how to successfully manage sales commissions and incentives

17
INCENTIVES SOLUTIONS INCENTIVES SOLUTIONS | PRESENTED BY: HELLA FOBES | DATE: SEPTEMBER 12, 2016 Sales Performance Management Platform BLAT LAPIDOT & INCENTIVES SOLUTIONS PRESENT

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Page 1: How to successfully manage sales commissions and incentives

INCENTIVES SOLUTIONSINCENTIVES SOLUTIONS | PRESENTED BY: HELLA FOBES | DATE: SEPTEMBER 12, 2016

Sales Performance Management Platform

BLAT LAPIDOT & INCENTIVES SOLUTIONS PRESENT

Page 2: How to successfully manage sales commissions and incentives

INCENTIVES SOLUTIONS PAGE 02

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

Page 3: How to successfully manage sales commissions and incentives

INCENTIVES SOLUTIONS PAGE 2

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INCENTIVES SOLUTIONS3

Proud to have leading companies among

our customers

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INCENTIVES SOLUTIONS PAGE 03

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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INCENTIVES SOLUTIONS PAGE 04

Customers

Finance & Insurance Telecom Food & Distribution High-Tech

Pharma & Healthcare Automotive OthersMedia & Entertainment

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INCENTIVES SOLUTIONS

1 #

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INCENTIVES SOLUTIONS

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 SOLUTIONS

Incentives Platform: Actionable component in salesperson’s daily routine

PAGE 07

07:00

Looking at my SF

Where is my main focus of the

day/month?

Incentives platform Provides the secret

sauce

02

0503

04

01

06

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INCENTIVES SOLUTIONS PAGE 08

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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INCENTIVES SOLUTIONS

Joopy Benefits the Entire Organization

PAGE 9

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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INCENTIVES SOLUTIONS

Seamless integration with Salesforce dashboards

Simplified engagement:

Ecosystem CRM dashboards

based on commission data,

by Incentives Platform

PAGE 10

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INCENTIVES SOLUTIONS

Detailed Salesforce report enhanced with incentives data

Opportunity report comes alive

with commission data, from

Incentives Platform

PAGE 11

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INCENTIVES SOLUTIONS

($)

$

$

$ 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

PAGE 12

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INCENTIVES SOLUTIONS

Joopy Live Demo

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INCENTIVES SOLUTIONS

Thank You

Q and A session

Blat Lapidot closing statement

Incentives Closing statement

Closing

PAGE 14

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INCENTIVES SOLUTIONS

INCENTIVES SOLUTIONS

AUTHOR: HELLA FOBES

e: he l la@incent ives -so lu t ion .com

w: incentives-solutions.com

THANKYOU