Compass seamlessly fetches data in real-time from Close CRM. This integration helps you autopilot contest publishing and have a single source of truth for all your sales achievement data.
Stream data from Close and relax! Readily import metric calculations and data schema that are already built on Close. Get on to publishing sales contests on exciting game templates and offer one-click automated incentive payouts.
You can get straight onto incentive program creation for your sales teams and leave the data upload work to the Compass integration.
Program admins can run live programs based on real-time performance and achievement data of the end-users.
Don’t lose focus over complex manual incentive processing! Get self-started with what’s most important - program creation, management, and tracking.
Get your data onto Compass in the same form that it is present on Close. This incredibly reduces the efforts of data standardization and compliance.
Structural changes made on Close will now reflect onto Compass in real-time, ensuring that there is only one source of truth for the data.
Includes channels like Agency, Bancassurance, Broking, Collections, Direct Sales, or POSP
Includes ABMs, BMs, Area Heads, Regional Heads, and other managers in the hierarchy
Includes Sales Strategy Professionals, Engagement Managers, National Heads and other key stakeholders
Insurance Sales Producers
Monotony in sales attributes to significant business loss. Insurance sales producers faces following challenges
Team Managers
Clear and instant visibility of performance data, contests and commission plans is important. Goal-sheets can help managers have bang-on conversations. However they face challenges in
Program admins
Delays and errors in publishing contests, scorecards and disbursals make sales producers frustrated. This leads to attrition and productivity losses. Some of the problems of program admins are
Integrate and stream data from your CRM and just relax! We’ve built a system that you can deploy from get-go, with easy-to-publish game templates, auto-calculation to avoid errors and accessible insights. And of course, our implementation engineers are always there to back you up.
Publish Incentive Programs in under 10 minutes! Select game templates, define KPIs and create logic with rules, variables and conditions.
Access Live Scores so your team and you can track performance real-time! Track Leaderboards to check how various teams are faring.
Calculate incentives with complex data sets and eliminate delay and manual errors, so your sales force can transfer their earnings directly in their bank account or redeem against 5000+ gift cards.
Encourage open and transparent communication through your organization through Communities. Groups with targeted sets of people for specific communication may also be created.
Timely Behavioral Nudges to keep your team on top of their performance. Nudges are sent as Push Notifications, Email, and SMS to help accelerate performance.
Powerful and on-time insights, along with predictive analytics that help you take data driven decisions and drive performance.
Publish Incentive Programs in under 10 minutes! Select game templates, define KPIs and create logic with rules, variables and conditions.
