My company’s commission and bonus plans are fairly complex. Can Core handle unique, complicated plans?
Core uses a proprietary formula builder that lets the user break down even the most complex rules into individual, manageable steps that are then integrated into a single process. This approach, unique to Core, lets non-technical users build and manage even the most complex rules without the need for custom programming.
We need to track overrides received, an agents’ production, as well as commissions on a monthly, quarterly and annual basis.
All aspects of incentive management are supported in the Core application including heiracry overrides, splits, team pools, accelerators, bonuses and chargebacks, floors and ceilings and ramped targets. Core can track and store data associating people, organizations, and activity according to a number of user specified fields and configurations. The application also supports an unlimited number of commission cycles and payment schedules. Any cycle period can be defined and tracked easily and multiple cycles can be run concurrently.
Yes. Core can integrate with any application and comes standard with import/export capability with Excel or CSV files. Core is able to audit the records real-time allowing customers to catch any errors during the import process, so you never have to worry about bad data in the system.
Training and full documentation is provided at various levels of support to get you up and running as quickly and efficiently as possible. A trouble ticket system and knowledge base are available online, as well as live technicians to assist with client questions.
Client deployment time can vary from one day to a few weeks depending on the complexity of your plan requirements. For a moderately sized plan of 2-3 data sources and 10-12 unique payment components, implementation usually takes about a week.
Yes. Integration into popular financial management and CRM applications is a common request. However, because each client has different requirements (security, timing, individual fields, etc..), we typically quote this integration separately.
As a development partner of the force.com platform, we can offer full integration into the Salesforce.com platform.
Yes. We can evaluate your individual requirements and provide you pricing options including volume discounts.
Splits, overrides, bonuses, quotas, accelerators, floors, ceilings, chargebacks, ramped targets and tiered commissions over multiple territories are just some of the features Core supports.
A flexible web-based reporting module, custom report designer, interactive “drag & drop” analytics and dashboard module are some of our most used features. A bulk email distribution engine allows you to send out multiple reports with individualized information with a single button click.