Salesforce Integration

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Converting Opportunities to Commissions

Performio is an ideal choice for Salesforce Sales Cloud customers who manage sales compensation with any of the following requirements:

  • Multiple data sources
  • Multiple Sales Compensation Plans
  • Various Performance Metrics
  • Complex Rules For Sales Crediting
  • Leaderboards
  • Ad hoc SPIFFs
  • Managing Quotas
  • EOM & EOY Reporting

Our Salesforce integration ensures Contact and Opportunity data integrity is retained within Sales Cloud, 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!

Opportunity Integration

Performio syncs all Opportunity data, including custom fields, product objects, and other related fields. You can automate the process for calculating commissions payable and pending commissions (e.g. reference the opportunity stage) in Performio without having to handle data files. Importantly, Performio provides all the additional tools you need to handle those crediting rules, tricky business rules, complicated plan calculations and more.

User Integration

Synchronize your Salesforce Sales Cloud users to Performio, 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 into Performio to keep both systems perfectly aligned.

Single Sign On (SSO)

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 helps reduce the number of passwords they’ll need to remember. It also ensures your security standards are maintained at the highest level set by your Salesforce Administrator.

Lightening Fast Setup

Whether you’re a Salesforce beginner or a Trail Blazer, this setup is as simple as it gets. The built-in connector requires your Salesforce URL and Consumer Secret. For the Opportunity integration, you simply modify the standard Salesforce customer importer to capture your Opportunity field names. You can 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, contact our support team and we’ll help walk you through the process.

Let's Talk

Let’s talk about how we can help you drive a high-performance sales culture. Send us your contact details and we’ll be in touch asap.

Demo Performio and see how it makes complex commission payments easy.

Testimonials

  • “The sales team love it! From start to finish, Performio has been excellent to work with. Their support is second to none. I highly recommend Performio to any company looking at streamlining their sales commissions, incentive calculations, and sales reporting.”

    Incentive Compensation Manager
    Incentive Compensation Manager Medical Devices Company
  • “Using Performio makes it easy for us to manage internal sign-off processes and maintain the quality and integrity of our data going in and the reporting coming out. The payroll data accuracy is very precise and completely reliable.”

    Sales Force Effectiveness Leader
    Sales Force Effectiveness Leader Pharmaceutical Company
  • "SaaS sales force uses Performio to drive high performance."

    Sales Comp Administrator
    Sales Comp Administrator Electronic Health Records SaaS

Valued By Leading Organizations Globally

Since Performio's sales performance management software launched in 2006, it has become the go-to site for tens of thousands of salespeople worldwide to track their performance and their pay.

Salesforce, Sales Cloud, AppExchange, and associated logos are trademarks of salesforce.com, inc. and are used here with permission.

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