You know your vendors' programmes better than anyone and you cannot be in every deal. Capture applies what you know to every opportunity and tells you what moved.
Vendor B changed a threshold
Read from a partner email this morning
Illustrative vendors and figures, anonymised.
Your position against each vendor's tiers and rebate thresholds, how far the next one is, and what buying now or before quarter end does to the rebate.
Programme changes with their impact. When a vendor changes a threshold, a rate or a promotion, you see the open deals it affects and the sellers are told what to do about theirs. A monthly summary by vendor for your review.
Tier and threshold position. Where you stand against each vendor's tiers and rebate thresholds, how far the next one is and what buying now, or before quarter end, does to the rebate across the programme.
Vendor B · Gold tier
Your position against the next tier
Coming up
Flagged while there is time to act
Which badges hold a tier or a discount in place, whose lapsing exam would drop one and by when, and which funds must be claimed or spent by a date.
Certifications before they expire. Which badges hold a tier or a discount in place, which individual's lapsing exam would drop one and by when.
MDF and promotion deadlines. Funds that must be claimed or spent by a date, flagged while there is time to use them.
Arrive at the QBR with your registration rate, claims filed and the statement reconciled to deals. Disputes come with evidence.
Reporting that does not depend on you being in. Registration rate and incentive by vendor, available to whoever needs it, so a colleague can answer for your vendors when you are away.
A stronger conversation with the vendor. You arrive at the QBR with your registration rate, your claims filed and the statement reconciled to deals. Disputes come with evidence. Vendors notice partners that run the programme properly.
QBR pack · Vendor A
Available to whoever needs it
Each page answers one question buyers ask, so you can send it to whoever needs it.
Every other question is answered on the questions page.
See every questionTier, certification and volume-based rules are applied alongside deal-level rules. If a higher rate applies once a target is reached, Capture tracks the target and tells you how far away it is.
Registration rate, claims and reconciliation by vendor, without depending on one person being in.
