Easy Incentivizer Description
Easy Incentivizer allows businesses to automatically calculate the commissions of their sales representatives and managers for closed-won opportunities. This eliminates the need to manually calculate commissions and takes away the hassle of managing them manually.
It is a native Salesforce app that requires no in-app purchase. Here are some features of Easy Incentivizer.
1. Commission is automatically calculated on the first day each month
2. Progressive Commissions can also be calculated
3. Each user can define their own Commission Criteria.
4. You can store the Commission Criteria in a template form to be used by other users.
5. Each user can view their performance over the past 5 years on personalized dashboards.
6. Role Hierarchy is set up so that sales representatives cannot see the dashboard for others.
By using Easy Incentivizer businesses can:
Save Time
Reduce costs
Manage Commissions effectively
Define Custom Com
Easy Incentivizer Alternatives
Run affiliate, influencer, and referral programs from one platform. Connect your billing, set commission rules, and go live the same day.
Native integrations with Stripe, Paddle, Chargebee, Recurly, and Braintree feed every billing event into your program. Upgrades, downgrades, renewals, refunds, and cancellations each update commissions on their own, so payouts stay in step with revenue.
Run payouts fully managed, or in bulk through PayPal and Wise. W-9/W-8BEN forms are gathered before any money leaves, and an invoice accompanies every payout, removing most of the admin a program usually brings.
Promoters get a dashboard in your branding, with links, coupon codes, and earnings in one view. You get 18-point reporting, commission structures from flat fee to multi-tier, fraud detection, and broadcast email to your entire promoter base.
Start your program today with a 14-day free trial. No credit card required.
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Everstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams.
Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more.
The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests.
With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.
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BoldTrail Back Office
BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience.
Key features of BoldTrail include:
- Transaction Management
- Commission Automation
- Accounting
- Agent Management
- Reporting and Analytics
Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes:
- Expert and Responsive Customer Service
- Integration Marketplace along with an Open API
- Organized Implementation Strategy
- Comprehensive Product Documentation
- Availability of Professional Services
This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.
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incentX
If your commissions live in one tool, your rebates in another, and your chargebacks in a spreadsheet, finance ends up reconciling the same sale several times. incentX puts all of them on one spine: the ERP transaction.
incentX is an incentives and compensation platform. It reads invoices, sales orders, credit memos, and AP/AR lines directly from your ERP through pre-built, two-way connectors, with no middleware or data warehouse. Each transaction is evaluated once against every active program, including sales commissions, customer and supplier rebates, royalties, chargebacks, billbacks, and trade promotions. Approved results can post back to the ERP as GL entries or AP/AR records.
Native connectors typically sync in under five minutes, and anything without a connector can use the open REST API, flat files, or SFTP. incentX is SOC 2 Type II certified, encrypts data with TLS 1.2+ in transit and AES-256 at rest, and supports SSO through Okta and Microsoft Entra ID.
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Pricing
Pricing Starts At:
0$
Pricing Information:
Easy Incentivizer is the application which is completely free of cost and built on the Top of Salesforce.
Free Version:
Yes
Free Trial:
Yes
Integrations
Company Details
Company:
Cyntexa
Year Founded:
2018
Headquarters:
United States
Website:
cyntexa.com/easyincentivizer/
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Product Details
Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Easy Incentivizer Features and Options
Commission Software
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Easy Incentivizer User Reviews
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