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Sales Pipeline Tracking Form

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Sales Pipeline Tracking Form
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Sales Pipeline Tracking Form document sample

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2009 CAP Proposal Form



CAP – Solution Provider Market Development Funds Program is a tool designed to help solution providers develop

and strengthen relationships with manufacturers while driving incremental sales. CAP is a results driven program

sponsored by Ingram Micro manufacturer partners who provide viable marketing funds for cooperative marketing

and training activities within the guidelines established by the solution provider and the manufacturer.



Solution Provider Eligibility:

All US Ingram Micro solution providers are eligible to receive CAP funds. CAP funds will only be awarded to

solution providers who are approved, meet the established requirements, and provide proof of performance.

Some manufacturers have specific requirements; please work with your Ingram Micro Sales Representative to

make sure you meet these requirements before submitting a proposal.



Target Activities:

The following types of activities will be considered for CAP funding approval:

Direct Marketing, Trade Shows and Events, Training Events, or Advertising.

The following types of activities will not be considered for CAP funding: Happy Hours, Golf Outings, Sporting

Events, Sales Giveaways, or contests.



SECTION ONE: Solution provider to Complete

Premier CAP manufacturers All proposals will be reviewed and approved on a case-by-case basis by the

manufacturer. Select a minimum of 1 requested manufacturer from the list below.

Citrix * Symantec* HP ProCurve Oracle Polycom Websense

*(please fill out 2009

Specific vendor CAP form)

IBM Software IBM Hardware Other



Technology & Solution Campaign CAP proposals must incorporate a minimum of 3 campaign manufacturers.

All proposals will be reviewed and approved on a case-by-case basis by the campaign. Select a minimum of 3

requested manufacturers from the list below.

Peripherals and Supplies & Accessories_____________________________

APC LG

Brother Logitech

Cyberpower NEC Displays

Dymo Ricoh

Epson Sharp

Konica Minolta Viewsonic

Infoprint



Primary focus of requested manufacturer(s) (lines or products):

Solution provider Name:

IM Account #:

IM Communities (VTN, IMSN, SMB Alliance):

Objective of Marketing Activity:

Description of Marketing Activity (please include as much information as possible):

Who is the Target Audience? (Title, avg. company size):

Number of expected attendees or impressions:

Market/Industry/Solution Focus:

Location of Event:

Activity Date:

Will the vendor have speaking opportunity at this activity? Yes No

Will the vendor have a table top at this activity? Yes No

If copy/logo need from the vendor please list what is needed and by when:

What kind of tracking/ROI/Pipeline is expected from this activity?:

Proof of performance, to be submitted after the activity:

(Needs to show that the event happened and/or how the solution provider was represented, ex: copy of ad, attendee list, etc)



Funding Requested SELECT ONE:

$500 $1,000 $2,000

$750 $1,500 Other amount:$

Payout Option:

Ingram Micro credit memo



I, as a representative for , understand that my company must provide proper proof-of-

performance, as well as, meet or exceed sales goal listed below to receive CAP payout. Once these items

are validated, a credit will be issued to the solution provider’s account.



Customer signature for approval: Date:



By checking this box and sending request electronically, responsible party considers the checked box to

be same as their signature.



SECTION TWO: AE/BDM to Complete

AE/BDM Name: Ext.

Sales Goal

Sales goal can be incremental sales or a minimum of 15% growth in sales.

For customers with no sales history a sales minimum of $10,000 is required.

Timeframe for sales measurement. Select one:

3 months

6 months

9 months

Other:



If you would like to submit this proposal without a sales goal please enter the reason for your request:





Submit the request form to Dorothy Martinez at (714) 382-2214 or at

dorothy.martinez@ingrammicro.com



Marketing / Campaign Manager to complete for approval:

Solution provider Sales for requested manufacturer

2007:

2008 YTD: Date of report:



Approved Denied. If denied why



100% of funds provided upfront

50% of funds in advance, 50% funds after activity completed

All funds after activity completed and sales goal met (if applicable).



Approved amount: $

Approved sales goal:



Marketing / Campaign Manager Name Title: Date:

Marketing / Campaign Manager Signature: Date:

By checking this box and sending the request electronically, responsible party considers the checked box

to be same as their signature.


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