This HVAC-focused guide helps companies choose the right MDF/Co-Op solution provider by evaluating current and future needs across technology, financial management, analytics, and managed services. It recommends aligning platform features with program goals—like automation, multi-currency support, and CRM integration—and emphasizes the importance of detailed financial controls and customized reporting. Outsourcing program support, claims auditing, and payment processing can boost speed, accuracy, and ROI. A checklist of requirements across platform capabilities, implementation, and pricing ensures businesses select scalable, secure solutions that support long-term channel success.

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