Data Sheet

ChannelView-POS
Introduction
Zymes ChannelView family of applications integrates decision-grade channel sales,
inventory, and program performance data with Salesforce.com. These applications enable
sales, marketing, finance, and external partners to get the decision-grade channel visibility
required for improved collaboration and smarter channel management.
Channel View
Module

POS

Capability

Track partner
sales and
inventory

Pipeline

Rebates

Calculate and
Track attainment
validate rebates
against channel
earned by
opportunities
partners

MDF

Loyalty

Request,
allocate, claim
and approve
market
development
funds

Manage pointsbased loyalty

programs
including point
redemption

With ChannelView, its feels like

we just installed a Ferrari engine
in Salesforce.
Plantronics

With ChannelView-POS, users get immediate access to the latest, most accurate point-of-sale (POS) and inventory
data from their channel partners on Salesforce.com. Available on AppExchange, ChannelView-POS provides secure,
accurate and timely channel visibility to track partner sales and inventory, improve sales credit assignment, and
identify new resellers, customers, and partners worldwide.

Solutions Overview

ChannelView-POS At-a-Glance

Business Intelligence
(ZAP)

Allows users to quickly view individual or

aggregated POS transactions
View POS data by:

POS
Pipeline
ChannelView

Partner data

APIs and integration

Data
Management
(TrueData,
TrueID)

Other customer
applications

Rebates
MDF
Loyalty

Global Channel
Directory

TruePay
Engine

Reseller or Tier-1 distributor

Bill-to/sold-to party
Ship-to or SKU
Leverages Zymes Global Channel
Directory (GCD)
Industry-standard, partner master of over
900K resellers, distributors, and retailers
Extensive global coverage, including
channel partners from over 200 countries

ENABLING SERVICES

Benefits
Business

Information Technology

Improve sales efficiency: Easy user access to

partner-reported sales and inventory activity in
Salesforce for complete channel visibility

Eliminate time-consuming manual processes by

automating data load

Improve operational processes: POS data

automatically linked to appropriate accounts
and products in Salesforce no need for manual
intervention
Grow the channel: Identify new resellers,
customers, and partners worldwide
Monitor channel health: Track channel sales
velocity, partner performance, product sales
performance through easy to use dashboards

Use easily-configurable data aggregations to

provide visibility to sales activity
Improve master data control by cross-referencing
Zyme Global Channel Directory
Reduce account duplication in Salesforce
Minimize impact on IT resources deploys in
weeks

www.zyme.com

Data Sheet ChannelView-POS

ChannelView-POS Capabilities
ChannelView-POS powerful data loading capabilities enable secure, cloud-to-cloud integration of channel data
with Salesforce.com.

Load and link

POS data

ChannelView-POS loads cleansed data from Zymes data platform and

automatically links the channel data to appropriate accounts and products.

Aggregate data

Data is aggregated according to user requirements. Transaction data can be

aggregated by partner, date, or product depending upon the volume of POS
transactions and the level of detail required.

Generate reports
and dashboards

Users can view POS data by Tier-1 partner, bill-to or sold-to party, or by SKU.
The application includes standard reports and dashboards, as well as reports
completely configurable by users requirements.

Identify and create

new accounts

Enables identification and creation of SFDC accounts for new channel partners
distributors, resellers, and retailers appearing on sales transactions.

ChannelView-POS Capabilities
Partners

Entire Zyme environment is ISO 27001

certified, SSAE 16 compliant, EU Safe
Harbor certified
Third-party network penetration and
vulnerability tests performed twice a year
128-bit SSL encryption
Security reviewed by Salesforce

ChannelView Deployment Process

Contact Zyme to install the ChannelViewPOS managed application

Customer
Sell In Master
Mxchange Master
SKU Master
Other Master

Indirect Sales Data

ChannelView-POS Security

Accounts

Opportunities

Products

Channel view Pos

Channel view Pipeline

Configure fields and permissions

Determine level of data aggregation
Time-based
Product-based
Based on partner or Ship To/Bill To entity
Provide framework to Zyme for mapping
partner names from reseller database to
Salesforce.com accounts

TrueID

TrueData
POS data load into SFDC
Validation & Transformation

Matching
Reseller Identification
End Customer
Identification

SKU Correction
Country
Currency
ZIP Code
Duplicate Transactions

Automated matching of
POS data to accounts,
products, and opportunities

The New Smart Channel

Zyme is the global leader in the emerging channel data management (CDM) space, empowering the New Smart
Channel, a proven approach to creating visibility to actionable knowledge that manufacturers need to accelerate
partner sales and optimize marketing program ROI. Zymes flexible, cloud-based offerings facilitate enterprise-grade
decisions by responding to real-time, granular channel intelligence. Benefits include better-targeted MDF, co-op,
and rebate programs, plus improved segmentation. Zyme replaces outdated, ad-hoc systems with a state-of-theart, cloud-based platform, data steward services, and a worldwide channel directory of more than 900,000 partners
for guaranteed database quality, support for a wider range of formats, and best practices that enhance reporting
compliance.Global leaders like Dell, VMware, Fujitsu, Plantronics, Xerox, Symantec, and Seagate rely on Zyme.
Headquartered in Redwood Shores, CA, Zyme has offices in Texas, Pennsylvania, China, India and the UK.
To learn how Zyme can improve your bottom line, visitwww.Zyme.com