Performio

“With the Performio solution, everything was simple compared to all the unnecessarily complicated and convoluted ways of the other systems,” Nicole points out. “Our financial controller asked for a demo view of the system with some of our most complicated calculations. Using our own data, Performio demonstrated the simplicity of creating calculations and how it works. Everybody was super happy with the results.”

“The reps like Performio a lot better. In the past, they never wanted to log-in to Xactly because it was confusing to use and never had all the information available that they wanted to see. Today the reps are logging into Performio to view their commissions. The trust issues we had in the past with the reps have been eliminated and they feel comfortable that the commission payouts are accurate. The customer service has been fantastic. The white glove service is amazing and knowing we have this kind of support makes our jobs so much easier.”

“With Performio, we had the ability to automatically import the commissions payout information each month. We no longer needed to review the reports and manually upload files, which saves us a lot of time. Performio can handle more compensation plans more easily. With Xactly it was much more rigid and you had to use their terminology vs. our own. We also loved the Performio dashboards.”

“Managers love the clear visibility into their team members performance and the executive team has been eager to see the return on investment leveraging Performio.”

“Our reps love that they can track their performance month over month,”

“The time savings we get with Performio is incredible, not just checking commissions, but also reporting,”

“You can’t put a price on the professional services manager. We would have been lost without her. She is fantastic and delivered an excellent experience.”

“Once you implement Performio and have it rolling, there is not too much additional work that has to be done,” explains Caudill. “It’s a hands-on tool. You can do a lot of customization, make manual changes, and have total control of the application.”

“The feedback on Performio from the sales team has been universally positive,” says Caudill. “They love the transparency into their commissions and how easy it is to use. It is a lot easier than our old process of downloading an Excel file and reviewing each sales line item one by one.”

“I have made a lot of changes to our sales compensation program as a result of using Performio,” says Caudill. “I can analyze how much we are paying in commissions, review outlier situations where we are paying too much in commissions to certain reps, and then modify comp plans to correct those issues.”

“I really liked the NetSuite connector data integration,” explains Caudill. “The ability to take any report in NetSuite and schedule the import into Performio is a huge time saver. In addition, we are able to manage dispute resolution much more easily.”

“It was a positive surprise that we could track our KPI’s within Performio and elevate the visibility of those KPI’s for the salesforce.”

“We could have reviewed sales team performance in Salesforce, but Performio gave us a cost effective workaround vs. hiring a consultant to customize the dashboards,” said Marx.”

“One of our principles is running a lean organization as we scale, so calculating an ROI is very important. I also wanted a solution that was easy to implement, without a lot of fuss, and a system that would be scalable as our organization grew. Selecting Performio seemed like a win-win situation for us.”

“I got to the point where it just made clear sense to invest in a software solution to manage our comp plans and automate the process,” said Marx.”

“In our growing business we make frequent changes to our comp plans and often make small changes, to help drive sales performance. I didn’t want to have to rely on or pay for an expensive consultant every time we needed to make changes as we evolved our plans.”

“I was concerned that if we went with one of the larger, legacy software providers that each time we needed to rewrite a plan, we would get charged hefty fees for customizing the software,” said Andries Marx, CFO, Simpli.fi.”

“Before, we’d send our sales team to an internal website. It looked like a spreadsheet and was a bit clunky. Sort of a ‘Here’s your commission page.’ And if there were errors, it would take about a day and a half of one person’s time to correct them every month.”

“We also decided to transition the handling of commissions from accounting to HR. Since our old process had a lot of calculations and complications that took place every month, we really needed to find a system that was easier to administer.”

“For years we handled payments and commissions with a system built in-house. But as we grew, the amount of manual intervention needed continued to increase when we closed commissions after sales results were in at the end of the month. Plus a lot of work was needed at the beginning of each year when sales and commission plans changed.”

“Today errors are really a non-event. We made sure all of the actions we used to take outside our old system would be automated in Performio. So that’s been a huge time saver. Plus, as we're recruiting and onboarding new sales reps, it's really nice to have something that looks as good as Performio does.”

“We've been able to build out some really nice reports to allow them to see into their commissions easier. Which really helps them do their job better and offers us a lot of scalability and options to analyze new plans. For instance, in the past we never had the ability before to future date a planned change; now we do.”

“Now with Performio we post a simplified, color-coded summary view, but with dashboards built out on additional tabs. Our sales team can see the detail behind the summary, even each line item if they'd like to. We've gotten great feedback from sales about the look and the feel.”

“When we brought up those challenges, most of the other companies scratched their heads and were like, ‘Yeah, we're going to have to think about how to incorporate that.’ But Performio quickly understood it. So much so they actually showed us how they’d handle this scenario in one of the demos we walked through.”

“We looked at a couple of other companies for a system that wasn’t too technical, was visually appealing, and was easy to administer. These were things that set Performio apart from the other systems. In my mind, Performio was way better than anything else we saw.”