Even after sales territories and coverage rules have been established, assigning sales credits and determining sales attainment remains a complex and time-consuming process for companies selling through the channel. This is especially true when thousands or millions of sales transactions need to be analyzed to determine who gets credit for which sale. Multiple people often participate and get credit for a single channel sales transaction.
QUICKLY AND ACCURATELY ASSIGN SALES CREDITS
Automates the entire process of calculating sales credits and sales attainment. Sales reps know that they will get their due while sales management and finance departments get a timely and accurate picture of accrued and potential commission payouts.
- Automate of all aspects of sales credit assignment process
- Assigns transactions to one or more sales reps, system engineers, industry specialists or managers, etc. - across your entire sales enterprise
- Configurable approval controls, sign offs and access permissions
- Manual overrides with audit trail
Even more Features
Quota Domain Definition
Existing quota domains based on any combination of partner, end customers, geography, product family, industry vertical, and more are loaded
Data Aggregation, Cleansing and Normalization
Direct and indirect channel data are collected and aggregated channel data management modules
This process identifies and categorizes sales transactions according to geographies, industry verticals, product types and other pre-configured and company-specific rules.
Transactions are valued in manner consistent with your revenue reporting rules, net of any back-end credits that might have been issued to ensure accurate sales credits.
Payee Assignments and Commission Splits
This stage assigns transactions to one or more channel managers, account reps, systems/application engineers, industry specialists, etc
Sales Commission Forecasting
Configured to perform "what if" calculations using existing sales credit assignment rules to forecast commissions for budgetary purposes or to take appropriate reserves.
7+ Years, 150+ Clients, 200+ Websites, 50+ Products... Download Profile