- Built-in connectors with standard CRM, ERP, HR systems
- Ingestion through defined SFTP folders on a defined schedule
- Direct upload in agreed-upon format
- Custom connectors with in-house legacy systems and non-standard CRM, ERP, and HR systems
-->
.
Success Stories
• Data source identification and ingestion
• Data organization & transformation
• Data validation
• Transaction/prescription/account alignment with payees across levels
• Product group definitions and exceptions
• Credit splits, overrides
• Performance measures, payout slabs, payment qualifying criteria
• Calculation periods, component weights
• HR exception rules
• Summary and detailed performance reporting
• What-if calculator
• Incentive related insights
• Manager Summary
• Potential earnings based on increased sales
• Ranking as compared to other team members
• Customer-related nudges driven by cohort analysis
• Performance compared to district, region, etc. groupings
• Target & Plan Acknowledgement
• Alignment and crediting updates
• Change, Overrides, and Payout Approvals
• Query & Dispute Management
How are we different?
True end-to-end automation that enables any-time processing and reporting
Visualization of complex incentive processes for easier management & oversight
User interactions with reporting and engagement monitoring to optimize communication
Purpose-built workflows to formalize exceptions, approvals, overrides, and queries while allowing for delegation, requests for information, etc.
Composable reporting framework for quick rollouts and fine-tuning information delivery.
Comprehensive solution covering quotas, roster, MBO management
One-stop operational cockpit with planned schedules to streamline operations and improve efficiency
Multi-tenancy support to manage multiple countries, and different BUs within the same instance with easy data access
Incentive Calculations
Data Management & Reporting
Security & Scalability
How do you ingest data?
Is my data going to be secure?
We store and process data in secured cloud environments (AWS / Azure / GCP). Data is encrypted at rest and in transit, As an organization, we are SOC2 Type2 certified
What if we want to deploy the solution on our private cloud?
We allow our clients to deploy the solution on their private cloud if desired and work with their IT teams to get role-based access for solution maintenance
Can your system handle complex business rules and reporting relationships?
Our solution is deployed across industries for clients of all sizes with varying business rules complexity, sales processes, and reporting structures including in-house employees, distributor/dealer networks, and independent sales agents.
How do you ensure the system is flexible and can handle business exceptions?
Is there a way to communicate performance and insights other than the standard web reports?
Our omnichannel communication approach allows organizations to deliver performance updates, personalized nudges, and insights through our own mobile app, WhatsApp, Slack, Emails, SMS, etc.
What is your pricing model?
• One-time set-up fee to configure our solution for your data and business needs
• Monthly subscription fee based on “Per Payee Per Month”. Includes infrastructure costs
• Optional operations cost that consists of dedicated support hours to provide change management/ operations support at a pre-defined schedule
What is your typical implementation time?
Our set-up time varies from 6 weeks to about 6 months depending on the size and complexity of the client
Can we manage operations on our own?
The majority of our clients manage operations on their own with some initial support from us.
How do you train and onboard your customers?
We do joint UATs and hand-hold clients through the journey. We also conduct multiple training sessions for different user groups and ensure they are comfortable with day-to-day system changes and operations. In addition, we create comprehensive SOPs within the solution for easy client hand-offs.
What are the types of changes for which we will need your help?
What is your customer support process?
What if we need onshore support for our project?