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SFDC Introduces “Rebate Management Solution” for Distributors!


Salesforce, a cloud computing service as a software company, has recently announced the launch of Rebate Management, a new technology that allows companies selling through distributor channels to automate and leverage intelligent analytics for their rebate programs. Rebate Management digitizes rebate programs to enable collaboration, automate program tracking and payouts and provide a single source for rebate data, accessible to all relevant employees and channel partners.

Rebate Management integrates out of the box into any Salesforce cloud product to support industries that rely on distributor networks to sell products, including auto, consumer goods and manufacturing. This gives visibility to the entire company, including sales and finance, to track channel partner sales in real time within the same CRM system being used to track all other account activity.

Sales teams can look up channel partners, see their refund qualification status and get visibility into recent transactions, payouts and what rebates a customer has qualified for.

Rebate Management enables organizations to:

Empower sales teams to see and optimize their customers’ incentive attainment: Quickly identify cross-sell opportunities and gain a holistic view of attainment progress alongside valuable account information within the CRM.

Provide channel partner visibility into incentive programs: Share threshold attainment with partners and provide transparency into program performance, while collaborating via partner portals.

Optimize & automate incentive programs with intelligent analytics: Model and analyze rebate programs while leveraging recommendations.

IdeaHelix is a Salesforce Certified Silver Partner and a vlocity partner with Certified Vlocity Technical Architects. Reach out to us for more details by following us on (Facebook) or send us a note from or at