Technology Giant - Improved Sales Engagement with 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/) * [Pricing](/pricing/) * [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/) [Pricing](/pricing/) [Contact](/contact/) [Request Demo](/book-a-meeting/) ![](/_astro/Case-Study-Title-Image-3.width-1000_Z1LFgXL.webp) # Leading Technology Giant improves sales engagement Uncover the story of a leading open-source software provider navigating challenges in managing salesforce incentives. Witness the transformation as we automated critical processes, reducing turnaround time by 3X and management time by 75%. Experience the outcome: a streamlined Incentive Compensation cycle with a 60% decrease in efforts for Ad-Hoc reports. [ Schedule a Demo ](https://incentivatesolutions.com/book-a-meeting/) ![](/_astro/Case-Study-Title-Image-3.width-1000_Z1LFgXL.webp) ![](/icons/industry.png) Industry IT Services ![](/icons/industry.png) Location USA ![](/icons/industry.png) Services Software Solutions Provider Experience our platform [Request a Demo](https://incentivatesolutions.com/schedule-a-demo/) ## Situation * As a leading open-source software provider, the organization has always focused on enterprises’ cloud solutions. * It has left them with minimal to no focus on developing an in-house tool for managing the incentive programs they run for their salesforce. * The deployed solution became a legacy over time, resulting in significant challenges due to its inability to cope with ever-changing market dynamics. * It increased the time needed to process incentives; additionally, there was no assurance on the accuracy side. * This resulted in a dissatisfied salesforce that lacked motivation and an organization with high attrition rates. ## From Our Clients ![client](/_astro/Kalpesh_Desai_-_Netcore_1XskFp1.width-864_tOUi9.webp) Every other platform needed us to change the way we managed data. Incentivate provided us flexibility without any compromise along with being the most cost-effective platform that has eliminated our incentives woes. Kalpesh Desai Global Head of Sales Compensation ![](/_astro/netcore-logo-main_2_VIp8Rty.width-864_Z18jsXD.webp) ![client](/_astro/Kalpesh_Desai_-_Netcore_1XskFp1.width-864_tOUi9.webp) ## Approach * To understand the problems faced by the client, it was important to comprehend their business processes and get a glimpse into their teams and day-to-day operations. * This allowed us to answer our Whys and Hows of the IC implementation from the client’s perspective. * After experiencing how the Sales Incentive team handled the IC life cycle, we began with the identification of processes that could be automated. * Introducing small case studies with automated data preparation processes allowed the client to experiment with such initiatives at a larger scale. * Process Improvement and Task Automation Projects were made for multiple teams in the Sales Incentive Department: * Integrations were established to fetch and publish transaction reports from SFDC (Salesforce CRM) for Sales reps around the globe. ## Conclusion * Through this partnership with Incentivate, the organization improved their IC experience and their turnaround time to prepare data for calculation cycles decreased by 3X. ## Problem * Catering to 5000+ sales representatives spread across the globe, with a complete Incentive Compensation (IC) life cycle. The client faced a significant workload in integrating, transforming, and validating the data needed for incentive calculation. This also led to a slowdown in rolling out incentive plans across roles. The probable causes of the high amount of workload were: * There was a notable gap between the way data was gathered from multiple sources and what was expected to be loaded into the IC tool. * Complex business processes meant reps were spending less time on sales activities leading to missing their quota and raising disputes for exceptions. * Ineffective changes in management workflows with unnecessary manual approval caused delays in calculation rollouts. * Ineffective changes in management workflows with unnecessary manual approval caused delays in calculation rollouts. * Manual testing of workflows and systems resulted in errors, causing stakeholders to have an unpleasant incentive experience. * The IC tool required manual interventions to handle plan complexities but failed to adapt to their special processing requirements. * The Sales Incentive team’s redundant workload affected productivity and limited their problem-solving mindset. ## Solution * Automated the identification of changes specific to new hires, employment type changes, promotions, transfers in the system for appropriate incentive plan alignment, and designed & implemented weekly Workday reporting for leadership review. * Worked on creating and optimizing credit mapping rules to reduce calculation time in the IC tool. * Initialized a custom quota validation process that allowed stakeholders to collaborate on their findings. * Created custom reports for global teams to help resolve disputes raised by sales reps by providing curated data points from multiple data sources in a single report. * Configured analytics dashboards for H.O. for them to track Plan Deployment Status for reps across Sales Teams. * Developed detailed reports using transactional data to aid in identifying and validating high-income earners. * Designed and developed a performance assessment & plan effectiveness process to better understand efficiency in the Incentive Compensation cycle. * Helped to develop reports for Ad-Hoc analysis with strict deadlines. ## Experience our platform ### Schedule a demo now [Schedule a Demo](https://incentivatesolutions.com/schedule-a-demo/) ## Outcome * The effectiveness of the IC cycle implementation was exceptionally improved. With the help of automation and enabling process improvement methods, the client experienced better Incentive Compensation cycles. Some key performance outcomes were: * **3X** faster turnaround time to prepare data for calculation cycles. * Increased stakeholder engagement by delivering detailed reports and timely updates for specific situations. * Management time was reduced by 75%, allowing for periodic payout calculation planning. * Workload distribution among the Sales Incentive team was more equitable, enhancing productivity and enabling testing for a better IC experience. * Efforts and time required to provide Ad-Hoc reports and analytics were reduced by 60%. * Processed standardized reports for dispute resolution, reducing Tickets by 15% on average each month. ### Table of Contents * [0 1   Leading Technology Giant improves sales engagement](#0) [![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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