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Planner

One of the biggest challenges for any channel marketer is gaining an understanding of the ROI achieved by its promotional allowance programs. Another challenge is the lack of insight as to how the business plans of your partners will support your sales initiatives. CCI’s Marketing Planner addresses both by presenting a complete picture of planned program activities, expenditures and projected business outcomes early in the process so you can influence and monitor their execution and then evaluate results.

As a collaborative tool for channel marketers and their partners, campaign planning provides a forum for getting a complete picture of marketing activities prior to funding, then serves as a framework to track performance throughout the plan’s lifecycle. Specifically, the Marketing Planner enables measurement of forecasted goals and actual results - including both activity costs and business outcomes. Marketers benefit from a forward view of all planned activities early in the process, a greater understanding of their effectiveness upon conclusion, and deeper insight into their partners’ long-term marketing strategies and how their products align with those strategies.  The Marketing Planner is used in conjunction with CCI’s Co-op/MDF solution to streamline the end-to-end planning and management process—including claim processing and partner reimbursement for all approved activities.


software benefits
  • Create and approve comprehensive marketing plans to provide transparency in activities, spending and goals
  • Compare estimated costs to actual expenses as they happen, enabling adjustments to plan and spend as needed
  • Evaluate forecasted vs. actual performance for both activity results and business outcomes that, when combined with program costs, present channel marketers with a comprehensive view of campaign success over time
  • Submit claims for MDF/Co-op reimbursement directly from the plan to simplify administration
Data Sheet on Marketing Planner
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