Vistex Features
Sales Rep Portal (6)
Commission Estimator
Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal.
Dispute Management
Method to manage and resolve varialble compensation disputes/descreptancies
Compensation Statements
Method for a salesrep to see breakdown of variable and base compensation payments that have been made.
Plan Documents and Agreements
Features that enable Sales rep to view details of compensation agreements
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.
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)
Sales Org Performance Reports
Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions
Monitor Sales Rep Performance
Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives
Territory Assignments/Management
Allows Sales Management to adjust territorities by geography, product, org structure, etc as required.
Quota Assignments/Management
Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required.
Commission splits and overrides
Sales manaagement can override/adjust Compensation and split commission manually
Workflow and Approvals
Functionality to approve compensation statements or other processes that require approval relating to sales compensation
Budgeting
Features to model and roll up budgets
Administration (6)
Adjustments/Dispute Resolution
Functionality that allows admins to adjust and manage compensation disputes
Comp Modeling - Ease of Admin
Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource
Comp Modeling - Design Flexibility
Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires
Comp Statement Calculation and Distribution
Easily creates compensation statements and distributes them to sales team
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
Sales Hierarchy Management
Manages changes to sales organization easily
Platform (7)
CRM Integration
CRM integration is flexible and easy to maintain
Financial Integration
Financial System integration is flexible and easy to maintain
HCM/HRIS Integration
HCM/HRIS integration is flexible and easy to maintain
Customization
System provide sufficient customization to meet business requirements This feature was mentioned in 10 Vistex reviews.
APIs
System provide well documented API's that can be used to integrate to 3rd party systems
Internationalization
System support multiple currencies and languages to enable business in multiple countries
Performance and Reliability
System is consistently available (uptime) and system's speed is don't impact productivity
Promotions (4)
Planning
Ability to create plans for different types of trade promotions.
Campaigns
Create and monitor trade promotion campaigns.
Funds Allocations
Manage the financial resources used for trade promotion management.
Alignment
Align campaigns and trade promotions with the brand strategy of the company.
Optimization (7)
What-if Scenarios
Create and compare trade promotion scenarios to estimate their impact on sales.
Recommendations
Provide suggestions to improve trade promotion campaigns and planning.
Adjustments
Users can quickly adjust trade promotions based on alerts and recommendations.
Data Harmonization
Support data harmonization and integration with systems such as POS, ERP, and syndicated data
Strategic Analysis
Automate post promotion event analysis and align with the sales strategy of the company
Optimization Models
Provide recommendations to make promotions more efficient and increase sales
Forecasting
Create what if scenarios to estimate the impact of various types of promotions
Analytics (3)
Lost Opportunities
Track lost sales and identify the causes per campaign or product family.
ROI
Analyse return on investment for different types of trade promotion campaigns.
Forecasting
Identify future internal and external changes that may impact trade promotion.
Campaigns (4)
Plan
Ensure campaigns are alligned with corporate goals.
Execution
Ability to execute trade promotion managment campaigns.
Tracking
Track both results and financial resources allocated for campaigns.
Opportunities
Identify lost opportunities
Marketing - Trade Promotion Management (5)
Strategy
Ensure campaigns align with merchandising strategy.
Collaboration
Improve collaboration with retailers for further promotions,
ROI
Analyze ROI of retail promotions.
KPI
Ability to identify KPIs of campaigns
Analytics
Increase revenue through analytics-based marketing.
Revenue Recognition (5)
Revenue Types
As reported in 10 Vistex reviews. Support multiple types of revenues, such as recurring and transaction based
Revenue Allocation
Based on 10 Vistex reviews. Allows users to allocate revenues to various business entities or departments
Reclassification
As reported in 10 Vistex reviews. Revenue can be reclassified from one category to another, such as from deferred to earned
Compliance
Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15 10 reviewers of Vistex have provided feedback on this feature.
Scheduling
Based on 10 Vistex reviews. Automatic scheduling to ensure that revenue is recognized at the proper time
Revenue Performance (5)
Customer Performance
Track revenue performance by customer, customer groups, or demographics 11 reviewers of Vistex have provided feedback on this feature.
Contract Performance
Monitor revenues per contract, contract types, or groups of contracts This feature was mentioned in 11 Vistex reviews.
Revenue KPIs
Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth This feature was mentioned in 11 Vistex reviews.
Pricing & Discounting
As reported in 10 Vistex reviews. Analyse the impact of special pricing and discounts on revenue
Offering
Track the performance of bundles, special offers, and other sales incentives
Revenue Optimization (4)
Forecasting
Create forecasts to estimate future revenues
Promotion Programs
Ability to define promotions to increase revenues
Pricing Optimization
Adjust prices to attract more customers and to improve revenues
Re-evaluation
Revenue optimization activities can be evaluated on a regular basis
Integration (4)
ERP and Accounting
Standard integration with accounting and ERP software
Sales and Marketing
Standard integration with sales and marketing software
Quote-to-Cash
Standard integration with Quote-to-Cash systems
APIs
Out of the box APIs to integrate with any type of software
Platform Content (2)
Content Library
Provides library of fully-licensed music
Content Curation
Provides curated playlists or option to create custom playlists
Platform Additional Functionality (2)
Streaming
Allows music library to be streamed
On-Premise
Offers on-premise equipment to play music library
Platform Data (2)
Platform Search
Find music within the catalog using keywords, metadata, tags, etc.
Music Information
Locate credits, lyrics, and publisher information related to songs and artists within music library
Incentives Management (4)
Analytics/Reporting
Provide analytics on incentive programs to better manage and track
Customization
Ability to customize incentive programs based on partner
Gamification
Provide gamification features to encourage channel partners
Design & Creation
Ability to create and design a channel incentive program
Incentive Types (6)
Rewards
Provide rewards, monetary or non-monetary, based on incentive programs
SPIFs
Manage sales performance incentive funds (SPIFs) for channel partners
Discounts
Manage partner discounts for large volume sales
MDF Management
Monitor and track MDFs across partner activities
Rebate Management
Provide automation of the rebate process
Other Incentive Programs
Manage and track the performance of other incentive programs
Rebate Program - Rebate Management (4)
Rebate agreements
Able to generate rebate aggrements
Rebate calculation
Can perform automated rebate calculation for rebate accurals and payout
Program creation
Able to create unique and complex rebate programs for customers
Rebate match
Capable of matching rebate against actual sales, purchases, and margins
Analytics & Reporting - Rebate Management (3)
Rebate programs
Able to analyze effectiveness of rebate programs
Vizualization
Provide intutive dashboard to visualize rebate performance and deal visibility
Prediction
Able to forecast rebate account growth
Collaboration - Rebate Management (2)
Internal Communication
Allow internal teams to collaborate and communicate within the rebate software
External Communication
Allow communication with rebate partners and customers
Integration - Rebate Management (2)
Sales Data source
Allow integration with CRM OR ERP or any other data sources
Payments
Allow integration with accounting or invoicing tools for rebate payouts
Platform - Pricing (8)
Dynamic Pricing
Allows flexibility for automatically adjusting prices of products or services based on real-time market conditions, competition, demand, or other factors.
Customer Segmentation
Differentiates pricing by customer type, geography, products, services or sales channel.
Price Execution
Performs complex price calculations and delivers prices directly into front-end sales and commerce systems, such as CPQ tools, CRMs, ERPs, and eCommerce platforms.
Price Management
Sets prices for new products, updates existing price lists or matrix pricing, and customer-specific pricing including discounts, rebates, and promotions.
Price Monitoring
Monitors price strategy of competitors to make informed pricing decisions.
Approved Workflows
Implements role-based controls and streamlines workflows automatically for approving price changes or exceptions.
Pricing Analytics
Provides visualized reports or dashboards to analyze data of current pricing performance, trends, and opportunities.
Omnichannel Pricing
Manages price lists to synchronize consistency across multi-channels, products, services, regions, and customer segments.
Integration - Pricing (3)
ERP Integration
Allows ERP integration, and is flexible and easy to maintain.
Integration API
Provides API's that can be used to easily integrate to other third party systems or software applications.
CRM Integration
Allows CRM integration, and is flexible and easy to maintain.
Artificial Intelligence - Pricing (3)
Price Optimization
Optimizes prices automatically from adapting to market changes, analyzing historical data, and predicting outcomes of various pricing scenarios for maximizing revenue.
Personalized Pricing
Offers personalized prices and promotions to different customer segments based on their individual preferences, behavior, or purchase history.
Real-time Insights
Provides intelligent pricing insights and analysis with data-driven recommendations.
Agentic AI - SAP Store (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Compensation (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Pricing (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation





