- 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
Are you facing these challenges in managing sales incentives?
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Who we work with?
Success Stories
How do we automate?
• 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?
What do you get?
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
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?
• 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?
• 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?
• 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?
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