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Automate sales compensation
Optimize sales territories and quotas
Automate revenue recognition and ASC 606 compliance
Analyze the past and predict the future with advanced analytics
Enhance performance with AI-powered recommendations
Forecast and manage your pipeline
Simplify producer lifecycle management
Enable dealers to drive more revenue
Manage incentive compensation for insurance
Calculate real-time volumes and awards
Spend more time selling, less time on admin
Optimize sales quoting and pricing
Negotiate and close contracts faster
Organize content for sales success
Make learning easy with an award-winning learning platform
Improve your organization one course at a time
Generate more engaged leads
Improve customer experience with actionable feedback
Increase your service reps’ performance
Innovate your business models and deliver a better customer experience
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ongoing communications and maintain compliance
commissions disputes and changes
changes faster and automate follow-up on uncompleted tasks
Enhance your sales reps’ day-to-day work experience while improving the customer experience (CX) and accelerating the buying 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.
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.
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.
With CallidusCloud Workflow, you can accelerate decision-making and improve sales and marketing performance by triggering business rules based on data. Workflow can help you automate assignment rules, notifications, reminders, escalations, and service level agreements. Assign quotas by territory, sector, or individual accounts. Distribute a bonus pool to participants. Request and approve credit for sales. Execute drip campaigns based on prospect intent and behavior. Easily create targeted, integrated multichannel campaigns and track their progress. Manage disputes and questions from initial request to analysis, response, and resolution.
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.
Schedule your custom demo with a Workflow expert now.