FOLLOW THE MONEY ACROSS
THE MULTI-LAYERED CHANNEL.
Every transaction that moves through your channel — Price Requests, Quote/Approval, POS, Debit Claims, CRs, Accruals, and Reconciliation — in one Salesforce-native system of record, across every market and currency you sell in. Built ground-up on channel best practices, not bent into a rebates engine.
SMEs on manual process automate and scale channel revenue 20×. Enterprises on inflexible legacy platforms move to Salesforce — where the data already lives — and let AI predict, deal by deal, what legacy only measures after the fact, so their teams act faster. Same Salesforce-native platform. Handle high-volume distributor requests, protect margins, and deliver an audit-grade trail at any scale.
SPEED FOR THE CHANNEL. PRECISION FOR FINANCE.
AI FOR EVERY DECISION.
Legacy rebates-engine implementations run six to seven figures in TCO and 9–18 months — built for a process channel revenue never was.
Chann.ai is Salesforce-native, AI-powered, deployable in weeks — and aware of how the high-tech channel actually works, from semiconductors and electronic components to the HVAC, thermal, and electrical systems feeding hyperscaler data-center buildouts. Full coverage of Ship & Debit, accruals, and price protection.
FOUR THINGS WE DO DIFFERENTLY
INSTANT INTELLIGENCE
AI suggestions delivered at every Channel Quote lifecycle point. Clear, actionable recommendations for decision makers — not data dumps.
CONVERSATIONAL INSIGHTS
Sales Ops asks the Agentforce Agent additional questions and gets deep insights instantly. No waiting for reports or analysis.
SMART PRIORITIZATION
Channel AI Ship & Debit surfaces what's most important based on your company-defined dimensions. Focus on deals that move the needle.
SALESFORCE-NATIVE PERFORMANCE
Powerful AI within Salesforce processing constraints. Built to scale channel revenue at any size, from lean teams to global enterprises.
MANAGING SHIP & DEBIT IS NOT MANAGING REBATES
Other solutions built S&D on top of rebates. Rebates are useful for B2B agreements — one rebate program applied across many partners or end customers, paid out after a period.
Special Price Authorizations and Channel Price Requests are B2B2B agreements — they include both the resale price and the distributor cost, and in most cases tie one distributor to one end-customer opportunity. The data model, the lifecycle, the partner workflow — all different.
Treat S&D like rebates and you bend the process to fit the engine. We built Chann.ai the other way around.
| DIMENSION | REBATES ENGINE | CHANN.AI S&D |
|---|---|---|
| AGREEMENT SHAPE | B2B — one rebate, applied to many partners or end customers | B2B2B — one Special Price Authorization tied to one distributor and (usually) one end-customer opportunity, with both resale price and distributor cost |
| DATA MODEL | Volume thresholds, accrual buckets, post-period payouts | Per-deal Price Request → quote → debit claim chain, line-item level |
| LIFECYCLE | Quarterly / annual cycles, retroactive | Real-time deal-by-deal: request → approve → ship → POS → debit → reconcile |
| PARTNER INTERACTION | Distributor receives a payout after the period | Distributor submits PRs, gets counterproposals, uploads POS, files claims, tracks CRs continuously |
| CALCULATION TIMING | After the fact, against accrued volume | Pre-deal margin protection + post-shipment reconciliation against the original SPA / Price Request |
| AUDIT & EVIDENCE | Aggregate accrual reports | Per-deal trail: PR → Quote → SO → POS → Debit Claim → CR; every AI decision journaled |
ONE PLATFORM. ONE PROCESS.
Not a calculator. Not an accrual report. The actual deal-to-debit money trail your channel team and your distributors run — in one Salesforce platform.
Distributor submits PR via Partner Portal
AI Deal Desk evaluates, recommends, routes; counterproposal loop
Sales Order → fulfillment, carrying the approved PA
Distributor uploads POS data; auto-reconciled to PA
Distributor files debit claim referencing PA + POS lines
AI auto-matches claim against PA + POS, flags exceptions
Credit/debit memo issued; per-deal audit trail journaled
Distributor submits PR via Partner Portal
AI Deal Desk evaluates, recommends, routes; counterproposal loop
Sales Order → fulfillment, carrying the approved PA
Distributor uploads POS data; auto-reconciled to PA
Distributor files debit claim referencing PA + POS lines
AI auto-matches claim against PA + POS, flags exceptions
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
ONE PROCESS · ONE PLATFORM · BUILT FOR S&D — NOT BENT INTO REBATES
TWO STARTING POINTS. ONE PLATFORM.
MOVE OFF LEGACY. ACT ON PREDICTIONS.
Large channel-focused enterprises move off rebates-engine platforms onto Chann.ai — Salesforce-native, where the data already lives. Same per-deal audit trail, same Agentforce-native architecture, without the seven-figure rebate-engine integration. AI predicts win probability on every quote line and how much of each debit will be claimed, which sets its accrual. The Command Center (Claudeforce beta) lists the decisions waiting on Sales Operations, each one click from the screen where your team acts on it.
AUTOMATE THE MANUAL PROCESS
For SMEs still tracking channel revenue on spreadsheets, this is the fastest way to real automation — without multi-year, seven-figure licensing and implementation costs. Same product the enterprises run. 20× channel-revenue ceiling, one platform.
THREE REASONS WHY BOTH YOUR TEAM AND YOUR PARTNERS WILL ACTUALLY USE IT
PURPOSE-BUILT SALESFORCE PORTAL
Experience Cloud portal — fully Salesforce-native. The portal IS the differentiator: distributors submit PRs, respond to counterproposals, upload POS, file claims. No external SaaS to bolt on. No data movement.
FULL EXPLAINABILITY
Take informed decisions: Every AI suggestion comes with clear reasoning and evidence trails for complete auditability — per-deal, line-item level.
IMMEDIATE ROI
Reduce Channel Quote processing time by 70%, catch margin leaks, and improve win rates from day one.
TRULY OUT-OF-THE-BOX
Streamlined configuration and deployment — your full channel-revenue platform live in days, not months.
INSTALL
Install directly on top of your existing Salesforce Sales Cloud or RLM system. Pre-configured channel-revenue data model.
MAP
Plug on top of your existing accounts, products, and price books. Configure quickly.
CONNECT
Plug in distributor POS, claim, and inventory feeds. Pre-built validators handle file ingestion.
GO LIVE
Train AI on your existing direct quote history. Partner Portal opens to distributors.
NO PRO-SERVICES DEPENDENCY · NO 6-MONTH INTEGRATION · NO EXTERNAL SYSTEMS TO PROCURE
THE QUOTES THAT KEEP US HONEST
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This is the best view of the Channel Quote that we have seen.
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The data is laid out for the decision-makers, making it as simple as possible — and that's the key to win in the channel.
SEE WHERE YOUR CHANNEL REVENUE GOES.
Join enterprises of every size using AI to revolutionize their Channel Revenue Management process.
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