Top Xtiva Alternatives

Everstage stands out as the leading no-code platform for automating sales commission processes, significantly easing the burden on Operations and Finance teams while providing gamified incentives for sales personnel. This platform is trusted by numerous public companies and enterprises across diverse sectors, including SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, and Staffing. The customizable plan designer offered by Everstage accommodates various plan structures, all presented in a user-friendly design. Users can efficiently create and manage quotas, tailoring measurement periods, assigning multiple quota categories, and establishing ramp structures without any limitations. The platform eliminates the hassle of constant back-and-forth communication regarding change requests. Everstage also enables effective management of exception requests, queries, and approvals while maintaining a comprehensive audit trail. Moreover, it allows you to monitor the performance of your customer-facing teams, serving as a reliable source of truth for quarterly business reviews and annual planning. With Everstage, all necessary data fields for real-time commission calculations are seamlessly integrated, ensuring accuracy and efficiency in your commission processes. This comprehensive approach not only enhances operational efficiency but also boosts team motivation through gamification.

IncentX stands apart from typical sales commission software; it revolutionizes the way businesses approach incentive management. In an era where maximizing efficiency is crucial, incentX simplifies intricate calculations, making them feel like a breeze. By synchronizing the goals of your sales team with the broader objectives of the company, it fosters a unified workplace culture. Gone are the days of manual computations. Our platform offers swift and precise results, with seamless integration capabilities, particularly with major systems like SAP and Oracle NetSuite, ensuring continuous data connectivity. Yet, it goes beyond mere number crunching; our comprehensive analytics offer profound insights that inform and enhance your strategic planning. The efficient processes minimize the risk of errors, bringing together various teams, from sales to finance, in harmony. Every engagement with a customer presents a chance for growth, and incentX helps to maximize these critical moments, nurturing long-lasting relationships. With incentX, you elevate your management practices to new heights, paving the way for exceptional performance. In the competitive landscape, this software empowers you to not only keep pace but to lead the charge in your industry.

BizAutomation streamlines every aspect of your business without resorting to the typical "Good, Better, Best," "Sell by the App," or "Teaser Pricing" tactics that are often seen with major tech companies today. If this concept resonates with you, consider exploring our cloud business suite, which stands out as the most all-encompassing solution in the market. It features a range of functionalities including operations management, ERP, order management with shipping and fulfillment, procurement, accounting (eliminating the need for QuickBooks), warehouse management, inventory management, eCommerce, MRP, and workflow automation, all integrated into one cloud suite tailored specifically for emerging small businesses. As a transparent, family-owned software company based in the U.S., we uphold traditional values and actively engage in ensuring our customers' success, positioning ourselves as advocates who prioritize our customers over mere consulting partnerships. If you operate as a wholesale distributor, retailer, or run a shop floor for assembly or manufacturing—or even a blend of these roles—you may discover that we are the ideal solution for your business needs. In addition, our commitment to excellence ensures that every client receives dedicated support tailored to their unique challenges and aspirations.

Streamlined commission tracking is essential for fostering team productivity and cohesion. We are firm believers that diligent efforts deserve acknowledgment, and we offer a more efficient approach to achieving this. With the ability to consolidate all your data sources in a single platform, you can perform real-time calculations seamlessly. To maximize each team's performance, you have the option to create, review, and implement tailored commission plans. To keep everyone engaged and aligned with the company's goals, distribute user-friendly, personalized reports. By directly connecting your data sources to our platform, you can execute swift and precise calculations. Effortlessly synchronize commission data across various teams to ensure accurate real-time calculations. Incorporating your data sources into our Commission system can significantly reduce the time spent on data cleansing and collection each month. For dependable and precise commission statements, conduct monthly calculations using the same data source consistently. There's no need for manual data entry or frequent updates, allowing you to focus on more strategic initiatives. By simplifying these processes, we help teams thrive while ensuring transparency and motivation remain at the forefront.

Xactly Incent serves as an all-encompassing platform designed to oversee sales performance, thereby helping organizations improve agent efficiency, maintain oversight, and utilize mobile technology effectively. This solution incorporates a flexible incentive compensation engine that enables businesses to swiftly adapt to changing market conditions. It also offers intuitive reporting tools and dashboards that deliver real-time insights into the performance of sales representatives, alongside advanced analytics and modeling features for evaluating incentive compensation approaches. In addition, Xactly Incent provides mobile applications compatible with both iOS and Android devices, granting users the ability to access crucial information from any location, which ensures they remain informed and responsive in their decision-making. The platform’s emphasis on mobile accessibility not only enhances user convenience but also fortifies its role in supporting businesses to thrive in an ever-evolving marketplace. Ultimately, Xactly Incent empowers organizations to optimize their sales strategies and drive sustained growth in a competitive landscape.

Compass by Xoxoday is a comprehensive sales commission and incentive management software designed to transform sales compensation from a cost center into a strategic revenue growth tool. The platform centralizes data from over 85 integrations spanning CRM, ERP, data lakes, and payroll systems such as Salesforce, SAP, HubSpot, Zoho CRM, and Google Sheets, providing a single source of truth for sales compensation data. Automated commission calculations and built-in data validation minimize manual errors and speed up payroll processes globally. Compass also gamifies the sales journey with AI-powered engagement tools that boost motivation and transparency for sales representatives. Its customizable dashboard enables real-time tracking and reporting of sales performance across teams, regions, and compensation plans. Designed to serve diverse stakeholder needs, Compass simplifies plan creation for revenue operations, sales, finance, and HR teams. Comprehensive onboarding support, including dedicated account managers and round-the-clock assistance, ensures seamless implementation and adoption. The platform’s flexible pricing model includes a platform fee and one-time setup cost tailored to each business. Trusted by leading enterprises like Mercedes, Compass guarantees 100% accuracy in commission payouts, fostering trust and productivity. Overall, Compass accelerates sales compensation ROI by aligning incentives with business goals through automation, engagement, and data-driven insights.

CATS Sales Performance Management (SPM) offers a comprehensive suite of tools that help businesses align their operations by facilitating the planning, design, allocation, and management of incentive compensation, as well as integrating and transforming data, managing territories and channels, overseeing quotas and targets, establishing goals, modeling, providing business intelligence, conducting enterprise analytics, and automating workflow processes. Available as a secure cloud service via Centsoft or as an on-premise deployment, CATS SPM promises quick accessibility and widespread reach, all at a competitive rate with no upfront fees or long-term obligations. The capabilities of CATS SPM are further enhanced by the CATS Portal, which serves as an essential online platform and communication hub that keeps your sales team functioning at optimal levels. This portal can be accessed from any device at any time and offers a secure, customizable interface that enables the rapid sharing and exchange of crucial information necessary for the success of your sales efforts. By promoting seamless collaboration among team members, it significantly contributes to enhancing overall performance and driving better outcomes for the organization. Furthermore, the integration of these tools ensures that businesses stay agile and responsive in a dynamic market environment.

QuotaPath enhances accountability and ownership within revenue teams by facilitating automated tracking and managing compensation effectively. The platform empowers these teams to create highly customizable compensation structures, provide real-time commission forecasts, and present valuable insights through intuitive dashboards. Revenue operations, sales leaders, and finance departments depend on QuotaPath to streamline the creation and distribution of compensation plans, establish tailor-made quotas and acceleration tiers, and manage deal data, as well as override earnings and configure role hierarchies and permissions while forecasting revenue accurately. Our seamless CRM integrations with platforms like HubSpot, Salesforce, and Close ensure that data flows effortlessly into QuotaPath, allowing users access to the most current and precise deal information. Additionally, with features such as Payouts and specialized finance tools, we support operations, finance, and HR teams in efficiently managing month-end closing activities to audit, verify, and execute payouts without complications. In this way, QuotaPath not only optimizes compensation management but also fosters collaboration across various departments, driving overall business success.

Iconixx boosts sales productivity and profitability by simplifying commission and incentive mechanisms. With our tailored Sales Performance Management and Incentive Platform, you can reach your objectives more effectively. Whether your focus is on sales, finance, human resources, IT, or managing channel partners, the extensive features of the Iconixx platform will enhance your processes and optimize your organization’s strategies for sales and incentive compensation. Our solutions are fully customizable to meet your particular application needs, allowing for maximum return on your investment. By choosing Iconixx, you can unlock unprecedented levels of achievement and efficiency in your sales operations, paving the way for sustainable growth. Embrace the opportunity to elevate your performance and drive success in every aspect of your sales efforts.

An accessible and efficient enterprise-level solution for managing sales performance that can be implemented and operational within just a few weeks. This approach allows businesses to quickly enhance their sales strategies and outcomes.

JOOPY is a pioneering cloud-based Sales Performance Management (SPM) platform that plays a crucial role in enhancing the sales and profitability of sales organizations worldwide. It enables top-tier sales teams to oversee all product categories from a unified platform, streamlining operational processes and policies. Additionally, JOOPY offers an online portal that enhances engagement for both internal and external sales channels, ultimately driving improved business outcomes. By adopting a 'Sales Channel' strategy, JOOPY effectively inspires its entire distribution network to achieve set objectives. This approach empowers global sales organizations to convert their strategic ambitions into actionable sales targets, fostering a more results-driven environment. As a result, JOOPY not only boosts sales performance but also aligns various teams towards common goals.

Since 1985, we have dedicated ourselves to improving both productivity and profitability for businesses by strategically designing and managing incentive programs that utilize lean principles in sales and compensation. Our specialized software for sales force compensation management is employed to handle the compensation of over 70,000 sales professionals worldwide. Users can easily develop various compensation plans, analyze their effects, and implement them seamlessly for their sales teams. Our accuracy is noteworthy, achieving a remarkable standard of $100 for every $1,000,000, which corresponds to a Six Sigma level of precision, thereby minimizing uncertainties in your compensation strategies. Additionally, you can set up commission structures in mere minutes, input competitor offerings, and generate comparative graphs with ease. This feature allows you to illustrate to prospective hires that while another company's compensation plan might appear attractive, it may not offer the advantages it suggests. You can confidently attract or secure talent whenever needed! By embracing the Lean Six Sigma Process, you can unite every member of your organization, promoting smooth collaboration across all departments. Our approach is grounded in the sales force, ensuring that enhancements start where they are most impactful. Ultimately, we aim to enable organizations to flourish through well-informed and strategically aligned compensation strategies, thereby creating a sustainable competitive edge in the marketplace. By consistently refining these strategies, businesses can adapt to changes in the environment and continue to attract top talent effectively.

Numerik leads the way in sales performance management software, specifically designed to meet the demands of contemporary sales environments. Our platform serves as an all-encompassing solution aimed at equipping sales leaders and their teams with real-time insights and data, all easily accessible via a mobile-friendly interface. Instantaneous analytics: Numerik excels in offering immediate data analysis, ensuring that sales leaders and their teams have access to the latest information at all times. Forecasting sales trends: By leveraging sophisticated algorithms, Numerik not only monitors sales performance but also anticipates future trends, enabling teams to adapt their strategies proactively. Optimized for mobile: Understanding the necessity for mobility in today's sales landscape, our platform is crafted for mobile accessibility, providing a fluid experience on both smartphones and tablets. Seamless CRM integration: Numerik easily integrates with widely-used CRM systems, promoting data consistency and significantly reducing manual data entry tasks. Visual data representation: By focusing on clear and engaging visuals, Numerik simplifies intricate data into straightforward charts and graphs. Customized reporting capabilities: The platform features specially designed reporting tools that empower sales teams to generate reports tailored to their unique requirements, thus enhancing decision-making processes.

Dolfin streamlines the automation, tracking, and review of commissions, all within a single AI-driven platform. You can achieve complete oversight of your sales commissions while gaining immediate access to your commission information. The intuitive, logic-based interface makes it easy to set up compensation plans, accommodating any level of complexity or unique circumstances. By managing your entire commission process in one centralized location, you can utilize collaborative tools to ensure everyone stays aligned. This system not only motivates your revenue teams to excel by allowing them to concentrate on what they do best but also provides real-time insights into their performance. You can quickly recognize top achievers as well as those who may require further assistance. With a comprehensive view of which deals and payouts have activated commissions, you'll understand precisely how much your team is earning. All of this vital data is securely stored on ISO-certified servers located in Ireland, ensuring both safety and reliability for your business operations. In addition, Dolfin helps foster a culture of transparency and accountability, further enhancing team performance.

Modern sales teams can benefit from software that streamlines the commission process through automation. With this tool, you can effortlessly implement any commission plan you desire. Its user-friendly design platform allows for the creation of sales incentive plans that can be adjusted to meet real-time needs, ensuring transparency in your commission structures. If you require customized fields within your CRM, it’s easily achievable. You can manage complex workflows with various logical conditions without hassle, making the process as enjoyable as a leisurely stroll. This is all made possible by the user-friendly sales incentive plan creator at your fingertips. Everything you need, including CRMs, invoicing, accounting, prospecting, and payroll, is readily accessible with just one touch. The robust commission tracking software enables you to craft intricate sales incentive plans tailored to your team's needs. Additionally, you can establish automated workflows for commission approvals, tracking, and payment processes, ensuring everything operates seamlessly. With just a few clicks, modifying any aspect of your commission plan becomes a straightforward task, allowing you to adapt quickly to changing requirements. Embrace the future of sales commission management with this comprehensive solution.

beqom's CompComplete Pay Management offers a comprehensive solution tailored to meet the intricate demands of compensation management, ensuring that corporate pay structures are transparent, thorough, and in harmony with your organization’s objectives and framework. With an effortless interface, users can design, configure, and oversee any compensation plan without sacrificing quality. Thanks to its extensive process coverage and user-friendly design, compensation frameworks can be crafted to seamlessly align with both business goals and the diverse needs of employees. The beqom CompComplete platform integrates profound compensation knowledge into a collection of user-friendly management modules, all hosted on a flexible and intelligent compensation infrastructure. This allows for the centralized management of various compensation and performance initiatives, including salaries, bonuses, long-term incentives, deferred compensation, sales performance, and performance management, all while adhering to principles of pay equity. The foundation of beqom is built upon four essential product pillars: - Pay Management, which simplifies total compensation without any concessions. - Pay Intelligence, designed to enhance compensation through data-driven insights. - PayAnalytics, aimed at effectively addressing pay disparities and fostering a culture of equity. - Pay Transparency, which ensures that employees have clear visibility into their compensation and performance metrics. Together, these pillars empower organizations to not only streamline their compensation processes but also to cultivate a fair and equitable workplace.

Let Spiff take away the burden of managing intricate spreadsheets each month, allowing you to improve your processes while providing your sales team with tailored, real-time portals for commission tracking. Our collective goal is to boost your sales by up to 10%. Designed to be both intuitive and powerful, our commission engine features a modular framework that lets you combine five simple concepts to create any commission structure you require. We support numerous plans, including flat, tiered, accelerator, and override options, among many others. Spiff integrates effortlessly with all systems related to commissions, including ERP, payment processing, and payroll, ensuring a seamless experience. By leveraging machine learning, we automatically match records, significantly minimizing errors across different platforms. With our Spiff True-Up Guarantee, we promise to refund double the amount if you uncover any discrepancies. As commissions continue to evolve, we empower you to backtest new rules using real data, develop new plan models, and refine your strategies continuously. Spiff is committed to evolving and providing increasingly insightful recommendations, guaranteeing that you gain the utmost value from our platform in the shortest time possible. Your success is our top priority, and we are thrilled to partner with you on your journey towards achieving your objectives and maximizing your potential!

Design and implement a customized sales compensation strategy that aligns with your SaaS objectives, emphasizing key performance metrics that drive success. Accurate data and straightforward payout processes will empower you to make informed business choices. By eliminating the need for spreadsheets, you can enhance productivity and elevate sales outcomes. Establish equitable and adaptable compensation plans that respond to evolving business demands, inspiring your team to excel. Gain insights through a comprehensive 360-degree view of your sales commissions in real time. Maximize your earning potential effortlessly by connecting to any data source with just a few clicks while ensuring data integrity is preserved. You can automatically synchronize your data with real-time updates or set a custom schedule for regular intervals. Access all your data instantly, without the hassle of downloading numerous reports, thereby saving significant time as your information is continuously updated with your ERP or CRM. This approach guarantees data accuracy and cleanliness. Additionally, receive automated reminders within your system to keep your commission structures current and relevant, ensuring your compensation strategy remains effective.

EvolveNXT’s platform caters specifically to health insurance providers and any business reliant on commissions, offering a tailored set of solutions that improve sales effectiveness and simplify the management of complex business operations. With a decade of experience working alongside leading insurance carriers, we have developed a solution that addresses the stringent needs of competitive and regulated environments. Our emphasis on compliance enables organizations to enhance the productivity of their sales channels while fostering sustainable enrollment growth. The particularly complex commission structures faced by Medicare brokers represent some of the toughest challenges in the industry; EvolveNXT streamlines the management and automation of Medicare compensation while ensuring compliance with CMS regulations. By leveraging our advanced commission management software, insurance carriers can not only optimize their processes but also equip their teams to reach exceptional sales performance, ultimately paving the way for increased success in a rapidly changing marketplace. Additionally, our commitment to innovation ensures that we continuously adapt our offerings to meet the evolving needs of our clients.

Simplify complex sales strategies, gain immediate insights, and motivate sales teams to enhance performance and drive business growth. Cultivating a highly motivated sales team can significantly improve both profitability and overall effectiveness. Managing strategic incentive compensation is crucial for optimizing your sales teams' performance by encouraging rewarding behaviors that increase revenue and further organizational goals. With the SAP SuccessFactors Incentive Management solution (formerly called SAP Commissions), you can design, model, and refine adaptable and sophisticated incentive compensation plans while obtaining real-time insights that energize sales teams to maximize their capabilities. This groundbreaking approach not only enhances sales effectiveness but also aligns with the company's overarching objectives, paving the way for enduring success. By investing in these innovative strategies, businesses can create a culture of achievement that propels them ahead of their competition.

Are you still using manual methods to create commission spreadsheets? With Sales Cookie, a user-friendly commission management platform, you can streamline the process without incurring any setup costs. This cloud-based solution allows you to easily manage incentives, compute commissions, and share results with your sales representatives through a straightforward web interface. Being entirely cloud-based, it offers seamless synchronization of sales transactions with your CRM and can automatically convert currencies. It's time to bid farewell to those cumbersome commission spreadsheets for good! Embrace the efficiency and simplicity that Sales Cookie brings to your commission management needs.

Go beyond traditional elements like points, badges, and leaderboards by incorporating a variety of gaming mechanics and strategies that amplify excitement and foster deeper engagement, thereby effectively boosting employee participation, learning, and performance levels. Reduce turnover and workplace fatigue by providing each team member with chances to excel on a daily basis while visualizing a clear path to their goals. Promptly recognize employees for their efforts, processes, and contributions that yield beneficial business results, thereby cultivating a culture of continuous excellence. Generate and sustain enthusiasm around achieving objectives, gaining knowledge, and working collaboratively as a cohesive team. It's essential to understand that employees are more than just cogs in a machine; instilling a sense of significance and purpose within them is vital for maintaining high motivation levels. With Centrical, every staff member can embody heroism, as the platform offers tailored challenges, weekly achievements, and evolving game narratives that illuminate their journey towards success and personal development. By associating specific behaviors with recognition, these actions can transform into lasting habits that benefit the workplace. Centrical harnesses data from your organizational systems and compensation plans to provide instant rewards for employees who make beneficial choices, ultimately fostering a more engaged and driven workforce. This not only enhances the individual employee experience but also uplifts overall organizational performance and morale, creating a thriving workplace where everyone feels valued and motivated. Such an approach can lead to a more dynamic and innovative company culture where every employee plays a key role in collective success.

Introducing SalesVista, an all-encompassing platform tailored for the management of incentives and commissions, equipped with automation driven by set rules, advanced modeling, and calculations, along with unmatched visibility that has the potential to transform the industry. The effective management of sales compensation goes beyond simply offering financial rewards; it emphasizes fair compensation for employees, inspiring your team to achieve their maximum capabilities and easing workplace conflicts rather than intensifying them. Our robust sales compensation solution integrates multiple data sources into a singular, trustworthy data repository, delivering essential insights that inform decision-making. With accurate commission allocations and user-friendly tools for monitoring quota progress, your sales team can focus on critical activities that enhance both their productivity and earnings potential. Improve quality control measures to protect, standardize, and optimize business processes across your organization. By promoting a culture of transparency, you can accelerate your company’s diversity, equity, and inclusion efforts, while also effectively mitigating risks and addressing unconscious biases. Ultimately, SalesVista not only streamlines your compensation strategies but also helps to nurture a more just and motivated workforce, thereby fostering long-term organizational success. This innovative approach ensures that every team member feels valued and engaged in their work.

To enhance both transparency and operational effectiveness, you have the ability to create, manage, and automate your incentive compensation programs. Kennect provides insightful nudges related to sales compensation, which can inspire your employees to remain engaged and exceed their performance goals. Despite the complexity often associated with incentive plans, Kennect simplifies the building process significantly. Furthermore, you don't need any expertise in databases to utilize its features. Accurately compensating your sales team can be challenging without robust crediting systems, but Kennect makes this achievable by allowing you to appropriately attribute each transaction to the responsible individual. Additionally, Kennect facilitates the creation of workflows for document sharing, obtaining plan approvals, and handling disputes efficiently. You can also monitor activities and send timely reminders. Ultimately, Kennect empowers you to encourage the desired sales behaviors by aligning your sales teams with the overall objectives of your organization, enhancing their potential for greater earnings. By utilizing this platform, you can streamline your processes and foster a more motivated sales force.

Instead of depending on obsolete spreadsheets or ineffective approaches, you should explore an automated solution that is specifically designed to craft your distinctive compensation strategy. Developed by experienced professionals in sales compensation who have a proven track record of creating and implementing incentive compensation management (ICM) solutions for major corporations, our product is backed by decades of expertise in the industry. Our committed team has designed a robust system that is intuitive, provides valuable insights from the beginning, and has the capability to scale up to support thousands of participants in your plans. By selecting ZenCentiv, you gain access to our comprehensive support throughout the entire journey, from the initial setup to ongoing monthly management. Having faced and overcome similar challenges ourselves, we are prepared to offer outstanding assistance that you can depend on. Opting for ZenCentiv not only simplifies your compensation management process but also facilitates a more seamless transition to a more efficient operational framework. Ultimately, this choice can lead to enhanced productivity and satisfaction for all stakeholders involved.

Maestro was crafted with the main objective of optimizing workflows and incorporating as many business rule processes into the system as possible. This approach seeks to eliminate the necessity for manually tracking individual commission and fee elements for each period while ensuring that the processing engine remains flexible enough to adapt to the diverse nature of representative compensation plans. As a result, the system emerges as a comprehensive, adaptable, and robust solution that can respond to your organization's evolving commission processing requirements. Your company might be looking to move away from conventional spreadsheets, which often come with inaccuracies and complexities, towards a more streamlined and effective alternative. Moreover, Maestro distinguishes itself as a flexible platform that not only simplifies workflows but also significantly improves the precision of commission management. In the end, adopting Maestro could lead to enhanced efficiency and reduced errors, ultimately benefiting the overall productivity of your organization.

Managing data can be straightforward. SimpleKPI offers all the necessary tools for tracking and visualizing your key business metrics. With its user-friendly features, SimpleKPI simplifies the process of grasping your business performance. The dashboard is designed for ease of use, transforming complex data into clear visuals that anyone can comprehend. To facilitate collaboration, you can generate concise summaries of your KPIs to share with team members. A wide range of charts, graphs, and league tables is available to ensure that your data communication is effective and transparent. Making well-informed decisions is crucial for any business. SimpleKPI integrates robust reporting capabilities into every feature, allowing you to access both summary and in-depth information, providing a comprehensive view of your progress toward meeting your objectives. Ultimately, this empowers you to make strategic choices based on accurate and accessible data insights.

CRM, financial management, workforce oversight software, and numerous other domains can be managed efficiently, allowing you to oversee every element of your organization. Choose the necessary modules to optimize both your time and resources. Simplifying staffing processes With over two decades of expertise in the staffing sector, our founders developed and refined an internal platform aimed at enhancing team productivity. During this period, a rival recognized the power of their platform and noted that every company in the field faced similar challenges that their system addressed. She proposed that such an innovative solution should be accessible to all businesses in the industry. Founded in 2016, Senegal Software emerged from this vision. Today, we offer a modular system that empowers you to manage your operations from any device, anywhere. Our software is designed to help clients enhance efficiency, reduce costs, and boost overall productivity. Moreover, our commitment doesn't end there; our team actively collaborates with clients to discover innovative methods for automating and streamlining staffing solutions, ensuring continuous improvement in the services we provide.

Succeeding in today's mortgage market requires a well-organized and sophisticated sales approach. Velocify®, a component of the ICE Mortgage Technology™ Platform, leverages the capabilities of sales automation to improve your team's efficiency and maintain their focus on revenue-generating activities. By optimizing and executing your customized sales process within Salesforce, your sales team, Salesforce admins, and loan officers will be significantly empowered to grow the business and secure more loans. This integration transforms your Salesforce framework into a powerful asset for lead generation, deal closure, and the creation of valuable reports. Are you ready to elevate your lead conversion rates by an astonishing 400%? Gain access to mortgage leads from over 1,400 connected sources, automatically distribute new leads, reassign those that haven’t been acted upon, prioritize communications with potential clients, and craft individualized sales workflows to ensure timely follow-ups for all leads. By swiftly addressing urgent inquiries, you can implement more effective sales strategies, ultimately resulting in a higher volume of closed loans, which fosters enhanced profitability and expanded growth prospects for your enterprise. In the competitive landscape of mortgages, adopting these strategies is essential for staying ahead of the curve.

Having partnered with a variety of sales teams, we have developed a deep understanding of their needs. We extract vital sales metrics from systems such as Pipedrive, HubSpot, or Salesforce, and display them through engaging and intuitive dashboards. Furthermore, you have the option to add your own personalized data fields from your CRM, which enriches the standard metrics provided. Dear Lucy consolidates the metrics you choose into a single, easy-to-use interface that is regularly updated and readily available. Equipped with Dear Lucy’s goal engine, you can set adaptable sales objectives and monitor your progress as it happens. The tool assesses actual performance against these goals, utilizing red and green indicators to provide a clear visual representation of your status in relation to your targets. This capability enables a swift and efficient evaluation of your team's effectiveness. You can define goals for a variety of metrics such as sales activities, revenue, offer base, hit rate, and other customized metrics. Additionally, these objectives can be tailored to different levels, including company-wide, team-specific, individual sales representatives, or by pipeline, offering a holistic strategy for managing sales performance. In essence, Dear Lucy empowers teams to engage with their performance data in a meaningful way, promoting accountability and driving results.