Sales compensation software for United States [![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/) # Are you facing these challenges in managing sales incentives? . ![](/_astro/Do_you_also_face_these_problems.width-10000_ZWMVyC.webp) ![](/_astro/Do_you_also_face_these_problems.width-1000_ZukIYs.webp) ## Who we work with? ![](/_astro/Schindler_Logo.width-1000_VhHe3.webp)![](/_astro/Logo_Alcon_1.width-1000_1ItB9X.webp)![](/_astro/Website_logos_1.width-1000_od6jE.webp)![](/_astro/Logo_Abbott_Laboratories_1_1AY6Gf4.width-1000_2svF1I.webp)![](/_astro/Wework_New_1_RxSQGrR.width-1000_2n5Tle.webp)![](/_astro/Hitachi_logo_1_SjYkbgB.width-1000_Z2bJTAG.webp)![](/_astro/Reliance_Communications_Logo_1_HPR5zsK.width-1000_1QE390.webp)![](/_astro/Atomberg_logo_-_Brandlogos.net_1.width-1000_2edCC7.webp)![](/_astro/Mahindra_1_J1lE19l.width-1000_Z1RmzDD.webp)![](/_astro/8_ADKavXJ.width-1000_1WN1GF.webp)![](/_astro/Schindler_Logo.width-1000_VhHe3.webp)![](/_astro/Logo_Alcon_1.width-1000_1ItB9X.webp)![](/_astro/Website_logos_1.width-1000_od6jE.webp)![](/_astro/Logo_Abbott_Laboratories_1_1AY6Gf4.width-1000_2svF1I.webp)![](/_astro/Wework_New_1_RxSQGrR.width-1000_2n5Tle.webp)![](/_astro/Hitachi_logo_1_SjYkbgB.width-1000_Z2bJTAG.webp)![](/_astro/Reliance_Communications_Logo_1_HPR5zsK.width-1000_1QE390.webp)![](/_astro/Atomberg_logo_-_Brandlogos.net_1.width-1000_2edCC7.webp)![](/_astro/Mahindra_1_J1lE19l.width-1000_Z1RmzDD.webp)![](/_astro/8_ADKavXJ.width-1000_1WN1GF.webp)![](/_astro/Schindler_Logo.width-1000_VhHe3.webp)![](/_astro/Logo_Alcon_1.width-1000_1ItB9X.webp)![](/_astro/Website_logos_1.width-1000_od6jE.webp)![](/_astro/Logo_Abbott_Laboratories_1_1AY6Gf4.width-1000_2svF1I.webp)![](/_astro/Wework_New_1_RxSQGrR.width-1000_2n5Tle.webp)![](/_astro/Hitachi_logo_1_SjYkbgB.width-1000_Z2bJTAG.webp)![](/_astro/Reliance_Communications_Logo_1_HPR5zsK.width-1000_1QE390.webp)![](/_astro/Atomberg_logo_-_Brandlogos.net_1.width-1000_2edCC7.webp)![](/_astro/Mahindra_1_J1lE19l.width-1000_Z1RmzDD.webp)![](/_astro/8_ADKavXJ.width-1000_1WN1GF.webp)![](/_astro/Schindler_Logo.width-1000_VhHe3.webp)![](/_astro/Logo_Alcon_1.width-1000_1ItB9X.webp)![](/_astro/Website_logos_1.width-1000_od6jE.webp)![](/_astro/Logo_Abbott_Laboratories_1_1AY6Gf4.width-1000_2svF1I.webp)![](/_astro/Wework_New_1_RxSQGrR.width-1000_2n5Tle.webp)![](/_astro/Hitachi_logo_1_SjYkbgB.width-1000_Z2bJTAG.webp)![](/_astro/Reliance_Communications_Logo_1_HPR5zsK.width-1000_1QE390.webp)![](/_astro/Atomberg_logo_-_Brandlogos.net_1.width-1000_2edCC7.webp)![](/_astro/Mahindra_1_J1lE19l.width-1000_Z1RmzDD.webp)![](/_astro/8_ADKavXJ.width-1000_1WN1GF.webp)![](/_astro/Schindler_Logo.width-1000_VhHe3.webp)![](/_astro/Logo_Alcon_1.width-1000_1ItB9X.webp)![](/_astro/Website_logos_1.width-1000_od6jE.webp)![](/_astro/Logo_Abbott_Laboratories_1_1AY6Gf4.width-1000_2svF1I.webp)![](/_astro/Wework_New_1_RxSQGrR.width-1000_2n5Tle.webp)![](/_astro/Hitachi_logo_1_SjYkbgB.width-1000_Z2bJTAG.webp)![](/_astro/Reliance_Communications_Logo_1_HPR5zsK.width-1000_1QE390.webp)![](/_astro/Atomberg_logo_-_Brandlogos.net_1.width-1000_2edCC7.webp)![](/_astro/Mahindra_1_J1lE19l.width-1000_Z1RmzDD.webp)![](/_astro/8_ADKavXJ.width-1000_1WN1GF.webp)![](/_astro/Schindler_Logo.width-1000_VhHe3.webp)![](/_astro/Logo_Alcon_1.width-1000_1ItB9X.webp)![](/_astro/Website_logos_1.width-1000_od6jE.webp)![](/_astro/Logo_Abbott_Laboratories_1_1AY6Gf4.width-1000_2svF1I.webp)![](/_astro/Wework_New_1_RxSQGrR.width-1000_2n5Tle.webp)![](/_astro/Hitachi_logo_1_SjYkbgB.width-1000_Z2bJTAG.webp)![](/_astro/Reliance_Communications_Logo_1_HPR5zsK.width-1000_1QE390.webp)![](/_astro/Atomberg_logo_-_Brandlogos.net_1.width-1000_2edCC7.webp)![](/_astro/Mahindra_1_J1lE19l.width-1000_Z1RmzDD.webp)![](/_astro/8_ADKavXJ.width-1000_1WN1GF.webp)![](/_astro/Schindler_Logo.width-1000_VhHe3.webp)![](/_astro/Logo_Alcon_1.width-1000_1ItB9X.webp)![](/_astro/Website_logos_1.width-1000_od6jE.webp)![](/_astro/Logo_Abbott_Laboratories_1_1AY6Gf4.width-1000_2svF1I.webp)![](/_astro/Wework_New_1_RxSQGrR.width-1000_2n5Tle.webp)![](/_astro/Hitachi_logo_1_SjYkbgB.width-1000_Z2bJTAG.webp)![](/_astro/Reliance_Communications_Logo_1_HPR5zsK.width-1000_1QE390.webp)![](/_astro/Atomberg_logo_-_Brandlogos.net_1.width-1000_2edCC7.webp)![](/_astro/Mahindra_1_J1lE19l.width-1000_Z1RmzDD.webp)![](/_astro/8_ADKavXJ.width-1000_1WN1GF.webp)![](/_astro/Schindler_Logo.width-1000_VhHe3.webp)![](/_astro/Logo_Alcon_1.width-1000_1ItB9X.webp)![](/_astro/Website_logos_1.width-1000_od6jE.webp)![](/_astro/Logo_Abbott_Laboratories_1_1AY6Gf4.width-1000_2svF1I.webp)![](/_astro/Wework_New_1_RxSQGrR.width-1000_2n5Tle.webp)![](/_astro/Hitachi_logo_1_SjYkbgB.width-1000_Z2bJTAG.webp)![](/_astro/Reliance_Communications_Logo_1_HPR5zsK.width-1000_1QE390.webp)![](/_astro/Atomberg_logo_-_Brandlogos.net_1.width-1000_2edCC7.webp)![](/_astro/Mahindra_1_J1lE19l.width-1000_Z1RmzDD.webp)![](/_astro/8_ADKavXJ.width-1000_1WN1GF.webp)![](/_astro/Schindler_Logo.width-1000_VhHe3.webp)![](/_astro/Logo_Alcon_1.width-1000_1ItB9X.webp)![](/_astro/Website_logos_1.width-1000_od6jE.webp)![](/_astro/Logo_Abbott_Laboratories_1_1AY6Gf4.width-1000_2svF1I.webp)![](/_astro/Wework_New_1_RxSQGrR.width-1000_2n5Tle.webp)![](/_astro/Hitachi_logo_1_SjYkbgB.width-1000_Z2bJTAG.webp)![](/_astro/Reliance_Communications_Logo_1_HPR5zsK.width-1000_1QE390.webp)![](/_astro/Atomberg_logo_-_Brandlogos.net_1.width-1000_2edCC7.webp)![](/_astro/Mahindra_1_J1lE19l.width-1000_Z1RmzDD.webp)![](/_astro/8_ADKavXJ.width-1000_1WN1GF.webp)![](/_astro/Schindler_Logo.width-1000_VhHe3.webp)![](/_astro/Logo_Alcon_1.width-1000_1ItB9X.webp)![](/_astro/Website_logos_1.width-1000_od6jE.webp)![](/_astro/Logo_Abbott_Laboratories_1_1AY6Gf4.width-1000_2svF1I.webp)![](/_astro/Wework_New_1_RxSQGrR.width-1000_2n5Tle.webp)![](/_astro/Hitachi_logo_1_SjYkbgB.width-1000_Z2bJTAG.webp)![](/_astro/Reliance_Communications_Logo_1_HPR5zsK.width-1000_1QE390.webp)![](/_astro/Atomberg_logo_-_Brandlogos.net_1.width-1000_2edCC7.webp)![](/_astro/Mahindra_1_J1lE19l.width-1000_Z1RmzDD.webp)![](/_astro/8_ADKavXJ.width-1000_1WN1GF.webp) ## Success Stories ![cert](/_astro/changes_2.width-1000_1CobPb.webp) ![mobile_cert](/_astro/changes_2.width-1000_1CobPb.webp) ## How do we automate? ![](/_astro/7.width-1000_2houxP.webp) Data Management • Data source identification and ingestion • Data organization & transformation • Data validation ![](/_astro/7.width-1000_2houxP.webp) Sales Alignment & Crediting • Transaction/prescription/account alignment with payees across levels • Product group definitions and exceptions • Credit splits, overrides ![](/_astro/7.width-1000_2houxP.webp) Incentive Business Rules • Performance measures, payout slabs, payment qualifying criteria • Calculation periods, component weights • HR exception rules ![](/_astro/7.width-1000_2houxP.webp) Reporting • Summary and detailed performance reporting • What-if calculator • Incentive related insights • Manager Summary ![](/_astro/7.width-1000_2houxP.webp) Engagement & Insights • 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 ![](/_astro/7.width-1000_2houxP.webp) Program Governance • Target & Plan Acknowledgement • Alignment and crediting updates • Change, Overrides, and Payout Approvals • Query & Dispute Management ## How are we different? ![cert](/_astro/Superfast_Implementation_2.width-1000_Z1pevi8.webp) ![mobile_cert](/_astro/Superfast_Implementation_2.width-1000_Z1pevi8.webp) ## What do you get? ![](/_astro/1_7BiSyhA.width-1000_1sAVcf.webp) True end-to-end automation that enables any-time processing and reporting ![](/_astro/2_QzAM7y8.width-1000_1R2cnx.webp) Visualization of complex incentive processes for easier management & oversight ![](/_astro/3_6SrE8Qg.width-1000_Z9f9VM.webp) User interactions with reporting and engagement monitoring to optimize communication ![](/_astro/4_JXzzBWV.width-1000_Zk5dzn.webp) Purpose-built workflows to formalize exceptions, approvals, overrides, and queries while allowing for delegation, requests for information, etc. ![](/_astro/5_4ehVXUQ.width-1000_Z1gqrIB.webp) Composable reporting framework for quick rollouts and fine-tuning information delivery. ![](/_astro/6_kXMFiA5.width-1000_28HfHH.webp) Comprehensive solution covering quotas, roster, MBO management ![](/_astro/7_vp5tZgg.width-1000_Z2gcm2r.webp) One-stop operational cockpit with planned schedules to streamline operations and improve efficiency ![](/_astro/8_zvcTgKz.width-1000_Z1Dzm3W.webp) Multi-tenancy support to manage multiple countries, and different BUs within the same instance with easy data access ## Key questions to ask while identifying the right incentives management solution ## Incentive Calculations • Can the platform configure and manage plans with varying levels of complexity? • Can your system allow for quicker and faster changes in line with business evolution? • Can changes be managed without developer support? • Can the system allow for manual adjustments, overrides, and exceptions with governance? • Is the system capable of modeling plan changes to understand the impact? • Is it possible to handle complex components like draws, true-ups, qualifiers, etc. using the system without manual interventions? • Can the system accommodate HR exception rules for new hires, terminations, leaves, etc.? • Is the system capable of managing varying payment and plan calculation schedules? ## Data Management & Reporting • Is the system capable of integrating with standard and in-house systems and ingesting data without manual interventions? • Is there the capability to identify data issues at the start of processing in an automated manner? • Would your reps have access to insightful reporting with personalized nudges and what-if calculators? • Can the system provide access to summarized plan performance with the ability to drill down for all stakeholders? • Do you have access to historical information for understanding trends and performing downstream analytics? • Does your salesforce have access to on-the-go insights and query management using a mobile app? ## Security & Scalability • Is your system capable of processing large transaction volumes in a short time? • What if you want deployment in your cloud infrastructure for data security reasons? • Would you have ongoing access to system activity and user interaction information to understand user behavior? • Is it a comprehensive solution that meets all your needs covering areas such as quota, roster, MBO management? ## Frequently asked questions? ### How do you ingest data? ### * 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 ### 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? ### * Our implementation experts work with the client team to design configurable set-up forms that account for plan type, payout frequency, plan period, qualifiers, modifiers, and curve definition based on role type * We also set up an extended core control framework to manage plan exceptions at an individual or at a defined group level. ### 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? ### * Input file additions, deletions, edits, format amendments (which infer the need to test) • * New IT integrations (e.g. connectivity to non-standard upstream or downstream systems e.g. DWH)New reports (non-standard, non-OOTB) * Configuration and deployment of new features and requirements * Plan type changes (different from the framework discussed during requirements) * Introduction of new roles or product hierarchies with a new set of business rules * Additional analytics and operations support * Custom business workflow definitions ### What is your customer support process? ### * Standard Support Hours – 9:00 AM – 9:00 PM (India Time) for 5 days a week. A public holiday calendar will be published to the client at the start of every year. Urgent issues will be addressed in real-time with \[Client\] being made aware for communication purposes. * The average response time may vary depending on the type of request. Bug Fixes – 3 business days target or by separate agreement in the case of exceptional requests. Enhancement Requests – This will depend on the type of request and the next release schedule. Time may vary between 2-4 weeks •Issue tracking is done through Google spreadsheets or the client’s in-house issue management tool * Operations leadership communication - Quarterly project governance update to discuss process challenges and any lessons learned, request new forward-looking features ### What if we need onshore support for our project? ### * We have an ecosystem of system integrators and consulting partners who can provide analytics, operations, and change support in the local time zone if required. * On-shore support can be arranged if required via the Onshore/Offshore model although low anticipated need due to the robust nature of the solution. Scheduled (advanced notice) office hours and on-site visits are available at consulting day rates from our consulting partners. * Out-of-hours e-mail/telephone/Zoom/Teams support is consistently available. Your go-to tool for easy incentive management [Book a Demo](https://incentivatesolutions.com/schedule-a-demo/) ### Table of Contents * [0 1   Are you facing these challenges in managing sales incentives?](#0)* [0 2   Who we work with?](#1)* [0 3   Success Stories](#2)* [0 4   How do we automate?](#3)* [0 5   How are we different?](#4)* [0 6   What do you get?](#5)* [0 7   Key questions to ask while identifying the right incentives management solution](#6)* [0 8   Frequently asked questions?](#7) [![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? 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