ICONIXX SPM FOR SALESFORCE

Driving accuracy, speed and sales efficiency with Sales PerformanceManagement (SPM)

Incent • Perform • Grow

Iconixx is a comprehensive Sales Performance Management (SPM) solution that helps sales teams and executives align their sales strategies with their long-term corporate objectives. Iconixx enables organizations to easily manage the entire sales cycle, including:

✔ ASSIGNING TERRITORIES AND QUOTAS

✔ ONBOARDING NEW SALES REPRESENTATIVES

✔ DEVELOPING COMPENSATION PLANS

✔ AUTOMATING THE CALCULATIONS OF

INCENTIVES AND COMMISSIONS

✔ ANALYZING AND COMMUNICATING KEY

PERFORMANCE METRICS

Iconixx is a serious improvement over manual or spreadsheet solutions. Iconixx offers speed, flexibility and visibility that dramatically increase the efficiency and ease of administering variable compensation programs while providing insights to identify and capture opportunities.

EXTENDING SPM TO CRM

Iconixx is embedded within Salesforce.com. As such, Iconixx provides sales representatives with a seamless

experience, providing immediate access to personalized compensation details, commission statements and

up-to-date Customer Relationship Management (CRM) information, all within a single screen.

As an integrated application, Iconixx helps sales reps maximize their efficiency, allocating more time to serving

clients and pursuing business opportunities.

Iconixx also offers improved analytics. By integrating SPM with CRM, sales managers and executives can associate,

analyze and compare the key metrics between sales performance and market opportunity. The single view on pre-

and post-sales information allows businesses to accurately forecast future revenues and commission payouts. They

can also use these insights to better oversee territories, optimize sales models and plan quotas, all driving towards

the key corporate objectives. With Iconixx and Salesforce, sales organizations can effectively manage their costs

and team performance.

IMPROVING SALES PERFORMANCE WITH ACOMPREHENSIVE ROLE-BASED FEATURE SET

877-ICONIXX | info@iconixx.com | www.iconixx.com3420 Executive Center Drive, Suite 250, Austin, Texas 78731

FOR SALES MANAGERS

ELIMINATE MANUAL CALCULATIONSAn automated solution overcomes the struggle with spreadsheets and creates modular, reusable elements for customizable hierarchies, rules, quotes and other factors. Moreover, the solution minimizes the risk of errors that comes with manual processes.

PLAN ELIGIBILITY features streamline the process of defining and assigning new sales representatives to compensation programs as well as viewing, managing and modifying plans by components, weighting, tiers and payouts for existing representatives.

TERRITORY MANAGEMENT enables managers to assign territories to individuals by geography, industries, named accounts or other hierarchies. Also, the effective dating features help manage sales team changes such as changed models, revised territories or temporary assignments.

QUOTA PLANNING from top-down, bottom-up or hybrid approaches ensure that all sales teams are aligned to the overall company objectives. Iconixx also empowers a more flexible pay program by allowing managers to place employees under a number of compensation plans with varying pay periods.

SALES ANALYTICS enable managers to quickly and easily report on sales performance metrics such as sales by month, product or territory, down to in-depth analysis of team rankings or sales team productivity and effectiveness. Insight into plan performance, content results and individual development also provide critical

intelligence in motivating and retaining top talent.

PERFORMANCE APPRAISALS and MBOs allow managers to offer objectivebased bonuses or compensation components to employees. Self-assessment worksheets or performance review documentation are delivered automatically to the appropriate parties through pre-defined workflows to facilitate top-down and bottom-up evaluations.

FOR SALES REPRESENTATIVES

PLAN DOCUMENTATION is specific to each individual user. All compensation documents and communications are managed from a central repository, ensuring consistency and traceability.

PERSONALIZED COMMISSION STATEMENTS provide drill-down capabilities for granular insight into payout details for each transaction. These automated statements eliminate shadow accounting and maximize the team’s focus on sales goals.

INQUIRIES & DISPUTES are fully automated through pre-configured workflows to streamline the resolution process. All communications and payout adjustments are tracked for compliance and accuracy.

SELF-CALCULATORS and other forecasting tools allow users to perform What If analysis on their sales opportunities to determine the optimal tactics and drive results.