PlanIt is designed to Attract, Motivate and
Retain your top sales people
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Feature
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Benefit
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Online Access
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Available 24/7 for the ever expanding remote sales force. Centralize the incentive compensation design, calculation, administration and performance management processes.
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Multi-currency and Translation
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Providing consistency in communication with global sales forces is made easy with the ability to offer multiple currencies and language translation within our application.
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Compensation Designer
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Best practices design tool architected by leading sales incentive compensation consulting firm. Build best in class designs that get the desired results from your sales force.
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Modeling, Costing & What If Analysis
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Building plans and accurately forecasting the cost of the incentive program is an important process. Utilize tools that allow HR/Compensation to model plans, Finance to cost the plans and perform what if analysis before rolling out the plan to the sales force.
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Plan Document Communication
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Provide sales people with clear communication so they understand their plan. Stored electronically with personal targets allows the sales people to know where you want them to spend their time and effort and what you value. Better plan designs will deliver better results.
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Feature
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Benefit
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SPIFF’s and Contest
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Manage special sales incentive contest and Presidents clubs to energize the sales force. Programs that are typically difficult to administer become an automate process.
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Split Management
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Managing the split of sales between sales people is an administrative task, that can create opportunity for errors and impact the pay for sales people. Automate this process and ensure the accuracy and satisfaction of your sales people.
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Manual Adjustments
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Administrating manual compensation adds to the resource time and management of payouts. This process is simplified and documented within the application. The manual compensation information is added to a payroll report for the employee.
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Payroll
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Standard or customized payroll report is available to simplify the payout process. Payroll report is set up to the specification format required to send to your payroll provider.
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Workflows & Issue Management
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Issue resolution requires time, resources and pulls sales people away from selling activities. Workflow management is customized to your business to simplify and improve efficiencies so sales people can get resolution quickly to remain motivated and focus on selling. Quota and data changes are all tracked and logged within the system for documentation and audit purposes.
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Feature
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Benefit
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Performance Reporting
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Suite of reports are designed to address the needs for Sales, HR, Finance and Management. The standard suite offers incentive management and performance management reports for sales people and their managers. This allows them to drill down and analyze the performance by customers, products, results. Sales people can see their actual sales transactions and the calculation relative to their compensation plan.
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Dashboards
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Sales people have access to track their actual performance versus targets to evaluate performance and improve upon results.
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Data Calculation and Management
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Administering commission and bonus calculations is typically time consuming, error prone and difficult to manage. The process to calculate is completed once you design your plan. The calculations of the incentive plan is automatic and requires data to cost against. Managing the incentive program becomes more of auditing for outside issues, and providing quick response times to sales peoples questions or concerns. Management of the data is setup to poll data files on a secure ftp to import into the application, removing additional potential for human error.
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Data Assessments
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Data is audited for accuracy and completeness to ensure the integrity of the data. Issues with data are separated for correcting and then resolution.
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