Frequently Asked Questions

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 hierarchy 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.

Can I import my data directly from Excel or a CSV file?

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.

What type of training is provided if I purchase a Core 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.

How quickly can I be up and running on a Core application?

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.

Can Core integrate with Quickbooks or Microsoft Dynamics?

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.

What if I want to integrate my data with

As a development partner of the platform, we can offer full integration into the platform.

Do you offer volume discounts?

Yes. We can evaluate your individual requirements and provide you pricing options including volume discounts.

I need to calculate tiered and split commissions between territories.

Splits, overrides, bonuses, quotas, accelerators, floors, ceilings, chargebacks, ramped targets and tiered commissions over multiple territories are just some of the features Core supports.

What type of reporting capability does Core provide?

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.