Partner & Channel Marketing
RGM° · Training
MDF and Partner Enablement
Partners need both. MDF, enablement, certifications, co-marketing funds, ROI, governance.
Why MDF / enablement
Partners need enablement (skills + materials) to sell effectively and Market Development Funds (MDF) to invest in marketing. Without both, partners default to easier-to-sell competitors. Mature programs invest seriously in both.
MDF defined
- Market Development Funds: cash / credits for partner marketing activities.
- Approval-required typically.
- Tied to specific activities (campaigns, events, content).
- ROI accountability.
- Tiered allocation (top partners get more).
- Quarterly or annual budget.
Enablement components
- Sales playbook.
- Technical training.
- Product certifications.
- Marketing materials (co-branded).
- Demo environments.
- Case studies.
- Battle cards.
- Pricing tools.
- Configurator / quote tools.
- Implementation playbooks.
Certifications
- Sales certification (foundational sales knowledge).
- Technical certification (implementation skills).
- Specialist certifications (industry, use case).
- Renewal / continuing education.
- Public certification status.
- Tier-up implications.
Co-marketing funds
- Joint content production.
- Co-branded campaigns.
- Joint events / webinars.
- Conference co-sponsorship.
- Joint case studies.
- Trade publication co-presence.
MDF ROI
- Pipeline generated from MDF-funded activity.
- Revenue from MDF-funded activity.
- ROI per MDF dollar.
- Activity completion rate.
- Partner satisfaction with MDF process.
- Annual MDF effectiveness review.
Governance
- MDF policy documented.
- Approval workflow.
- Activity tracking.
- ROI reporting required.
- Compliance verification.
- Audit trail.
- Annual policy review.
Advanced
- Tiered MDF allocation.
- Approval workflow streamlined.
- Activity tracking automated.
- ROI reporting required of partners.
- Enablement library current.
- Certification program with renewals.
- Public certification listing.
- Annual partner kickoff.
- Cross-functional enablement team.
- Annual MDF effectiveness review.
Mistakes
- MDF as gift; no ROI accountability.
- Enablement materials stale.
- Certification absent or perfunctory.
- Approval workflow burdensome.
- Activity tracking absent.
- Cross-functional ownership unclear.
- Annual review absent.
- Top partners not differentiated in MDF.
- Self-service materials thin.
- Partner satisfaction not measured.
Checklist
- MDF policy documented
- Tiered allocation
- Approval workflow streamlined
- Activity tracking
- ROI reporting required
- Enablement library current
- Certification program
- Public certification listing
- Annual partner kickoff
- Annual MDF effectiveness review
Sources and further reading
- Forrester Channel Wave MDF research
- Gartner MDF research
- PartnerStack MDF features
- Allbound, ZINFI PRMs
- RGM B2B SaaS enablement
- Channel Marketer Report
- Reforge partner curriculum
- SaaSwerks MDF coverage
- Bob Moore Crossbeam
- Andy Williams partner research
- MMA partner research
- Marketing Brew partner coverage
Part of the Partner & Channel Marketing series.