Analyze Planner
Unlock future success through advanced compensation plan modeling.
✔ Gain Crucial Leadership Insights: Use active commission plans and dynamic "what-if" scenarios to simulate team performance and predict future outcomes. Effortlessly devise, compare, and assess future plans.
✔ Optimize Operations And Save Time: Seamlessly review, communicate, and activate plans with user-friendly PDF exports and swift model activation – without ever leaving Salesforce.
Advanced DocGen
Streamline Sales Commission processes with Advanced Document Generation.
✔ Effortless Data Retrieval: Retrieve and merge data effortlessly into templates. Generate custom commission plans and statements in PDF, Word, or email formats.
✔ Tailored for Salesforce: Populate documents seamlessly with data from any Salesforce object, no coding required.
Data Aggregation
Aggregate data from within your Salesforce Organization enabling full use of Salesforce's powerful reporting engine.
✔ Year-over-Year Transactional Comparison: Aggregate and compare the current month’s transactional data with last year’s data for the same time period, enabling compensation payments based on increased revenue over time.
✔ Segmented Compensation Based on Groupings: Allows aggregation based on groupings, facilitating the segmentation of transactional data for precise compensation payments.
✔ Integration with Salesforce External Objects: Capable of aggregating data from a connected Salesforce external object, providing a seamless and comprehensive source of truth for compensation calculations.
External Object Support
Reduce costs while adopting optimal data storage practices.
✔ Embrace Data Storage Best Practices: Embrace best practices, minimizing data duplication and synchronization challenges. Ensure data integrity and eliminate headaches associated with duplicate datasets.
✔ Slash Spend: Cut costs significantly by avoiding Salesforce data storage charges. Seamlessly connect external systems, optimizing resources effectively.
✔ Streamlined Commission Calculations: Resolve ERP data integration dilemmas by leveraging External Objects support. Aggregate transactional data or enable direct commission payouts, ensuring efficient sales commission calculations.
Compensation Plan eSign-offs
Streamline Sales Commission Management with Compensation Plan eSign-Offs.
✔ Efficient Approval Workflows: Streamline the approval process for compensation plans with eSign-Offs. Expedite decision-making and eliminate delays in commission processing.
✔ Enhanced Accountability: Foster accountability by digitally capturing approvals. Provide a transparent audit trail, ensuring clarity in decision ownership.
✔ Seamless Communication: Facilitate seamless communication between stakeholders. Ensure all team members are informed and aligned with approved commission plans.
Pay what you use
Up to 25 users
Professional edition features
Onboarding fees included
1-hour Premium Advisory Services per month
Professional
per user per month billed annually
Compensation plan builder
No code credit rules
Automated calculation engine
Clawbacks
Disputes
Manual adjustments
Split commissions
Commission ePlans
Commission eStatements
Mobile support
Analyze self-service
Leavers/joiners/movers
In addition, once-off professional onboarding fees are required of $7,500. Learn more >
per user per month billed annually
In addition to Professional:
Analyze planner (5 licences)
Advanced DocGen
Data aggregation
External object support
Compensation plan eSign-offs
Gamification
In addition, once-off enterprise onboarding fees are required of $9,995. Learn more >
Add-ons
Make more from your indirect sales channels with a secure portal where your sales partners can access real-time compensation information and progress.
Ongoing access to Technical Product Specialists for guidance/best practice.
Run sales commissions for external brokers/agents who do not access your Salesforce.
* Pricing represented in USD. Annual billing cycles. Pricing excludes VAT and Local Sales Taxes.
