Zymes ChannelView family of applications integrates decision-grade channel sales, inventory, and program performance data with Salesforce.com. These applications enable sales, marketing, finance, and external partners to get the decision-grade channel visibility required for improved collaboration and smarter channel management.

Introduction

POS Pipeline Rebates MDF LoyaltyChannel View Module

CapabilityTrack partner

sales and inventory

Track attainment against channel

opportunities

Calculate and validate rebates

earned by partners

Request, allocate, claim

and approve market

development funds

Manage points-based loyalty

programs including point

redemption

With ChannelView-POS, users get immediate access to the latest, most accurate point-of-sale (POS) and inventory data from their channel partners on Salesforce.com. Available on AppExchange, ChannelView-POS provides secure, accurate and timely channel visibility to track partner sales and inventory, improve sales credit assignment, and identify new resellers, customers, and partners worldwide.

Solutions Overview

www.zyme.com

ChannelView-POS

With ChannelView, its feels like we just installed a Ferrari engine

in Salesforce.

Plantronics

Allows users to quickly view individual or aggregated POS transactions

Reseller or Tier-1 distributor

Bill-to/sold-to party

Ship-to or SKU

ChannelView-POS At-a-Glance

Leverages Zymes Global Channel Directory (GCD)

Industry-standard, partner master of over 900K resellers, distributors, and retailers

Extensive global coverage, including channel partners from over 200 countries

View POS data by:

Improve sales efficiency: Easy user access to partner-reported sales and inventory activity in Salesforce for complete channel visibility

Improve operational processes: POS data automatically linked to appropriate accounts and products in Salesforce no need for manual intervention

Grow the channel: Identify new resellers, customers, and partners worldwide

Monitor channel health: Track channel sales velocity, partner performance, product sales performance through easy to use dashboards

Business Eliminate time-consuming manual processes by

automating data load

Use easily-configurable data aggregations to provide visibility to sales activity

Improve master data control by cross-referencing Zyme Global Channel Directory

Reduce account duplication in Salesforce

Minimize impact on IT resources deploys in weeks

Information Technology

Benefits

Data Sheet

Business Intelligence(ZAP)

POS

Pipeline

Rebates

MDF

Data Management

(TrueData, TrueID)

Partner data

APIs

and

inte

grat

ion

Chan

nelV

iew

Loyalty

Other customer applications

TruePay Engine

Global Channel Directory

ENABLING SERVICES

Data Sheet ChannelView-POS

Load and link POS data

ChannelView-POS loads cleansed data from Zymes data platform and automatically links the channel data to appropriate accounts and products.

Data is aggregated according to user requirements. Transaction data can be aggregated by partner, date, or product depending upon the volume of POS transactions and the level of detail required.

Aggregate data

Users can view POS data by Tier-1 partner, bill-to or sold-to party, or by SKU. The application includes standard reports and dashboards, as well as reports completely configurable by users requirements.

Generate reports and dashboards

Enables identification and creation of SFDC accounts for new channel partners distributors, resellers, and retailers appearing on sales transactions.

Identify and create new accounts

ChannelView-POS CapabilitiesChannelView-POS powerful data loading capabilities enable secure, cloud-to-cloud integration of channel data with Salesforce.com. Entire Zyme environment is ISO 27001

certified, SSAE 16 compliant, EU Safe Harbor certified

ChannelView-POS Security

Third-party network penetration and vulnerability tests performed twice a year

128-bit SSL encryption

Security reviewed by Salesforce

ChannelView-POS Capabilities

Zyme is the global leader in the emerging channel data management (CDM) space, empowering the New Smart Channel, a proven approach to creating visibility to actionable knowledge that manufacturers need to accelerate partner sales and optimize marketing program ROI. Zymes flexible, cloud-based offerings facilitate enterprise-grade decisions by responding to real-time, granular channel intelligence. Benefits include better-targeted MDF, co-op, and rebate programs, plus improved segmentation. Zyme replaces outdated, ad-hoc systems with a state-of-the-art, cloud-based platform, data steward services, and a worldwide channel directory of more than 900,000 partners for guaranteed database quality, support for a wider range of formats, and best practices that enhance reporting compliance. Global leaders like Dell, VMware, Fujitsu, Plantronics, Xerox, Symantec, and Seagate rely on Zyme. Headquartered in Redwood Shores, CA, Zyme has offices in Texas, Pennsylvania, China, India and the UK. To learn how Zyme can improve your bottom line, visit www.Zyme.com

Contact Zyme to install the ChannelView-POS managed application

ChannelView Deployment Process

Configure fields and permissions

Determine level of data aggregation

Provide framework to Zyme for mapping partner names from reseller database to Salesforce.com accounts

Time-based

Product-based

Based on partner or Ship To/Bill To entity

Partners

Indirect Sales Data

Sell In Master

Customer

TrueID TrueData

The New Smart Channel

Mxchange MasterSKU Master

POS data load into SFDC

Automated matching ofPOS data to accounts,products, and opportunities

Other MasterChannel view Pos

Channel view Pipeline

MatchingReseller Identification

Accounts

End Customer Identification

Validation & TransformationSKU CorrectionCountryCurrencyZIP CodeDuplicate Transactions

Opportunities Products