[01] CORE PLATFORM
CHANNEL AI DEAL DESK
AI pricing on Special Price Authorizations — higher distributor win rates, protected margin.
[00] / MISSION
SPEED FOR THE CHANNEL.
PRECISION FOR FINANCE.
AI FOR EVERY DECISION.
Running channel on manual process? Scale revenue 20× with automation, speed, and AI. Running it on inflexible legacy software? Move to Salesforce — where your data already lives — and leapfrog with AI.
Chann.ai is a Channel Revenue Cloud — the system of record for every transaction that moves through your channel, in every market and currency you sell in: pricing, POS, claims, accruals, and credits. Special Price Authorizations (SPA) / Channel Quotes is where most enterprises start — audit-grade and end-to-end on Salesforce, built ground-up on channel best practices, not bent into a rebates engine.
AVAILABLE ON SALESFORCE APPEXCHANGE 100% SALESFORCE-NATIVE• ON THE APPEXCHANGE ↗• NEW: AGENTFORCE AGENT — FREE FOR DEAL DESK CUSTOMERS ↗• AGENTFORCE-ENABLED• DEPLOYS IN DAYS, NOT MONTHS
[01] WHY NOW
THE CHANNEL IS BEING RESHAPED — FAST.
Whoever automates first captures the demand — SME or enterprise. Manual process and inflexible legacy systems both lose deals to teams running on speed, precision, and AI.
[01]
HYPERSCALERS
Cloud giants are reshaping demand and lead times across every layer of the channel — silicon, power, and cooling alike.
[02]
SOVEREIGN AI
Nation-scale buildouts pull components through new, fast-moving channels.
[03]
SUPPLY-CHAIN RESHORING
Reshoring shifts where — and how — components move to market.
[04]
DATA-CENTER BUILDOUT
HVAC, thermal, and electrical distribution now move through the same multi-tier channel as the silicon.
[02] / HOW IT WORKS
FOLLOW THE MONEY — NOT A REBATES ENGINE
Purpose-built for the actual deal-to-debit lifecycle. Other vendors retrofit a rebates engine onto four steps. We built all seven — with AI where it compounds.
[01]
PRICE REQUEST
Distributor submits PR via Partner Portal
→
[02]
QUOTE / APPROVAL
AI Deal Desk evaluates, recommends, routes; counterproposal loop
→
[03]
SHIP
Sales Order → fulfillment, carrying the approved PA
→
[04]
POS
Distributor uploads POS data; auto-reconciled to PA
→
[05]
DEBIT CLAIM
Distributor files debit claim referencing PA + POS lines
→
[06]
RECONCILIATION
AI auto-matches claim against PA + POS, flags exceptions
→
[07]
AUDIT / CR
Credit/debit memo issued; per-deal audit trail journaled
[01]
PRICE REQUEST
Distributor submits PR via Partner Portal
[02]
QUOTE / APPROVAL
AI Deal Desk evaluates, recommends, routes; counterproposal loop
[03]
SHIP
Sales Order → fulfillment, carrying the approved PA
[04]
POS
Distributor uploads POS data; auto-reconciled to PA
[05]
DEBIT CLAIM
Distributor files debit claim referencing PA + POS lines
[06]
RECONCILIATION
AI auto-matches claim against PA + POS, flags exceptions
[07]
AUDIT / CR
Credit/debit memo issued; per-deal audit trail journaled
- [01]PRICE REQUEST
Distributor submits PR via Partner Portal
- [02]QUOTE / APPROVAL
AI Deal Desk evaluates, recommends, routes; counterproposal loop
- [03]SHIP
Sales Order → fulfillment, carrying the approved PA
- [04]POS
Distributor uploads POS data; auto-reconciled to PA
- [05]DEBIT CLAIM
Distributor files debit claim referencing PA + POS lines
- [06]RECONCILIATION
AI auto-matches claim against PA + POS, flags exceptions
- [07]AUDIT / CR
Credit/debit memo issued; per-deal audit trail journaled
HUMAN/SYSTEM STEP AI INSERTION POINT
[03] / PRODUCTS
SIX MODULES. ONE CHANNEL REVENUE CLOUD.
Not six standalone tools — six capabilities of one Salesforce-native system of record. Start with SPA / Channel Quotes and grow into the rest, or adopt the whole Cloud. The same platform an SME automates a manual process with is the platform an enterprise leapfrogs legacy with.
[02] AI AGENT
AGENTFORCE AGENT
Ask your Channel Quote data anything — similar deals, POS compliance, win probability.
[03] FINANCE / GL
CHANNEL ACCRUALS
AI accrual estimation with a full GL audit trail — 25–40% less over/under-accrual.
[04] PORTAL
PARTNER PORTAL
Experience Cloud portal for PRs, counterproposals, POS uploads, claims, and CR tracking.
COMING SOON
[05] DESIGN-IN
DESIGN REGISTRATION
Capture and adjudicate every channel design-in — conflict checks, protected pricing, design-win tracking.
COMING SOON
[06] CHANNEL CREDIT
PRICE PROTECTION
Inventory-on-hand credits when distributor cost drops. Deployable in days.
[04] / WHY CHANN.AI
BUILT DIFFERENT, ON PURPOSE
[01]
AUTOMATION AT ANY SCALE
The same engine that automates a lean SME's manual process runs the full channel volume of a global enterprise. One platform, no overhead added as you grow.
[02]
FOLLOW THE MONEY, NOT REBATES
Built for the real deal-to-debit lifecycle: PRs, quote/approval, POS, claims, accruals, reconciliation.
[03]
PURPOSE-BUILT SALESFORCE PORTAL
A Salesforce-native Experience Cloud distributor portal — the portal IS the differentiator.
[04]
OUT-OF-THE-BOX DEPLOYMENT
Pre-configured data model, sane defaults, pre-built validators. No 6-month integration.
[05] / THE PATH
FROM FIRST WORKFLOW TO A FULL CHANNEL REVENUE CLOUD
You don't buy a platform — you grow into one. Start with SPA / Channel Quotes or Design Registration today, then expand into the full Channel Revenue Cloud as your channel scales. Three phases, one system of record.
01
CAPTURE THE WAVE
AI Deal Desk evaluates incoming Price Requests and recommends pricing. No channel data yet? We mine your direct quote history to bootstrap the model.
02
CLOSE THE LOOP
Partner Portal and integration bring the full S&D process online for partners of every size: PRs, POS, debit claims, reconciliation.
03
COMPOUND THE ADVANTAGE
The full Channel Revenue Cloud, compounding: Channel Accruals automates AI-driven GL estimation, Agentforce for Sales Ops, per-deal audit trails, and win-rate analytics.
[06] / READY?
AUTOMATE. SCALE. LEAPFROG.
Purpose-built for channel revenue — enterprise-grade, deployed in weeks. Out-of-the-box. Salesforce-native, portal included. Built for the manual process scaling to 20× and the legacy system ready to leapfrog.