MDF and Co-Op funds look alike on paper, but they run on opposite timelines. Market Development Funds are approved before the campaign runs. Co-Op funds are reimbursed after the partner proves the work is done. Push both through one generic request form in your Salesforce partner portal, and every request stalls.
This video breaks down MDF vs Co-Op funds and shows how to manage both in one partner portal: one shared allocation, two separate gates.
In this video:
MDF vs Co-Op funds: why one is approved first and the other is paid back later
Why one generic fund request form breaks both workflows
The fix: one shared fund allocation with a pre-approval gate for MDF and a proof-of-execution gate for Co-Op
Allocating funds by partner and tier with eligibility rules
Co-Op claims that carry invoices and campaign reports, synced to Salesforce in real time
CRMJetty's Salesforce Partner Portal gives channel partners a self-service place to request MDF, submit Co-Op claims and track every fund, while your team approves, audits and reports from Salesforce. Pricing is not tied to the number of fund requests.
Built by a team with 9+ years of CRM portal development. ISO 27001 and 9001 certified. Listed on Salesforce AppExchange and Microsoft AppSource.
Learn more about how MDF and CO-Op funds operate differently at:
https://www.crmjetty.com/blog/salesforce-partner-portal-mdf-coop-funds/
Give each fund its own path. Book a demo: https://www.crmjetty.com/contacts/
#CRMJetty #SalesforcePartnerPortal #MDF #CoOpMarketing #ChannelMarketing #PartnerPortal #PRM
Chapters
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0:00 Why Partner Fund Requests Stall
0:17 MDF vs Co-Op: Opposite Timelines
0:39 Why One Generic Form Breaks
1:00 The Fix: One Allocation, Two Gates
1:13 How CRMJetty's Salesforce Partner Portal Handles It
1:35 Give Each Fund Its Own Path
#CRMJetty #SalesforcePartnerPortal #MDF #CoOpMarketing #ChannelMarketing #PartnerPortal #PRM