C A S E    S T U D Y

Technology, Products and Service

THE CLIENT                                         

The world’s Leading Document Management Company.

THE CHALLENGE                              

The client was in need of a comprehensive sales incentive program for their independent resellers, looking to offer a spiff directly to the sales representatives in their network of 3,000+ resellers.  The goal was to create an impactful turn-key program that was universally appealing to the sales representatives yet simple to administer for the Client.  The program required software development, web-hosting, participant verification and enrollment, award points processing, card fulfillment, communications (via email and web), administration, customer service, program measurements and reporting.

THE SOLUTION

CardEx created a fully customized program including a custom designed card that included the client’s logo, and creative marketing.  The program website included a comprehensive enrollment and award points processing module. CardEx integrated its back-end processing platform with a secured server at the clients’ in order to obtain daily updates of eligible resellers and products.  Verified Cardholders received personalized MasterCard incentive cards and were provided with a link to a program website for card activation and award point claims submission.  The sales representatives submitted invoice information and answered a few marketing questions online on the program web site where the serial numbers and award points were validated and marketing data was tabulated for client’s benefit. Participants were instructed to fax or email their invoices to a CardEx customer service representative for a second validation process prior to funds being awarded on their cards.

THE RESULT                     

The CardEx Sales Incentive program was extremely successful, with thousands of the client’s independent resellers. The program’s ease of use allowed the client’s sales representatives to register online, submit their claims, and receive their spiffs almost instantly!  Within a short time period, the success and benefits of the client’s program was communicated between the resellers. The participation grew to approximately 100% and many of the client’s cardholders currently earn thousands of dollars a month!   Quarterly surveys were used to tweak the program to ensure its effectiveness and success for the client as well as the impact to the sales representatives in driving sales.