Performio

Vorteile

The platform is an excellent option in terms of alternative sales processes, or only focuses on customers having a great experience but also allows them to remain customers for much longer, as long as it has an understandable interface and the function of assignment of compensation is quite precise and even automated as well as the characteristics of calculation of commissions

Nachteile

What I like is that it has a system that performs the calculations automatically, allowing for no errors or later calculations for compensation to clients, in addition, the tool has constant auditing characteristics and, as always, even with systems automated

Vorteile

Running reports is easy and makes it simple for me to reconcile our data each month. The Performio support is great and responds promptly with answers when we run into any issues.

Nachteile

Since Performio is SQL based, we are reliant on the implementation team at Performio to any changes to our plans. There are other products out there that are excel based and are easier to manage from an Admin standpoint.

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Vorteile

Visibility for my team, letting them check out their own sales and making sure it lines up with the commission being paid.

Nachteile

It is clunky at times to visualize my sales in our platform. Also, I wish I could see my team laid out in front of me rather than clicking through each individual contributors' page.

Vorteile

I liked the ability to track individual sales for myself and the pay adding up properly. I love the ability to submit an edit to my manager and director.

Nachteile

The user interface is horrible to say the least. it feels pre 2008 computer use. The way things are organized to do edits are very difficult and time-consuming

Vorteile

Performio has revolutionized our commission and sales management by consolidating all relevant information and payments into one easy-to-use platform. With Performio, we can provide administrators with accurate compensation figures for closed deals and expected deals in a friendly and dynamic manner. I appreciate the transparency in data presentation that Performio offers, which enables managers to quickly obtain accurate summaries and speeds up the approval process. In addition, the comprehensive analytics and reporting provided by Performio are incredibly helpful in data validation, making our work much easier.

Nachteile

Although I didn't discover any drawbacks to using Performio, I have found its interface to be a little complicated. I would appreciate further improvements to the interface with upcoming upgrades.

Vorteile

It shows me my target, how much I have achieved and how much I am getting paid for 100% of my target. It also keeps a target with multiple graphs and gives a clear idea about the consistency of your performance.

Nachteile

The software is not configured for accelerators and never shows how much I am going to get paid if I achieve over 100% of my target. It also calculates the wrong amount and I have received the wrong incentives because of the same. If I haven't calculated the same manually. I would have lost the money.

Vorteile

I like the user ability and visuals within the system.

Nachteile

I would really like to see accounts broken down by revenue on a per account level.

Vorteile

The real-time commission that I am going to make throughout the quarter is what stands out for me. Makes the calculations of my commission much easier.

Nachteile

The overall UI of the product could be better. Especially the color scheme of the product.

Vorteile

Ease to use and ease to login, especially when you have use the apps for a few times

Nachteile

Nothing much that I can add on to. It’s pretty straight forward after you use it a few time

Vorteile

I love how transparent the software is when it comes to reading my commission reports. This tool has seriously changed the way I handle sales and payouts.

Nachteile

I can't say much. It's been easy to use, easy to read, it's pretty simple to use.

Vorteile

What I most like is being able to track my sales day to day, seeing where my commissions are stacking up. This gives me an opportunity to see where I'm lacking, and direct focus into those areas.

Nachteile

It does take some getting used to. Once you understand it, it is quite clear, but there is a lot of information provided, and learning what all you are looking at, and what it means to you as a sales person, can take a little time.

Vorteile

It's a one stop shop to see commissions for my entire team! I like that they have control and are able to dispute items but I have the right to refuse if necessary. It opens up a dialogue with our sellers.

Nachteile

Actually, not much really. It sure beats having to use an excel spreadsheet! ;)

Vorteile

I like the easy to use dash board. Great interface too.

Nachteile

It would be nice to be able to customize to have one dashboard with what I want to see

Vorteile

Features are intuitive and easily customizable for developers that know and understand the system

Nachteile

Software is great - no major complaints but I would say I would like to have more training opportunities to learn more about the software and what else we could be doing to improve our experience.

Vorteile

It's super simple to navigate through. I've never had any issues finding anything.

Nachteile

I don't have any qualms with this software.

Vorteile

The best part of this software is the ability to set it with almost any calculation process and in a multitude of ways visually for end users.

Nachteile

Integration with our existing business was difficult. We were met with a whole lot of 'no' when we knew the answer was yes (as we've eventually added all of our wants over the course of a few months). The implementation felt like pulling teeth with the Performio team and there was a general lack of explanation and direction.

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Vorteile

Ability to see sales for the month. I just wish it was in real time where it stayed updated

Nachteile

It does not show your commission in real time they only update it twice a month

Vorteile

Ease of mobility. The view I like as well.

Nachteile

Would have liked to have seen the commissions broke out differently.

Vorteile

The ease of use when looking at reports for commissions and filtering out orders you are looking for

Nachteile

Haven’t found anything yet I don’t like

Vorteile

The only time I would use Performio was to see what my commission check was going to be, how I'm tracking against my goal, or to see what my previous commission checks were.

Thankfully it was really easy to use and I was always able to find the information I needed easily.

Nachteile

I really did not find any cons, everything I used it for worked really well and was easy to navigate.

Vorteile

Once all the data is uploaded it's very easy to use and a good way of tracking daily KPI outputs and performance to target

Nachteile

Not the software but you are reliant on internal data to be uploaded which can drag out the user experience

Vorteile

I think that it is a great tool to track commissions and opportunities when integrated with salesforce properly. I feel like there a often times where it does not integrate accurately though.

Nachteile

Could increase accuracy regarding commission tracking if integrated with salesforce perfectly

Vorteile

chargebacks are clearly listed. You know if there is an issue in an instant

Nachteile

My company hasn't spent any effort to train the staff. We all figured out how to use it on our own. The first several months the company used Performio the system was always down. The window to check to see if you were paid correctly was always very short.

Vorteile

Monitor commission regularly for sales order entry and sales invoicing.

Nachteile

At this time I do not have any features that are not preferred

Vorteile

Fairly easy to use, not over-complicated

Nachteile

It is never accurate, which could be the admins fault but it sucks when you're trying to budget your pay and you really don't know how accurate the figures are.

Vorteile

I'm constantly looking for methods to enhance our sales procedures and increase income. That's why I was so thrilled to learn about Performio, a potent sales commission management software that has streamlined our company's commission calculating procedures and more efficiently reward our sales employees.

Nachteile

Pricing structure, It's quite expensive but definitely worth it!

Vorteile

Performio's accurate fetching of important information from tools that it integrates with which then becomes a single source of truth for the leadership to take key decisions. Also, Performio is super helpful in tracking of incentives for the Sales Team along with the break up of incentives into variable and accelerators for a particular period. Additionally, the fact that Performio is able to present a breakdown of New Business/Upgrade revenue and Renewals revenue neatly is a great help!

Nachteile

At times mid way into a new month, I am not able to see data for that month, hence the timely updation of data is required.

Vorteile

In terms of ease of use for our sales reps, it's fantastic. Simple and modern interface allows for quick adoption and understanding for the team.

Nachteile

Much like you need a Salesforce Developmer/Admin, you need a Performio Developer/Admin because something is ALWAYS needing configuration. Performio has very fast customer support, but deployment took 6 months, and they hit you with a hefty change bill every year when you need to make major adjustments to compensation plans. They expect you to know how to do everything, and offer very little training / resources.

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Vorteile

Performio is a great solution. We used a blend of homemade and SFDC systems that created a lot of labor issues around governance, disputes and automation. Items were missed, and trust is lost.

Nachteile

Nothing as of yet. I just wish I had more commissions in the software... but that's my issue.

Vorteile

Manual monthly calculations were instantly obsolete once we switch to Performio. Now we have schedule imports vs manually uploading monthly data. Confident in the payment calculations and the ability to provide Finance reports instantly.

Nachteile

One con, which really is a con, we were missing information on a report only to find out a report needed to be updated. So actual this con turn to being a learning experience.

Vorteile

What we like most about the software is it's customizable from a box-solution. We were stuck in a box in our previous platform and it was difficult to expand our incentives as well as our reporting.

Nachteile

The Plan sign-off for the Users need some improvement because it's period based and lacks a pdf upload option. From the admin side, the templates in the box solution should allow more flexibility without needing to find work arounds.

Vorteile

The system is flexible, efficient and configurable which is great as it allows us (admin users) to self-tweak as much as practical which in turn means that small change requests to business rules can often be executed very quickly and with minimal fuss. On the occasions where development work or troubleshooting assistance was required, a representative was always easily reachable and turnaround times were always reasonable. The frontend Dashboard capabilities allows for the data to be presented in way that is both engaging and easy to understand. It is also accessible on any device which is very handy.

Nachteile

There is none that I can think of at the moment

Vorteile

Their are a number of really great features that I use on a regular basis. I love the ability to download all of my commissions by line item so that I can review the accuracy of the data that has been loaded. The dashboard is really great as well for all of our quota buckets - shows us at a quick glance where we stand.

Nachteile

In some ways, I would prefer fewer options/screens. Also for our usage, the data is too much (we have over 100K records) which is impossible to go through.

Vorteile

Great SAAS that makes tracking commissions a breeze. As an employee of a company that uses Performio they always are correct and make sure my pay is the right amount.

Nachteile

nothing. the software does what it is suppose to do

Vorteile

Very easy to use and navigate through the application to view commission and the explanations behind what is being paid out.

Nachteile

Nothing needs to be improved. I think overall it is a very well structured application.

Vorteile

Dashboard and details are pretty impactful. Ease of usage. Didn't used it for integration but looks like it's good.

Nachteile

The delay in data display once the month ends is something that needs improvement.

Vorteile

I love the ability to monitor my reps closed won opportunities and have clarity around any disputes that arise. The mobile app functionality is also great for me to check up on reps close to hitting monthly/annual goals while not on my computer.

Nachteile

We have some unique billing practices that require manual with some of our contracts however over the past year things have dramatically improved. It would also be nice to have a better sync between Salesforce and performio.

Vorteile

Easy to use, ability to see my information from past months, multiple charts to check, and ease of use with salesforce

Nachteile

the time that is takes for my sales to show up in performio

Vorteile

Performio is extremely basic - which in the case of something complex like commission plans and monthly revenue recognition, is key. We want our reps to be able to open Performio, see what they need to see immediately, and not have to question validity.

Nachteile

Implementing Performio was not without some growing pains. But after a couple years of sticking to it - the complaints from our front line sales teams are very minimal.

Vorteile

I love seeing my new and renewal revenue all in one place. The commission statements are easy to read and show me exactly what I need to know.

Nachteile

At first, we had a lot of trouble with missed opportunities and not getting paid for them. In the last 6-12 months this has drastically improved.

Vorteile

It lists features clearly and information is visually pleasing

Nachteile

It can be a learning curve for a new learner.

Vorteile

Performio has been phenomenal at not only helping me track my earnings but allowing me to model potential scenarios and understand how to achieve my targets. It is super easy to use and has been a major addition.

Nachteile

I'm not sure if this is a possible function, but I'd love to decouple it from our SFDC instance - it'd be great as a standalone app or website.

Vorteile

Easy to read. Easy to read. Easy to read.

Nachteile

Not real time. Infrequent updating. Wonder how accurate it is. This is a very inconvenient process.

Vorteile

It is easy to use very accurate automated und transparent

Nachteile

I do not have anything I could complain about

Vorteile

It is easy to navigate through Performio

Nachteile

It is not always accurate from month to month could be better!

Vorteile

It provides the detailed dollar amount for the end commission.

Nachteile

This does not provide a commission calculator.

Vorteile

easy to see total revenue per and percentage to plan in the color coded squares.

Nachteile

I need simple list of which Capital equipment units I have sold and to whom, showing the total dollar volume of each sale, but without all the accessories listed. Currently too much data to scroll through with all those accessories.

Would "also" like to see a tab to find the total weekly or monthly sales numbers by "number of units" sold and not by $.
1 of JM 105 and 2 of the TI500 unit etc.

Vorteile

Transparency of my statements, as well as ease of understanding. Click two buttons and you have the full report, ready for review and clarification.

Nachteile

Speed to load at times is rough, more a function of my wi fi connection than the software itself.

Vorteile

Easy to use, up to the minute with the latest revenue, broken down by each outlet we sell.

Nachteile

Might be simpler to correct individual accounts and their commission percentage with a dropdown menu as opposed to typing in percentage for each.

Vorteile

Ease of use, straight forward dispute section - Keeps up with history of disputes to look back on.

Nachteile

The most difficult and time consuming part of commissions is the length of time it takes to review my commissions - 6 to 10 hours - Our commisssions are set up on Accounts we upsell, or add onto. Most of my accounts have a Main account "Parent" and all of the locations that fall under the parent "child accounts". What Performio does not pick up are the accounts that are paid through the Parent account. I have a very transactional Book of Business. Each month I find myself going through about 750 t0 1000 lines (contained in an excel spreadsheet) I have to go through each individually to see if the Parent account has paid the new child account. Very Very time consuming. Hope this help -