Salesforce Integration

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Using Salesforce with PerformanceCentre

PerformanceCentre is an ideal choice for Salesforce Sales Cloud customers who manage sales compensation with any of the following requirements:

  • Multiple data sources
  • Multiple Sales Compensation Plans
  • Various Performance Metrics
  • Complex Rules For Sales Crediting
  • Leaderboards
  • Ad hoc SPIFFs
  • Managing Quotas
  • EOM & EOY Reporting

Our Salesforce integration ensures Contact and Opportunity data integrity is retained within Sales Cloud, without compromising your security standards. Drive further ROI from your Salesforce investment because PerformanceCentre will drive up user adoption. After all, serious salespeople love keeping tabs on their commissions!

“I have been involved in a number of software implementations and PerformanceCentre has been by far the smoothest. The end result exceeded expectations.”

Technical Operations
SaaS Company

Opportunity Integration

PerformanceCentre syncs all Opportunity data, including custom fields, product objects, and other related fields. You can automate the process for calculating commissions payable and pending commissions (e.g. reference the opportunity stage) in PerformanceCentre without having to handle data files. Importantly, PerformanceCentre provides all the additional tools you need to handle those crediting rules, tricky business rules, complicated plan calculations and more.

User Integration

Synchronize your Salesforce Sales Cloud users to PerformanceCentre, stop worrying about doubling up users and managing another user database. Even if your sales comp plans require additional attributes and date stamps, sync your Salesforce User Profile data into PerformanceCentre to keep both systems perfectly aligned.

Single Sign On (SSO)

PerformanceCentre provides Single Sign-On (SSO) access for Salesforce Sales Cloud users, available via the AppExchange. This allows users to access PerformanceCentre within Salesforce. SSO helps reduce the number of passwords they’ll need to remember. It also ensures your security standards are maintained at the highest level set by your Salesforce Administrator.

Lightening Fast Setup

Whether you’re a Salesforce beginner or a Trail Blazer, this setup is as simple as it gets. The built-in connector requires your Salesforce URL and Consumer Secret. For the Opportunity integration, you simply modify the standard Salesforce customer importer to capture your Opportunity field names. You can bring in custom fields by adding new fields to PerformanceCentre’s Opportunity Table and updating the importer with the Salesforce Field Names. Pretty simple right? If you get stuck, contact our support team and we’ll help walk you through the process.

Demo PerformanceCentre and see how it makes complex commission payments easy.

Key Features

What if calculator

What if calculator

Salespeople can use a ‘what if’ calculator to estimate how much commission they can earn. It is easy for sales people to adjust the price and terms of the deal to forecast their commission.

Leader boards

Leader boards

Motivate your sales team to be number one using PerformanceCentre’s leader boards. Sales people can compete as individuals, teams or territories against their own quota or against other teams.

Commission statements

Commission statements

Build trust with your sales team via PerformanceCentre’s commission statements. Sales people can view each deal and see how commission was calculated using the rules in their commission plan.

Workflows & approvals

Workflows & approvals

Set up workflows in PerformanceCentre to automatically manage the sign-off process to pay sales commissions. The software provides an audit trail of who signed off commission payments and when.

Calculation library

Calculation library

Forget the hassle of calculating commissions in spreadsheets. PerformanceCentre has the smarts to automatically calculate complex commission payments. You can set up and store as many calculations and commission plans as you require in the calculation library.

Automation

Automation

You can schedule tasks such as data downloads and imports to run automatically, leaving your valuable time free for tasks you need to do. You will receive an email to confirm scheduled tasks have been completed.

Modeling & budgeting

Modeling & budgeting

You can build or duplicate existing plans to create a new template with multiple components and view all variables of the scheme on a single page. This intuitive process turns the past complexities of modeling and budgeting into new possibilities to increase revenue from pay for performance.

Analyze trends

Analyze trends

PerformanceCentre will show you the trend of commission paid over any given time period. You can filter any reports by date, group, team, role, sales incentive plan, and status within all dashboards.  Gain even deeper insight by analyzing components of your plan by products and services. Set alerts for senior executives to investigate significant increases or decreases in commission paid.

Performance to budget

Performance to budget

See how the business is tracking to budget, with additional data on which participants are above or below budget and any changes. You can set up automated alerts to senior executives if there is a significant increase or reduction in sales for the same period last year.

Play Demo

Demo PerformanceCentre and see how it makes complex commission payments easy.

Testimonials

  • "We are really happy with PerformanceCentre. The product helps us drive automation and continuous improvement. I have been involved in a number of software implementations and PerformanceCentre has been by far the smoothest. The end result exceeded expectations."

    Andrea Haviley
    Andrea Haviley Veeva Systems / Director, Financial Planning & Analytics
  • “PerformanceCentre has proven to be highly flexible and able to handle all the complexities we have thrown at it. I highly recommend PerformanceCentre.”

    Phil Isard
    Phil Isard Consultive / Managing Director
  • “PerformanceCentre has been excellent to work with. They have met our expectations at administrator and end user level and worked to deploy key functionality quickly and efficiently. The Sales Team love it. I highly recommend PerformanceCentre to any company looking at streamlining sales commissions reporting.”

    Steve Contellis
    Steve Contellis Johnson & Johnson / Manager - Sales Operations

See how PerformanceCentre incentive compensation management software works.

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