The Best Sales Performance Management Software

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Xactly Agile Sales Performance Management Screenshot

Xactly Agile Sales Performance Management

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Xactly’s Agile Sales Performance Management platform helps businesses drive growth through continuous, collaborative resource alignment. This solution offers a data-informed approach to plan, manage, integrate, incent, and analyze your sales organization at scale to manage change and sustain growth. Xactly software can seamlessly integrate with your existing tech stack to break down data silos, streamline operations, and enhance collaboration of the Sales Performance Management (SPM) Team.
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Performio Screenshot

Performio

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Performio is a sales performance management software. It integrates seamlessly with existing systems like CRM, ERP, and HRIS, offering a suite of features such as automated sales compensation processes, a robust calculation library, dynamic dashboards, and extensive reporting capabilities. Additionally, its unique architecture and tools, like the What If Calculator, provide valuable insights, helping sales teams understand and optimize their compensation plans.
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Creatio Sales Screenshot

Creatio Sales

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Creatio Sales, formerly bpm’online , is a low-code, CRM solution for businesses which focuses on optimizing sales. This end-to-end sales management platform is capable of handling sales of any complexity. 360° customer view; Collaboration tools; Business Process Management; Lead Management; Opportunity management; Orders and invoices; Field sales management; Sales forecasting; Contract management; Product management; Document flow automation; Project management; Mobile sales; Knowledge
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Starting Price
$30/user/month
Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud or On-Premises
Anaplan Screenshot

Anaplan

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Anaplan Connected Planning platform helps companies improve business performance in real-time. The cloud-based platform connects real-time data, people, and plans across your business. Modules offer functionality in sales, supply chain planning, marketing, IT, and workforce management. Large and fast-growing organizations use Anaplan’s planning platform in every business function to make informed decisions and drive faster, more effective planning processes. The powerful in-memory engine, Hyperblock, supports detailed and complex planning models.
Client OS
Web
Deployment
Cloud Hosted
Optymyze Sales Performance Management Screenshot

Optymyze Sales Performance Management

Optymyze Sales Performance Management software with no code. This easy to use platform allows businesses to drive sales better than ever before. From commissions to territories, control your entire sales process. Other solutions available from Optymyze include: Sales operations; Service management; Workforce performance; and Finance automation. Sales commission management; Sales quota management; and Sales territory management.
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Oracle Sales Cloud Screenshot

Oracle Sales Cloud

Sales organizations are changing rapidly—because they have to. Deals are more competitive. More information is available, but complexity threatens your ability to use it. Revenue targets are—on average16.4 percent higher than they were a year ago. The facts are hard-hitting: 40 percent of sales managers are concerned about missing quota; Nearly 48 percent of compensation plans simply aren’t working; and Reps are spending up to 78 percent of their time away from selling activities. Those numbers
Client OS
Web
Deployment
Cloud Hosted
Varicent SPM Screenshot

Varicent SPM

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Varicent Sales Performance Management (SPM) provides a highly scalable suite for automating the administration and calculation of your compensation plans and monitoring sales performance. Varicent SPM runs on your choice of MS-SQL Server, IBM DB2, Oracle or PostgreSQL. Wizard-based interface that allows you to define your compensation plan’s payout frequency, payout terms and the necessary formulas. Provides a flexible, graphical development environment and extensive graphical object library.
Xactly Incent Screenshot

Xactly Incent

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Xactly Incent is a sales compensation management software that integrates with Salesforce CRM. The platform can handle a variety of commission structures and provides valuable insights into compensation metrics. It aims to increase sales efficiency by offering sales reps transparent and accurate compensation-related data. Xactly Express’ analytical tools offer insights into sales performance, helping organizations to optimize their sales strategies.
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
SAP Commissions Screenshot

SAP Commissions

SAP Commissions is an incentive compensation management (ICM) software developed to maximize sales performance. With this software, companies can increase the effectiveness of their sales teams by driving profitable behaviors and growing revenue. Use SAP Commissions to create, optimize, and deliver incentive compensation plans while gaining the transparency to maximize commissions ROI and eliminate errors. Cloud deployment; Comprehensive incentive compensation management; Real-time payment and
Client OS
Web
Deployment
Cloud Hosted
NICE inContact CXone Screenshot

NICE inContact CXone

NICE inContact CXone is a cloud platform designed for transforming the customer experience. This smart, predictive software uses AI-based predictions to improve omnichannel customer communications. Analytics help you better understand your customers and act in real-time based on customer insights. As a complete and integrated platform, NICE is all you need to personalize processes for your customers and employees. Cloud-native open platform; Customer experience management; Adaptive workforce
Client OS
Web
Deployment
Cloud Hosted
BrandTreez Screenshot

BrandTreez

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BrandTreez enables cannabis brands with the ability to access data and insights to make informed decisions and maximize opportunities. Through this platform, easily place all of your Brand’s products in front of every Treez retailer by adding your listings to the only Universal Product Catalog in the industry. Other products include: TreezPay; SellTreez; AskTreez Data Analytics; and CloudTreez. SellTreez is the leading point-of-sale (POS) solution for cannabis retailers who seek to transform
Client OS
Web
Deployment
Cloud Hosted
Spiff Screenshot

Spiff

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Spiff is a new breed of sales commission and tracking software. This real-time commissioning platform offers full visibility and transparency to sales teams. Spiff has everything needed to Design; Manage; Motivate; and Scale. @youtube Simple plan designer : Build and make changes to your plan in minutes with the plan designer. No coding skills required. If you know spreadsheets, you know Spiff.; Flexible commission rules : Handle the most intricate commission structures and nuances. From
Price Range
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Starting Price
$100/user (perpetual license)
Client OS
iOS, Android
Deployment
Cloud Hosted
Ksfa Screenshot

Ksfa

Ksfa is a sales force automation platform for businesses in the pharmaceutical Distribution and FMCG industries. It is designed to help businesses improve efficiencies within operations and sales initiatives. Ksfa solution offers Field Force, a reporting tool that can be used to access real-time activity. Real time Sales Performance; Sales call tracking; and Real time Stock status, Efficient order fulfillment, Expense Booking & Tracking & Rich Analytics.. Pharma Distribution; FMCG & Consumer
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$15/month
Client OS
Web
Deployment
Cloud or On-Premises
FlowUp Screenshot

FlowUp

FlowUp is a new age Omnichannel Automated Follow-up System powered by Voice and SMS that helps you upkeep your follow-ups and take your sales funnel to the next level. With FlowUp, you can craft your own outbound follow-up strategy and be in constant touch with your leads through a well-designed Inbound strategy through Transfer calls and Auto-responders. @youtube It’s Follow-up Automation software empowers you with automated follow-ups to design your own workflow to reach your leads at their
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$300 (perpetual license)
Client OS
Web
Deployment
Cloud Hosted

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Buyer’s Guide

Sales performance management is the practice of tracking and optimizing key performance indicators. By using this data, sales managers can determine which salespeople provide the best performance and which need improvement.

What is Sales Performance Management Software?

Sales performance management (SPM) software helps businesses automatically monitor, understand, and optimize their sales processes. Traditionally, SPM systems allow managers to review sales performance on a per sales representative or team basis, depending on your preferences. With software, this process can be automated to include real-time performance tracking, incentive management, and KPI analysis.

SPM optimization is aimed at improving sales performance in two ways: the reps themselves and the customers they interact with during the sales process. By automating sales performance management practices, your business can beat the bottom line all while inspiring greater customer loyalty.

Features of Sales Performance Management

  • Performance tracking: Automatically track and record salesperson performance in real-time
  • Key performance indicator (KPI) analysis: Review performance based on set KPI, such as revenue totals, conversion rates, and more
  • Quota management: Calculate sales quotas for each sales rep or team; set goals based on specific metrics
  • Territory mapping management: Ensure sales reps stay within set territories and avoid overlapping
  • Forecasting: Predict upcoming sales based on historical data and other variables
  • Sales incentive compensation management (ICM): Provide incentives for sales reps through quota gamification, commissions, and bonuses
  • Commission financing: Calculate sales compensation in advance to ensure all salespeople are properly paid commission, bonuses, and payroll
  • Performance feedback: Create channels to inform sales reps of their performance records and indicate ways they can improve performance in the future; handling new employee onboarding based on feedback from your current sales team
Xactly Agile Sales Performance Management
The easy-to-use Xactly Agile Sales Performance Management dashboard lets you review sales data at a glance.

Best Sales Performance Management Software Benefits

There are many benefits to implementing a sales performance management system at your workplace:

Monitor Sales Process in Real-Time

A major benefit of sales performance management software over traditional SPM systems is the ability to review performance at any point of the sales cycle. Manual SPM practices meant most performance data could only be analyzed after set time periods. Unfortunately, this means tangible sales data isn’t often available until it is too late to truly matter. For example, a company might have weekly, quarterly, or annual performance reviews based on aggregate data. As a result, managers might not be aware of salesperson issues until long after the opportunity to intervene has passed.

Thanks to sales performance management software, managers can review the effectiveness of their sales reps in real time. By monitoring performance, managers and reps can increase the likelihood of efficient sales execution. If a problem arises with a sale, diligent managers can offer coaching assistance before quarterly reviews. Some management systems even include specific modules for skill training and educating salespeople so they align their practices with management preferences.

Understand and Analyze Sales Data

Sales performance management software collects information about all your sales reps and teams. As new data comes into the sales performance management system, managers can gain analysis for the KPIs of their choosing. Select custom metrics like:

  • Sales execution and success
  • Employee performance
  • Customer engagement (new and returning)
  • Weekly, monthly and quarterly sales
  • Budget and revenue

There are many other metrics available, depending on exactly what you want to measure and monitor. This data can then be used to review effectiveness and find opportunities for improvement. And sales managers can begin tracking trends to identify better sales tactics in the future based on historical data. This same data can be used by your accounting department to determine commission caps and bonus payroll.

Creatio Sales Software
review sales partnerships with Creatio Sales.

Optimize the Sales Processes

Once your sales managers have had the opportunity to review KPIs, they can find new ways to encourage sales. Sales performance management software with incentive compensation management (ICM) functionality provides ways to motivate sales reps. Of course, the basics are commissions-based. With SPM, you can determine the best percentage rate for the most enticing sales commission structure. Do you have multiple salespeople working as a team on a single project? You can calculate commissions and bonuses based on a per person rate or overall team performance.

Gamification is one of the ways you can incentivize your sales team. Through sales performance management software, sales managers can create leaderboards showing the performance of each rep or team. Additionally, individual scorecards can privately indicate who has the best and worst performance records. Salespeople can use their own data to determine ways to increase sales effectiveness.

Finally, better sales performance from your reps leads to better customer relationship management (CRM). As part of the review process, collect feedback from the customers directly in order to supplement your data. Create a data-driven approach by analyzing any commonalities which made a sale succeed or fail.

Reduce Sales Rep Turnover

Sales has an incredibly high turnover rate. Of course, the right incentives can keep the best salespeople working hard for your corporation. Yet while ICM software is useful for rewarding your best performers, sales performance management tools can identify those who need to improve while there is still time to make a difference. By reducing strain on those who are struggling, your company can retain salespeople longer.

Sales performance management software allows you to coach reps who need assistance with sales execution. As mentioned before, real-time monitoring tools let managers see how sales are progressing as they happen. Using this data, sales managers can drive more sales.

Performio Software
Review the performance of all your sales participants with Performio.