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Modernize the incentive compensation process and improve sales revenue

We empower businesses across industries to modernize their sales compensation plans by replacing outdated, and costly legacy systems with a fully automated, error-free, and robust incentive management solution.
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Pharma
Insurance
Automotive
IT, BPO & Saas
Logistics & delivery
Banking & financial services

Pharma

Pharmaceutical sales representatives are compensated with some of the most attractive commission structures, making it vital for pharma companies to ensure their satisfaction to safeguard overall revenue. However, managing a large sales force brings challenges such as calculation errors and delayed payouts. To streamline this process, a solution tailored to the specific needs of your pharmaceutical business is essential.

How can we ensure error-free and on-time commissions for our pharma reps who handle multiple medical products?

Automate calculations tied to multiple medical products
Create crediting rules for your sales team based on multiple criteria, including products, territories, etc. Build standalone plans to increase the sales revenue of a particular medical product.
Deploy a solution that handles complexity without errors
Ensure your entire sales team, from the sales manager to frontline medical reps and channel partners, gets accurate monthly payouts, no matter the complexity in the calculation logic.
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How can we ensure compliance with different commission regulations while handling pharma reps on a global scale?

Provide audit-ready reports to pharma regulatory bodies
Replacing legacy solutions with Compass enables you to generate an audit trail for every transaction, making it easier for companies to meet regulatory requirements and prepare for audits.
Centralize data from pharmacy chains & retailers
Ensure data quality, security and privacy by centralizing your sales data from multiple distribution channels, including direct sales, wholesale distributors, pharmacy chains, and more.
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How can we retain our top pharma reps and motivate our partners to keep selling our medical products in this competitive landscape?

Provide visibility into earnings across reps & partners
Motivate your pharma sales team by providing visibility into future incentives they can earn upon accomplishing assigned quotas across the hierarchy and remove the payout suspense.
Provide mobile app to track medical product sales volume
Your pharma sales rep may have more than one product to sell, so simplify tracking sales volume for different products like medical devices, vaccines, etc., on the go with a gamified mobile app.
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Insurance

Selling insurance products is highly relationship-driven, often involving multiple parties, including direct agents, brokers, and independent agencies. Therefore, it is crucial for the company to effectively manage data across these channels. Additionally, motivating third-party sellers is essential to encourage them to prioritize the company’s offerings over competitors', ultimately driving higher sales and fostering long-term partnerships.
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How can we ensure data accuracy in managing commissions for multiple policies and agents across different channels?

Replace Excel for data accuracy and track all policy sales
Centralize calculations under a single dashboard, eliminating the need for multiple spreadsheets while ensuring accurate attribution to all agents or advisors involved.
Implement clawback or chargeback provisions without errors
Recover insurance agents, brokers or advisor commissions for cancelled policies, misrepresentation, breach of contract, and more while maintaining data accuracy at scale.
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How can I build healthy competition among our insurance agents to keep them motivated and engaged?

Run sales contests with a gamified mobile app
Gamify the entire selling experience across product lines such as life insurance, vehicle insurance, home insurance, etc., using leaderboards and sales contest templates.
Integrate gamification to your existing agent app
Using our SDKs, you can integrate gamification elements like live leaderboards, scorecards, pre-built themes, and templates into your existing app used by agents.
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How can we reduce the agent churn rate and align their sales behaviour towards selling high-revenue policies?

Implement revenue and commission-driven KPIs
Create a commission or incentive structure that drives your insurance agents to sell high-revenue policies, increase sales revenue and motivate them with higher earnings.
Provide complete visibility into calculation logic
Enable your rep to understand the incentive structure completely with calculation logic documents on their mobile app, making it easier to download and view any changes in real-time.
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Automotive

Navigate the competitive automotive market by enabling your sales executives and dealerships with transparent incentive plans. Enable sales with a real-time earnings estimator and performance tracker to show how sales activities translate into incentives. Enhance your distribution capabilities with data-driven territory design, identifying revenue trends and optimizing low-performing areas to improve sales revenue.

How can I provide better visibility to my sales teams across dealerships about their commission plans and reduce escalations?

Send alerts for new schemes for new car launches
Keep your sales executives informed about the launch of new incentive programs for new product launches or changes in the existing structure of their mobile apps.
Provide earnings visibility across your showrooms
Provide complete transparency into how incentives are calculated for your sales executives, sales managers and after-sales team with concise documents present in-app.
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How can we centralize, track, report and improve sales performance across dealerships or showrooms?

Identify sales revenue trends across multiple dealerships worldwide
Get reports on the most critical KPIs and YTD commission reports. Provide custom dashboards for territory managers, enabling them to optimize commission structures to increase sales performance.
Gather feedback from executives about the plans
Empower sales executives through different channels to provide feedback on the impact of incentive structure on their target attainment by running surveys built in-app.
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How can we stay agile in this competitive market by ensuring the dealers align with our revenue goals?

Adjust commission plans based on market trends
Edit and alter your incentive plans to accommodate the market conditions and competitive landscape, enabling your organization to get the best ROI on the compensation cost.
Improve communication on changes in the IC structure
Ensure complete transparency in incentive structure updates with a mobile app that includes a built-in document repository and sends real-time notifications whenever changes occur.
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IT, BPO and SaaS

IT, ITeS, and SaaS sales representatives rely on competitive commission structures, making it essential for companies to prioritize their satisfaction to safeguard revenue. However, managing a large sales force often leads to calculation errors and delayed payouts. A solution tailored to your business's unique needs is essential for streamlining the process and ensuring timely, accurate compensation.

How can we improve the quota attainment of our sales teams, including AE, SDRs, BDRs and more?

Build realistic quotas by tracking attainment rates
Track and analyze real-time quota attainment across plans with YTD commissions and plan effectiveness reports, enabling RevOps to adjust targets dynamically for optimized performance.
Align pay-mix with KPIs like ACV, AHT, CSAT, and more
Build incentive structures with the right pay mix (Base pay + variable pay) according to the role and KPIs that align seller behaviour towards closing high-revenue deals.
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How can we resolve the commission calculation and payout disputes without spending significant time on multiple email threads?

Automate dispute resolution with a centralized portal
Implement a centralized portal where sales reps can submit disputes, and the system automatically pulls relevant data (transactions, quotas, payouts) for quick verification and resolution.
Integrated audit trails that remove shadow processes
Use audit trails that automatically track changes to commissions and payments, offering full transparency and reducing the need for back-and-forth communication.
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How can we remove shadow accounting by providing visibility across stakeholders, including RevOps and Finance teams?

Integrated audit trails that remove shadow processes
Build separate dashboards for the VP of sales to showcase sales performance, RevOps to track the quota attainment rate of reps, and CFO to understand ROI on commissions.
Automate ASC 606 filing and compliance handling
Automate revenue recognition filing with in-built systems for real-time compliance. Generate audit-ready reports and reduce manual errors with customizable workflows and multiple hierarchies.
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Logistics and Delivery

Transform your last-mile logistics through powerful gamification that drives courier engagement and operational excellence. Our platform converts key performance metrics into exciting challenges and achievements, empowering delivery teams with real-time tracking, personalized rewards, and interactive leaderboards.

How can we increase accountability and ownership among the delivery agents, which will increase revenue?

Metrics visibility for delivery agents across a network
Offer delivery executives a customized parameter view for efficient performance, accommodating diverse backgrounds without requiring them to understand all complex parameters.
Increase ownership with custom performance dashboards
Provide granular visibility for the agents on how they are performing to ensure they hit those targets assigned to them with personalized dashboards on their mobile app.
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How can we reduce the attrition rate of our delivery network and retain the high-performing agents?

Provide potential earnings visibility into earnings before delivery
Enable them to calculate their incentives for the next delivery with an earnings calculator with the KPIs assigned to them, including delivery time, KMs covered, etc.
Gamify the entire delivery experience with AI-powered leaderboards
Increase your delivery agent engagement and motivation with a complete suite of gamification tools, including leaderboards, scorecards, custom competitions and more.
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Banking and Financial Services

Designing incentive compensation plans for banks and financial institutions is complex, as pay structures differ across product lines, hierarchies, and various performance metrics. Ensuring such complex IC plans run smoothly requires effective crediting rules are essential to align employee behaviour with the bank’s strategic goals, promote high performance, and maintain fairness and transparency.

How can we bring data governance for all of our banking products, especially in multiple databases?

Centralize your sales data for your banking & financial products
Achieve accuracy and consistency in the sales data used in incentive calculations by utilizing our 85+ integration options, which also accommodate custom and in-house databases.
Eliminate calculation errors with a built in data validator
Admins can validate data against existing databases, make real-time adjustments to plans or metrics, and seamlessly integrate these changes within the platform.
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How can we simplify complex crediting rules and align sales behaviour with the bank's strategic objectives?

Tie relevant KPIs to improve financial product sales
Pay your employees like relationship managers on success metrics, including new accounts generated, account fees, AUMs, credit cards sold, private banking services, etc.
Enable escalations handling for branch managers
Centralize and disputes concerning incentives in a dedicated tab called escalations, providing transparency in incentive calculations for both sales managers and frontline sales reps.
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How can we provide clarity on incentive structure across the sales hierarchy from relationship to branch managers?

Enable transparency on structure, quotas, performance, etc.
Enable comprehensive insight into calculation logic for each assigned financial product by integrating a dedicated plan documents tab and performance tracking within a mobile app.
Send custom alerts to track the performance of financial product sales
Our mobile app streamlines tracking across 20+ financial products with notifications and nudges, ensuring timely deal closures without relying on spreadsheets.
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