Marketing Development Funds
Are any requests awaiting approval?
How many requests have been received, approved, or denied?
Are any claims awaiting approval?
How many claims have been received, approved, or denied?
Are budgets set and distributed appropriately (if applicable)?
What percentage of the budget has been allocated (if applicable)?
Are MDF request and claim approval processes active, effective, and working as intended?
Are partner-facing notification workflows active?
Brainstorm: Do you have a timeframe/process for when requests should close
to new claim requests?
Push Notifications
Are you using push notifications with partners?
If so, are these being manually sent or sent via workflow?
What is the read rate?
Brainstorm: Are you looking to update or add to your push notification
messaging? Are there additional partner actions or behaviors that
you want to trigger a push notification?
5
CRM Integration
Is CRM Sync enabled to sync Lead and Deal objects? (explain the benefits of seeing this
data in Analytics)
Would it be useful to sync any additional objects?
Are you (or someone on your team) receiving CRM Sync failure notifications?
Are you seeing any errors that aren't easily resolved?
