Sales Analysis Professional is designed to help small and mid-sized firms, in the financial services, group benefits, and insurance brokerage sectors, automate the life cycle of receiving commission revenue and distributing incentive payments.
Enhance employee productivity and streamline business processes with capabilities that help you manage sales receipts, plan participants and incentive payments efficiently, consistently, and according to business rules.
Sales Analysis Professional can serve as, a standalone incentive plan administration solution, a standalone cash receipt solution, a front-end cash receipt solution for an ERP system, or a staging system for incentive plan calculations.
Integrates sales receipt management, client management and incentive plan administration within a single solution.
Sales Receipt Management
Record receipts ad hoc, import receipts, or streamline the data entry process by creating recurring payment schedules for commission or other sales revenue.
Track client activity with fields that capture product, carrier, investment company, investment/mutual fund, broker, sales advisor, start date, termination date, company and group/division.
Incentive Plan Administration
Utilize more than 15 fields, including tier, contract term, and type, to define incentive plan parameters. Additionally, you can capture demographic information for all plan participants, and configure relationships between participants. A participant may be a broker, sales representative, internal sales personnel, or any other party associated with a plan transaction.
Modules may be used in combination or separately.
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