• Payee Self-Service
• Data Management
• Sales Ops Support
• MBO / Bonus

• Payee Self-Service
• Data Management
• Sales Ops Support
• MBO / Bonus

• Payee Self-Service
• Data Management
• Sales Ops Support
• MBO / Bonus

• Payee Self-Service
• Data Management
• Sales Ops Support
• MBO / Bonus

The Payee Self-Service Solution Pack tailors TrueResolution, TrueComp and TrueInformation to your organization's specific sales operations and procedures with an easy-to-use web interface that provides payees greater convenience and direct access to information.

Payee Self-Service is beneficial to organizations that need to:

• Streamline and automate key processes, such as payee issue submission and resolution
• Enhance communication among payees, business groups and incentive management
• Support Sarbanes-Oxley compliance with automated tracking and auditing capabilities
• Improve productivity and satisfaction levels of payees and the entire sales organization

This additional module provides the ability to extend Payee Self-Service to process credit disputes automatically in TrueComp. It also will look up transactions in TrueComp and determine if credit was received, and automate the process to resubmit closed requests if they require escalation.

Effective incentive compensation management often is tied to the ability to maintain high data integrity and correct data issues quickly in response to requests from payees, sales operations and upper-stream systems. To support this need, Callidus Software developed the Data Management Service Solution Pack.

This solution enables the customer to review various data issues related to incentive compensation, and take appropriate actions proactively before they become a dispute or an issue with a payee. The Data Management Services pack keeps track of all changes and communications for future audit. The customer also can analyze various issues and compare trends and patterns.

Download the Data Management Service Solution Pack datasheet

Sales Operations Support is a workflow solution pack that can be configured quickly to manage changes to reference data, such as participant and position information in TrueComp. Sales Operations Support also can automate the review and approval of participant and position changes before they are finalized and available in TrueComp.

This solution pack allows business and sales operation users to submit requests for new or changed information, and ensures all details are validated and verified based on the applicable business policies.



Download the Sales Operations Support Solution Pack datasheet

Other Workflow Solutions Available from Callidus Software:

• Management By Objectives (MBO) Management — To set and score objectives on a periodic basis.
• Bonus/Pooling/Share Allocation Management — To manage the disbursement or allocation of budgeted bonus amounts, shares or other allocations to a team.
• Payment Review Process — To notify finance or sales operations of planned payments prior to finalization of results.
• Credit Dispute Resolution Process — Fully customizable solutions for automating TrueComp's credit dispute resolution.

Management by Objectives (MBO) Management

This Callidus solution includes two automated workflow processes that allow managers to set and score objectives on a periodic basis. It helps organizations attract, retain and develop high performers by providing multiple metrics for which associates are goaled and evaluated. An automated system offering enhanced controls and processes, while retaining the flexibility you need to plan and manage your organization’s unique compensation and incentive plans is a business imperative.

The MBO Solution automates the complete process for organizations from submitting goals and targets to associates through managerial/ human resource approvals including automatic updating of payments in Callidus TrueComp.

Users of Callidus MBO Solution realize these benefits:

• Improved retention of key performers due to alignment of incentives to corporate goals
• Improved morale through effective communication, tracking, measurement and reward for accomplishment of goals
• Decreased costs and streamlined processes for planning and administration of incentives
• Easier compliance with Sarbanes Oxley regulations

Bonus or Share Allocation Management

This Callidus solution provides for the allocation or distribution of budgeted / pooled amounts (bonus dollars, percentages, and/or share amounts) to a team of individuals and/or managers. Frequently management incentives provide for this compensation method to stimulate the accomplishment of team or group based organizational objectives. However, difficulty occurs with the subjective allocation of the bonus pool to team members to reflect relative contributions and achievement.

The Bonus or Share Allocation Management Callidus Solution enables a process and automates the capturing of the measurements for allocation, It enable distribution of values with validation and controls, the approval and review process , ending with the approved distributions automatically updating payments into Callidus TrueComp. Studies have shown that error rates using manual spread¬sheet-based systems can be as high as 35%. The ability to for an automated system An automated system that offers enhanced controls and processes, and the flexibility needed to provide functions such as typing subjective achievements to bonus payouts is vitally important in today’s pay for performance culture.

The Bonus Pool Solution Pack provides these benefits:

• Increased employee performance through timely and accurate bonus pool allocations
• Improved team and group performance through alignment of group goals to corporate objectives
• Decreased time and costs to incent and remunerate subjection bonus allocations