How to automate sales commission calculation in SaasOptics

Palette connects with any data source to automate sales commission calculation! Get started now with our intuitive and powerful compensation engine.

SaasOptics

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PALETTE

Examples of resources available to calculate commissions

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Invoice

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Contract

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Sales Order

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Transaction

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Custom Object

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3 steps to get started with Palette

Connect your CRM/Billing system

We developed 1-click secured connection with HubSpot, Salesforce, Sellsy, Close, QuickBooks and others.

1

Create plans and define your rules

We developped 1-click secured connection with HubSpot, Salesforce, Sellsy, Close, QuickBooks and others.

2

Invite team

Invite your sales team in Palette as well as your managers, finance and HR teams so they can access the data they need.

3

Should you automate sales commission calculation when using SaasOptics?

For subscription-based businesses using SaaSOptics, automating sales commission calculations is crucial to streamline financial operations and ensure accuracy. Depending on Excel for these calculations can introduce various issues, such as human errors, data discrepancies, and the laborious nature of manual updates. As your business scales, managing Excel sheets becomes overly complex and error-prone, potentially affecting your financial health and employee satisfaction. Automation enhances precision and reliability while saving significant time, allowing your team to focus on strategic financial activities. PaletteHQ is the optimal tool for businesses utilizing SaaSOptics, offering seamless integration that ensures your sales commission data is always accurate and current. PaletteHQ connects effortlessly with all major CRM providers, offering a comprehensive solution that bridges the gap between your CRM and SaaSOptics. This integration supports real-time updates and detailed reporting, giving you a clear, consolidated view of your sales performance and commissions. By choosing PaletteHQ, you select a robust, user-friendly platform that eliminates the complexities and potential errors of manual calculations, ensuring your commission processes are efficient, transparent, and reliable.

Why Palette?

Automate calculations

Automate sales commission payments. Create commission rules, define a payout schedule and access monthly statements for each sales rep.

Motivate and coach with real time dashboards

Motivate sales professionals with real-time visibility into commissions. Coach your team, align everybody with company goals and drive long term sales performance.

Compare, simulate and design commission plans

Roll out new commission plans with ease. Compare plans and simulate new rules with a single click.

No more errors

Palette keeps history logs and tracks every calculation detail, helping you to reduce sales commission errors.

Reconcile revenue with CRM data

With Palette you can reconcile invoices and payments with CRM data and pay commissions to your reps only when the money is in the bank.

Create challenges with one click

Incentivize your teams on short term goals. Create a challenge targeting any KPI you want to uplift, drive better results and boost your company’s culture.

Trusted by leaders

around the world

Rated

on G2

Gwendolyn Damaren

Revenue Operations Manager @ Contentfly

The implementation team is super responsive, quick to reply and always happy to jump on a meeting. They listened to our feedback and iterated fast on the product. It's exactly what we needed!We are using it to calculate the commissions of our AEs, SDRs, BDRs and Managers. It also allowed us to connect with Stripe and reconcile the Stripe charges with HubSpot deals. Palette provides visibility for each rep with customizable dashboards.