To meet the expectations set forth for them, many sales organizations are developing initiatives focused on sales effectiveness, risk and regulatory compliance, and operational effectiveness and cost control.
With the Merced Sales Performance Management solution:Sales operations professionals can easily manage commission plan creation, administration, and payments, as well as resolve disputes and inquiries. Sales team members can track their Sales performance, view commission statements and drill into transaction details, and perform what-if analysis. Sales managers can monitor team performance, identify sales reps who may require coaching, and assign performance improvement tasks. Sales executives can gain visibility into the overall performance of their organization, and determine what actions need to be taken to ensure their organization is aligned with company goals.
Sales performance management powered by PMSquare
Corporate HighlightsKey Partnerships Company Sanpshot Top Verticals: Pharmaceuticals, Telecom, Insurance, Financial Services, Consumer Goods and Automotive Product Capabilities: Cognos, TM1, DataStage, BSP Customer Summary: • More than 20 customers • Deployed in 10+ countries Financials: • $MM in Revenue • $Profitable 3 straight years Locations: Sydney, Melbourne, Canberra, Singapore
PMSquare Provides Consulting Services & solutions with detailed practical experience across all industriesConsulting Services Focus Areas:• Customer Analytics & Reporting: Helping businesses stay focused on their customers with innovative and effective approaches to marketing, Telco & Financial Healthcare Consumer Automotive sales and customer service. High Tech Services Products• Finance & Sales Performance Management: Exploring the relationship between finance mastery and achieving high performance, and delivers experience and assets that can help businesses and governments master their finances with Financial Performance Management comprehensive approaches backed by proven - Budgeting, Forecasting & Planning assets. - Risk Management• Talent & Organization Performance: Guiding Business Intelligence companies toward strategic ways of elevating an - Analytics, Reporting, Scorecards & Dashboards organization’s performance with services in change - ETL & Data-warehousing management, human capital and organization effectiveness, - Predictive Analytics• Operations & Supply Chain Performance: Productivity Improvement Solutions Improving visibility of operational performance, - Improve administration & mainteance turning insights into action that drive performance.
About PMSquareSome clients that rely on our trusted advise:
PMSquare Powers Business Analytics for any organisation: Common Decision-Making Model Open, Enterprise Platform Source System Seamless Business Intelligence Analytics Drill Through Packaged Reporting & Analysis Financial Analytics Sales Analytics Risk Analytics Ledger Pipeline Performance Operational Payables Sales Force Performance Strategic Receivables Sales Segmentation Enterprise Risk Cash Management Incentive Compensation Scorecards Customer/Vendor Risk Pricing and Program Analytics GRC Workforce Analytics Marketing Analytics Procurement Analytics Talent Development Customer Segmentation Spend Analysis Talent Management Product & Pricing Analysis Vendor Analysis Talent Retention Promotions Analysis Contract Management Workforce Strength Brand Analytics Operational Efficiency Compensation 4
Developing strategic initiatives for success Maximize Revenue Sales Effectiveness Promote Higher-Margin Selling Engage and Retain Employees Introduce New Products Successfully Training and Development Streamline Processes Risk and Regulatory Establish standardized reporting Compliance and audit trail Pay accurately and in a timely manner Comply with Local Regulations (e.g. Payments, Quotas) Operational Effectiveness Accelerate Cycle Times and Cost Control Reduce Variance among Sales Team Members Reduce Overhead Minimize Errors and Reduce Shadow Accounting Automate Processes
What is Sales Performance Management?Ad hoc Analysis Territory ManagementForecasting Quota ManagementWhat-if Analysis Modeling & Testing Compensation Management & Calculation Scorecards Statements Coaching Adjustments Best Practices Ad Hoc Reporting Plan Acceptance Dispute Resolution Payments
Sales PM Solution End to End Core Capabilities Plan & Model Calculate & Pay Report & Analyze Take Action Improve Results • Effective & Future Dating • Ad Hoc Real-Time Reports • Communicate Incentive Plans • Reduce Admin Costs• Hierarchy Management • Personalized Dashboards • Manage Disputes • Drive Sales• Dynamic Quota Allocation • Multiple Metrics & Rules • Share/Split & Off Cycle • Quota Performance & • Payments & Adjustments • Reduce Comp Costs• Territory Alignment payments • Ranking Reports • One Offs & Bulk Updates • Compliance• Model Cost & Results • MBO, Bonus, Commissions, • Historic & Projected Non-Cash Performance • New Data & Metrics • Scalability • Non-sales Related Metrics • Coaching
Sales Analytics Highlights Analytics Views Payee/Rep ViewsSales & Orders Payee Dashboard Top Order Amount by Product Category (Current and Prior Period) Sales - Last 7 days and Last 12 period trend Current Period Order Summary Attainment - Actual vs. Target Performance by Comp Plan Counts by Transaction Type (Current and Prior Period) Products - Sales and Commissions by Product Commissions – Payment trendsAttainments Attainment Distribution (YTD) Reports Attainment Distribution (Current Period) Last 7 days Sales TrendPayments Attainment Trend Commission Expense and Order Value Trend Period Sales Trend Current and Previous Period Pay Sales by Product Payments by Employee (Current and Prior Period) Sales vs. Commissions Payments by Employee (YTD) Sales Ranking Top 10 Performers by Current Period PaymentPay for Performance Pay for Performance - Last 12 Periods vs. Payments Key Dimensions & Metrics Pay for Performance - YTD Achievement vs. Payments » Employee, Title, Department, Territory Performance Consistency /Exception Analysis » Order Date, Period , Quarter, Year » Plan, ModelAd-Hoc Report Builder » Product, Product Category, Type Sales and Orders » Order Value, Period Performance, Commission Due Commissions » Rank (by Team, Product, Plan), YoY and PoP growth, % of Total
Sales Performance Management enables… Sales Visibility of Overall Gain visibility into the overall performance of their organization, and determine what Executives Performance. actions need to be taken to ensure their organization is aligned with company goals. Easily manage commission processes, Sales Operations Ease of Commission tasks, and payments, as well as resolve & Compensation Administration. disputes and inquiries. Administrators Monitor team performance, identify top Sales Drive Targeted performers and sales reps who may require Managers Behavior Change. coaching. Assign performance improvement tasks. Track their Sales performance, view Sales Team Self-Monitor commission statements and drill into Members Performance. transaction details, and perform what-if analysis.