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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

VisualBonus is the ultimate app for production tracking and compensation designed specifically for captive agents. Our platform simplifies the process for agents to motivate and compensate their sales teams, driving increased sales performance. Users can effortlessly create and modify their own commission structures without the hassle of reaching out to customer support. By logging in, they can make edits, assign roles, and quickly get back to their priorities. The paychecks feature enables team members to clearly understand the sales targets needed to meet the agent's established goals. With a single click, they can assess missed opportunities as well as their current commission earnings. VisualBonus has streamlined the payroll process for agents, allowing them to easily review sales data, check individual team member compensation, and wrap up payroll in just a few clicks. This efficiency not only saves time but also ensures that agents can focus more on scaling their business.

Description

If your commissions live in one tool, your rebates in another, and your chargebacks in a spreadsheet, finance ends up reconciling the same sale several times. incentX puts all of them on one spine: the ERP transaction. incentX is an incentives and compensation platform. It reads invoices, sales orders, credit memos, and AP/AR lines directly from your ERP through pre-built, two-way connectors, with no middleware or data warehouse. Each transaction is evaluated once against every active program, including sales commissions, customer and supplier rebates, royalties, chargebacks, billbacks, and trade promotions. Approved results can post back to the ERP as GL entries or AP/AR records. Native connectors typically sync in under five minutes, and anything without a connector can use the open REST API, flat files, or SFTP. incentX is SOC 2 Type II certified, encrypts data with TLS 1.2+ in transit and AES-256 at rest, and supports SSO through Okta and Microsoft Entra ID.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP
Epicor Prophet 21
HubSpot CRM
Infor Distribution SX.e
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Entra ID
NetSuite
Okta
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP ERP
SAP S/4HANA
Sage 300
Sage Intacct
Salesforce
Zapier
Zoho CRM

Integrations

Acumatica Cloud ERP
Epicor Prophet 21
HubSpot CRM
Infor Distribution SX.e
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Entra ID
NetSuite
Okta
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP ERP
SAP S/4HANA
Sage 300
Sage Intacct
Salesforce
Zapier
Zoho CRM

Pricing Details

$195 per month
Free Trial
Free Version

Pricing Details

200 per month
Growth Plan: $500 per month
Pro Plan: $1500 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Visualbonus

Country

United States

Website

www.visualbonus.com

Vendor Details

Company Name

incentX

Founded

2018

Country

United States

Website

incentx.com

Product Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Product Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Alternatives

Alternatives