Workflow includes everything you need to organize, automate, execute, and analyze business processes to connect people, data, and daily activities.
Quickly implement an end-to-end business process across applications and automate the sales and producer onboarding process.
ongoing communications and maintain compliance
commissions disputes and changes
changes faster and automate follow-up on uncompleted tasks
Onboard employees through a paperless process
With CallidusCloud Workflow software, you can optimize employee, partner, agent, and producer onboarding processes. Seamlessly integrate with third-party services for background checks, credit checks, continuing education records, licenses, and accreditations. Manage the entire applicant tracking process. Correspond with applicants throughout the onboarding process.
Increase transparency and communication in your compensation process
Optimize compensation plan distribution and communication and resolve disputes. Workflow extends the same functionality as CallidusCloud Commissions to make the process configurable to your organization’s specific needs. Distribute compensation plans across your sales force using a configurable process. Manage and track compensation disputes with logic-inspired, configurable steps. Remove the manual exchange of spreadsheets and emails by approving decisions within the system. Reclaim operations time, so people can focus on activities that add greater value. Increase accuracy of data through review and approval of sales transactions and calculated payments.
Strengthen workflow functionality in CPQ to meet your unique requirements
Workflow supports customizing CallidusCloud Configure Price Quote (CPQ) for complex sales cycles. Include more teams in the quotation process through collaboration and initiating tasks. Create tasks within CPQ for different members of the sales team or other departments. Empower sales reps to get answers while configuring quotes within CPQ through the Ask an Expert function powered by Workflow. Manage review of updates to product and pricing data for CPQ.
Improve sales and marketing processes
Automate any business process in your organization
With Workflow you can create a solution that meets your unique business needs. Most companies manage and approve processes through paper or email. Use Workflow to take the complexity out of sorting incoming information and assigning tasks. When you do, you’ll bring predictability, accountability, and insight to your business processes. Automate assignment with easy to configure business rules. Make sure everyone is kept in the loop with notifications, reminders, escalations, and service level agreements. Create processes easily with the 3-step wizard. Design custom forms and screens with the easy-to-use drag-and-drop designer. Manage access to information with configurable permissions and read/write access.