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2. Copyright
This document is the property of Perks WW Channel, and is presented to you on the understanding that its contents are copyright and that the ideas, proposals, techniques and creative design concepts expressed in it or presented as separate examples are client’s property belonging to Perks WW Channel
This presentation includes confidential and proprietary data that shall not be disclosed outside the addressed audience and shall not be duplicated, used or disclosed – in whole or in part – for any purpose other than to evaluate this solution.
Other companies and products named or displayed herein may be trademarks or registered trademarks of their respective owners, and are hereby acknowledged.
© 2017 Perks WW Channel. All Rights Reserved

3. Perks’ Enterprise Engagement EngineSM (E3)
The Partner Experience

4. Our objective – Perks Enterprise Engagement EngineSM (E³)
Global Incentive Strategy and Platform for your entire channel partner ecosystem
Driving the entire channel
Deployed across different territories, and regions
Segmented and personalized for each partner tier
Lead by an experienced channel strategist
With one standard currency - Points!
One set of standard claim and validation procedures
One reporting + analysis tool
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5. The Partner Experience – Loyalty Portal
Driving participation and engagement from your partners and teams on a global basis
A compelling UX which is actionable, interactive and tells participants where they are on their journey.
Participants are welcomed with their program earnings on the home page, and can take action with just one click to redeem their points, claim sales, and more!
Share news, video and more about the program, as well as your products to ensure that participants have the information they need to be successful.
Participants may share and communicate with other participants using built-in social media tools, making participation fun, interactive and very engaging.
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6. The Partner Experience – Partner Engagement
Platform tools provide partners’ sales reps and tech reps with real-time performance feedback, supporting desired behavior and driving performance consistently and evenly.
Each participant has their own points bank account and receives a monthly online account statement with detailed history—the data is truly at their fingertips.
The statement provides historical data so partners can compare current and past performance. It also compares their performance to average departmental performance to spur them to achieve even better results.
Leaderboards to drive engagement, promote competition, and generate higher sales.
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7. The Partner Experience – Promotional Module
Enables administrators to easily set-up and deploy multiple recurrent and concurrent custom partner incentives.
Ease of set-up empowers you to quickly take advantage of changing market conditions and run quick-turn promotions to drive sales.
Includes Leaderboards at the Partner level showing only specific Partner roles/employees.
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8. The Partner Experience – Rewards Zone
The Rewards Zone offers a robust global rewards catalog available in more than 140 countries with a compelling array of merchandise, travel, reward cards, VISAs in every price range!
Includes search capabilities, categories, a shopping cart, wish-list and many other advanced features that users have come to expect from popular e-commerce sites.
Navigation allows members to traverse the different catalog categories so they can quickly find what they’re seeking with fewer clicks
Participants can add multiple items to their shopping cart and view product descriptions and enlarged images
The entire experience is available anytime/anywhere, with access from laptops, tablets and smartphones
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9. The Partner Experience – Learning Module
The learning platform integrates your training resources with quizzing capabilities to instantly reward participants for successful training.
Provide quick and simple training options from within the Perks | Channel platform
Integrates with your existing LMS systems. Our API’s empower you to reward participants directly from your LMS!
Share training resources (video, whitepapers, webinars) within system for easy accessibility
Instantly rewards points for completion
Run reports on training effectiveness
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10. Perks’ Enterprise Engagement EngineSM (E3)
The Admin Experience

11. The Admin Experience – Hierarchy Manager
The lead-in paragraph is confusing.
The organizational hierarchy is the nerve center that empowers you to group partners by a variety of criteria and develop separate organizational nodes within each area of your/their business
Each node has its own program rules assigned, which determine eligibility to participate in one or more promotions or programs.
The hierarchy also empowers your stakeholders to manage their individual budgets and control overall corporate spending by corporate departments.
You can configure multiple concurrent promotions across regions, partner types, and product families using the hierarchy editor.
This enables your team to utilize a single platform, without developer intervention, saving you time and money.
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12. The Admin Experience – Communications Module
Let’s discuss the lead-in paragraph
Manage communication with partners through a automated communications center that allows you to publish to the site, and send automated s and newsletters
Our solution offers multiple forms of communication so you can connect with team members and partners using the method that best suits you and them.
Communication is based on the hierarchy, which means users will only receive communications meant specifically for them, ensuring that every message is right on target.
Communications can be automated based on actions and achievements within the program, as well as pre-set or posted by an administrator providing you with ultimate control over your program communications
And it offers surveys as well, so you can get feedback on what’s working and what’s not
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13. The Admin Experience - Rebate Management
Updated title to match other slides
If this is an admin slide, then bullet 3 should not be here.
Manage communication with partners through a automated communications center that allows you to publish to the site, and send automated s and newsletters
Design, configure, manage, and track rebate promotions using your POS data.
Launch recurring and concurrent promotions by partner type, specialization, competency, market, geography and much more.
Allow partners to keep track of rebate progress through descriptive progress bars.
Validation engine compares partners’ eligibility and POS data to automatically calculate attainment, growth, and stretch rebates.
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14. Tax Reporting and Compliance
The E3 reporting suite provides access to earnings and redemption details by user.
Perks | Channel also manages all tax reporting including sending 1099s annually to participants.
Terms and Conditions can be set for each user at time of entry into the platform, or each time a redemption transaction is made.
These Terms and Conditions can include a mandatory accept feature, as well as collect desired information such as SSN.
We offer regional and in-country shipping to ensure timely delivery with lower shipping costs – reducing fuel requirements and size of carbon footprint. Having shipped hundreds of millions in products and merchandise around the world, we’re highly aware of local regulations and rules, and will ensure that we’re in compliance.

15. The Admin Experience – Reporting Module
This talks about reporting and analytics, but we are only showing reporting.
We provide reporting and analytics services, through a team of data analytics professionals and tools, so you can track and measure ROI on demand.
An operational reporting suite lets you track and monitor all aspects of your program, and filter down to just the information and statistics you need.
All information is generated on-demand at any time, and is exportable to HTML and Excel, so the latest information is always available for analysis and distribution.
Our Qlik-Sense-based analytics solution delivers ready-made dashboards and charts for easy interpretation and allows for filtering by geography, product, and other parameters with drill-down capabilities.
Our Channel Analytics team can analyze your data and help you identify which levers to push and pull in order to maximize your program results and ROI.
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