Essentials

Designed for…

Companies with smaller sales teams (typically 15 or less) preferring to configure their incentive plans in Core using their own resources. The program is intended to support plans of low-to-medium complexity.

Benefits

• Lowest cost option- save on both setup and subscription costs
• Same powerful and intuitive “building block” rules engine as in all Core packages
• Full suite of report, dashboard, and analytic designers
• One-click bulk distribution of reports & dashboards
• Web-based support from knowledge base, forum and trouble tickets

How it Works

You want to get the application set up with your data and rules as quickly as possible but does anyone really like learning a new app just from a help site? Even more important, is that the best use of your time?

We’ve designed a program that combines your expertise with your data and incentive rules with our expert guidance using Core in our Co-Pilot Program to get you in production as fast and efficiently as possible. Incentives are typically built in 3 steps:

• Customers start by purchasing the Essentials: Co-Pilot program which will give immediate access to Core for a 2-month trial, training videos, knowledge articles, forum, and trouble ticket system.
• Next, we’ll take you through a questionnaire about the type of incentive you want to build first and the data needed to manage it. Then we evaluate your input and send you instructions specific to your incentive on how to configure Core to produce the intended results.
• When you complete your build following the provided guidelines you can schedule a web session to answer any questions and help troubleshoot any issues.

Up to four 1-hour sessions are included in this program and you can decide after your 2-month trial if you want to sign up for an annual subscription or discontinue using Core with no penalty.

Important Considerations: Self-setup requires a resource with solid logic and data skills. Generally, an individual comfortable with managing data and formulas in spreadsheets will be able to learn Core quickly.

Highly complex incentive rules or data relationship management requirements are not recommended for the Essentials package.

Customers are limited to a single purchase of the Co-Pilot program.

Payees above 15 in total may still be added to the Essentials Program but will be billed at $15/payee/month

Subscription Pricing