Performio
2 Reviews 5/5 ★ ★ ★ ★ ★A sales performance management software useful in tracking and managing sales commissions.
Product Overview
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.Pros
- Integrates with CRM, ERP, HRIS
- Out-of-the-box sales commission calculation library
- Customizable tables and importers
Cons
- Limited functionality on mobile devices
- Requires frequent updates by administrators
Target Market
Small to large businesses seeking to streamline their sales commission processes.About Performio
Performio is a sales commission and performance management software. This system has a wide range of features:
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.
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Product Overview
User Reviews of Performio
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The biggest thing Performio is doing is giving our salespeople transparency into what’s making up their numbers so they can see every day what they’ve sold and what their commission is month to date. Our managers can also quickly see at the beginning of each day how each of their team members is tracking toward their quotas. This helps managers target who may need some extra help in a certain month.
The team at Performio has exceeded our expectations at every turn. Having been through an end to end rollout of their software through many parts of our business, they have consistently delivered and added value to our incentive management process, ensuring we’re measuring the right things and rewarding our staff appropriately.
