Rebate Management Software

Rebate Management Software

Does your organization have to collect, process and manage endless amounts of data and paperwork that goes along with offering a rebate program? Alliance Technologies' Rebate Processing & Management Software allows you to simplify the process of handling rebates by allowing them to be completed electronically online!

  • Reduce the time it takes to process rebates and pull reports
  • Use one system for everything - no more dealing with disconnected databases and spreadsheets
  • Go paperless – save money and help the environment

Features

Rebate Processing and Workflow Management

  • Web-based application allowing end users to fill out, submit and track rebates online.
  • Customizable workflow is used to route the rebates from initial creation to final payment.
  • Can be designed to meet the needs and workflow process of any type of rebate program.
  • Attach documents and write comments for each rebate.

User Roles and Permissions

  • Customizable roles are created to control authorization for different levels and responsibilities of the users.
  • Roles control when a rebate can be changed and also who is allowed to route the rebate through the workflow.

Custom Fields and Validation

  • Fields that are captured for each rebate can be customized.
  • Fields can be assigned range validation rules to ensure the data is valid before being submitted.
  • Users are allowed to save the rebate without validation, allowing the user to complete at a later date.

Rebate Administration

  • Programs can be activated or inactivated as deemed necessary.
  • Rules engine is used to manage rebate amounts per each type of rebate equipment.
  • Rules allow different rebate amounts as they can be changed based upon different time periods.
  • Rules allow for additional validation such as maximum amounts, maximum quantity, days to file, last date to file, etc.
  • Adjustments can be filed in the event a rebate was created in error.

Reports

  • Custom reports available with export capabilities in formats such as Excel and PDF.
  • Establish goal and revenue reports for real-time tracking of rebate benefits.

Services

Hosting: Software-as-a-Service “Cloud”

  • Option of deploying the system to our cloud to decrease operating expenses and improve performance.

Integration

  • Provide integration services for interfacing with your in-house system(s) such as CRM or ERP.

Data Migration

  • We offer migration services to move your existing rebates into this new system and help you get up and running quickly.


Contact Us

Mark Conzett
888-387-5670 x7717
ConzettM@alliancetechnologies.net
www.alliancetechnologies.net