Run Your Entire Partner Marketing Engine in One Platform
From co-op funds to campaign execution to ROI tracking — BrandFlex connects every step into a single, closed-loop system. Allocate and control co-op funds with precision. Launch compliant campaigns at scale. Prove ROI across every partner and dollar.
The partner marketing opportunity
67%
of B2B partner ecosystem leaders expect indirect revenue to grow 30%+ year-over-year
Forrester Partner Ecosystem Marketing Survey, 2025
60%
of B2B revenue comes from existing customers — and a growing share flows through partners
Forrester, 2026
3–4×
higher brand visibility when brand presentation is consistent across partners
Lucidpress Brand Consistency Report
Built for enterprise partner programs
The Closed-Loop System
Every action feeds the next
BrandFlex connects planning, execution, validation, and measurement into a continuous system. No more disconnected spreadsheets, email chains, and quarterly reconciliation nightmares.
Enroll & Fund
Brands allocate millions in co-op and MDF each year — but most can't tell you what happened to the money. BrandFlex gives every dollar a destination: rule-based allocation, partner eligibility gates, real-time balance visibility, and fiscal period controls that close the books clean.
- Partners enroll in the programs they qualify for — eligibility rules and approval workflows ensure the right partners access the right programs
- Fund allocation with rules, per-partner budgets, and real-time balance tracking
- Fiscal period management with rollover, forfeiture, and reconciliation
Create & Comply
Partners need local ads — but brands can't risk off-brand creative at scale. Ad Builder lets partners customize templates within enforced guardrails: locked regions, brand compliance rules, and real-time validation — before the ad ever enters review.
- Visual drag-and-drop editor with channel presets for social, display, email, and print
- Compliance engine validates logo, color, typography, and disclaimers in real time
- Co-op budget validated before publish — claim auto-generated when the ad goes live
Execute & Distribute
Partners don't start from scratch. They pull from a brand-controlled asset library — approved logos, templates, campaign kits — filtered by their product lines, region, and tier. Publish ads directly to Meta and Google, or export for offline use.
- Pre-approved brand assets and campaign templates — partners launch in minutes, not weeks
- Publish to ad networks, email, and print — or export to PNG, HTML, and PDF
- Preapproval workflows let partners request upfront approval before they spend
Track & Validate
Manual claim processing is where partner programs go to die — weeks of email chains, lost receipts, and inconsistent approvals. BrandFlex automates the entire validation workflow: partners submit claims with proof-of-performance, and the system routes, validates, and approves based on your rules.
- Rule-based auto-approval for claims under threshold, manual review for the rest
- Receipt and invoice capture with document processing
- Full audit trail — every claim, approval, and disbursement is logged and traceable
Measure & Optimize
Understand what works — and reinvest with confidence. Every dollar is tracked from allocation through campaign performance to partner ROI, giving leadership a single view of fund utilization across every division and currency.
- Campaign performance and attribution by partner, asset, and spend
- Fund utilization rates, partner participation, and period-over-period trends
- Smarter budget reallocation based on what's actually driving results
Every action feeds the next. BrandFlex turns disconnected steps into a continuous growth engine.
The Incentive Engine
Co-op pushes dollars out. Rebates and SPIFFs pull performance in.
Co-op funds pre-allocate marketing budgets to partners. Rebates reward partners for hitting volume and growth targets. SPIFFs drive immediate sales action at the rep level. Together, they form a complete incentive system — and BrandFlex manages all three.
Co-op & MDF
Pre-allocate marketing budgets to partners. Partners submit claims against their balance. You control what they spend on, how they prove it, and when funds expire.
Budget → Allocation → Claim → Payout
Volume Rebates
Partners earn rebates based on purchase volume, growth targets, or custom metrics. Tiered earning rates, real-time accruals, and automated period-end calculations replace quarterly spreadsheet reconciliation.
Purchase → Accrue → Calculate → Settle
SPIFFs
Immediate per-sale bonuses that drive rep-level action. Define promotions, set per-person and budget caps, verify proof-of-sale, and pay out via direct deposit, gift card, or portal credit.
Sell → Claim → Verify → Pay
Ad Builder
Brand-safe ad creation at partner scale. Templates with locked regions, real-time compliance validation, co-op budget linkage, and direct publishing to Meta Ads and Google Ads.
Template → Customize → Comply → Publish
Brand Asset Management
The reason partners can launch fast — and stay on brand
Without centralized assets, every campaign starts with a partner emailing "can you send me the latest logo?" Asset management is the connective tissue that makes campaigns compliant and fast — it's what turns Step 2 from a bottleneck into a launchpad.
- Organized asset libraries
- Logos, templates, campaign kits, and brand guidelines — organized into libraries, versioned, and tagged for instant discovery.
- Product line filtering
- A dealer authorized for Brand A never sees Brand B's assets. Product line taxonomies scope every asset to the right brand, division, and partner segment.
- Version control & compliance
- Every change creates a new version. Roll back to any previous state. Usage tracking shows which partners used which assets in which campaigns — proof of compliance at audit time.
Built for Enterprise
Designed for the complexity of real partner networks
- Multi-region, multi-brand, multi-currency
- Divisions operate independently with their own programs, fiscal periods, partner accounts, and localized portal experience. North America in USD, Europe in EUR, APAC in JPY — all under one roof.
- Product line scoping
- Product line taxonomies scope every fund, rebate program, asset, and campaign to the right brand and partner segment — so a dealer authorized for Brand A never claims against Brand B's budget.
- Enterprise governance
- Role-based permissions, organization-level access control, full audit logs, and SOC 2 Type II compliance. Every claim, approval, calculation, and payout is logged and traceable.
- Connect to your existing systems
- Pre-built connectors for CRM, ERP, marketing platforms, and finance systems. Webhook infrastructure with HMAC signing and delivery tracking. Import transaction data via CSV, API, or real-time integration sync.
Who It's For
One platform, three perspectives
Brands
Gain control and visibility across distributed marketing programs.
- Control how co-op dollars are spent and by whom
- Ensure brand compliance across every partner campaign
- Prove ROI to leadership with end-to-end attribution
- Design rebate and SPIFF programs that drive measurable growth
Partners
Easily access funds, execute campaigns, and get paid faster.
- See available funds, submit claims, and track status in one portal
- Launch campaigns from pre-approved asset libraries — no more starting from scratch
- Track rebate accruals, tier progress, and SPIFF earnings in real time
- Faster reimbursements with auto-approved claims and clear payout timelines
Agencies
Manage campaigns across multiple brands and partners efficiently.
- Centralized campaign execution across all enrolled partners
- Built-in brand compliance — no more guessing what's approved
- Performance tracking and reporting across every brand you manage
- Partners select pre-approved agencies during enrollment — you see your entire book
The Difference
From disconnected chaos to a connected system
Without BrandFlex
- Co-op funds tracked in spreadsheets, claims processed via email
- Rebate calculations run quarterly in Excel with manual reconciliation
- Partners can't find approved assets — every campaign starts from scratch
- 6-8 weeks to process a claim with no visibility into status
- No visibility into what partners actually spent or what drove results
With BrandFlex
- Automated fund-to-claim-to-payout pipeline with real-time balance tracking
- Real-time rebate accruals with automated period-end calculations and settlement
- Branded partner portal with product-line-filtered asset libraries
- Rule-based auto-approval with fraud detection — claims processed in days, not weeks
- End-to-end attribution from fund allocation through campaign performance to ROI
Results
Measurable impact across every loop
70%+
Faster claim processing
Auto-approval rules replace manual review cycles
Real-time
Rebate accrual tracking
Eliminate quarterly spreadsheet reconciliation
60%
Faster campaign launches
Pre-approved, partner-filtered asset libraries
Single view
Total incentive spend
Co-op utilization, rebate accruals, and SPIFF payouts across every division
Start Where You Need — Expand When You're Ready
One platform that grows with your partner program
Most organizations start with co-op fund management — the most urgent pain. Then expand into rebates, SPIFFs, and asset management as the program matures. Every module shares the same partner network, fiscal periods, and reporting infrastructure.
Co-op Fund Management
Allocate, control, and reconcile
Rebates & Incentives
Volume, growth, and performance
SPIFFs
Immediate per-sale bonuses
Ad Builder
Brand-safe ads at partner scale
Asset Management
Brand-controlled asset libraries
Email & Campaigns
Partner communications at scale
Analytics & Reporting
ROI across every partner and dollar
40+ Integrations
CRM, ERP, marketing, and finance
Partner Enrollment
Self-service program opt-in
Turn Partner Marketing Into a Growth Engine
Co-op funds, rebates, SPIFFs, ad builder, and asset management — connected into a single platform that proves ROI across every partner and dollar.