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Settl - Partner Revenue Operations Simplified

Partner Revenue Operations Simplified

Overview

Settl is a native salesforce application that will automate and simplify your B2B2X partner compensations. Calculate, track, reconcile and settle commissions, revenue & margin share with your business partners. Connect your downstream financial systems.

1 of 1

  • Intuitive, easy-to-use creation of Revenue Share business rules

  • Fully configurable to work with any standard or custom transactional object in Salesforce thus serving multiple usecases.

  • Automated calculation of revenue share and creation of partner statements per desired frequency

Create Revenue Share Rules using complex eligibility conditions. Calculate, apportion and distribute revenue to eligible partners. Settl calculates revenue share, summarizes per partner and creates partner statements. Users can define a frequency & cadence for statements per partner. Revenue share can be calculated off from Salesforce standard or custom objects giving flexibility to organisations that don't use the standard objects to capture Orders. Settl can help reconcile, and create adjustments at a revenue share transaction or statement level. Other Features - All UI labels and logic are configurable - All error messages are configurable - All batch sizes and frequencies are configurable - All objects and fields to be used in eligibility conditions are configurable - Works for retail, subscription, dealer commission and many more B2B scenarios

Categories

Business Needs
Finance
Contract Management
Partner Management
Industries
Horizontal Product
Communications
High Tech
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package