Alternatives to Xtiva

FocalReview®, SpiraLinks flagship tool, allows you to manage your compensation planning and performance processes better. FocalReview® allows you to manage your stock, bonus, and salary plans in different time frames for different employee populations. It also supports multiple languages and currencies. Your HR teams can budget and recommend, analyze, and approve all phases of compensation. This is possible regardless of whether multiple management organizations are involved. Your business strategy can be tied to your compensation practices. Employee performance can be aligned with workforce rewards. FocalReview®, a role-based, highly configurable compensation management module, helps you balance merit, adjustments lump sums, promotions and bonuses. You can pay in multiple languages, currencies, or pay periods, including hourly, annually, and anywhere in between.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

incentX isn't just another sales commission software; it's a game-changer for businesses keen on optimizing their incentive management. In a world where efficiency is paramount, incentX delivers by making complex calculations feel effortless. Align your sales team's ambitions with the company's direction, creating a cohesive work environment. Manual calculations? They're a thing of the past. With our platform, you get quick and accurate results. Integration is seamless, especially with powerhouses like SAP and Oracle NetSuite, ensuring your data is always connected. But it's not just about crunching numbers; our analytics provide a deeper understanding, shaping your future strategies. The streamlined processes reduce potential errors, ensuring all teams, from sales to finance, are aligned. Every customer interaction is an opportunity, and with incentX, these moments are maximized, leading to lasting relationships. With incentX, you're not just managing; you're excelling.

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.

Automated commission tracking to ensure teams are productive and aligned. We believe hard work should be recognized and that there is a better way. All your data sources can be connected under one roof to enable real-time calculations every time. To get the best out of every team, you can build, preview, and launch a commission plan. To ensure everyone is motivated and aligned, share customized reports that are easy to understand. To run accurate, fast calculations, connect your data sources directly to our system. Automatically sync commission data across all teams to generate reliable calculations in real-time. Integrate your data source directly into our Commission system to save time each month in cleaning and collecting data. To provide reliable and accurate commission statements, run monthly commission calculations using the exact same data source each month. You don't need to manually enter data or make updates.

BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you're a wholesale distributor, retailer, have a shop flor where you assemble or manufacture, or are some combination of all these, you just might find that we're the perfect fit.

You can improve your sales compensation plan, retain top sales talent, save millions, and increase your sales revenue. Forma.ai is the only sales compensation platform that allows organizations to flexibly manage what are currently brittle and easily broken sales compensation management processes. The unique Forma.ai platform enables organizations to design, execute, and optimize their sales compensation strategy with a scientific approach driven by a collective data model. Forma.ai transforms one of the largest cost centers in an organization into its most powerful lever for top-line revenue growth. Founded in Toronto in 2016, Forma.ai is trusted by a growing list of innovative global enterprises with clients including Autodesk, TrustPilot, OpenTable, CareerBuilder, and more.

Compass by Giift, a software for sales incentives and commissions, helps sales, people, and operations leaders create a motivated and engaged workforce through incentive gamification. It is used for gamification of incentive, workforce engagement, rewards, recognition, and internal communication. Compass by Giift makes it easy to turn sales programs into interactive and fun games using Game Templates. Tracks team performance in real-time. With a click of a mouse, you can get accurate calculations and timely disbursements. Allows for payments through various payment methods, provides access to earning history and transaction information, and offers support in the event of a dispute. Connect remote and dispersed teams. Enjoy the power of community with a central hub for communication and more. It has features such as: Calculation logic, Pre-built games templates, Real-time performance view, Opportunity tracker and Log of earned, redeemable and available values.

Core Commissions is a powerful and flexible sales commission management system that automates every stage of the commission process. Sales organizations of any size can choose the package that best suits their needs, including Enterprise or our fully Managed Services program. Integrate Core with your CRM, ERP or other financial management apps to import data, and easily apply complex commission rules. Instantly generate detailed analytics and metrics. You can run your entire commission cycle in one click. Then generate individual reports and email them each payee in another click.

For large organizations, the Rallyware Performance Enablement Platform delivers the right learning or business activity to the right individual at the right time so that every member of the organization always knows what to do next and how to do it in the best possible way. Implementation of the Rallyware Performance Enablement Platform results in the average 24X ROI for our clients. Rallyware has been adopted in 57 countries supporting over 20 languages for millions of users. A data-driven onboarding experience that delivers clear ROI: By analyzing each individual's live performance data and identifying their knowledge and skill gaps, Rallyware offers personalized paths to success through just-in-time training and business activities, driving their performance growth.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

Strategically leverage compensation to meet the rewards challenges of tomorrow and today with beqom's centralized and secure compensation and sales performance management software. beqom is a company that focuses on managing compensation for companies that demand the best from their compensation strategy. We have helped companies such as Daimler, McDonald's and Fujitsu streamline their compensation processes, cut costs and improve compliance. Our goal is to make your employees happy. Our flexible, adaptable and comprehensive sales performance management solutions integrate seamlessly with Workday, SAP SuccessFactors and Oracle HCM. This allows you to manage your employees' rewards without compromise.

CATS Sales Performance Management is a suite of SPM applications that helps businesses plan, design, allocate and manage incentive compensation. It also includes data integration and transformation, channel management, territory management, quota management, target management, goal setting and modeling, enterprise analytics and business intelligence, as well as workflow process automation. CATS SPM is available as a secure cloud service hosted at Centsoft or as an on-premise solution. It offers instant availability and universal accessibility, at a very affordable price, with no upfront commitments or costs. CATS Portal is the perfect complement to CATSSPM. It's an online meeting place and communications centre that will keep your sales team at their best. It is accessible from anywhere, at any time, and on any device. It allows for quick delivery and exchange of critical information that will make your sales program a success.

Xactly Incent, a robust sales performance management system, is designed to help businesses drive agent performance, take charge, and embrace mobility. Xactly Incent includes a powerful incentive compensation engine to help businesses adapt to changing market conditions. The software offers simple reporting tools and dashboards to provide real-time visibility into rep performance, analytics, modeling tools for evaluating incentive programs, and Xactly Incent iOS and Android mobile apps that allow for easy access to information on the move.

The only enterprise-grade solution for sales performance management that is easy to use and can be up and running in a matter of weeks.

Since 1985, we have been helping companies increase their productivity and profitability through the creation and management of incentive programs that use lean sales and compensation. Our sales compensation software (or sales management software) currently manages more than 70,000+ salespeople worldwide. You can create multiple compensation plans and then analyze the effects before you introduce it to your sales team. Our accuracy is $100 per $1,000,000, or Six Sigma. No more guessing. Define your commission plans in minutes. You can easily compare the plans of competitors and generate graphs. Even though the plan of another company sounds better, it isn't. Recruit and retain with confidence, any time! To create a seamless collaboration across all functional groups, link everyone in the organization using the Lean Six Sigma Process. Our process began with the sales team.

Iconixx optimizes commission and incentive processes to increase sales productivity and profitability. Our Sales Performance Management and Incentive Platform is tailored to your specific application. No matter what your role is, whether you are in sales, finance, human resource and compensation, channel partner management or IT, the Iconixx Sales Performance Management and Incentive Platform will help you shift your process into overdrive and increase the value of your company's incentive and sales plans. You can customize our solutions to suit your needs.

Numerik stands at the forefront of sales performance management software, specifically crafted for today's dynamic sales environments. Our platform is a comprehensive solution designed to empower sales leaders and teams with real-time data and actionable insights, all accessible through a user-friendly, mobile-first interface. Real-time analytics: Numerik specializes in providing instantaneous data analysis, ensuring sales leaders and their teams are always equipped with the most current information. Predictive sales forecasting: Utilizing advanced algorithms, Numerik not only tracks but also predicts sales performance, helping teams to proactively adjust strategies. Mobile-first design: Recognizing the on-the-go nature of modern sales, our platform is optimized for mobile use, delivering a seamless experience on smartphones and tablets. CRM integration: Numerik integrates effortlessly with popular CRM systems, enhancing data coherence and minimizing manual data entry. Data visualization: With an emphasis on crisp, clear visuals, Numerik transforms complex data into easily digestible charts and graphs. Custom reporting: Tailor-made reporting features allow sales teams to generate specific reports that meet their

JOOPY, a cloud-based Sales Performance Management platform (SPM), is a leader in helping global sales organizations increase their sales and profitability. JOOPY allows tier 1 sales teams to manage all product categories on a single platform. It combines identical operational processes and policies, and provides an enterprise's sales channels (internal or external) with a web portal to increase engagement. This will help to optimize business results. JOOPY uses a 'Sales Channel' approach to motivate its entire distribution network to reach its goals and objectives. This allows the global sales organization the ability to translate its strategic goals into tangible sales targets and goals.

Create and automate a sales compensation plan that is tailored to your SaaS needs, rewarding the metrics that are important. Simple, clean data and accurate payouts will help you make smart business decisions. Automated and spreadsheet-free calculations will help you achieve higher productivity and sales performance. Create fair and effective comp plans that are based on changing business needs to motivate your team. Real-time 360-degree breakdown of your sales commissions. Unlock your true earning potential. Integrate any data source with just a few mouse clicks while maintaining data integrity. You can sync data automatically with real-time synchronization or create a schedule. Get all your data in real-time, without downloading endless reports. Save hundreds of time as your data is automatically synced with your ERP or CRM. This ensures data hygiene. Reminders sent to your system to ensure that commission structures are up-to date.

Software for modern sales teams that automates commissions. Automate any commission plan. The easy-to-use design tool for sales incentive plans allows you to automate any sales commission structure. Welcome to the world transparent sales commission plans that are updated with real-time sync. Are you looking for custom fields in your CRM? No problem. Complex workflow with multiple logical conditions. You can walk in the park. All thanks to the intuitive sales incentive plan creator at your disposal. All the tools you use in one touch. CRMs, Invoicing, Accounting, Prospecting, Payroll, etc. A powerful commission tracking software allows you to design highly nuanced sales incentives plans. You can set up automated workflows for commission approval, tracking, and payment. They will run like clockwork. Just a few clicks and you can make any changes.

Automate complex sales planning, gain real-time insight, and motivate your sales team to improve performance and grow your business. Motivated sales teams can maximize profits and performance. Strategic incentive compensation can improve the effectiveness of sales teams by encouraging profitable behaviors that increase revenue. With SAP SuccessFactors Incentive Management (formerly SAP Commissions), create, model and optimize complex incentive compensation plans, gain real-time insight, and motivate your sales team to perform at the highest level.

Spiff will save you hours of tedious spreadsheet work every month. Your reps will be able to improve their quality and receive personalized, real-time commission portals. We'll also work together to increase sales by as much as 10%. Our commission engine is simple yet powerful. How do you do it? It's modular, so you can combine 5 concepts to create any plan. We support flat, tiered and accelerator plans as well as override plans. Spiff can be connected to all your commission systems, including ERP, payments and payroll. Machine learning can match records and eliminate errors between systems. Spiff True-Up Guarantee: If you find an error, we'll pay twice. Change is the only constant in commissions. Test new rules against real data, create new plans, and optimize, baby! Spiff will create smarter and more intelligent recommendations tools. We're impatient too! We want you to see the value of Spiff as soon as possible.

To sustainably increase employee engagement, learning and performance, go beyond badges, points, and leaderboards. Instead, use all the mechanisms that make games addictive and exciting to drive employee engagement, learning and performance. Reduce churn. Every employee should have the opportunity to be a hero every day and has a clear path to success. Recognize employees immediately for their business-oriented behaviors, processes, and activities. Drive ongoing excellence. Encourage and sustain enthusiasm about learning, working towards goals, and being a team-player. Employees are not robots. Employees need to feel valued and purposeful in order to stay motivated. Centrical can make anyone, not just the top performers, a hero by providing personalized challenges, weekly wins, and progressing game narratives which chart a clear path to success and development. Recognizing behaviors and rewarding them with recognition makes them habits. Centrical instantly rewards employees who do the right thing by using data from enterprise applications and compensation management.

EvolveNXT's platform allows you to create a suite to streamline your sales performance as well as the day-to-day management and administration of complex business processes. We have spent more than a decade working with top insurance carriers and creating a solution that addresses the complex needs of highly regulated and competitive markets. Our compliance-based solution will allow you to improve your organization's sales channel efficiency and achieve sustainable enrollment growth. Medicare brokers are paid the most complicated and highly regulated commissions. EvolveNXT can help you manage and automate Medicare compensation, while maintaining CMS compliance. Our software for managing commissions for insurance carriers improves operational efficiency and enables teams to achieve optimal sales performance.

Are you still manually creating commission spreadsheets? Sales Cookie is a cloud-based, easy-to-use commission management solution that charges no setup fee. You can manage incentives, calculate commissions, and publish them to reps using a simple web interface. Our solution is 100% cloud-based. You can sync sales transactions with CRM or convert between currencies automatically. You got it! Say goodbye to commission spreadsheets!

To increase transparency and operational efficiency, you can build, run, and automate your incentive compensation programs. Kennect's intelligent nudges, based on sales compensation, help your employees stay motivated and push their limits. Although your incentive plans can be complex, Kennect will make it easy to build them. The best part is that you don't need to have any database knowledge. It is difficult to accurately compensate the sales team without strong crediting. It is possible with Kennect. You can assign each transaction correctly to the last person. Kennect makes it easy to set up workflows for sharing documents and getting approvals for plans, as well as dispute resolution. You can track and send reminders. Kennect can help you drive the desired sales behavior by aligning sales teams with organizational goals and helping them earn higher.

Maestro was designed to streamline the workflow and consolidate business rule processing into one system. This approach aims to eliminate manual tracking of individual commission/fee items for each period and to provide a processing engine that can handle the variable nature rep compensation packages. This system is comprehensive, dynamic, robust, and can adapt to the changing commission processing needs of your company.

SalesVista is an all-in one incentive & commission platform that offers advanced modeling and calculations, rules-based automation and so much transparency that it could change the world. Sales compensation management is more than just pay. It's important to ensure employees are fairly paid, inspire your team to achieve excellence, and reduce workplace stress. Our robust sales compensation system integrates multiple data sources into a single data source to provide reliable insights. Your reps will be motivated and focused on the right activities to drive productivity and earn commissions with accurate commission payouts. Implement better quality controls to protect, standardize and improve business processes throughout your organization. By creating a culture that is transparent, you can help your organization's DEI effort, mitigate risk, and eliminate unconscious bias.

CRM, finance, workforce management software and many other areas. You can manage every aspect of your company. Select the modules that you need to save time and money. Staffing simplified Our founders have over 20 years experience in the staffing industry. They built and rebuilt an internal platform to help their team work smarter and not harder during that time. One day, a competitor saw the platform our founders had built. She stated that every company in the industry was trying to solve the same problems as their internal platform. She suggested that everyone should have access to their platform. Senegal Software was founded in 2016. The result is a modular platform that allows you to run your business from anywhere on any device. Our software today helps clients save time, money, and increase productivity. We don't stop there. Our team continues to work with clients to find new ways for automating and simplifying staffing.

Instead of using inefficient spreadsheets and other inefficient systems, you can tap into an automated solution to create your custom comp plan. Our product was developed by sales compensation professionals who have scaled and implemented ICM solutions for Enterprise-level companies. We have been there and done the work. Our teams have decades of experience and created a robust system that is easy to use, provides meaningful reporting right away, and can scale up to thousands of plan participants. ZenCentiv will be there for you from the initial deployment through to monthly processing. We are able to provide top-quality support because we have done the work. Instead of using inefficient spreadsheets and other ineffective systems, you can tap into an automated solution to create your custom comp plan. Our product was developed by sales compensation professionals who have scaled and implemented ICM solutions in Enterprise-level companies.

We've worked with hundreds sales teams and understand their needs. We pull the most important sales metrics from Pipedrive HubSpot, Salesforce, and create interactive dashboards that are user-friendly. To supplement the standard data sets, you can also add custom data fields to your CRM. Dear Lucy brings together your chosen metrics into a single, easy-to-use view that is always accessible and up-to date. Dear Lucy's goal engine lets you set sales targets and track progress in real time. Dear Lucy shows red and green lights to show where you are ahead and where you are behind. It's super easy to see how your team is doing in a glance. You can set goals for revenue, sales activities, offer base, hit rate and many other things. You can set targets for your company, team or sales rep.

Data management doesn't have to be difficult. SimpleKPI provides everything you need for monitoring and visualizing your business metrics. SimpleKPI is packed with simple-to-use features that make it easy to understand your business performance. This dashboard is simple and easy to use. It takes complex data and converts it into visuals that are easily understood. To share with your colleagues, create high-level summaries about your KPIs. You can choose from a variety of charts, graphs and league tables to help you communicate a clear understanding of your data. It is important to make informed business decisions. We have integrated powerful reporting into every aspect and feature of SimpleKPI. You can get both summary and detailed information to give you a complete picture about your progress towards achieving your goals and targets.

To drive superior performance among your employees, customers, and partners, align your teams with corporate goals. Corsica's engagement, loyalty and performance increases, as well as motivation. Corsica gives your company all the components needed for successful gamification. Objectives that align with corporate goals, rewards for achievements, recognition for achievements, and feedback to track progress towards goals. Your employees will be motivated to master the skills necessary to succeed in their jobs. Your customers and partners will be more engaged with your company. Display leaderboards on plasma screens, such as at the front of a call center or on the landing page for your Customer or Partner Communities. Display achievements and badges on Chatter Profile pages. To facilitate a smooth transition, companies can import previous Achievements.

A streamlined and optimized sales process is essential to survive and succeed in today’s mortgage market. Velocify®, a component of the ICE mortgage technology™ platform, automates sales to keep your team focused on activities that will drive more business. Your Salesforce sales team can streamline and enforce their unique sales process so that Salesforce admins and loan officers can concentrate on growing the business and closing more mortgages. Your Salesforce environment will immediately become a powerful sales prospecting, closing, reporting, and reporting engine. Are you ready to increase lead conversion rates by as much as 400%? You can retrieve mortgage leads from more than 1,400 integrated lead sources. Then, you can automatically distribute new leads and reassign existing leads, prioritize sales communications and create custom sales workflows to ensure that all leads are taken care of. You can respond faster to high-priority leads and sell smarter to close more loans.

BPMaaS is a complete management system for business processes that puts the users in control of those processes. BPMaaS is a way to distinguish enterprise cloud computing from more common consumer cloud computing. Companies can differentiate themselves from their competitors by using unique and proprietary business processes. BPMaaS covers all aspects of business processes from conception to execution, optimization, and optimization, along with a robust workflow engine. Greater efficiencies and economies are achieved by transferring business processes and their administration away from clients to the owner of a subscription service. It takes between ten to sixteen weeks to set up a Glocent PRIME+ instance for a new subscriber.

Automate your commissions to save time and improve accuracy. Automating your commissions will save you time and ensure accuracy. Get a better understanding of your team's performance. Do not make any more errors about commission amounts. Sales compensation is your best tool to drive business strategy. Connect your data to our native, seamless integrations and never import or export files manually again. Our platform does not require any coding. Integrate your compensation plan in a matter of clicks. Real-time data on targets and commissions. Your sales reps can access their commissions in real time, reducing frustration and increasing motivation. Notify your reps when they earn new commissions. Create SPIFF with just a few mouse clicks to motivate and stimulate your sales reps. Qobra allows you to create and manage the hierarchy of your sales team and its associated commissions. Stay flexible by collaborating with ease using the discussion and comment functionality.

All-in-one platform to manage employee engagement and performance. Maximize productivity of your team while working remotely. 360-degree platform that uses gamification to boost your team's motivation and performance in sales, customer support, management, and development. You can boost team culture by adding friendly competition to show how users compare to their peers. This will increase employee motivation to learn, perform, and develop new habits. Your team will be racing to achieve their goals faster than anyone else. You will see a rise in productivity if you create levels, set targets, assign missions, and build levels. Your employees will feel valued and noticed by sharing their achievements and visualizing them. Being complimented publicly is a great motivator and feels even better. Encourage your employees to work together to achieve mutually beneficial goals, tasks, and to share their successes.

Everstage is an automated platform that automates commissions without the use of codes. It removes the work from your Ops teams and offers gamified incentives to your customer-facing team. 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.

Reduce errors and save time. Receive real-time visibility into commission accruals, and payouts. Your rules can trigger payouts. Your data can be centralized in one source of truth. Our commission plan designer makes it easy to set up complex calculation logic. Trust is built with transparent and auditable commissions that are paid on time. Calculate commissions automatically in real time. You can save time and let your team concentrate on what is most important. Palette gives your sales team personalized performance dashboards that are updated in real time. This ensures transparency and visibility. Your commission data can be used to answer the most critical questions for your business. You can A/B test your compensation plans to see how they might impact your cash flow, and your business goals. Optimize ramp-up, set better quotas and budget commission costs, and forecast future payouts. Extract mission Critical insights

Our compensation software program has the lowest Total Cost Of Ownership and is the best in its class. Our customers are empowered by the robustness of our configuration capabilities, which you often see in enterprise Sales Performance Management Systems, without having to invest large upfront capital, use a lot of internal resources, or incur ongoing costs. It is not always easy to adapt to new software. We have created a variety of learning resources that will help you accelerate your learning curve. Because there is no vendor support, ongoing costs for changes or implementation are eliminated. We offer many support and implementation options to suit your needs. We are always available to answer your questions and concerns. Our packages start at a low monthly cost. You can choose from flexible packages depending on the size of your company and your requirements.

Using a high-quality interface, you can deliver a fast and secure development. mobile app. Asset managers can demonstrate greater compliance to MiFID II and related regulations. Supports MiFID II and runs a RPA in-house. Handles all CSA/RCA clients and non-CSA clients. The software addresses the entire CSA lifecycle by eliminating manual processes and creating a single audit trail. Automated data checking and workflows deliver consistent, reviewed and valued interactions. Investment Managers can transform the way they process funding and value research services with a single integrated platform. If you are currently working with or considering a custodial aggregater, there is no other option for a full service platform that offers the technology and service layer needed to manage your program from reconciliation to payment.

The only system that is dedicated to the insurance industry and is enterprise-grade. He has over 30 years of insurance and technology experience. His personal mission is to inspire, motivate and support his clients' growth with innovative technology and exceptional service. We have spent 18 years studying commission processes and working directly with CEOs, COOs and commission teams of insurance agencies. Over the years, we have seen that growth-oriented agencies like yours get caught up in the pitfalls of the commission process. These traps can cause a bottleneck, slow down or restrict your growth, and prevent you from pursuing profitable opportunities. He founded a company called SPI Software Solutions in 2000. It later renamed as GreenWave. They provide software and consulting to banks, financial, insurance, manufacturing and law enforcement agencies.

Spinify is the #1 Sales Gamification Company! Are you tired of having whiteboards in your office that are almost out of date? Do you have TVs in your office, but would you like to use them for sales gamification purposes? Spinify offers thousands of layouts that allow you to create beautiful leaderboards and competitions in minutes. Friendly competitions that drive activities and results overnight. The best part is to celebrate when players reach their goals by creating engaging YouTube music videos. It's never been more fun to succeed at work. Easy to set up, free trial. All major CRMs, including salesforce, google sheets and excel, are supported. Are you ready to gamify the office? We can help!

PipelinePlus TRAINER will unlock your business development potential, and accelerate revenue generation. Whether you are looking for a standalone BD program or a valuable addition to your internal BD programs, our Elearning video platform TRAINER is designed to save time and increase your efficiency in the dynamic field of business development. We know how important it is to develop the skills necessary to succeed in today's fast paced world. PipelinePlus TRAINER was created to equip you with the tools and knowledge required to excel at every aspect of business growth. Our user-friendly platform, along with our comprehensive video curriculum will help you achieve your professional goals.

Our highly scalable and flexible Sales Incentive Compensation Management System is used by leading enterprises to manage their channel incentives. Our cloud-based managed service Sales Incentive Compensation Management Platform enables organizations to grow and profitably. We enable the right sales ecosystem by providing a granular reward strategy that aligns with micro-business objectives. This rewards drives right behavior on an ongoing basis. A complete delivery model that includes Platform, Infrastructure Processing, Reporting, and Reporting. Set up variable sales compensation programs, create complex sales hierarchies, customize workflows, and reward differentially with varied payout cycles. Paradigm shift from a 'License + Implementation + Change Requests' model, to a subscription pricing model that is fully cost-hedged and linked to business volumes

With actionable insights delivered via mobile apps, you can increase the performance of your sales team. Transparency and trust are promoted in the salesforce by enhancing plan communication and governance. Innovative comp model builder simplifies the process of comp plan building for analysts. Using dispute and payment management processes, you can increase sales commission administration productivity. With actionable performance insights, you can improve the quota performance of your salesforce. Through quota and adjustments communication, you can promote transparency and trust within the salesforce. Innovative quota model builders simplify the quota-setting process for analysts. A variety of quota analyses are available to analysts to improve the effectiveness of the quota-setting process. Map-based visualizations of territory level data can improve salesforce execution.

Gamification enhanced allows you to connect, close, and celebrate. Team games and incentives that drive results will motivate your sales team, increase employee engagement, and improve revenue performance. Gamification makes it easy to increase employee performance and team building. Integrate your data to set goals that will help you achieve company objectives. You can incentivize and reward sales reps from multiple locations by using team building games that increase employee performance. Get data and insights to enhance team building. To drive decisions, take advantage of feedback reporting and performance management.

Oracle's territory management, incentive, and quota management tools can help you optimize revenue. Oracle helps sales managers and staff to plan and perform better using connected data and deeper insights. Oracle's intelligent and predictive planning solution will improve sales execution and operational efficiency, from quota planning to forecasting. With AI-driven predictive planning capabilities, optimize your market coverage and set quota and territory plans intelligently. Multidimensional, drillable what-if planning allows you to better understand your plans and models. Sales operations can access an enterprise planning platform from within Excel. With real-time data, you can plan and create achievable territories and compensation plans.

Your inside sales team can thrive from anywhere. Get ready for virtual selling. High Velocity sales can help you increase productivity, scale best practices and adapt quickly. Every day, every sales rep can improve their productivity and redesign their sales processes. The Work Queue allows you to reach the right customers through the right channels. Einstein Activity Capture automates manual tasks and data entry to help your team stay productive. You can adapt to changing buying habits by continually improving your Sales Cadences. Keep your selling flexible and adaptable to changing demands. Use Sales Cadences to equip your team with new messaging templates that can be used in every channel. You can improve customer relationships by creating feedback loops for your team and coaching reps with Einstein Call Coaching. You can improve team effectiveness and make data-driven decision using KPIs and AI insights.