Incentive Compensation Management

SALESFORCE SPIFF

salesforce spiff

Automate Commissions & Motivate Sellers with Salesforce Spiff

Salesforce Spiff is commission software that helps create trust across your organization by delivering real-time automation of commission calculations. With its easy-to-use platform, real-time visibility, and seamless integrations into current systems, Salesforce Spiff helps businesses align organizational priorities to seller motivations.

The Salesforce Spiff sales compensation platform provides transparency and motivation for your sales teams by giving sellers the power to see commission statements, progress against goals, and potential earnings. And it enables your finance and sales operations teams to easily self-manage complex incentive compensation plans.
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Meet Our Team

As the Practice Director for Sales Cloud and Revenue Cloud (CPQ), Will is passionate about helping our clients find the best Sales Cloud solutions for their business.

One of Will's favorite things to automate is the sales process for sales reps. He loves making sure that we help our client not only attribute where their leads came from, but track them through the entire sales pipeline.

When he's not helping clients simplify and automate manual processes, Will loves to golf, cook (and eat) great food, and spend time with his wife and dog. A lifetime midwesterner, he enjoys summers in Chicago, the Buckeyes, and Cincinnati sports.

Sales Cloud Customer Stories

Discover How a Tech Company Consolidated Four Different CRMs by Transitioning to Salesforce

With a consolidated sales process, our client in the Tech Industry has gained unprecedented visibility into the lead-to-cash lifecycle and can now access valuable insights for service cases, cross-selling opportunities, and renewal rates.
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Salesforce Revolutionizes Student Loan Servicing for a Company in the Financial Services Industry

With Salesforce our client in the Financial Services Industry has been able to streamline their operations in every area of their business from sales to service to marketing and more.
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Transforming ISP Operations: How Salesforce Empowered a Tech Company to Streamline Services and Drive Growth

After implementing Sales Cloud, Salesforce CPQ, and Pardot, our client’s team members can all work from a single platform and make data-driven decisions to move their company forward.
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Revolutionizing Roofing Sales: How Sales Cloud and Salesforce Maps Boost Business Growth

After implementing Sales Cloud and Salesforce Maps, our client can operate out of a single platform that provides team members and sales reps with a holistic view of their customer data.
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Services

New Product Implementation

Implementing compensation plans with Spiff is essential for ensuring your sales team operates efficiently, no matter the team structure or the complexity of your compensation model. Every step in the process matters, which is why having an expert to guide you is key to setting up the right automations and workflows for seller success. Our implementation services cater to all needs, from straightforward, out-of-the-box setups to fully customized solutions tailored to your business.

M&A Activity

If your organization has gone through a merger or acquisition, or is going through the process now, integrating your sales teams and sales processes can be challenging. We’ll work with you to develop a strategic roadmap for integrating Salesforce org(s) post-M&A, helping you create an efficient and unified sales team with streamlined processes and systems. 

Product Enhancements

If you already have Salesforce Spiff, but need to make enhancements to the system, our team can spin up quickly on your current build out and help deliver the next phase to keep you growing.

Data Migration

Whether you are migrating from a previous system, merging/acquiring a new company, or have external data sources, we are experts in the data migration process and will ensure a smooth transition.

Managed Services

After implementation, you need to have the right resources to support your team and any needed changes/enhancements. We provide dedicated resources for set hours per week based on your needs.

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System Architecture

There are hundreds of ways to solve challenges with Salesforce, however, there is always a “best” way. Having the correct architecture for the current and future state of your company is pivotal to the success of any project.

Integration

Whether you’re interested in connecting a CRM, ERP, HCM, payroll, or any other system, the Kelley Austin team can help you solve integration challenges with speed and ease to create a real-time, single source of truth for all your commission needs.

Implementation Repair

Whether your business experienced a bad implementation in the past or your Salesforce org is several years old and full of technical debt, we’re here to help you get back on track.

Products & Features

Commission Estimator & Calculator
Empower your sellers with the ability to see ahead. By providing data-driven insights into incentive estimates earlier in the sales process, sellers and managers can prioritize the deals that will drive the greatest revenue impact for your business. Spiff offers a commission simulator via a Lightning component that can be embedded within Salesforce opportunities.

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Customized Rep Statements
Empower your sellers with real-time visibility into commission statements, goal progress, and potential earnings. Resolve calculation questions instantly with commission tracing functionality, ensuring transparency and trust. Align organizational priorities seamlessly with seller motivations to drive performance.

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Commission Plan Management
Design and implement incentive compensation plans with help from our team of experts. Stay agile with the flexibility to make real-time adjustments, no matter your team structure or the complexity of your compensation model. Effortlessly update plans across or within teams, with every modification securely tracked in a detailed audit log.

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Reporting & Dashboards
Spiff features intuitive dashboards that deliver detailed insights into potential earnings for individual sellers and the entire sales team. Our team can help you set up powerful reports and dashboards that are available for admins, managers, and representatives for real-time performance insights and analytics. This transparency enables strategic planning and performance tracking across multiple timeframes, including monthly, quarterly, and annually.

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Expense Reporting
Stay compliant with ASC 606 and IFRS 15 using automated, audit-ready expense reports. Simplify managing exceptions, fringe benefits, diverse commission types, and more with an intuitive interface.

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Slack
Sell faster together by bringing your people, Sales Cloud data, process automation, and AI into the flow of work in Slack. With Slack Sales Elevate, a sales team productivity tool that natively integrates Sales Cloud with Slack, you can seamlessly bring your opportunities, accounts, and metrics to the same place you’re already having selling conversations.

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Sales AI
With Salesforce Sales AI tools like Einstein and Agentforce, businesses can automate and optimize various sales activities, such as lead scoring, customer segmentation, personalized messaging, and sales forecasting. This not only helps your sales team automate repetitive tasks, but also identify new sales opportunities and make data-driven decisions to optimize sales performance.

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Our Expertise

Testimonials

Our Clients Say

“Excellence of deliverables, communication, ingenuity, knowledge base, professionalism, experience, dependability both in accomplishing the work as well as the functionality of the work.”
— Financial Services Client