Performio

Performio is an easy and accurate sales commission and performance management software. This system is the only enterprise-grade incentive compensation management software that’s easy to use and gets you up and running in weeks, not months.

Video Overview

Features

• API: Connect your CRM, ERP, and HRIS to start automating sales compensation processes.
• Auto-Scheduler: Provide a modular and easy-to-use tool for scheduling all your sales comp processes and commission calculations.
• Calculation Library: An out-of-the-box sales commission calculation library is ready to help your business deliver ROI from your sales commission plans.
• Chat as Workflow: Get payments approved fast and accurately with sophisticated hierarchies and job role access. Reduce costs and risks; keep your sales team focused on sales.
• Commission Overrides: Our override feature provides incentive compensation management (ICM) administrators a trackable way of handling disputed cases and edge situations.
• Commission Table: The override feature provides ICM administrators a trackable way of handling tricky situations and edge cases.
• Custom Importers: Easily set up and maintain importers for all your source data files, reference data files, and any other data.
• Custom Tables: Make uploading your 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: With Performio sales comp professionals and analysts, you can forecast any value, any result, any achievement percentage, virtually anything.
• Leaderboards: Easy-to-read leaderboards help you use your 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: With this module you can create unique rule sets per plan.
• Salesforce Integration: Help convert opportunities into commission payments, seamlessly syncing all of your organization’s data.
• Systems Integration: Access Performio via intranet link or via 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.