Average Ratings 0 Ratings
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Description
Easy Incentivizer allows businesses to automatically calculate the commissions of their sales representatives and managers for closed-won opportunities. This eliminates the need to manually calculate commissions and takes away the hassle of managing them manually.
It is a native Salesforce app that requires no in-app purchase. Here are some features of Easy Incentivizer.
1. Commission is automatically calculated on the first day each month
2. Progressive Commissions can also be calculated
3. Each user can define their own Commission Criteria.
4. You can store the Commission Criteria in a template form to be used by other users.
5. Each user can view their performance over the past 5 years on personalized dashboards.
6. Role Hierarchy is set up so that sales representatives cannot see the dashboard for others.
By using Easy Incentivizer businesses can:
Save Time
Reduce costs
Manage Commissions effectively
Define Custom Com
Description
The foundation of an aggregator's operation relies heavily on cultivating strong relationships. One of the key interactions in this dynamic is the commission payment process, which must be seamless, efficient, and devoid of errors. However, managing numerous brokers and lenders with their varying commission structures can pose a significant challenge. The tasks of manipulating and validating data from different lender files, as well as processing and distributing commission payments to multiple parties, often prove to be labor-intensive, costly, and prone to mistakes. Consequently, there is a pressing need for a comprehensive solution that automates these processes, adapts to the evolving requirements of your business, and minimizes the need for extensive labor investments. Importantly, such a solution should be deeply rooted in an understanding of the aggregator business model, encompassing not just the mechanics of payment but also a thorough, current awareness of the constantly shifting compliance landscape. By ensuring these elements are in place, you can enhance operational efficiency and maintain stronger relationships with your brokers.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
No
Pricing Details
0$
Easy Incentivizer is the application which is completely free of cost and built on the Top of Salesforce.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Cyntexa
Founded
2018
Country
United States
Website
cyntexa.com/easyincentivizer/
Vendor Details
Company Name
Loanworks Technologies
Founded
1998
Country
Australia
Website
www.loanworks.com.au
Product Features
Commission
Affiliate Management
Yes
Agency Commission
Yes
Commission Calculations
Yes
Commission Scheduling
Yes
Commission Tracking
Yes
Compliance Management
No
Flat Commissions
Yes
Incentive Programs
Yes
Multi-Tiered Commissions
Yes
Percentage Commissions
Yes
Sliding Scale Commissions
No
Split Commissions
No
Product Features
Commission
Affiliate Management
Yes
Agency Commission
No
Commission Calculations
Yes
Commission Scheduling
No
Commission Tracking
No
Compliance Management
Yes
Flat Commissions
No
Incentive Programs
Yes
Multi-Tiered Commissions
Yes
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
Yes