Automate your sales compensation processes and procedures
Do you run several steps in your sales commission program? For example, are you loading in data, running calculations, and sending reports?
Performio’s Auto-Scheduler provides a modular and easy to use tool for scheduling all your operational processes for sales performance and incentive compensation management.
You can set up an unlimited number of batch processes to run at any time of the day. Batches can combine all system processes from Salesforce connector sync and SFTP file uploads to calculations reporting generations and emails sent.
Automate Your Entire Sales Compensation Process
The scheduler allows you to set up a job(s) to automate every step of your process. For example, you can schedule your data files to be imported at 4 AM. Then, program a job to process that data (transform) and perform all necessary calculations at 4:30 AM. You can also append a series of reports and emails when the calculations complete. For example, automatically notify salespeople that their commissions are up to date. Better still tailor that auto email to include personalized information and data that is up to date as of 5 am that day!
Keep Your Payees Up-To-Date When They Need It
You can select your frequency of updates easily and freely. Jobs can be set to run hourly, daily, weekly or monthly – at any time of the day. It is also possible to schedule tasks to run more frequently than usual using the Enterprise edition.
Get Off To A Fast Start
The period selector is super handy for situations where – for example – you might need to automatically run calculations for the prior month while it is being closed off. Meanwhile, you want to be running updates for the current period. The Auto-Scheduler is designed to automate these scenarios and a few more.
Peace Of Mind
You can set the scheduler to receive push notifications of batch processes. You can specify “success” or “failure” messages sent to any number of authorized email addresses and you can even personalize the message.