Chat as Workflow
The most powerful and easiest-to-set-up workflow product in the SPM category
Performio is the leading product for managing all workflow processes within your Sales Performance Management program. Only Performio uses intuitive in-app messaging for users to easily raise and execute workflow items. Performio is leaping ahead of the competition.
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The old days of clunky enterprise-heavy workflow systems are over. The old way requires heavy professional services effort. You are literally creating a product within a product. And that workflow product was so complex it required user training and your administrators needed lots of vendor support for change management. The new Chat as Workflow is crazy simple to set up but uses sophisticated hierarchies and job role access to get stuff approved in a timely and accurate fashion. Chat as workflow will reduce cost, reduce risk and ultimately improve user adoption of your SPM.
Workflow All Processes
There are a number of jobs to be done that your SPM can streamline. In the absence of workflow, all of these jobs are controlled by the system administrator or you have ad-hoc workflows outside the product – for example, commissions are validated and approved via email or verbally. With our innovative new feature set, all of these jobs to be done can now be better managed with chat as workflow. The big pay off here is Communication & Control. That is, there are greater clarity and transparency of data management and much tighter control of that data. It’s a big benefit for your audit and compliance team but it is also great for your salesforce because they will have higher levels of clarity and confidence in the data that measures their pay and performance.
For example, you can now use chat to workflow an approval process on the allocation of sales splits for commissions. Salespeople can trigger a workflow item to change the ownership of a sale and get that approved by the relevant parties in the hierarchy. It’s awesome.
We took inspiration from popular messaging apps like Slack and Chatter. We extended chat to the Sales Commission Table and then to all custom tables. Performio also has integrated approvals functionality based on hierarchy and job roles. The crucial point here is that this feature set is 100% integrated with our custom table framework which in turn is 100% integrated with all the features of our calculation engine and reporting framework. It’s this unique architecture that means Performio can get your unique stuff done where other vendors say it’s too hard. And the benefit of workflow is that you will be able to workflow any process you need within Peformio.