How Incentivizer Works
- Deal Registration
- Sales (Closing Deals)
- Enablement
- Marketing Activity
2. Choose your Incentive
After choosing your plan, select your first incentive type and provide the core details.
3. Set your Rules
With Incentivizer™, you define the criteria for your incentive. What do you want your partners to do, when, and how will they be measured?
- For deal reg/sales incentives, you might focus on a product or product family.
- For marketing or enablement incentives, you might request partners upload proof.
You decide.
- Deal Value > $5,000
- Products X and Y
- Start date: 1st Sept
- End date: 31st Oct
4. Set your Rewards
Determine what reward value(s) to issue to participants who successfully earn them based on your rules. You can set ranges to increase the reward value based on deal/activity value or level of effort.
5. Promote the Incentive
Drive excitement and promote your new incentive to your channel. Make sure your partners know about the incentive and want to take part!
6. Partners Register
Your partners’ employees register on Incentivizer, review the details for your shiny, new incentive, sign up and accept your T&Cs and they are ready to go!
7. Partners Submit Claims
Your partner reps log a claim for each qualifying deal or activity. As an Admin, you get notified when any claims are made.
8. Approve or Decline
You check all submitted claims and either ‘approve’ or ‘reject’ them. When rejecting claims you must provide a reason. That way the rep understands why it wasn’t approved. Rewards are instantly generated for the claims you approve.
9. Partners are Rewarded
Reps are notified when any claims they have submitted are approved. They redeem rewards via the platform. They can see all rejected claims and the reasons why. Learning from rejections reduces queries and improves performance.
10. Track Results
Your Admin Dashboard is where you track your incentive performance, your partners and monitor reward budget.
