Channel Incentive Software
Reward partner sales and activity with configurable channel incentive programs.
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Through-Channel Marketing Automation
Help partners market your products locally
Use through channel marketing automation to equip partners to run approved local campaigns with branded assets and guided tasks.
Build campaigns partners will use
Create co-branded templates for email, social, and ads, so partners can launch without design help.
Reach more local buyers
Grow partner marketing by letting partners personalize and launch approved campaigns in a few clicks.
See which campaigns work
Track results by partner and campaign to invest more in the content that drives real sales.
✓ SOC 2 Type IITrusted by 300+ brands
The team has helped us scale the referral program to multiple markets including US, Japan, Australia, Singapore.
As a trusted partner, the Nextbee team has consistently delivered reliable and responsive service in support of Just Energy's digital gift card program.
NextBee delivered the right platform and the right partnership. Their comprehensive solution and collaborative approach helped us grow participation from an original goal of 10% to 35% of our customer base.
If you're looking for a powerful platform to run your loyalty and promotions initiatives, NextBee should be your first choice.
Your vision. A program built around it.
An ROI positive program is not just a buzzword, but a commitment we stand by.
Solutions tailored to your needs
Win more VAR and MSP deals with tiered rewards
Design reseller incentive programs that reward VARs and MSPs for registered deals, certifications, and closed revenue, with tiers that unlock better benefits. Resellers put your products first because every qualified deal moves them closer to the next reward.
- Tiered partner program
- Deal registration software
- VAR rewards program
- MSP partner incentives
Give every partner one branded place to work
Bring deal registration, training, co-branded assets, and reward balances into one B2B partner portal with role-based content for owners, sales reps, and engineers.
- Branded partner hub
- Role-based content
- Claim status views
- Partner engagement platform
Activate new resellers in their first 90 days
Guide new partners through agreements, product training, portal setup, and a first registered deal with activation checklists and milestone rewards.
- Activation checklists
- First-action milestones
- Partner onboarding software
- Partner recruitment software
Certify partner teams on every product line
Build a partner certification program with learning journeys, quizzes, and badges that unlock tier benefits and deal registration perks. Certified partners sell with confidence and close larger deals.
- Learning journeys
- Partner learning platform
- Milestone rewards
- Completion reporting
Help partners market your solutions locally
Equip partners with through channel marketing automation, approved co-branded partner campaigns, and market development funds tied to proof of execution. Your message reaches more buyers, and every MDF dollar shows a return.
- Co-branded campaigns
- MDF claims management
- Approval paths
- Partner reporting
Turn deal registration into friendly competition
Launch deal reg SPIFFs, partner sales gamification, and quarter-end missions with leaderboards ranked on verified CRM data. Partner reps register more opportunities, giving sales earlier visibility into every deal.
- Deal reg SPIFF
- Activity missions
- Reseller leaderboard software
- Channel partner gamification
See which partners and programs drive revenue
Compare partner scorecards, registered deals, certifications, and incentive spend by tier and region with channel partner analytics. Leadership sees channel incentive ROI, and budget follows the partners who grow.
- Partner scorecard software
- Segment reporting
- Channel incentive ROI
- Milestone tracking
Design a partner program that fits your channel
Work with NextBee on channel incentive program design, tier structures, and partner advisory council meetings that shape your roadmap. The program launches with a proven plan and partner input from day one.
- PRM software alternatives
- Tier structure design
- Partner advisory council
- Rollout planning
Connect partner incentives to Salesforce
Sync Salesforce partner incentives with opportunity stages, Experience Cloud partner records, and renewal milestones so rewards trigger from real CRM data. Manual claim reviews disappear, and partner and sales data stay in step.
- CRM event triggers
- Experience Cloud partner rewards
- Partner renewal incentives
- Activity writeback
- Docebo training rewards
Push dealer volume with stair-step bonuses
Structure manufacturer dealer incentives with volume bonus rules, growth targets, and stair step dealer incentive tiers that show progress toward each threshold. Dealers order more of your lines because the next bonus is always in sight.
- Volume bonus rules
- Growth targets
- Channel incentive management
- Dealer loyalty program
Reach distributors and their dealers in one program
Extend two tier channel incentives through distributor sponsor workspaces that enroll downstream dealers and sales reps under your brand rules. Every tier sees the same program, with budgets owned by the right sponsor.
- Sponsor workspaces
- Downstream enrollment
- Tier permissions
- Distributor incentive program
Bring new dealers up to speed fast
Welcome new dealers with a dealer onboarding program that covers account setup, product training, and a first qualifying order. Reps spend less time chasing paperwork as new dealers start selling sooner.
- Account setup checklist
- Product training paths
- First-order milestone
- Dealer recruitment program
Sharpen dealer product knowledge
Teach dealer staff through interactive guides, scenario quizzes, and dealer certification program milestones. Sales staff explain your products accurately and sell with more confidence.
- Guided product paths
- Scenario-based learning
- Dealer certification program
- Content approvals
Manage co-op funds without spreadsheets
Track co-op advertising, dealer advertising reimbursement, and MDF requests with documented spend, approval thresholds, and budget allocations. Reimbursements arrive faster, and you see what every shared dollar delivered.
- Funding request forms
- Execution evidence
- Co-op funds management
- Budget allocations
Spark sales contests between branches
Stage branch sales competitions and distributor sales contests with team scoreboards, shared milestones, and reward caps. Branches push harder during slow months, and top teams earn public recognition.
- Team scoreboards
- Shared milestones
- Dealer gamification platform
- Reward caps
Prove what each dealer incentive returns
Measure dealer volume, product mix, and incentive cost per account, and flag duplicate or unsupported claims before rewards go out. Finance trusts the numbers because budgets reward real sales.
- Duplicate claim checks
- Partner activity views
- Campaign comparisons
- Incentive claim audit
Hear from dealers before you change the program
Organize a dealer advisory council with member groups, pilot invitations, and action tracking. Changes land well because dealers helped shape them.
- Dealer member groups
- Meeting participation
- Pilot invitations
- Action tracking
Qualify dealer rewards with NetSuite data
Feed NetSuite transactions, account data, and distributor rebates into incentive eligibility rules, with results written back to your CRM. Rewards match invoices exactly, and nobody re-keys sales data.
- Transaction event feeds
- Partner account mapping
- ERP partner incentive integration
- Purchase eligibility
- Program outcome views
Reward contractors for every registered install
Credit registered equipment, verified installations, and training through an HVAC contractor rewards program that also covers plumbing contractor incentives. Contractors choose your brand on the next job because points add up quickly.
- Registered equipment
- Installation evidence
- Installer loyalty program
- Plumber loyalty program
Put the pro hub on every contractor's phone
Equip contractors with a mobile-ready portal to register equipment, upload invoices, check reward balances, and download spec sheets. Jobs keep moving because program tasks happen on site, not after hours.
- Mobile registration
- Invoice upload
- Reward balances
- Spec sheet library
Ready new installers before peak season
Enroll new contractors with a short checklist covering company profile, product training, and a first registered install, timed before summer and winter peaks. Installers are ready to earn when demand arrives.
- Pro profile setup
- Seasonal activation
- First-install milestone
- Welcome bonus
Train technicians on new equipment
Deliver installer training on new systems, refrigerants, and controls with quizzes and certification badges that unlock higher reward tiers. Crews install correctly the first time, which cuts warranty callbacks.
- Training milestones
- Certification badges
- Tier unlocks
- Partner product training
Promote your brand through local dealers
Supply co-branded flyers, social posts, and seasonal promotions that dealers customize within brand rules, backed by co-op funds. Local dealers market your equipment more often and more consistently.
- Co-branded templates
- Seasonal promotions
- Co-op claims
- Brand approvals
Boost sell-in with seasonal HVAC SPIFFs
Time an HVAC SPIFF program to high-efficiency units with campaign windows, leaderboards, and instant rewards for verified sales. Premium systems sell faster during the months that matter most.
- Timed campaign windows
- Contractor leaderboards
- Premium unit SPIFFs
- Instant rewards
Find contractors with premium sales potential
Rank contractors by registrations, product mix, and reward costs across territories and distributors. Field reps focus on the contractors with the most growth potential.
- Contractor scorecards
- Territory views
- Product mix reports
- Reward cost tracking
Launch a contractor program without new headcount
Partner with our specialists on program design, reward catalogs, and claim reviews, with distributor sponsors brought in from the start. Contractors join quickly, and your team stays lean.
- Program design support
- Reward catalog setup
- Claim review queues
- Distributor coordination
Validate installs with warranty and distributor data
Pull warranty registrations, distributor sales, and contractor accounts into the program through flat-file feeds or the API. Install claims validate automatically, catching fraud before rewards go out.
- Warranty registration feeds
- Distributor sales data
- CRM sync
- Serial number validation
- Single sign-on
Earn builder loyalty across your product lines
Create a building products loyalty program that rewards builders, remodelers, and lumber dealers for qualified projects and product purchases. Specifications for your products repeat because rewards grow with every job.
- Project qualification
- Product eligibility
- Lumber dealer loyalty
- Builder rewards program
Show trade pros their rewards in one place
Gather trade account views, project registrations, reward balances, and product resources into one trade rewards platform. Pros check progress in seconds and keep buying through your dealers.
- Trade account views
- Project registration
- Reward balances
- Product resources
Turn new trade accounts into repeat buyers
Greet new contractors and stockists with a profile checklist, a product sampler, and a bonus for their first qualifying purchase. First orders turn into steady accounts sooner.
- Trade member profiles
- First-purchase bonus
- Stockist loyalty program
- Reminder rules
Prepare pros to install and specify your products
Provide installation guides, product quizzes, and certification paths for contractors and dealer counter staff. Counter staff recommend your products by name, and installers deliver better results.
- Installation guides
- Product quizzes
- Certification paths
- Counter staff training
Stock dealers with ready-made local campaigns
Distribute co-branded campaigns, showroom materials, and building materials dealer incentives for promoting your product lines. Brand presentation stays consistent in every local market.
- Co-branded campaigns
- Showroom materials
- Partner marketing concierge
- Co-op funding shares
Make the building season competitive
Post seasonal missions for builders and dealers, such as trying a new product line or hitting a project count, with leaderboards and bonus multipliers. Participation climbs during the busiest months of the year.
- Activity missions
- Targeted multipliers
- Partner leaderboards
- Seasonal campaigns
Track trade loyalty by region and product
Monitor repeat purchases, product adoption, and reward costs across trade members, dealers, and regions. Weak products and strong dealers stand out at a glance.
- Repeat purchase goals
- Regional reports
- Product adoption views
- Reward cost tracking
Protect trade claims from day one
Rely on NextBee for program design, reward catalogs, and claim reviews, including tradesperson rewards scheme structures. The program goes live faster with clean claims from the start.
- Program design support
- Reward catalog setup
- Claim review queues
- Tradesperson rewards scheme
Automate purchase qualification with ERP data
Import dealer sell-through, ERP orders, and receipt uploads to qualify purchases automatically. Trade members see accurate balances, and spreadsheets disappear.
- Dealer sell-through feeds
- ERP order events
- Receipt scanning
- CRM sync
- Single sign-on
Lock in seed and equipment commitments early
Schedule an agricultural dealer incentive program with seasonal windows, product participation rules, and reward tiers for seed, crop protection, and equipment lines. Commitments to your products arrive earlier in the season.
- Seasonal program windows
- Channel loyalty program
- Reward schedules
- Seed dealer incentive program
Simplify program tracking for Ag retailers
Combine early-order programs, sales claims, reward balances, and agronomy resources in one portal for dealers and Ag retailers. Statements stop piling up because every program lives in one view.
- Ag retailer loyalty program
- Early-order tracking
- Claim status views
- Agronomy resources
Sign up new dealers before planting
Set up new dealers with territory assignments, product training, and an early-order milestone that rewards commitment ahead of the season. Contributions start in the first season, not the second.
- Territory setup
- Product training
- Early-order milestone
- Activation tracking
Equip dealer agronomists for every product
Share product trials, agronomy modules, and quizzes that dealer staff complete for points and certifications. Growers get better advice, and your products win more acres.
- Agronomy modules
- Product trial results
- Learning milestones
- Certification badges
Sponsor field days and grower events
Fund dealer field days, grower meetings, and local ads through co-op and MDF programs with clear claim evidence. Visibility stays high at the farm gate.
- Co-op advertising
- Event funding requests
- Execution evidence
- Budget allocations
Reward early orders with seasonal challenges
Open early-order challenges, product-mix missions, and dealer leaderboards that close before each planting season. Locked-in volume improves your production planning.
- Early-order challenges
- Product mix missions
- Dealer leaderboards
- Reward caps
Measure program impact by season and territory
Break down sales, product participation, and reward costs by dealer segment, territory, and season. Adjustments happen before the next season, not after.
- Dealer segments
- Territory reports
- Season comparisons
- Incentive ROI views
Match programs to the Ag calendar
Map incentives to planting, harvest, and early-order windows, and gather input through a dealer feedback program. Programs land at the right moment for dealers and growers.
- Seasonal program planning
- Dealer feedback program
- Reward schedule design
- Claim reviews
Link dealer reporting, ERP, and CRM data
Load dealer sales reports, ERP shipments, and CRM accounts into incentive rules via secure file transfers. Dealers see accurate statements without delays.
- Dealer sales reports
- ERP shipment feeds
- CRM sync
- Secure file transfer
- Single sign-on
Drive dealership sales toward priority models
Score dealerships on sales, service, and CSI through an automotive dealer incentive program with clear claim approvals. Dealerships focus on the models and metrics you care about most.
- Dealership scorecards
- Claim approvals
- Dealer CSI incentive program
- OEM dealer rewards software
Tailor the portal to every dealership role
Present sales consultants, service advisors, technicians, and managers with the campaigns, training, and rewards that apply to their role. Staff act on the right programs without digging through emails.
- Role-based content
- Campaign milestones
- Reward balances
- Program notifications
Get new dealership staff selling sooner
Walk new hires through product training, program enrollment, and a first qualifying sale with progress tracking and welcome rewards. High turnover hurts less when new staff ramp quickly.
- New hire checklists
- Product training
- First-sale milestone
- Welcome rewards
Recognize technicians for every certification
Reward service technician certifications, training milestones, and master technician recognition through a dealer technician incentive program. Skilled technicians stay with your dealers, and service quality improves.
- Certification milestones
- Technician profiles
- Master technician recognition
- Dealer network views
Keep dealer advertising within brand rules
Approve co-op advertising, digital campaign kits, and local event funding so dealers promote new models within OEM guidelines. Local ads stay on brand, and co-op claims settle faster.
- Co-op advertising
- Campaign kits
- Brand approvals
- Claim evidence
Power model launches with dealer SPIFFs
Kick off an automotive dealer SPIFF program and dealer product launch incentives with first-sale milestones and dealership leaderboards. New models gain momentum in their first quarter.
- Launch task sequences
- First-sale milestones
- Dealership leaderboards
- New product SPIFF
Compare dealer performance across the network
Report sales, CSI, training completion, and incentive spend by dealership, region, and role. Regional managers coach the dealers who need it, with data behind every conversation.
- Regional comparisons
- CSI trends
- Incentive spend reports
- Dealership sales incentive management
Hand off complex dealer administration
Delegate claim reviews, reward fulfillment, and reporting to our channel incentive specialists while you keep approval control. Your team focuses on dealer relationships, not administration.
- Claim review queues
- Owner approvals
- Reward fulfillment
- Managed channel incentive program
Connect DMS, CRM, and OEM systems
Map sales, repair orders, and CSI results from dealer management systems and your CRM to incentive rules. Faster validation shortens reward cycles.
- DMS event feeds
- CRM sync
- CSI data mapping
- Partner record mapping
- Single sign-on
Pay associates for selling your products
Build a retail SPIFF program that rewards sales associates for qualifying consumer electronics sales, with proof-of-sale capture and store-level rules. Associates recommend your brand first because rewards arrive immediately.
- Retail staff enrollment
- Proof-of-sale capture
- SPIFF management software
- Consumer electronics SPIFF program
Fit the program into every associate's shift
Open a mobile portal where associates enroll, submit sales, complete training, and redeem rewards in minutes between customers. Participation stays high because the program fits into a shift.
- Mobile enrollment
- Sales claim capture
- Reward redemption
- Store notifications
Enlist new associates at every store
Invite new store staff with QR codes at the counter, a short training path, and a bonus for their first verified sale. New hires sell your products from week one.
- QR enrollment
- Short training paths
- First-sale bonus
- Store-level tracking
Convert product specs into quick lessons
Create interactive product guides and retail associate product training rewards that explain features in short, mobile lessons. Shopper questions get accurate answers, and more sales close.
- Interactive product guides
- Retail staff product training
- Partner product knowledge quiz
- Guide engagement
Coordinate in-store promotions with retailers
Plan co-op promotions, endcap displays, and launch kits with retail partners, with compliance photos and claim evidence in one workflow. Displays go up on time, and co-op funds pay for proven execution.
- Retailer participation
- Compliance photos
- Launch kits
- Funding shares
Win launch weekends with sales contests
Host product launch sales contests with store leaderboards, team goals, and bonus multipliers for hero products. Launch weeks build momentum fast.
- Product launch sales contest
- Store leaderboards
- Team goals
- Bonus multipliers
Stop fraudulent claims before they cost you
Detect duplicate serial numbers, suspicious claim patterns, and ineligible sales with SPIFF claim verification and approval history. Only real sales earn SPIFF dollars.
- Duplicate claim checks
- Serial number matching
- Approval history
- Channel reward fraud detection
Scale SPIFFs to thousands of stores
Outsource SPIFF administration, claim reviews, and reward fulfillment to NextBee while you approve campaigns and budgets. Store coverage grows without new hires.
- Channel SPIFF program
- Claim review queues
- Reward fulfillment
- Recurring reporting
Verify sales with POS and retailer data
Match claims against POS feeds, retailer sell-through reports, and serial number databases. Approvals happen in hours, while the sale is still fresh.
- POS data feeds
- Sell-through incentive program
- Serial number databases
- Proof of sale incentive program
- Single sign-on
Grow activations through wireless dealers
Tie wireless dealer incentives to activations, upgrades, and accessory attach, with tiered bonuses for owners and store reps. Competing carriers lose ground as dealers prioritize your plans.
- Wireless dealer incentive software
- Activation rules
- Accessory attach bonuses
- Channel rewards software
Answer dealer questions before they call
Publish plan updates, compensation rules, training, and claim status for every location in a channel partner portal. Calls to your channel team drop because every answer lives in one place.
- Channel partner portal
- Plan update alerts
- Claim status views
- Location views
Open new dealer locations faster
Lead new dealers through agreements, system access, staff training, and first activations with a channel partner onboarding program. Activations at new stores start weeks sooner.
- Agreement tracking
- System access setup
- Staff training
- First-activation milestone
Brief store reps on plans and devices
Push short lessons and quizzes on new plans, devices, and promotions, rewarding reps who finish them. Clear explanations reduce returns and care calls.
- Plan and device lessons
- Promotion briefings
- Completion rewards
- Store completion reports
Localize carrier-approved campaigns for every dealer
Load co-branded social posts, store signage, and digital ads that dealers adapt within approval paths. Marketing stays compliant and on message in every store.
- Co-branded campaigns
- Store signage kits
- Approval paths
- Local asset controls
Motivate store teams with monthly sales blitzes
Set monthly activation targets, store-versus-store contests, and partner team leaderboards with verified sales data. Store teams push harder in the final week of every month.
- Partner team leaderboard
- Store contests
- Monthly targets
- Dealer SPIFF program
Shift budget to dealers who keep customers
Analyze activations, early cancellations, and incentive spend by dealer, region, and plan type. Budget moves to the dealers who bring in lasting customers.
- Dealer scorecards
- Early cancellation views
- Regional comparisons
- Incentive spend reports
Configure dealer programs with expert help
Lean on our specialists to set compensation rules, review claims, and report results while you keep final approval. Program changes go live faster and with fewer errors.
- Program setup support
- Claim review queues
- Owner approvals
- Managed channel incentive program
Pay rewards on confirmed activations only
Stream activations from carrier systems, billing data, and Salesforce into qualification rules. Pending orders never trigger a reward.
- Activation feeds
- Billing system events
- Salesforce sync
- Qualification rules
- Single sign-on
Recognize agents for the business you want
Configure an insurance agent incentive program that rewards approved business activity, training, and service milestones within policy-based eligibility rules. Agents and brokers place more business with you, and every reward stays documented.
- Agent participation
- Policy-based eligibility
- Approval records
- Insurance broker rewards program
Centralize programs and resources for agents
Unite product updates, training, sales contests, and reward status in one agent portal for independent and captive agents. Less searching means more time selling.
- Agent portal
- Product updates
- Contest standings
- Reward status
Help new agents write their first policies
Coach newly appointed agents through licensing checks, product training, and their first policies with milestones and welcome recognition. Appointed agents produce sooner and stay longer.
- Appointment checklist
- Licensing checks
- Product training
- First-policy milestone
Update agents on products and compliance
Assign product modules, compliance refreshers, and quizzes that earn agent recognition program points and badges. Accurate selling cuts errors and complaints.
- Product modules
- Compliance refreshers
- Learning milestones
- Agent recognition program
Market through agencies without legal delays
Prepare approved co-branded campaigns, social posts, and email templates that agencies personalize within compliance rules. Agencies market your products more often without review bottlenecks.
- Co-branded campaigns
- Compliance approvals
- Email templates
- Managed partner campaigns
Make sales contests fair and visible
Score agents through insurance sales contest software, leaderboards, team goals, and insurance agent gamification built on approved activity data. Competition centers on the behaviors you value, not just volume.
- Insurance sales contest software
- Team goals
- Agent leaderboards
- Approved activity scoring
Show regulators how incentives were earned
Audit production, retention, and training completion by agent, agency, and region, with full approval history for every reward. Leadership and regulators see exactly how each incentive was earned.
- Agency scorecards
- Production reports
- Approval history
- Regional comparisons
Pass compliance review on the first try
Shape reward rules, disclosures, and award trips with NextBee, including a partner of the year program for top agencies. Programs launch approved and stay easy to audit.
- Reward rule design
- Disclosure support
- Partner of the year program
- Award nominations
Link policy admin and agency management systems
Route policy, commission, and appointment events from policy administration and agency management systems into incentive rules. Updates happen automatically, with no manual reports.
- Policy admin events
- Agency management sync
- Appointment records
- CRM sync
- Single sign-on
Rally franchisees behind brand programs
Reward franchisees for adopting brand standards, launching promotions, and hitting local sales goals, with location activity views for your field team. Brand initiatives spread because participation pays off.
- Location activity views
- Brand standard milestones
- Local sales goals
- Site-level budgets
Hand every location one brand hub
Package campaign kits, training, local budgets, and recognition in a single portal for owners and managers. Locations roll out brand programs faster with fewer support requests.
- Franchise campaign kits
- Role-based content
- Budget views
- Program notifications
Plan every grand opening step by step
Track opening tasks, staff training, local marketing setup, and grand opening milestones for each new franchisee. Locations reach target sales sooner.
- Opening checklists
- Staff training
- Grand opening milestones
- Progress visibility
Standardize training at every location
Roll out product, service, and brand training with quizzes and badges that managers track by location. Every location delivers the same customer experience.
- Brand training paths
- Location completion views
- Manager dashboards
- Training badges
Let franchisees market locally within brand rules
Give franchisees franchise marketing software with local store marketing templates, approval paths, and co-op funds for franchisee campaign management. Corporate sees every campaign, and brand standards hold.
- Local store marketing platform
- Brand approvals
- Co-op funds
- Multi location marketing platform
Spark friendly competition between locations
Challenge locations to compete on sales, reviews, and promotion launches, with leaderboards and recognition at regional meetings. Top locations get celebrated, and others learn what works.
- Location leaderboards
- Regional challenges
- Promotion missions
- Partner conference engagement
Coach locations with side-by-side results
Review campaign adoption, local spend, and sales results by location, region, and owner group. Consultants focus on the locations that need help.
- Location outcome views
- Owner group reports
- Campaign adoption
- Local spend tracking
Bring franchisee voices into program decisions
Convene a franchise advisory council with franchisee groups, agenda submissions, and follow-up reminders. Owners feel heard, and new programs launch with their backing.
- Franchisee groups
- Agenda submissions
- Follow-up reminders
- Franchisee feedback program
Base rewards on real location results
Merge POS sales, franchise management locations, and CRM contacts into one data flow. Rewards and reports reflect each location's real results.
- POS sales feeds
- Franchise management sync
- CRM sync
- Location mapping
- Single sign-on
Organize your entire field in one platform
Manage distributor profiles, sponsor connections, qualification rules, and network reporting with direct selling software built for party plan and network marketing companies. Field leaders see their teams clearly and grow them with confidence.
- Distributor profiles
- Sponsor connections
- Network reporting
- Party plan software
Give each seller a branded storefront
Launch replicated website software with personalized seller pages, product links, and attribution rules so every consultant sells online under your brand. Consultants share products easily, and every sale credits the right seller.
- Personalized seller pages
- Seller product links
- Attribution rules
- Content controls
Move new consultants to their first sale
Start new consultants on a distributor fast start program with product training, sponsor-supported tasks, and a direct sales first sale incentive. Early earnings keep new sellers active.
- New seller checklists
- Sponsor guidance
- Distributor fast start program
- Activation tracking
Educate your field on products and compliance
Cover product lessons, compliance guidelines, and income disclosure training with quizzes and rank-linked badges. Sellers represent your products accurately and avoid risky claims.
- Product lessons
- Compliance training
- Learning milestones
- Rank-linked badges
Equip sellers with approved content
Curate ready-to-post social content, product images, and party invitations that sellers personalize within compliance rules. Customer reach grows without sellers writing their own claims.
- Social sharing templates
- Party invitations
- Content approvals
- Share tracking
Energize your field with sales challenges
Add direct selling gamification with seller challenge paths, network scoreboards, and team recognition tied to sales and recruiting activity. Activity climbs, and leaders get new ways to motivate their teams.
- Seller challenge paths
- Network scoreboards
- Team recognition
- Distributor sales challenge
Clarify commissions for every distributor
Calculate commission eligibility with MLM commission software that tracks qualified sales, rank qualifications, and approval controls. Distributors see their earnings clearly, which builds trust in your compensation plan.
- Qualified sales records
- Earning visibility
- Approval controls
- Configurable adjustments
Set up compensation plans without costly errors
Finalize compensation plan setup, incentive trips, and recognition events for top performers with NextBee specialists. Launch comes faster, and costly plan errors stay out.
- Compensation plan setup
- Incentive trip planning
- Recognition events
- Program reviews
Tie orders and payments to commissions
Connect orders from your direct selling ecommerce platform, payment data, and CRM contacts with commissions and rewards. Back-office work shrinks as balances stay accurate.
- Direct selling ecommerce platform
- Payment data sync
- CRM sync
- Order event feeds
- Single sign-on
Activate marketplace sellers with targeted incentives
Offer marketplace seller incentive software that rewards new listings, first sales, and service milestones, with budget controls on every subsidy. Catalogs grow faster as more sellers go live.
- Seller qualification
- Activation milestones
- Program budget controls
- Seller subsidy program management
Point sellers and affiliates to one partner hub
Consolidate listing goals, affiliate links, reward balances, and program rules into one marketplace seller engagement platform. Partners know exactly what to do next, which lifts participation.
- Marketplace seller engagement platform
- Affiliate link center
- Reward balances
- Program notifications
Take new sellers from sign-up to first order
Onboard new sellers through store setup, catalog uploads, and a first fulfilled order with checklists, reminders, and activation bonuses. Selling starts in days, not weeks.
- Store setup checklist
- Catalog upload milestone
- First-order bonus
- Reminder rules
Teach sellers what wins on your marketplace
Explain listing, pricing, and fulfillment standards in short lessons, with quizzes and badges that unlock seller benefits. Better listings convert more shoppers for everyone.
- Listing best practices
- Fulfillment standards
- Seller badges
- Benefit unlocks
Grow sales through affiliates and creators
Recruit affiliates with affiliate program software that handles enrollment, conversion attribution, and commission rules in one affiliate management platform. Affiliates promote your products knowing every sale is tracked.
- Affiliate enrollment
- Conversion attribution
- Affiliate commission management
- B2B affiliate program software
Steer sellers toward priority categories
Introduce seller missions, sales leaderboards, and seasonal challenges with targeted multipliers for priority categories. Sellers invest in the categories you want to grow.
- Seller missions
- Category multipliers
- Sales leaderboards
- Seasonal challenges
Cut wasted seller subsidies
Benchmark activation rates, sales, and subsidy costs by seller cohort and category, with duplicate account checks built in. Subsidies go to the sellers who grow.
- Seller cohort reports
- Subsidy cost views
- Duplicate account checks
- Category comparisons
Co-fund customer rewards with your partners
Plan a B2B2C loyalty program where suppliers and partners share funding for customer rewards, with clear spend limits and usage reporting. Customer rewards cost less, and partners gain loyal buyers.
- Partner funding pools
- Spend limits
- Usage reporting
- Program design support
Trigger seller rewards from marketplace events
Capture listing, order, and payment events from your marketplace platform, plus affiliate conversions, through the API and webhooks. Seller balances stay current without manual updates.
- Marketplace event feeds
- Affiliate conversion tracking
- Payment data sync
- Webhooks
- Single sign-on
Make the next incentive clear to every partner
Explain eligible products, qualifying activity and reward conditions before a campaign starts. Review sales evidence and exceptions in one process so partners can follow their progress.
- Product eligibility
- Sales evidence
- Exception review
- Reward status
Give partners a clear route into your program
Bring approved resources, training, incentives and program updates together in a branded partner experience. Separate partner roles and participation status so each person sees useful next steps.
- Partner enrollment
- Resource access
- Role permissions
- Program updates
Make product learning part of partner progress
Connect training events and knowledge checks to milestones partners can understand. Recognize completed learning and keep certification status available when your team plans the next campaign.
- Learning activities
- Knowledge checks
- Certification milestones
- Readiness views
Help partners put your campaign into action
Equip participating partners with approved promotional materials, campaign instructions and tracked links. Follow adoption and qualified responses to see which support the channel needs next.
- Approved assets
- Campaign instructions
- Partner links
- Response tracking
Connect partner funding to the work it supports
Collect campaign plans, requested funding and supporting evidence in a shared workflow. Give reviewers the context to approve claims and keep partners informed about each decision.
- Funding requests
- Plan approvals
- Claim evidence
- Spending records
NEW Agentic Studio
Agentic Studio for Through-Channel Marketing Automation
Bring your program rules and business context. Shape a playbook with your team, then put agents to work preparing campaigns, useful assets and your next growth opportunity.
Lifetime Engagement prepares promotional assets. Opportunity Miner finds new program opportunities. Data Wrangler checks connected data. Tribe Leader Support equips your advocates.
See Agentic Studio in action →
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Through-Channel Marketing Automation Glossary for Partner Marketers
What terms should a Partner Marketing Manager know for through-channel marketing automation?
Through-channel marketing automation is software that lets brands give partners ready-to-run, co-branded campaigns they launch under their own name. The vocabulary a Partner Marketing Manager needs spans program design, campaign mechanics, funding terms such as MDF and breakage, compliance, integrations and partner metrics.
Explore the playbook
- Program Design and Channel Terms
- Campaign Mechanics and Content Terms
- Funding and Finance Terms
- Compliance, Data and Integration Terms
- Metric Terms With Formulas
WORK THROUGH THESE DECISIONS
- Program Design and Channel Terms
- Campaign Mechanics and Content Terms
- Funding and Finance Terms
More ideas +6
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Top Through-Channel Marketing Automation Software Features to Score
What features should through-channel marketing automation software have?
The features that matter most in through-channel marketing automation software are prefilled dealer localization, one-click multi-channel launch, brand approval workflow, MDF and co-op links, ERP and CRM connectors, and partner-level analytics. Score each with weights and a scripted demo task built around a dealer's first campaign.
Explore the playbook
- Partner Experience Features
- Campaign, Content and Brand Governance Features
- Funding, Rewards and Integration Features
- Analytics, Administration and Services
- Weighted Scorecard and Must-Have Gate
WORK THROUGH THESE DECISIONS
- Partner Experience Features
- Campaign, Content and Brand Governance Features
- Funding, Rewards and Integration Features
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What Is Through-Channel Marketing Automation? Definition and Uses
What is through-channel marketing automation?
Through-channel marketing automation (TCMA) is software that lets brands give partners ready-to-run, co-branded campaigns they can launch locally with brand control. It turns partner marketing into measurable leads or revenue from partner-run campaigns.
Explore the playbook
- What is TCMA in one definition?
- How does a partner campaign flow work?
- Who runs it and who participates?
- What KPIs and mechanics define TCMA?
WORK THROUGH THESE DECISIONS
- What is TCMA in one definition?
- How does a partner campaign flow work?
- Who runs it and who participates?
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Through-Channel Marketing Automation RFP Template With Rebate Lot
What should a through-channel marketing automation RFP include?
A through-channel marketing automation RFP should cover objectives with baselines, partner campaign requirements, integrations, security, compliance, pricing and services. Manufacturers that also pay channel rebates can add an optional rebate lot so one vendor answers for shared partner identity, one ledger and combined MDF and rebate reporting.
Explore the playbook
- Background, Objectives and Baselines to State Up Front
- Functional Requirements for Partner-Run Campaigns
- Optional Lot: Channel Rebate Program Joint Scope
- Integrations, Security, Privacy and Compliance Questions
- Pricing Response Table and the Before-You-Sign Gate
WORK THROUGH THESE DECISIONS
- Background, Objectives and Baselines to State Up Front
- Functional Requirements for Partner-Run Campaigns
- Optional Lot: Channel Rebate Program Joint Scope
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Through-Channel Marketing Automation for Distributors: A Playbook
How do distribution companies run through-channel marketing automation?
Distributors run through-channel marketing automation by turning supplier campaigns into branch-ready kits that branch managers and outside reps launch to contractors and dealers. The work starts at awareness: line-card changes in the ERP and supplier campaign releases trigger kits, branch landing pages capture demand, and adoption is tracked branch by branch.
Explore the playbook
- How Two-Step Distribution Changes Partner Marketing
- Awareness-Stage Playbook Grid for Branch Campaigns
- Mechanics That Fit Distributors and Mechanics That Do Not
- Worked Plays at the Branch Landing or Entry Page
- Where Bulk Digital Gift Cards Fit in Distributor Programs
WORK THROUGH THESE DECISIONS
- How Two-Step Distribution Changes Partner Marketing
- Awareness-Stage Playbook Grid for Branch Campaigns
- Mechanics That Fit Distributors and Mechanics That Do Not
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Signs You Need Through-Channel Marketing Automation: Readiness Check
Do we need through-channel marketing automation for our dealer network?
Dealer networks usually need through-channel marketing automation when dealers rebuild brand campaigns by hand, launch few campaigns per quarter, and lose co-op claims to off-brand creative. Readiness depends on approved templates, a co-op or MDF budget owner, dealer profile data and an approval workflow owner.
Explore the playbook
- Symptoms Partner Marketers See Before They Adopt TCMA
- Decision Tree: Is TCMA the Right Next Step?
- Dealer Profile Readiness on the Account Page
- Organizational Readiness Self-Assessment
- Outcome Table: Paths and Watch-Outs
WORK THROUGH THESE DECISIONS
- Symptoms Partner Marketers See Before They Adopt TCMA
- Decision Tree: Is TCMA the Right Next Step?
- Dealer Profile Readiness on the Account Page
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Through-Channel Marketing Automation vs Affiliate Program Software
What is the difference between through-channel marketing automation and affiliate program software?
Through-channel marketing automation helps resellers and dealers launch brand-approved campaigns under their own name, while affiliate program software pays publishers commission for tracked sales. Manufacturers pick TCMA when partners own local customer relationships and affiliate software when independent publishers drive direct online sales.
Explore the playbook
- Bottom Line and One-Line Definitions
- Side-by-Side Comparison Table
- Measuring Leads or Revenue From Partner-Run Campaigns vs Affiliate Sales
- Common Myths About Channel and Affiliate Programs
- Choose TCMA If, Choose Affiliate Software If, Use Both When
WORK THROUGH THESE DECISIONS
- Bottom Line and One-Line Definitions
- Side-by-Side Comparison Table
- Measuring Leads or Revenue From Partner-Run Campaigns vs Affiliate Sales
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Launch Through-Channel Marketing Automation With a Referral Program
Should through-channel marketing automation and a referral program launch together or in sequence?
Launch them in sequence unless branches already have consented customer lists and a shared reward ledger. For automotive service networks, through-channel marketing automation comes first so branches can distribute referral invites inside approved campaign kits, with the Field Marketing Manager accountable for both.
Explore the playbook
- Simultaneous or Staggered: The Sequencing Decision
- Shared Foundation: Identity, Consent, Ledger and Calendar
- RACI Matrix for the Combined Launch
- Combined KPI View and Attribution Rule
- Optimize-Phase Governance and Escalation
WORK THROUGH THESE DECISIONS
- Simultaneous or Staggered: The Sequencing Decision
- Shared Foundation: Identity, Consent, Ledger and Calendar
- RACI Matrix for the Combined Launch
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Through-Channel Marketing Automation After Branded Marketing Games
What should we add after branded marketing games to improve MDF/co-op utilization?
Once branded marketing games plateau, through-channel marketing automation is the next step for distributors whose partners leave MDF unspent. Games capture leads on brand pages; TCMA lets partners run the same games inside co-branded campaign kits that qualify for MDF or co-op.
Explore the playbook
- Plateau Signals in Your Branded Games Program
- How TCMA Moves MDF/Co-op Utilization Differently
- Launch checklist for Adding TCMA to an Installed Games Program
- Cost Lines, Cannibalization and an Incrementality Test
- Ready-to-Add Checklist and What Not to Do
WORK THROUGH THESE DECISIONS
- Plateau Signals in Your Branded Games Program
- How TCMA Moves MDF/Co-op Utilization Differently
- Launch checklist for Adding TCMA to an Installed Games Program
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Through-Channel Marketing Automation Maturity Model: Pilot to Scale
What are the stages of through-channel marketing automation maturity?
Through-channel marketing automation matures across five levels: ad hoc, pilot, managed, integrated and optimized. Each level shows observable evidence in strategy, templates, data, funding, governance, measurement and team, and the clearest signal of progress is steady growth in partner-launched campaigns per quarter.
Explore the playbook
- What Are the Five Levels of TCMA Maturity?
- What Does Each Capability Look Like at Each Level?
- How Do You Score Your Program and Choose the Next Move?
- How Do You Scale Across Regions, Brands and Partner Tiers?
- What Comes After an Optimized TCMA Program?
WORK THROUGH THESE DECISIONS
- What Are the Five Levels of TCMA Maturity?
- What Does Each Capability Look Like at Each Level?
- How Do You Score Your Program and Choose the Next Move?
More ideas +1
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Through-Channel Marketing Automation KPIs: Formulas and Targets
What KPIs measure through-channel marketing automation success?
Through-channel marketing automation is measured with outcome KPIs such as leads from partner-run campaigns, leading KPIs such as partner campaign adoption rate, and a guardrail, brand compliance rate of localized content. Each needs a fixed formula, a source system, and a target set from your own baseline period.
Explore the playbook
- KPI Glossary Entries for TCMA
- Brand Compliance Rate: Formula, Rules and Common Errors
- Setting Baselines and Targets Without Benchmarks
- How Franchise Marketing Software Scores Brand Compliance
- Metric Dictionary Table
WORK THROUGH THESE DECISIONS
- KPI Glossary Entries for TCMA
- Brand Compliance Rate: Formula, Rules and Common Errors
- Setting Baselines and Targets Without Benchmarks
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Through-Channel Marketing Automation Terms: Partner Program Rules
What should through-channel marketing automation terms and conditions include?
TCMA terms should cover sponsor and administrator, partner eligibility, brand and content license, approval rules, campaign rewards and MDF eligibility, limits and taxes, data ownership and consent, changes and disputes. Partners usually accept them through an email click-through during partner onboarding.
Explore the playbook
- How to Use This Partner Program Rules Template
- Template Body: Sponsor, Eligibility and How to Participate
- Template Body: Brand License, Content Use and Approvals
- Template Body: Campaign Rewards, MDF Eligibility, Limits and Taxes
- Template Body: Data, Consent, Changes and Disputes
WORK THROUGH THESE DECISIONS
- How to Use This Partner Program Rules Template
- Template Body: Sponsor, Eligibility and How to Participate
- Template Body: Brand License, Content Use and Approvals
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Through-Channel Marketing Automation and ERP: Integration Checklist
How do you connect through-channel marketing automation to ERP?
Connecting through-channel marketing automation to ERP takes six steps: map dealer master data, sync tiers and territories, route leads to CRM, post co-op balances, tag revenue to campaigns, and verify end to end. Automotive OEMs usually add the dealer management system as a second source.
Explore the playbook
- Prerequisites and System Map
- Steps 1-2: Dealer Master Data, Tiers and Territories
- Steps 3-4: Route Leads and Tag Revenue to Campaigns
- Step 5: Post Co-Op Balances and Credits to the Dealer Account
- Step 6: Verify the Integration End to End
WORK THROUGH THESE DECISIONS
- Prerequisites and System Map
- Steps 1-2: Dealer Master Data, Tiers and Territories
- Steps 3-4: Route Leads and Tag Revenue to Campaigns
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Through-Channel Marketing Automation Dashboard: Weekly Metrics
What metrics should a through-channel marketing automation dashboard show?
A through-channel marketing automation dashboard should lead with leads or revenue from partner-run campaigns, then show the partner adoption funnel, landing page performance, co-op and MDF spend, brand compliance and support backlog. Each metric needs a formula, source, owner and an alert rule.
Explore the playbook
- Outcome Panel: Leads or Revenue From Partner-Run Campaigns
- Leading Indicators and the Partner Adoption Funnel
- Cost, Co-Op Spend and Integrity Panels
- Operator Weekly View vs Executive Monthly View
- Setting Baselines, Targets and Attribution
WORK THROUGH THESE DECISIONS
- Outcome Panel: Leads or Revenue From Partner-Run Campaigns
- Leading Indicators and the Partner Adoption Funnel
- Cost, Co-Op Spend and Integrity Panels
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Through-Channel Marketing Automation Mistakes in the First 90 Days
What are common through-channel marketing automation mistakes after launch?
TCMA programs stall in the first 90 days when dealers find templates rigid or approvals slow, and brand compliance slips when they customize. Fix with clear guardrails, fast approvals and rewards for a dealer's first campaign.
Explore the playbook
- Myths vs facts
- Pitfall table
- When myths are partly true
WORK THROUGH THESE DECISIONS
- Myths vs facts
- Pitfall table
- When myths are partly true
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Who Owns Through-Channel Marketing Automation? A RACI by Phase
Who should own through-channel marketing automation?
Marketing operations is the usual accountable owner of through-channel marketing automation, with channel and field marketing responsible for campaigns and partner adoption. Ownership shifts by phase: brand and legal lead in Plan, IT in Configure, channel marketing at Launch, and marketing operations on brand compliance in Adopt.
Explore the playbook
- Ownership by Rollout Phase
- RACI Matrix Across TCMA Activities
- Who Approves Localized Content and Partner Email Sends
- When a Partner Marketing Services Team Shares the Work
- Escalation Path and Governance Cadence
WORK THROUGH THESE DECISIONS
- Ownership by Rollout Phase
- RACI Matrix Across TCMA Activities
- Who Approves Localized Content and Partner Email Sends
Customer Perspective
If you're looking for a powerful platform to run your loyalty and promotions initiatives, NextBee should be your first choice.
Mary Velosky
Executive Vice President · Eniva Health
Explore the next possibilities for your program
Compare related approaches and choose the ideas you want to see in your demo.
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See partner participation, campaign progress and reward activity by segment or location.
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Use NetSuite transaction and account data to support distributor incentive eligibility.
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Run your channel incentive program with configurable software and managed delivery support.
Explore this use case →Channel Incentive Program Design
Design channel incentives around partner behavior, reward economics and operating needs.
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Turn partner sales and activity goals into missions, progress and earned rewards.
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Bring partner resources, program activity and reward status into a branded portal.
Explore this use case →Meet Our Practice Leaders
Bring your program brief, integration questions and rollout priorities. Work through the choices with a team that connects strategy, program operations and implementation.
Rohit Singh
Head of Strategic Partnerships
MY FAVORITE PROMOTION PLAYBOOK
The first qualified deal
Give new partners a clear first-deal milestone with the training, evidence and incentive rules needed to reach it.
Brent Jackson
Client Relations Director
MY FAVORITE PROMOTION PLAYBOOK
Product launch readiness
Recognize the product knowledge and launch tasks that help partner teams support a new offering.
SJ Kim
Communications Director
MY FAVORITE PROMOTION PLAYBOOK
A local campaign in a box
Give dealers approved co-branded assets and a simple way to request the promotion support they need.
Justin Cappozzo
Customer Experience Lead
MY FAVORITE PROMOTION PLAYBOOK
Progress toward partner status
Show the next meaningful milestone toward a partner benefit, based on the eligibility and qualification rules you set.
Frequently Asked Questions
Yes. Configure eligibility, actions, reward rules and reporting for the partner groups in scope.
Yes. Define the training milestones and qualifying sales separately, then connect them in a clear partner journey.
Agree the evidence, review owner and escalation path so exceptions are resolved before a reward or payment is finalized.
NextBee is SOC 2 Type II, GDPR and CCPA compliant, with single sign-on, role-based permissions, encryption in transit and at rest, and full audit logs.
Every customer gets a dedicated success manager who handles onboarding, regular check-ins and ongoing optimization. We work with your team from the initial program setup through day-to-day improvement.
Standard setup takes a few weeks. We provide a dedicated sandbox so your team can stage, simulate and verify program rules before going live, with pre-built connectors and implementation support to accelerate launch.
We can walk through Co-branded campaigns, Local asset controls, Approval paths and Partner reporting. Bring your current process, program rules and integration requirements so the demonstration follows the decisions your team needs to make.
Track these measures: Partner campaign adoption rate; Partner-launched campaigns per quarter; Leads or revenue from partner-run campaigns. Use the same definitions across your program dashboard and connected systems.
We map the identifiers, activity events and status changes your workflow needs. NextBee’s Data Wrangler agent checks permitted connected data for missing fields, duplicate events and exceptions, so your team works from consistent program inputs.