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Surfwriter

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5 reviews
  • 2 profiles
  • 3 categories
Average star rating
5.0
Serving customers since
1997
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CloudComp

3 reviews

Surfwriter CloudComp is Salesforce-native sales commission management and commission tracking, built entirely on the Salesforce platform. Instead of adding another compensation platform, moving Salesforce data to an external system, and maintaining integrations, CloudComp extends the Salesforce you already have. Configure compensation using standard or custom Salesforce objects and fields, calculate commissions automatically, track quota attainment, and manage payments—all without moving your sales data outside Salesforce. CloudComp is designed for both self-service Salesforce teams and organizations that want expert implementation and support. Start with a simple commission plan and expand as needed to sophisticated compensation programs. CloudComp includes: ✓ Salesforce-native commission calculation and tracking ✓ Standard and custom Salesforce objects and fields ✓ Multiple compensation plans, quotas and tiers ✓ Individual and team quotas ✓ Bonuses, SPIFs, draws and adjustments ✓ Multi-currency and dated exchange rates ✓ Automated payment schedules and commission payments ✓ Real-time commission estimates with CloudComp Assistant ✓ Rep earnings visibility with CloudComp Statement ✓ Customizable, personalized Salesforce reports and dashboards ✓ Salesforce-native security, permissions and sharing ✓ Extensibility using Salesforce formulas, automation and custom logic Because CloudComp runs natively on Salesforce, your commission data stays in Salesforce—available through the reporting, automation, APIs and security your team already uses. Ready to try CloudComp? Install CloudComp FREE for 30 days from Salesforce AppExchange and start building your first compensation plan in Salesforce today!

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RevenueCloud

2 reviews

Surfwriter RevenueCloud is Salesforce-native revenue management software for advanced revenue attribution, Opportunity and Product splitting, and automated revenue scheduling. RevenueCloud gives Salesforce teams more flexible and configurable splits and schedules while keeping revenue data directly in Salesforce. Create granular revenue allocations across reps, products, teams, territories, and other contributors without changing your existing Opportunity data. RevenueCloud includes: ✓ Advanced Opportunity and Product splitting ✓ Reusable Splits Templates for automated revenue allocation ✓ Revenue and overlay splits ✓ Flexible user and relationship-based attribution ✓ Automated revenue scheduling with Auto-Schedule ✓ Monthly, quarterly, annual, custom, and daily prorated schedules ✓ Auto-Calc for quantity and revenue schedule automation ✓ Forecast and actual revenue tracking ✓ Multi-currency and dated exchange rate support ✓ Customizable Salesforce reports and dashboards ✓ Salesforce-native security and data ✓ Salesforce Flow and Apex extensibility Unlike Salesforce standard Opportunity Splits and Product Schedules, RevenueCloud provides highly configurable attribution and scheduling while maintaining its own granular Salesforce data for reporting, forecasting, quotas, and sales commissions. RevenueCloud works independently or together with Surfwriter CloudComp, giving organizations a powerful Salesforce-native path from revenue attribution and scheduling through quota attainment and sales commission management. Ready to automate your revenue splits and schedules? Start a free 30-day RevenueCloud evaluation in Salesforce!

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Surfwriter Reviews

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John  B.
JB
John B.
05/13/2024
Validated Reviewer
Review source: Organic

Excellent Commission Management Software!

I found the solution to be quite flexible and easy to tailor/customize since it is based on Salesforce platform. It was easy to define commission rules, multiple tiers of commissions and incentives, various thresholds and tailor them to specific business requirements. The calculations are triggered by any data value in any object field within Salesforce. The use of Salesforce as a platform allows CloudComp to utilize the same UI as other Salesforce applications and this provides seamless integration, security protocols, workflows and approval processes. I felt the reporting was robust and provided insights into sales performance from the individual up to a department and for a whole line of business. Comprehensive reporting and dashboards were possible. I was quite pleased with the support team that completed the implementation and training. It was a smooth implementation and even provided clarification on our internal processes as a result of the deeper dive into the mechanics of the software. Overall, I felt this was a cost-effective, integrated solution for a subject that can often be complicated and difficult to automate consistently.
Marc D.
MD
Marc D.
02/28/2024
Validated Reviewer
Verified Current User
Review source: Organic

xceptional Commission Too - Accurate Pay, Robust Reporting, and Tailored to Our Business Needs

The accuracy of pay calculations with CloudComp has been exceptional, providing our commercial teams with confidence in their earnings. The tool's precision in handling complex commission structures has streamlined our processes and eliminated errors, ensuring our sales representatives are fairly compensated.
Julia Z.
JZ
Julia Z.
2x Certified Salesforce Manager at getAbstract
10/18/2021
Validated Reviewer
Verified Current User
Review source: Organic

Flexible and dynamic to meet your Comp Needs!

The best feature is the adaptable payment schedules and payment lines. We have multi-currencies and utilize four different schedules, paying out in four currencies. The payment lines act as a receipt for the qualifying records you are compensating for a clear view. Once the basic structure is setup it is very easy to adjust and adapt for the next fiscal year.

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HQ Location:
Capitola, US

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Sales Commission Management, RevOps & AI Automation

Surfwriter provides sales commission management software and implementation expertise, along with consulting for RevOps, CRM, Salesforce, and AI-powered business automation. Our flagship product, CloudComp, is a Salesforce-native sales commission management and commission tracking app that automates compensation without requiring a separate external platform or data synchronization. With nearly two decades as a Salesforce ISV Partner and a history of 5-star-reviewed Salesforce apps, Surfwriter brings deep experience in sales compensation, Salesforce architecture and application development, CRM, revenue operations, and business automation. Our consulting services include sales commission management strategy, design and implementation; Salesforce and CRM architecture; RevOps automation; Agentforce; AI agents and workflows; systems integration; and custom AI-enabled business applications. We combine deep business systems experience with CRM, software, data, automation, and AI to deliver practical solutions for sales, revenue, and operational teams.

Details

Year Founded
1997
Ownership
Privately Held
Website
surfwriter.com