Sales Performance Management Solutions

Sales Operations and Planning

Sales Forecasting

Analytics and Reporting

Delbridge streamlines sales processes for our clients, providing the necessary tools for effective Sales Performance Management (SPM). We provide solutions for Sales Planning, Territory Quota Planning/Management, Incentive Compensation, and Analytics.

Sales Performance Solutions

We assist our clients with sales performance management software solutions that are the best fit for their companies needs and requirements. Delbridge provides full end-to-end SPM consulting and implementation, including Sales Territory and Quota Planning, Operational Sales Management (OSM), Incentive Compensation Management, and Commission Expense Accounting.

Our goal is to save you time and find the perfect environment that will contribute to your Sales team’s success. Our vast Xactly and Anaplan expertise is guaranteed by a team of industry professionals, with many important projects delivered over the past 10 years with us.

Operational Sales Management

OSM helps in automating the management of day-to-day changes that occur regularly in the organization. OSM provides an integrated solution by combining data from various sources like NetSuite, Salesforce, and Incent, and provides access security and visibility to the leadership teams through forms and reports.

Check out our resources on Operational Sales Management:

Roster and Territory Management

  • Maintain operational agility around personnel and territory changes without impacting the attainability of company goals.
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  • Quota and Credit Management

    Maintain transparency on quotas, incentives, and goals, while reducing time-consuming administrative burdens.

    Customizable Dashboards

    Increase collaboration across sales, sales leadership, and operations to seamlessly manage day-to-day changes with customizable dashboards that track performance and quickly identify gaps.
    Seamless Integration
    Integrate seamlessly with your existing tech stack – CRM, HCM, ERP, and other internal or external systems – to automate processes and eliminate time-consuming and error-prone manual tasks.
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    The Value that Matters to You

    Tackle the toughest sales performance management challenges and deliver the results that matter for everyone from Sales to Finance.

    Sales/Revenue Operations

    Streamline time-consuming and error-prone processes to minimize manual work-related bottlenecks that can impact goal attainment.
    Finance
    Ensure credits and quotas align with company goals using data-driven insights.
    Information Technology
    Manage complex data structures securely through seamless integration of roster, territory, quota, and credit information.
    Sales Leaders
    Automate the day-to-day management of sales organization changes by driving efficiencies across rosters, territories, quotas, and credits.
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    Commission Calculation

    The primary aspect of compensation is to calculate commission based on the performance of the Reps. Based on compensation plans, the business rules are configured in the system which calculates the commission taking into consideration key attributes like Personal Target, Quotas, Credits, etc. of a Representative.
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    Document Management and Routing

    Another important aspect of Compensation is the ability to create and route the plan document to all the Reps at the beginning of the new year or whenever the plan document changes in the middle of the year. Comp Admins often face challenges to create personal Comp plans for each individual and then manually routing them which is both time-consuming and tedious.
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    Reporting Capabilities and Dashboard

    Visibility and transparency play a key role in order to keep the Sales team motivated. Xactly Incent offers Standard Reports like Earning Statements, Incentive Details, Incentive Summary, etc., and also offers over 20 different Pods which can be configured to the end user dashboard, thus giving as much information about their commission as possible.
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    Auditing

    Incentive Compensation management is a critical part of business and involves sensitive information. Xactly Incent offers audit functionality for key business objects like changes to HR data or changes to any business rules configured to do the calculation. The audit functionality keeps the company compliant while continuing to operate smoothly.
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    Seamless Integration

    Xactly offers SQL based ETL tool called Connect which can easily integrate with market-standard CRM, HCM, and ERP systems hence helping the company reduce the manual task of consolidating the data and reducing human error.
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    Commission Expense Accounting

    Ensure compliance with ASC 606 and IFRS 15 standards by delivering comprehensive commission expense management software. Make use of the full capitalization and amortization capabilities SPM solutions provide, so you can easily monitor all your performance indicators and obligations with ease.

    Platforms We Support

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