AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

LINEN | Sales Crediting & Hierarchy Management

Go ahead. Be an Ops Hero!

Overview

  • LINEN SALES CREDITING simplifies, automates and accurately ‘credits’ each sales agent, for every transaction, with the appropriate amount based on set of rules and criteria that you define.

  • It eliminates/minimizes incorrect payments, keeping sales agents motivated, and makes sales ops more efficient. LINEN HIERARCHY MANAGEMENT helps you manage complex hierarchies.

  • It’s visually powerful, and can be used in conjunction with Sales Crediting for sales territory, people or product hierarchy-based roll-ups, or independently to feed your Planning/Budgeting, Reporting and Analytics applications.

SALES CREDITING - Works with ANY compensation platform you have: Xactly, Callidus, Anaplan, Oracle, IBM, or other. - Alternatively, output to XL/other formats - Manage Splits, Teams, Overlays, etc. - Scalable to any business model including Subscriptions, Renewals, Channels, Bundles, Services, Acquisitions, etc. - Deeper insights into deal-level margins. Address issues before it hits compensation. - Fixes compensation leakage-where applicable-increasing company profitability - Works with any ERP, POS or transaction type or system - API-based and flexible, and replaces legacy systems that require costly maintenance HIERARCHY MANAGEMENT - Versatile, for use across many functions - Sales, Finance, Supply Chain, Operations, etc. - Can be used with Sales Crediting or Independently - API’s for integrating to any downstream applications or databases (Tableau, Microsoft, Qlik, Looker, MicroStrategy, Hyperion, Thoughtspot, Anaplan, and many others) - Drag & drop features to manage parent-to-child relationships - Compare Hierarchies, Versioning, Alerts & Governance. Event tracking provides auditability and transparency to changes - Deploy in minutes!

Categories

Business Needs
Compensation Management
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready