Sales and Performance Management & Incentive Compensation (SPM / ICM)
The StrategixEPM Performance Manager™ System is a fully-automated data-aggregation,
goal-setting, tracking, forecasting, reporting and incentive program administration solution for:
Sales, opportunity management, revenue production, and sales management
Referrals, referral-to-sales, and referral productivity
Marketing campaign management productivity
Service, service levels, time-to-resolution, and service management
Relationship portfolio profitability, customer satisfaction, and customer retention
Asset quality, service quality, and accuracy
Productivity, yield, output, and efficiency
Cost management and unit profitability
Performance ratings, competencies, training, and project-to-completion
Manager overrides: at all hierarchy levels
Reward and recognition programs
Short-term promotions (SPIFS)
Organization-wide profit-sharing models
Percentage, flat rate, one-time and recurring commissions
Recoverable and non-recoverable draws
Accelerators, qualifiers, and caps
Lookback and pay-forward pay-outs
MBOs and related bonuses
Stock/Equity compensation programs
Charge-back and prior period adjustment accounting
In ongoing development and enhancement for over twenty years, Performance Manager™ enables
an unsurpassed range of performance metrics, goals, objectives, targets, quotas, and related
recognition and incentive compensation reward methodologies. Key benefits are:
Fast implementation (based on hundreds of pre-configured calculation algorithms);
More precise performance information (enterprise down to employees);
Faster and more timely results (real-time/daily/weekly/month-end);
Unparalleled host/core/source system data integration and consolidation;
Robust and flexible reporting and data export;
Highly cost-effective and easy-to-use (enterprise-wide browser-based application); and
Available via Full-Service Outsource, SaaS/ASP/Hosted, or End-User License.
Intranet browser-enabled user access and reporting;
User-defined rules-based configuration: manages complex organizational hierarchies and multiple lines of business;
Infinite range and number of incentive/recognition plans: individual, team/group, region/market, territory, line-of-business, enterprise; for sales and service, event and process, front and back-office, executive and staff;
Delivers dynamic role-based on-line reporting: dashboards, performance scorecards, ranking lists, trends reports, detail summaries, drill-downs, roll-ups, data exports, and more;
Robust user security role definition to manage system and data access;
Comprehensive employee profiles for full performance management;
Real-time on-line data input and editing of performance source data;
Real-time enterprise-wide performance results roll-up and drill-down; and
Multi-currency, multi-language enabled.
StrategixEPM Performance Manager™ is an unparalleled engine for cost-effectively automating incentives and delivering on-line employee and business unit performance reporting enterprise-wide. And, it’s the only solution worldwide to be provided in multiple deployment platforms, with a solution for every need and every budget:
