Remuner Features
Sales Rep Portal (19)
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Commission Estimator
Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal.
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Dispute Management
Method to manage and resolve varialble compensation disputes/descreptancies
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Compensation Statements
Method for a salesrep to see breakdown of variable and base compensation payments that have been made.
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Plan Documents and Agreements
Features that enable Sales rep to view details of compensation agreements
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Individual and Team Performance Reports
Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole.
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Mobile User Support
System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)
Agency Commission
Commission that an agency charges for services provided to a customer or associate
Tiered Commissions
Increasing commission rates as employees surpass certain revenue targets
Percentage Commissions
Commission structure based on a percentage of the total value of product/services sold
Split Commissions
Commission structure shared between multiple sales reps involved in a sales transaction
Flat Commissions
Set amount of commission paid out for each sale regardless of product/service value
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Workflow Management
Create, design and manage workflows for repetitive tasks
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Management Portal (8)
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Sales Org Performance Reports
Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions
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Monitor Sales Rep Performance
Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives
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Territory Assignments/Management
Allows Sales Management to adjust territorities by geography, product, org structure, etc as required.
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Quota Assignments/Management
Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required.
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Commission splits and overrides
Sales manaagement can override/adjust Compensation and split commission manually
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Workflow and Approvals
Functionality to approve compensation statements or other processes that require approval relating to sales compensation
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Budgeting
Features to model and roll up budgets
Customizable Reports
Alter the layout and content of reports
Administration (7)
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Adjustments/Dispute Resolution
Functionality that allows admins to adjust and manage compensation disputes
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Comp Modeling - Ease of Admin
Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource
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Comp Modeling - Design Flexibility
Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires
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Comp Statement Calculation and Distribution
Easily creates compensation statements and distributes them to sales team
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Reports and Dashboards
Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs
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Sales Hierarchy Management
Manages changes to sales organization easily
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Platform (12)
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Financial Integration
Financial System integration is flexible and easy to maintain
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HCM/HRIS Integration
HCM/HRIS integration is flexible and easy to maintain
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Customization
System provide sufficient customization to meet business requirements
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Internationalization
System support multiple currencies and languages to enable business in multiple countries
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Performance and Reliability
System is consistently available (uptime) and system's speed is don't impact productivity
Accounting Integration
Integrate with a third-party accounting system
Reporting
Displays standard reports at the end of each competition showing overall employee performance.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Enterprise Scalability
Provides features to allow scaling for large organizations.
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
Competition (6)
Competition Templates
Offers templates or examples of commonly used competition structures.
Custom Competitions
Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned.
Team Competitions
Set up competitions between groups of employees as opposed to competitions between individuals.
Simultaneous Competitions
Able to have multiple leaderboards and metrics running simultaneously for different groups of users.
Competition Adjustments
Easily modify leaderboards and goal metrics to support adjustments on how to motivate users.
Awards and Incentives
Provides sales teams with a list of rewards they can choose from based on high performance
Employee Features (3)
User Profiles
Provides each employee with a user profile for personal statistics and progress.
Notifications
Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc.
Mobile
Mobile app or mobile optimized website allows participants to easily view scores on the go.
Integrations (3)
CRM Integration
Integration with CRM software to access necessary metrics for the competition.
Social Collaboration Integration
Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition.
TV Streaming
Streams leaderboards and other competition-related news on company's TV.
Incentives (4)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Highlights top-performing employees to publicly reward their achievements.
Personalization (6)
Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports
Generates reports with customizable fields to further understand employee performance.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Sales Reports
Reports specific to sales analysis for trends and strategies
Incentive Management
Manages incentive programs such as profit sharing, stock awards, and individual bonus plans
Administrative (3)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Platform - Compensation Planning (8)
Compensation Budgeting
Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization.
Merit Cycle Planning
Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses.
Pay Transparency
Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management.
Automated Compliance
Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors.
Reward Structuring
Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity.
Compensation History
Accesses employee compensation history and talent records when evaluating compensation planning strategies.
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Salary Planning
Budgets, benchmarks and tracks all salary processes and associated costs
Additional Features - Compensation Planning (3)
Reporting Capabilities
Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards.
Workflow Automation
Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required.
Integrations
Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions.
Agentic AI - Sales Compensation (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Sales Gamification (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Additional Functionality (105)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Updates
Receive system updates as soon as any changes are made
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Ongoing Performance Tracking
Provides real-time feedback and assessments on employee performance, skills, and accomplishments
Benchmarking
Compare key metrics for the business against prominent players in the industry
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
For Sales Teams/Organizations
Caters to sales teams
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Sales Planning
Define sales targets and create strategies to meet goals or marketing results
Single Sign On
Allow users to access multiple services after entering their login credentials once
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Forecasting
Form predictions based on past and present data/trends
Quota Planning
Plan target quotas that sales representatives are expected to meet within a specific period.
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Rewards Points
A type of incentive earned through making purchases in select categories.
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Branding
Add customized logos and colors to align with company branding
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Territory Management
Organize customer data and accounts by user or geography
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Sales Onboarding & Training
Process of training new hires by providing them with sales tools and knowledge needed to complete the job
Employee Recognition
Acknowledge and reward employees for reaching specific goals and/or for exemplary performance
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Ratings/Reviews
Ratings/Reviews
API
Application programming interface that allows for integration with other systems/databases
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Assignment Management
Assign issues and tasks based on availability or required skills
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Electronic Signature
Digitally sign online documents
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Email Management
Manage, store and organize emails within the system or via third-party apps
Commenting/Notes
Leave comments and notes on documents for others to view
Data Import/Export
Import and export data to and from software applications
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Interaction Tracking
Track interaction history by documenting conversations for contacts
Product Catalog
Present a catalog of inventory that customers can view
Live Chat
Ability to chat online in real time
Sales Pipeline Management
Pipeline view and tracking lead status
Appointment Scheduling
Schedule appointments via a calendar
Email Templates
Pre-made examples and templates for emails
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Transfers/Routing
Transfer queries and organize messages between agents
Activity/News Feed
Continuous profile-based stream of news and activity
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Mobile Access
Access software remotely via mobile devices
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Mobile App
Access the system via a mobile application
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Duplicate Detection
Compare new data with existing records to detect duplicate entries
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compensation Statements
Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Automated Receipt Matching
Match digital receipt images or data with corresponding expense entries
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Market Data Analysis
Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Employee Portal
Online portal where employees can access and track their own information
Compensation Plan Modeling
Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Data Import/Export
Import and export data to and from software applications
Commission Calculator
Tool used to determine the commission amount to be paid out to each employee
Forecasting
Form predictions based on past and present data/trends
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Status Tracking
Track the status over time for a request, process, asset, or transaction
Single Sign On
Allow users to access multiple services after entering their login credentials once
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Tracking
Track and document all activities across devices, networks, and other systems
Multi-Currency
Manage and handle various international currencies
Commission Scheduling
Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. )
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Commission Rules/Conditions
Create and specify rules and conditions for commission calculations and payments
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Real-Time Reporting
Active reporting of data and metrics
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users