Drive powerful incentive plans with the Compass and Salesforce integration
Connect your sales and pipeline data with compensation plans through one-click integration and maintain a single source of truth to track performance and CRM data
Compass is trusted by renowned organizations worldwide
The ROI of switching to Compass for automating commissions
Whether you've just started selling or have been doing it for a while, Compass fits your needs.
90%
Reduced operations and auditing effort
20%
Savings on incentive budgets
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95%
Reduced commission processing time
80%
Increase in sales productivity
90%
Reduced operations and auditing effort
20%
Savings on incentive budgets
95%
Reduced commission processing time
80%
Increase in sales productivity
* Backed by product usage metrics and user surveys
Make it easy for you & your sales team!
Benefits of Compass & HubSpot Integration
Single Platform
Access CRM & commission data on a single platform
- Create programs quickly by syncing standard and customized objects, and lists from HubSpot directly through our one-click integration feature
- Access CRM data inside Compass and create a Compass view on HubSpot for quick access
Real-Time Workflows
Manage commission-related activities in real-time
- Minimize errors by automating commission calculation with the rule-based algorithm
- Reduce manual dependency by using Compass’s pre-processing capabilities and real-data upload mechanism
Performance Management
Track sales performance in real-time
- Get instant and customised reports based on hierarchy, teams, and more
- Send timely reminder nudges to sales teams by knowing their latest performance status
Make it easy for you & your sales team!
Benefits of Compass & Salesforce Integration
Single Platform
Access CRM & commission data on a single platform
- Create programs quickly by syncing Salesforce objects and fields directly through our one-click integration feature
- Access CRM data inside Compass and create a Compass view on Salesforce for quick access
Real-Time Workflows
Manage commission-related activities in real-time
- Minimize errors by automating commission calculation with the rule-based algorithm
- Reduce manual dependency by using Compass’s pre-processing capabilities and real-data upload mechanism
Performance Management
Track sales performance in real-time
- Get instant and customized reports based on hierarchy, teams, and more
- Send timely reminder nudges to sales teams by knowing their latest performance status
More about data-sync
Choose to upload the data set you’d need from Salesforce
Productivity-led data
Upload data sets that contain the number of calls made, emails sent, tasks, meetings, etc.
Pipeline-led data
Upload data sets that consist of sales- pipeline-related lists such as demos scheduled, demos done, deals won/lost, etc.
Real-time sync
With this integration, all updates in Salesforce get automatically synced to Compass, so your data stays fresh at all times.
Productivity-led data
Upload data sets that contain the number of calls made, emails sent, tasks, meetings, etc.
Pipeline-led data
Upload data sets that consist of sales- pipeline-related lists such as demos scheduled, demos done, deals won/lost, etc.
Real-time sync
With this integration, all updates in Salesforce get automatically synced to Compass, so your data stays fresh at all times.
Here’s what our customers have to say
I love how transparent and flexible the app is. The achievement feed helps me track my earnings, see the various contests and helps us plan our work to achieve every milestone.
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Excellent product that's easy to use, great support team and simplified UI & UX design with continuous product development and innovation.
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Compass helped in increasing the happiness quotient of our sales team resulting in better productivity, and therefore the ROI that we get from Compass is significant.
Customer review by
Extremely helpful, simple UI, easy point distribution capabilities and hassle-free payouts.
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Smart application that’s easy to use for setting goals and tracking achievements.
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