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Enterprise Layer Intelligence
Categories/Affiliate Marketing/Relevize
Relevize

Relevize

Founded 2019

Distribute partner incentives and manage market development funds with automated cards and claims

You can use Relevize to run and fund channel partner programs, including sales incentives and market development funds. The software lets you issue virtual or physical expense cards to partners with built-in spending limits. Partners can make purchases directly without filing manual claims or dealing with purchase orders. When partners do submit receipts, visual recognition scans them automatically and verifies proof of execution against program rules. Relevize also manages global payments, multi-currency transfers, and tax paperwork while syncing records with your CRM.

What Relevize does

Issue virtual payment cards to channel sales partnersExtract data from uploaded partner receipts and invoicesReview co-marketing proof of execution materials for complianceSend text message follow-ups for missing transaction receiptsProcess partner incentive payments in local currenciesTrack partner campaign spending metrics inside SalesforceGenerate partner tax forms and payment documentationIssue physical and virtual expense cards with custom spending rulesScan receipts and invoices automatically with visual recognitionReview proof of execution submissions against program compliance rulesSend automated SMS prompts requesting transaction photos and detailsManage international transfers and payouts in multiple currenciesHandle partner tax documentation and reporting complianceSync partner activity and return on investment tracking with Salesforce

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Relevize, MDF, SPIF, channel sales, partner incentives, expense cards, proof of execution, claims automation, partner payments, channel marketing, vendor management, Salesforce integration, receipt scanning, visual recognition, partner programs