Salesforce Spiff Features
Sales Rep Portal (6)
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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)
Management Portal (7)
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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
Administration (6)
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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
Platform (7)
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CRM Integration
CRM integration is flexible and easy to maintain
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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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APIs
System provide well documented API's that can be used to integrate to 3rd party systems
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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
Incentives (4)
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Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
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Triggers
Automatically recognizes achievements that should be added to the leaderboard.
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Commission Calculator
Helps users determine sales goals by calculating potential commission rates.
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Leaderboards
Highlights top-performing employees to publicly reward their achievements.
Personalization (4)
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Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates.
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Custom Reports
Generates reports with customizable fields to further understand employee performance.
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Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
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Goal Setting
Allows teams to set trackable goals within the tool.
Administrative (3)
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Integration
Integrates with CRM and financial systems to help determine goals
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Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
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Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Agentic AI - Sales Compensation (1)
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Sales Performance Management (3)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting





