Persistent Guides - Incentivate's Latest Innovation - Incentivate [![Incentivate Solutions](/_astro/incentivate-logo.width-1000_ZTXoYm.webp)](/) * Platform * [Incentive Compensation Software®](/incentive_compensation_software/) * [Sales Performance Reporting®](/sales-performance-reporting/) * [Incentivate Sales Planning Ecosystem®](/sales-planning-ecosystem/) * [Incentivate Quota Intelligence Framework®](/quota-planning-and-governance) * [Incentivate Dealer Scheme Automation System®](/dealer-schemes-&-discount-automation/) * [Incentivate Channel Commission Engine®](/channel-partner-commission-management/) * Solutions * [By Role](/incentive-solutions-by-role/) * [Sales Operations](/role/sales-operations/) * [Sales](/role/sales/) * [Finance](/role/finance-accounting/) * [HR](/role/human-resources-performance-management/) * [By Industry](/incentive-solutions-by-industry/) * [Software Solutions & Services](/industry-pages/software-solutions-and-services/) * [Retail](/industry-pages/retail-incentives-software/) * [Medical Devices](/industry-pages/medical-devices-sales-compensation-software/) * [Insurance](/industry-pages/insurance-incentives-and-commissions/) * [Insurance Brokers](/industry-pages/incentive-management-for-insurance-brokers/) * [NBFC](/industry-pages/unraveling-incentive-complexities-in-nbfcs/) * [Financial Services](/industry-pages/financial-services-incentives-management/) * [Distribution](/industry-pages/distribution/) * [Cybersecurity](/industry-pages/cybersecurity/) * [Machinery Manufacturing](/industry-pages/incentive-management-for-industrial-engineering-excellence/) * Resources * Tools * [ROI Calculator](/roi_calculator/) * [Sales Commission Calculator](/commission-calculator/) * [Sales Compensation Analytics Dashboard](/compensation-analytics-dashboard/) * [Total Compensation Calculator](/total-compensation-calculator/) * [Sales Growth Calculator](/sales-growth-calculator/) * [Tiered Commission Calculator](/tiered-commission-calculator/) * [Media](/media/) * [Blog](/blogs/) * [Success Stories](/success-stories/) * [Podcast](/podcasts-sales-commission-management/) * [Cheatsheets](/cheatsheets/) * [Video Hub](/video-hub/) * [Incentivate Workflows](/video-hub/incentivate-workflows/) * [Insurance Advisor Dashboard](/video-hub/insurance-advisor-dashboard/) * [Sales Rep Dashboard](/video-hub/sales-rep-dashboard/) * [Job Scheduling](/video-hub/job-scheduling/) * [Upload](/video-hub/upload/) * [Tables](/video-hub/tables/) * [Processes](/video-hub/processes/) * [Periods](/video-hub/periods/) * [Parameters](/video-hub/parameters/) * [Incentive Glossary](/glossary/) * About * [Our Team](/our-team/) * [About](/about/) * [Partners](/partners) * [Why us?](/why-us/) * [Contact](/contact/) [Request Demo](/book-a-meeting/) Open main menu Platform [Incentive Compensation Software®](/incentive_compensation_software/) [Sales Performance Reporting®](/sales-performance-reporting/) [Incentivate Sales Planning Ecosystem®](/sales-planning-ecosystem/) [Incentivate Quota Intelligence Framework®](/quota-planning-and-governance) [Incentivate Dealer Scheme Automation System®](/dealer-schemes-&-discount-automation/) [Incentivate Channel Commission Engine®](/channel-partner-commission-management/) Solutions [By Role](/incentive-solutions-by-role/) [Sales Operations](/role/sales-operations/)[Sales](/role/sales/)[Finance](/role/finance-accounting/)[HR](/role/human-resources-performance-management/) [By Industry](/incentive-solutions-by-industry/) [Software Solutions & Services](/industry-pages/software-solutions-and-services/)[Retail](/industry-pages/retail-incentives-software/)[Medical Devices](/industry-pages/medical-devices-sales-compensation-software/)[Insurance](/industry-pages/insurance-incentives-and-commissions/)[Insurance Brokers](/industry-pages/incentive-management-for-insurance-brokers/)[NBFC](/industry-pages/unraveling-incentive-complexities-in-nbfcs/)[Financial Services](/industry-pages/financial-services-incentives-management/)[Distribution](/industry-pages/distribution/)[Cybersecurity](/industry-pages/cybersecurity/)[Machinery Manufacturing](/industry-pages/incentive-management-for-industrial-engineering-excellence/) Resources Tools [ROI Calculator](/roi_calculator/)[Sales Commission Calculator](/commission-calculator/)[Sales Compensation Analytics Dashboard](/compensation-analytics-dashboard/)[Total Compensation Calculator](/total-compensation-calculator/)[Sales Growth Calculator](/sales-growth-calculator/)[Tiered Commission Calculator](/tiered-commission-calculator/) [Media](/media/) [Blog](/blogs/) [Success Stories](/success-stories/) [Podcast](/podcasts-sales-commission-management/) [Cheatsheets](/cheatsheets/) [Video Hub](/video-hub/) [Incentivate Workflows](/video-hub/incentivate-workflows/)[Insurance Advisor Dashboard](/video-hub/insurance-advisor-dashboard/)[Sales Rep Dashboard](/video-hub/sales-rep-dashboard/)[Job Scheduling](/video-hub/job-scheduling/)[Upload](/video-hub/upload/)[Tables](/video-hub/tables/)[Processes](/video-hub/processes/)[Periods](/video-hub/periods/)[Parameters](/video-hub/parameters/) [Incentive Glossary](/glossary/) About [Our Team](/our-team/) [About](/about/) [Partners](/partners) [Why us?](/why-us/) [Contact](/contact/) [Request Demo](/book-a-meeting/) Table of Contents * [What's new?](#2c13e) * [What Happens Next?](#21902) * [Your Turn](#99add) * [About Incentivate](#6eea5) Recent Posts [ ![](/_astro/Aditya_Birla_Capital_Partners_With_Incentivat.width-1000_Z22o0Ah.webp) Incentivate Partners with Aditya Birla Sun Life Insurance to Transform Incentive Compensation Operations ABSLI partners with Incentivate to automate complex incentive compensation, enabling scalable, accurate, and transparent performance management across its sales network. ](/press-releases/incentivate-partners-with-aditya-birla-sun-life-insurance-to-transform-incentive-compensation-operations/)[ ![](/_astro/Sales_Planning_Ecosystem.width-1000_16pyqX.webp) Incentivate Launches an Adaptable Sales Planning Ecosystem for Modern Enterprises Incentivate launches a flexible sales planning ecosystem designed to unify workflows, improve accuracy, and adapt to real-world business needs. ](/press-releases/incentivate-launches-an-adaptable-sales-planning-ecosystem-for-modern-enterprises/)[ ![](/_astro/Zeiss_Partners_With_Incentivate_for_OKR_Manag.width-1000_Zs4eC0.webp) ZEISS Implements Enterprise OKR Management System with Incentivate ZEISS enhances performance management with Incentivate’s OKR software, enabling scalable goal setting, dynamic workflows, and enterprise-grade governance across sales teams. ](/press-releases/zeiss-implements-enterprise-okr-management-system-with-incentivate/)[ ![](/_astro/Fresenius_Kabi_partners_with_Incentivate.width-1000_ccYym.webp) Fresenius Kabi Expands Partnership with Incentivate Following Successful AI-Led Secondary Sales Transformation Fresenius Kabi strengthens secondary sales visibility and incentive automation through an expanded partnership with Incentivate’s AI-powered platform. ](/press-releases/fresenius-kabi-expands-partnership-with-incentivate-following-successful-ai-led-secondary-sales-transformation/)[ ![](/_astro/Giva_Partners_With_Incentivate.width-1000_Z1ilVNb.webp) GIVA Optimizes Retail Incentive Management With Incentivate GIVA optimized retail incentive management by replacing manual processes with a centralized, automated, and scalable system. ](/press-releases/giva-optimizes-retail-incentive-management-with-incentivate/) # Incentivate's Newest Addition - Persistent Guides! * [Kartik Puri](https://www.linkedin.com/in/kartikchop/) * Feb 29, 2024 * 4 min read ## What's new? Incentivate, a no-code [sales performance management](https://incentivatesolutions.com/optimizing-sales-performance-management-by-implementing-sales-compensation-plans/?utm_source=NEWS&utm_medium=WEBSITE&utm_campaign=NEWSDELEGATEDWORKFLOWS), reporting & analytics platform, is pleased to introduce a groundbreaking feature - Persistent Guides. Crafted to transform user engagement, Persistent Guides stands ready to encourage sales incentive analysts, streamline operations, and enhance overall organizational effectiveness. Imagine you're a sales incentive analyst, freshly embarking on your journey with Incentivate. Excited yet slightly overwhelmed, you're eager to manage your first incentive plan. But where do you begin? Enter Persistent Guides, the newest addition to our set of features, built to simplify your experience and amplify your success. **Example Scenario:** Meet John, a sales incentive analyst navigating Incentivate for the first time. As he logs in, a surge of anticipation courses through him, tinged with a hint of uncertainty. But with a click of the Guides button, a world of resources unfolds before him. ## **What Happens Next?** **Step-by-step instructions:** John discovers a treasure trove of clear, concise Standard Operating Procedures (SOPs) right on his dashboard, meticulously tailored to his unique implementation needs. The path forward now lays out with precision and clarity, eliminating the need for scouring through manuals or grappling with uncertainty. **Flow Navigation:** As John traverses through the platform, the Guide remains steadfast, ensuring he never loses his bearings. Offering real-time tips and best practices tailored to each step of his sales incentive process. Embedded links seamlessly transport him to pertinent parameters and tables within the system, advancing his journey with unparalleled efficiency. **Empowerment:** Within moments, John transforms into an Incentivate virtuoso, brimming with confidence as he sets up his inaugural incentive plan. With the Guide's knowledge and support, he strengthens his efforts, paving the path to success and achievement. ## **Your Turn** Just as John has unlocked the full potential of Incentivate with our new Guide feature, you, too, can embark on a journey of empowerment and excellence. Beyond mere assistance, the Guide serves as your indispensable roadmap to mastery, enriching your sales incentive strategies and propelling your organization to new heights of success. Explore how the Guide can transform your experience, making it efficient, enjoyable, and rewarding. Experience the future of sales incentive management with Persistent Guides by Incentivate. ## **About Incentivate** Incentivate is a full-featured no-code sales commission and incentive management solution suite with built-in IC intelligence and business workflow to automate sales and operational incentives/commissions of in-house sales force & other channels. It supports clients of all sizes and industries. [ Explore Incentivate ](https://incentivatesolutions.com/book-a-meeting/) ## About Author ![](/_astro/Untitled_design_36.width-300_Zg3e8l.webp) Kartik Puri [](https://www.linkedin.com/in/kartikchop/)[](https://twitter.com/chopcoding) Full Stack Developer | ClickHouse Enthusiast | BlogToNFT Creator (Featured @ Product Hunt) | Leading solutions @Incentivate | Minted Unique Tux NFTs [![logo](/img_astro/incentivate-white.svg)](https://incentivatesolutions.com/) [](https://www.facebook.com/IncentivateS)[](https://twitter.com/IncentivateS)[](https://www.linkedin.com/company/incentivatesolutions/) 3 Germay Dr, Unit 4 #1947, Wilmington DE 19804 \+ 1 724 6480558 Office No.201B, 2nd Floor, Beta-1, Giga Space IT Park, Viman Nagar, Pune - 411014, Maharashtra, India +91 88206 02697 info@incentivate.in Platform [Automated Incentives](https://incentivatesolutions.com/sales-commission-software/) [AI Guided Coaching](https://incentivatesolutions.com/ai-guided-coaching-in-incentives/) [Performance 360](https://incentivatesolutions.com/sales-performance-reporting/) Solutions [Sales Operations](https://incentivatesolutions.com/role/sales-operations/) [Sales Team Leadership](https://incentivatesolutions.com/sales/) [Finance](https://incentivatesolutions.com/finance-accounting/) [Human Resources](https://incentivatesolutions.com/role/human-resources-performance-management/) [For Insurance](https://incentivatesolutions.com/industry-pages/insurance-incentives-and-commissions/) [For Retail](https://incentivatesolutions.com/industry-pages/retail-incentives-software/) [For SaaS](https://incentivatesolutions.com/industry-pages/saas-commission-software/) [For Medical Devices](https://incentivatesolutions.com/industry-pages/medical-devices-sales-compensation-software/) [For Financial Services](https://incentivatesolutions.com/industry-pages/financial-services-incentives-management/) Why Us? [Why businesses prefer Incentivate over other solutions](https://incentivatesolutions.com/why-us/) Customers [Our Customers](https://incentivatesolutions.com/customers) Insights [Blog](https://incentivatesolutions.com/blogs/) [Glossary](https://incentivatesolutions.com/glossary) [Case Studies](https://incentivatesolutions.com/success-stories/) Company [About](https://incentivatesolutions.com/about) [Careers](https://incentivatesolutions.com/careers) [Get in Touch](https://incentivatesolutions.com/contact/) Get Started [Request a Demo](https://incentivatesolutions.com/sales/) [Talk to Sales](https://incentivatesolutions.com/contact/) Pages [Collection Incentives](https://incentivatesolutions.com/collections-based-incentives/) [Agency Channel](https://incentivatesolutions.com/improve-your-agency-channel-performance/) [Incentive Compensation Software](https://incentivatesolutions.com/incentive_compensation_software/) [Commission Calculator](https://incentivatesolutions.com/commission-calculator/) [Sales Reporting Software](https://incentivatesolutions.com/sales-reporting-software/) [Sales Performance Software](https://incentivatesolutions.com/sales-performance-management-software/) [Compensation Analytics Dashboard](https://incentivatesolutions.com/compensation-analytics-dashboard/) [Tiered Commission Calculator](https://incentivatesolutions.com/tiered-commission-calculator/) [Total Compensation Calculator](https://incentivatesolutions.com/total-compensation-calculator/) [Sales Growth Calculator](https://incentivatesolutions.com/sales-growth-calculator/) Learn [On Target Earnings](https://incentivatesolutions.com/blogs/a-to-z-of-on-target-earnings-ote/) [Commission Pay](https://incentivatesolutions.com/blogs/what-is-commission-pay-and-how-does-it-work/) [Sales Quotas](https://incentivatesolutions.com/blogs/what-are-the-types-of-sales-quotas/) [Variable Pay](https://incentivatesolutions.com/blogs/the-complete-guide-on-variable-pay/) [Top-down vs Bottom-up Approach](https://incentivatesolutions.com/blogs/top-down-vs-bottom-up-approach-which-goal-setting-method-works-best/)   [MBO Bonus](https://incentivatesolutions.com/blogs/the-mbo-bonus-definition-examples-and-tips/) [Spiff Program](https://incentivatesolutions.com/blogs/whats-a-spiff-program-definition-examples-when-to-use-dos-and-donts/) [Sales Force Effectiveness](https://incentivatesolutions.com/blogs/importance-of-sales-force-effectiveness-and-how-to-measure-it/) [Sales Commission Structures](https://incentivatesolutions.com/blogs/8-most-common-sales-commission-structures/) [Individual Incentive Plans](https://incentivatesolutions.com/blogs/individual-incentive-plans-pros-and-cons-of-individual-incentive-plans/)   [SaaS Sales Compensation Plan](https://incentivatesolutions.com/blogs/guide-to-saas-sales-compensation-plan/) [Group Incentive Plans](https://incentivatesolutions.com/blogs/group-incentive-plans-types-examples-and-suitability/) [Distributor Incentives](https://incentivatesolutions.com/blogs/how-to-incentivize-distributors/) [Payout Curve](https://incentivatesolutions.com/blogs/a-guide-to-design-payout-curve/) [Cash vs Non-cash Incentives](https://incentivatesolutions.com/blogs/cash-vs-non-cash-incentives-all-you-need-to-know/) © 2026 Incentivate. 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