how to successfully manage sales commissions and incentives
TRANSCRIPT
INCENTIVES SOLUTIONSINCENTIVES SOLUTIONS | PRESENTED BY: HELLA FOBES | DATE: SEPTEMBER 12, 2016
Sales Performance Management Platform
BLAT LAPIDOT & INCENTIVES SOLUTIONS PRESENT
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Webinar Agenda
Sales Performance and Commission Management Solution – A complementary
AppExchange solution to SF CRM
Welcome and opening brief: Roey Ben Ami, Solution Architect, Blat Lapidot ---5
minutes
Bigger Better Sales: Introduction to Incentives Solutions- Hella Fobes, Sales
Director --5 minutes
Live Demo: Joopy, the Sales Performance and Commission system
• The Salesperson module
• The Manager module
• The Administrator module
Q&A
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INCENTIVES SOLUTIONS3
Proud to have leading companies among
our customers
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Incentives Solutions Introduction
Founded in 2005
Over 100 customers
Over 100,000 users
40 employees
Customer base: Leading tier 1 , 2 companies
Our platforms:
• On-Premise: Incentives-SPM
• Cloud: Joopy
Certified Salesforce.com App Exchange solution
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Customers
Finance & Insurance Telecom Food & Distribution High-Tech
Pharma & Healthcare Automotive OthersMedia & Entertainment
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SPM has become
the bridge that links
companies’ go-to-
market efforts with
the execution of
those plans at the
territory and
representative
levels
““
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Incentives Platform: Actionable component in salesperson’s daily routine
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07:00
Looking at my SF
Where is my main focus of the
day/month?
Incentives platform Provides the secret
sauce
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0503
04
01
06
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Control commission payments budget to achieve targets
Simplify commission calculations processes
Grow top line business
Improve bottom line results
“Incentives Solutions enabled us to provide every employee and manager with focused, detailed, quality information and motivation to reach their targets and enable them to succeed. Their success is our success.”
(Izi Cohen, CEO, Clal Insurance, February 2016)
Helping companies to
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Joopy Benefits the Entire Organization
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CIO
• Time to Value: Project/Implementation off the ground
quickly.
• Simplification of entire manual commission process.
• Eliminates the need for many data sources; System
consolidates all sources into one.
• Alleviates the end of month rush to gather all
data.
Sales Operations
• Automates the entire sales operations processes:
payment approvals, case management and disputes
• Minimizes the need to manage overpayments and
calculation inaccuracies
• Significantly reduces operational costs and time
Finance Department
• Eliminates Overpayments
• Controls company budget
• Provides complete transparency regarding
all calculations
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Seamless integration with Salesforce dashboards
Simplified engagement:
Ecosystem CRM dashboards
based on commission data,
by Incentives Platform
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Detailed Salesforce report enhanced with incentives data
Opportunity report comes alive
with commission data, from
Incentives Platform
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($)
$
$
$ 50,00 $
$
($)
‘Next Best Action’: Shows the sales person where to focus
The additional commission
employee will get for taking
the ‘Next Best Action’Product to focus on
Quantity needed to sell Ranking in Team
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Joopy Live Demo
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Thank You
Q and A session
Blat Lapidot closing statement
Incentives Closing statement
Closing
PAGE 14
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INCENTIVES SOLUTIONS
AUTHOR: HELLA FOBES
e: he l la@incent ives -so lu t ion .com
w: incentives-solutions.com
THANKYOU