What is MyFunds?
MyFunds is a core feature within Sesimi’s brand management platform, designed to streamline the management of co-operative advertising funds. It centralises the processes of submitting, approving, and tracking both pre-approvals and claims related to co-op funds, making fund management more efficient and transparent for sales networks.
Key Features of MyFunds:
Centralised Fund Management: MyFunds offers a single platform where users can manage all aspects of their co-op funds. From submitting claims to tracking approvals, everything is handled in one place. This centralisation reduces the complexity and time involved in managing multiple fund-related tasks.
Pre-Approval Process: Before launching an advertising campaign, users can submit a pre-approval request within MyFunds. This step ensures that the campaign qualifies for co-op funds, allowing users to proceed with confidence, knowing that their expenses will be covered.
Easy Claims Submission: Once an advertising campaign is live, users can submit a claim through MyFunds to be reimbursed for their expenses. The platform makes it easy to track the status of claims, ensuring that users are always informed about the progress of their reimbursement.
Real-Time Fund Tracking: MyFunds includes a dashboard with visual tools, such as pie charts and Gantt charts, which provide a real-time overview of fund usage. Users can quickly see how much of their co-op funds have been used and how much remains, helping them manage their resources more effectively.
How to Access MyFunds:
MyFunds is a premium feature available within the Sesimi platform, though it may not be enabled on all accounts. This feature is particularly valuable for our automotive clients, offering robust tools to manage funds, submit pre-approvals and claims, and track fund usage effectively.
If you don’t see the MyFunds tab available on your account, feel free to reach out to us through the chatbot. We’ll be happy to connect and discuss how MyFunds could benefit your business and provide further details on enabling it for your account.
Additional Resources:
For those who are new to MyFunds, Sesimi offers a range of guides and articles that explain how to make the most of the feature. These resources cover everything from submitting a pre-approval request to understanding claim statuses.