Performio is a sales commission and performance management software. This system has a wide range of features:
- API: Connect CRM, ERP, and HRIS to start automating sales compensation processes.
- Auto-Scheduler: Provide a modular and easy-to-use tool for scheduling all sales comp processes and commission calculations.
- Calculation Library: An out-of-the-box sales commission calculation library is ready to help deliver ROI from sales commission plans.
- Chat as Workflow: Get payments approved fast and accurately with sophisticated hierarchies and job role access. Reduce costs and risks; keep the sales team focused on sales.
- Commission Overrides: Provides incentive compensation management (ICM) administrators a trackable way of handling disputed cases and edge situations.
- Commission Table: The override feature provides ICM administrators with a trackable way of handling tricky situations and edge cases.
- Custom Importers: Easily set up and maintain importers for all source and reference data files and any other data.
- Custom Tables: Make uploading sales commission data to an incentive compensation management SaaS easier than ever.
- Dashboards: Dynamic sales performance dashboards display payment and performance data based on a user’s role in the organization.
- Forecasting: Forecast any value, any result, any achievement percentage, virtually anything.
- Leaderboards: Easy-to-read leaderboards help salespeople’s competitive spirit to drive results.
- Participant Sync: Help streamline user integration for employees and channel partners for automated sales compensation management.
- Reporting: ICM administrators have full access to the reporting capabilities to create reports and manage which ones are published to which end users.
- Rollups: Automate the most underrated part of sales commission and performance management, sales crediting, and rollups.
- Rules & Conditions: Create unique rule sets per plan.
- Salesforce Integration: Help convert opportunities into commission payments, seamlessly syncing all data.
- Systems Integration: Access Performio via an intranet link or a custom tab within SalesForce. Performio is also on the OKTA and Azure exchanges and supports ADFS.
- Task Manager: Document processes within the ICM administration interface.
- Unique Architecture: Designed to deliver high-performance sales compensation automation setups.
- What If Calculator: Help salespeople better understand the mechanics of their sales compensation plan.