaluating responses, retendering for similar contracts and standardizing the bidding process.
Accomplish more
Optimize planning with fulfillment forecasts, account for price adjustments and validate delivery and manufacturing requirements
Perform “what if” simulations and Gross-to-Net calculations
Assess the impact of pricing and ancillary processes, including claims and rebates
Set alerts for tender opportunities and provide transparency into planning
Optimize for winning and return on opportunity
Determine pricing and margins that align with pricing strategies
Report on decisions, tracking, fulfillment and reflection on lost opportunities
Optimize planning with fulfillment forecasts, account for price adjustments and validate delivery and manufacturing requirements
Perform “what if” simulations and Gross-to-Net calculations
Assess the impact of pricing and ancillary processes, including claims and rebates
Set alerts for tender opportunities and provide transparency into planning
Optimize for winning and return on opportunity
Determine pricing and margins that align with pricing strategies
Report on decisions, tracking, fulfillment and reflection on lost opportunities
Deal Registration
Accomplish more
Identify, formalize and protect opportunities by registering prospects and deals
Set alerts for time-to-close periods, track negotiations, deal terms and pricing impact
Attain clear line-of-sight to ROI with deal tracking and full audit trails
Enable collaboration and increase transparency between account managers and distributors
Identify opportunities by status, customer, product and more
Use pricing, commissions, billback and special pricing to determine true sales profitability
Enable collaboration and increase transparency between account managers and distributors
Identify opportunities by status, customer, product and more
Use pricing, commissions, billback and special pricing to determine true sales profitability
About Go-to-Market Suite®
Vistex Go-to-Market Suite® (GTMS®) is an enterprise-class, modular-based application that helps drive revenue, control spend and influence behavior. GTMS is specifically designed to offer unprecedented visibility into program performance, providing unparalleled insight into the management of entire programs, and provides end-to-end insights into overall program effectiveness while driving topline revenue and improving bottom line profit.
GTMS Cloud Modules
Trade & Channel
Make more informed decisions to
maximize trade program performance.
Save time and earn more from your
intellectual property and artistry works.
Maximize cost recovery programs and
find opportunities for revenue growth.
Effectively manage incentive compensation, drive
behavior and improve performance.
Drive prices, determine true profitability, and
gain a holistic view of your pricing programs.
Automate, streamline and gain end-to-end visibility for revenue management with GTMS
Eliminate errors with a single source of truth so analysis is straightforward and innovation is possible
Support programs with flexibility and a “future-proof” design for a competitive edge
Gain end-to-end transparency to program performance capturing every impact on revenue and margin
Scalable and performance-tested at the world’s largest enterprises across multiple industries
Reduce financial, audit and compliance complexity with deep functionality around financial controls
Deployment
Vistex Go-to-Market Suite integrates with any ERP and manages and analyzes your margins on both the buy- and sell-side. It offers real-time insights into program performance and provides a clear picture of how programs impact your financial, marketing and sales functions.
Cloud for any ERP
ERP agnostic revenue
management software
Enterprise-class
modular-based application
Interfaces with any ERP provider including SAP, Oracle, Microsoft, Epicor, Infor and more
Wondering where to start?
Everybody has questions about integrating and enhancing enterprise solutions into their existing environment. Connect with our experts to get more information about what steps to take to for your particular situation.
Manage growth, revenue and cost control programs to increase profitability. Plan, execute and analyze the effectiveness of complex programs.
Let’s talk integration!