• Built-in connectors with standard CRM, ERP, HR systems
• Ingestion through defined SFTP folders on a defined schedule
• Direct upload in agreed-upon format
• Custom connectors with in-house legacy systems and non-standard CRM, ERP, and HR systems
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Automate your incentives program without expensive licensing and long-drawn implementations
Automate your incentives program without expensive licensing and long-drawn implementations
Use this checklist as a good practice guide to evaluate incentive management solutions
Integrates with standard and in-house systems
Easy deployment on the clieCapability to identify data issues at the start of processing's cloud infrastructure
Provides insightful reporting with personalized nudges and what-if calculators
Gives access to summarized plan performance with the ability to drill down
Enables access to historical information for understanding trends and to perform downstream analytics
Enables on-the-go insights and query management for the salesforce using a mobile app
Supports multi-tenancy and multi-currency support
Capability to process large volumes of data in a short amount of time
Easy deployment on the client’s cloud infrastructure
Ongoing access to any type of system activity and user interaction
A comprehensive solution that also covers quota, roster, MBO management
Able to configure plans with varying levels of complexity
Allows quicker and faster change management
Changes can be managed without developer support
Allows for manual adjustments, overrides, and exceptions with governance
Facilitates plan modeling to understand the impact of changes
Can handle complex components like draws, true-ups, qualifiers, etc.
Can accommodate HR exception rules for new hires, terminations, leaves, etc.
Manage varying payment and plan calculation schedules
✔ Streamlined single-click processing
✔ Do-it-yourself incentive plan management
✔ Agile and adaptable incentive solution
✔ Effortless dispute and query management
✔ Near real-time performance insights
✔ Multi-channel user engagement
✔ Anytime processing & payments
✔ Trust-building transparency
✔ Elevated salesforce motivation
✔ Manager Summary
How do you ingest data?
Is my data going to be secure?
What if we want to deploy the solution on our private cloud?
Can your system handle complex business rules and reporting relationships?
How do you ensure the system is flexible and can handle business exceptions?
Is there a way to communicate performance and insights other than the standard web reports?
What is your pricing model?
What is your typical implementation time?
Can we manage operations on our own?
How do you train and onboard your customers?
What are the types of changes for which we will need your help?
What is your customer support process?
What if we need onshore support for our project?