Xactly CompCloud 2013 - OpenSymmetry Adding New Sales Groups
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OpenSymmetry Breakout Session discussing the Xactly Express product and adding new sales groups with special consideration to adding groups internationally. Presenter: Jennifer Keirnan, Senior Project Manager with OpenSymmetry
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Xactly CompCloud 2013 - OpenSymmetry Adding New Sales Groups
- 1. Sr. Project Manager | OpenSymmetry Jennifer Keirnan Product Manager | Xactly Andy Drogo Adding New Sales Groups
- 3. OpenSymmetry Overview Our Global Offices:Offices in 6 countries we can come to you wherever you are, all around the globe.
- 4. OpenSymmetry Overview Strategy & BI Our Approach: Training & Enablement
- 5. Objectives • Discuss adding a new sales group & international considerations • Discuss challenges and lessons learned • Understand how to utilize Express Product
- 6. Where Do We Start? • Future State Planning • Define goals of system • Determine which sales groups will be included • Define stakeholders • Determine consistencies & efficiencies
- 7. Where Do We Go From Here? • Determine timeline and compare to company calendar • Receive approval from stakeholders May 2013 East August 2013 West January 2014 Canada • Determine road map
- 8. Lessons Learned Phase X Gather Feedback Translate into Improvements Re-Evaluate Future State
- 9. How Are We Going To Get There? • Plan for a stand alone project • Plan for enough time • Get buy-in from the new group
- 11. Communication Plan • Create a communication plan • New Group • Existing Group • IT help desk • Training department • Create a training plan • Create a testing plan
- 12. Training Plan • Create a communication plan • Create a training plan • Comp Administrators • New Payees/Managers • Operational groups • Existing Payees/Managers • Create a testing plan
- 13. Testing Plan • Create a communication plan • Create a training plan • Create a testing plan • Test planning needs to start early • Test plan • Test cases • Test data & expected results • Include regression testing • Utilize previous testers and experiences
- 14. Additional Considerations • Can include fixes/enhancement from 1st phase • Should roll out in phases if large number of payee • Going into a production environment • Plan for downtime • Backup / contingency plan
- 15. International Considerations €¥ £ ₹ ฿ • Different currencies & exchange rates • Payments • Reports • Different payment dates • Different time zones • Use a locally based team
- 16. International Case Study • Rental Car Inc. • Goal: To centralize commission departments • Desired Result: Align all operations across globe into common system
- 17. International Case Study • Rental Car Inc. • Approach • Phase 1: North America • Phase 2: EMEA • What worked? • Localized team • Initial team oversight • Challenges • Didn’t have complete buy-in from the new group
- 18. EXECUTING WITHIN EXPRESS A D D I N G N E W G R O U P S A N D G O I N G I N T E R N A T I O N A L
- 20. #CompCloud CURRENCY EXCHANGE IN EXPRESS XACTLY EXCHANGE RATES MANAGED WITHIN SALESFORCE
- 21. #CompCloud SALESFORCE CONFIGURATION ASSIGN CURRENCY TO PEOPLE NO DATE RANGES ON EXCHANGE RATES SETUP CONVERSIONS SALESFORCE SUPPORT HAS TO TURN ON MULTI-CURRENCY IN YOUR ORG $€ TURN ON MULTI-CURRENCY SALESFORCE SUPPORT HAS TO TURN ON MULTI-CURRENCY IN YOUR ORG
- 22. #CompCloud INITIAL SALESFORCE SETUP BASIC EXCHANGE RATES NO DATE RANGES ON EXCHANGE RATES ADVANCED EXCHANGE RATES ALLOWS DATE RANGES ON EXCHANGE RATES RECOMMENDED vs
- 23. #CompCloud CONFIGURATION ¥ €€ € £ £ £ $ $ $ ¥ ¥ PERSONAL
- 24. #CompCloud CONFIGURATION ¥ € $ $ £ $ $ $ $ $ $ $ € € £ £ CORPORATE PERSONAL CORPORATE PERSONAL --VS----VS-- COMPARISSON
- 25. #CompCloud MULTI-CURRENCY FYI CAN NOT TURN ON & CONVERT … IF LIABILITY BALANCE … IF HOLD BALANCE … IF QTD OR YTD ATTAINMENT ! BEST FOR CONVERSION BRAND NEW PAYEE OR, BRAND NEW PLAN OR, A MONTHLY PLAN
- 27. THANK YOU L E A R N M O R E @ O P E N S Y M M E T R Y . C O M