Performio

Avantages

The system is flexible, efficient and configurable which is great as it allows us (admin users) to self-tweak as much as practical which in turn means that small change requests to business rules can often be executed very quickly and with minimal fuss. On the occasions where development work or troubleshooting assistance was required, a representative was always easily reachable and turnaround times were always reasonable. The frontend Dashboard capabilities allows for the data to be presented in way that is both engaging and easy to understand. It is also accessible on any device which is very handy.

Inconvénients

There is none that I can think of at the moment

Avantages

In terms of ease of use for our sales reps, it's fantastic. Simple and modern interface allows for quick adoption and understanding for the team.

Inconvénients

Much like you need a Salesforce Developmer/Admin, you need a Performio Developer/Admin because something is ALWAYS needing configuration. Performio has very fast customer support, but deployment took 6 months, and they hit you with a hefty change bill every year when you need to make major adjustments to compensation plans. They expect you to know how to do everything, and offer very little training / resources.

Alternatives envisagées 

Pourquoi passer à Performio

Avantages

Ability to see sales for the month. I just wish it was in real time where it stayed updated

Inconvénients

It does not show your commission in real time they only update it twice a month

Avantages

What we like most about the software is it's customizable from a box-solution. We were stuck in a box in our previous platform and it was difficult to expand our incentives as well as our reporting.

Inconvénients

The Plan sign-off for the Users need some improvement because it's period based and lacks a pdf upload option. From the admin side, the templates in the box solution should allow more flexibility without needing to find work arounds.

Avantages

Performio is extremely basic - which in the case of something complex like commission plans and monthly revenue recognition, is key. We want our reps to be able to open Performio, see what they need to see immediately, and not have to question validity.

Inconvénients

Implementing Performio was not without some growing pains. But after a couple years of sticking to it - the complaints from our front line sales teams are very minimal.