Funding Automation
Capture every dollar of AWS funding
Create requests for any AWS funding program, map the fields once, and let two-way sync keep your CRM and the AWS portal aligned automatically - inside Salesforce or HubSpot.
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Trusted by the 500+ ISVs building real marketplace revenue
Create it, track it, see what it's worth
SaaSify lets you create a request and track all AWS funding programs from inside your CRM.
Create requests across every AWS funding program, including Marketing Development Funds (MDF)- Fields load dynamically based on the program, subcategory, and funding type you select.
- Build a reusable mapping per program with validation before submission.
Set field mappings once, reuse them on every request
Move over re-entering fields every funding request needs: project name, offer ID, credit details, etc. SaaSify's mapping tool fills them in automatically after the first setup.
- Map fields using Apex extensions, expressions, formulas, or a query builder.
- Pull data from related records automatically, such as an offer ID from a private offer, even when it isn't stored on the opportunity.
- Mapping work the same way across each CRM.
Funding stays on the opportunity your team already uses
Private offers, co-sell, and partner funding are all created against the same opportunity, keeping an ISV's AWS relationship in one record instead of scattered across several.
- Funding can be created on any object, including the
opportunity object.
- A change made in the AWS portal reflects back into your CRM automatically, and vice versa with bi-directional sync
- Two-way sync runs in both Salesforce and HubSpot.
Track every request in an intuitive funding dashboard
SaaSify's funding analytics helps you stay on top of all your funding requests with granular reports.
- Track total requested, approval rate, disbursed amount, and expiring cash.
- See funding request cycle time and approval rate broken out by program.
- Compare credits over time and cash vs. credit across every program you run.
Automatic alerts for every funding update
A status change sitting unread in a portal doesn't help anyone. SaaSify emails the person who needs to act, with a link back to the record.
- Automatic emails for submissions, stage updates, and approvals,
including amount, expiry, and opportunity ID.
- Advance alerts before a cash claim expires.
- Actionable emails with "Take action" links that route to the
correct portal for you to act on immediately.
What teams love about SaaSify
“SaaSify supported Willow in making our WillowTwin solution commercially transactable in Azure Marketplace. We found the team extremely responsive and supportive, ensuring actions were followed up and commitments were met on time.”
“SaaSify helped us create custom offers and plans, and provided the necessary features for our operations teams, making it a win-win situation for our customers, Microsoft and us.”
“AWS account managers were hearing about Pump, but we weren't showing the ACE opportunities. With SaaSify, we're now taking credit and showcasing what we've accomplished as a major player in the cloud optimization space.”
“We sincerely appreciate your efficient, gracious customer service, the level of detail and accountability SaaSify demonstrated on each project, and the way you conduct business as a whole.”
FAQs
What is AWS partner funding, and how does SaaSify manage it?
AWS partner funding covers programs like MDF and other co-investment funds. SaaSify lets you create, submit, and track requests for any of them directly from your CRM opportunity.
Which AWS funding programs are supported?
Every AWS funding program, including MDF and other co-investment and cash/credit programs, with fields that load dynamically based on the program, subcategory, and funding type you select.
How does two-way sync work between my CRM and the AWS portal?
Once a mapping is set up, changes made in the AWS portal reflect back into Salesforce or HubSpot automatically, and changes made in the CRM push back out - no manual reconciliation in either direction.
Can I build custom field mappings for each funding program?
Yes. Map fields using Apex extensions, expressions, formulas, or a query builder, and pull data from related records automatically - even fields not stored directly on the opportunity.
What analytics do I get on funding requests?
Track total requested, approval rate, disbursed amount, and expiring cash, see cycle time and approval rate broken out by program, and compare credits over time and cash vs. credit across every program you run.
Will I get notified when a funding request changes status?
Yes. SaaSify sends automatic emails for submissions, stage updates, and approvals, plus advance alerts before a cash claim expires, each with an actionable link back to the record.
Is funding request automation on the roadmap?
Funding is built on the same reusable mapping engine as the rest of SaaSify, so new automation - like auto-submission rules - extends the same setup you've already done, no rebuild required.
What is the advantage of using SaaSify's funding platform over AWS'?
SaaSify keeps funding requests, mapping, and analytics inside the CRM your reps already use, synced live with the AWS portal, instead of a separate console your team has to check manually.
Ready to put AWS funding to work?
See how SaaSify maps, syncs, and tracks every AWS funding program from inside the CRM your team already uses.