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Featured in Gartner Magic Quadrant for
Sales Performance Management
The multi-object sync imports any data from your organization to measure sales performance and calculate commission payments.
Performio is ideal for companies that want an easy-to-use enterprise-grade incentive compensation management solution that can be up and running in weeks.
Our multi-object Salesforce integration helps convert opportunities into commission payments, seamlessly syncing all of your organization’s data.
Performio is the ideal platform for Salesforce customers that manage sales compensation with any of the following requirements:
Performio’s Salesforce integration ensures contact and opportunity data integrity is retained within your sales team, without compromising your security standards. Drive further ROI from your Salesforce investment because Performio will drive up user adoption. After all, serious salespeople love keeping tabs on their commissions!
Performio syncs all opportunity data, including custom fields, product objects, and other related fields. Automatically calculate commissions payable and pending commissions (e.g. reference the opportunity stage) in Performio without having to handle data files. What's more, Performio provides all the additional tools you need to handle those crediting rules, tricky business rules, complicated plan calculations, and more.
Performio's Salesforce importer allows administrators to import records from custom objects in Salesforce - no workarounds or third-party integrations required. Your sales comp team will have all the data they need to calculate commissions accurately. Gain complete control of how data is synced from Salesforce using schedules, rules and filters.
Performio provides single sign-on (SSO) access for Salesforce Sales Cloud users, available via the AppExchange. This allows users to access Performio within Salesforce. SSO reduces the number of passwords your users will need to remember. It also ensures your security standards are maintained at the highest level set by your Salesforce administrator.
Synchronize your Salesforce Sales Cloud with Performio and stop worrying about doubling up users and managing another user database. Even if your sales comp plans require additional attributes and date stamps, sync your Salesforce user profile data with Performio to keep both systems perfectly aligned.
Whether you’re a Salesforce beginner or a Trailblazer, setup is as simple as it gets. For the opportunity integration, you simply modify the standard Salesforce customer importer to capture your opportunity field names. Bring in custom fields by adding new fields to Performio’s Opportunity Table and updating the importer with the Salesforce field names. Pretty simple right? If you get stuck, our support team can walk you through the process.
Extend the power of NetSuite with Performio. Use any aspect of your NetSuite data to calculate sales commissions with a few clicks.
Build new compensation plans and add new participants on the fly - without calling in professional services. Manage your sales team’s performance in one robust platform: detailed reports, dispute resolution, approval workflows, plan acceptance, and leaderboards. Leverage real-time data to calculate sales commissions accurately and gain the information you need to make fact-based decisions.
Easily and quickly calculate sales commissions, keep your sales team motivated, and gain insights from data to make data-driven decisions.
The data API streamlines your commission processes making it easy for upstream systems to feed data into Performio, or push data back out to your source systems.
Performio is ideal for companies that want an easy-to-use enterprise-grade incentive compensation management solution that is easy to use and gets them up and running in weeks.
Connect your CRM, ERP, and HRIS with Performio and start automating sales compensation processes.
Performio aims to provide programmatic access to the application data using the simple and secure REST API, helping you integrate Performio with other systems. All API calls are secured via industry-standard OAuth tokens and HTTPS communication.
Performio's data import API accepts data as a file or JSON text and imports it into the system, making it easy for upstream systems to feed data into Performio. This triggers our software scheduler to run your multi-step commission processes.
You need to integrate your ERP system with Performio and want to automatically send invoice records to Performio from your ERP. You can configure your new source table in Performio, as well as the importer to precisely match the fields in your invoice data. Your IT team can use the API to trigger the importer to be fed with the JSON text for each invoice record based on an event (e.g., new invoice added).
The calculation API enables an upstream system to trigger a recalculation of commissions after new data has been imported.
You use the API to trigger the importer and then “run all calculations” so the entire system is updated every time an invoice is added. Or, you might elect to trigger a specific calculation – eg. “Run Leader Board Calculation”.
Our Secure File Transfer Protocol (SFTP) scheduler facilitates automatic imports and exports according to your organization's needs.
Performio prioritizes data security. We’ll set up a secure shell (SSH) key exchange, which generates a pair of public and private keys for server authentication. Encrypted files are also accepted, so you can have full confidence that your files are securely imported and exported according to your organization's needs.
The SFTP scheduler makes loading and exporting data a breeze. Our simple schedule allows you to dictate the frequency and time for executing your file transfers. For more customization, we can add cron notation to define your frequency, including the year, day of week, month, day of month, hours, minutes, and seconds. Our team of consultants will guide you through the whole setup so you’re confident that your data is loaded without any manual intervention.
Our job scheduler isn't limited to SFTP. Sync your file transfer with our other data import methods, like our Salesforce Importer, to seamlessly automate and manage your data integrations.
With Performio, you don’t have to worry about adapting your source data to follow a specific format. Our consultants will do the cleaning and scrubbing for you.
Our custom table builder allows users to map and load any required tables. Import source data, map reference data, or run calculations - there's no limit to your customization. We can build and manage as many custom tables as you need. Create import scripts from any custom table to load source data according to your file template, and export any custom tables in CSV or Excel format for ease of use!
Automatically connect to DocuSign from within Performio to securely sign and store all of your organization's incentive compensation plans in one place..
Automatically generate dynamic Sales Incentive Plans that are stored securely within DocuSign.
Sales reps and managers can view and sign plans directly within Performio.
Traceable and legally binding signatures on commission plan documents prevent future disputes.
Performio holds everything sales commissions related.
Eliminate time spent manually generating commission plan documents.
The team at Performio has exceeded our expectations at every turn. Having been through an end to end rollout of their software through many parts of our business, they have consistently delivered and added value to our incentive management process, ensuring we’re measuring the right things and rewarding our staff appropriately.”
Ian Calpin, Head of Distribution & Regional Expansion
The biggest thing Performio is doing is giving our salespeople transparency into what’s making up their numbers so they can see every day what they’ve sold and what their commission is month to date. Our managers can also quickly see at the beginning of each day how each of their team members is tracking toward their quotas. This helps managers target who may need some extra help in a certain month.”
Brandon Graham, Incentive Compensation Manager