Achieve superior sales performance

Whether you are looking to onboard new reps quickly, train and motivate sales
to perform at their best, reduce disputes, or increase transparency of the sales
compensation process, the Sales Performance bundle by CallidusCloud has it all.
This bundle equips you with all the tools necessary to set goals for your sales teams, and onboard,
train, motivate, coach, and pay them to achieve those goals. The bundle also provides reporting and
analytics to measure sales performance and enables you to take corrective actions to better align
sales to corporate goals.

The bundle, rated as a leader in the 2015 Gartner Magic Quadrant on Sales Performance
Management, helps you achieve superior sales performance by delivering on multiple fronts:

• Increase win rates and deal sizes with the right coaching and motivation.
• Make new hires productive faster with flexible learning solutions.
• Measure sales performance with reporting and analytics.
• Complete your sales planning faster and intelligently so you can roll out new products quickly.
• Take well-informed business decisions with financial modeling and simulation.

Portal to view compensation data and metrics
The Sales Performance Bundle
includes the following products:
• Commissions
• Territory & Quota
• Litmos Mobile Learning
• Sales Performance Manager
• MySalesGame
Power of one
CallidusCloud provides the most complete and
comprehensive Sales Performance Management
suite, allowing customers to depend on one
vendor instead of several. One vendor means
one contract, one service level agreement, one
implementation team, and one customer support
organization for superior speed and better
alignment of sales strategy to sales execution.
One vendor also means better user experience
– at the security, navigation and theming
level – and faster time to market due to faster
implementation and less integration.
Easy to use and intuitive
Our solutions are designed from the ground up
with business users in mind. Business users can
build compensation plans, change organizational
hierarchies, compare performance of teams,
configure leaderboards, generate reports, and
forecast expenses, all without any coding. There
are wizards that guide users through creation of
compensation plans and distribution of quotas.
Performance metrics are presented in a color-
coded, graphical format, making data easy to
consume. Our learning solution is easy to use too,
both for course creation and consumption, and
requires no training.

• Workflow

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Get metrics-based quota recommendations
Key features:
• Set quota based on historical trends
and CRM opportunity data
• Take learning courses on your mobile device
• Coach your sales team
• Provide rewards and incentives with gamification
• Manage complex compensation plans
• Get role-based metrics on revenue, performance,
and KPIs
Support company goals by
aligning sales to the right
territories and quotas
Territory & Quota has a powerful quota
recommendation engine that intelligently
recommends quotas for individual sales
reps based on historical trends and CRM
opportunities data. The use of backward
and forward-looking metrics makes quota
allocations fair and scientific. Together with the
built-in workflow engine, the solution allows for
faster, more intelligent and collaborative quota
setting, distribution, and acceptance across
your sales force. Unlike spreadsheets, mid-year
quota allocations/changes for new hires are
never a challenge. Territory & Quota gives you
the flexibility to make manual allocations at any
point in time, plus it automatically rebalances
the remaining territory and quota allocations
across your sales force, thereby maintaining
the balance.
Accelerate sales productivity
with elearning
CallidusCloud’s learning management system
(LMS) helps learning professionals reduce risk,
ensure compliance, improve sales performance,
and better enable external audiences such as
channel partners or customers. Unlike other
solutions, CallidusCloud’s LMS leverages
social, mobile, and analytic capabilities along
with a powerful, elegant user experience
that increases learning adoption and results.
Litmos allows your organization to deploy a
comprehensive learning strategy that includes
elearning, virtual learning, instructor-led
training, exams, certifications, and extended
learning. You can create courses and
curriculum based on sales performance goals,
team objectives, career and succession plans,
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or for individual development. Plus, it ensures
you have records, reports and insight to see if
you are meeting your objectives. With features
such as automated assignment profiles, and REST
APIs to integrate with any SaaS or on-premise
application, CallidusCloud provides the most
powerful and flexible LMS available today.
Do effective field coaching with the iPad app
Optimize sales performance
with coaching
Take your sales team to the next level. Develop
your people’s skills and abilities, boost their
performance, and deal with issues and challenges
before they become major problems. With
CallidusCloud Sales Performance Manager you
can set objectives, assign specific courses to
individual sales reps, monitor their progress, and
help them achieve their goals and ambitions,
thereby optimizing the performance of the whole
team. Built-in workflow ensures that individual
sales reps are notified of the objectives set for
them and advised to take the assigned course.
Dashboards allow sales managers to compare
and track the behavior of their top players, and
coach others to replicate that behavior.
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Key benefits:
• Support company goals by aligning
sales to the right territories and quotas
• Accelerate sales productivity with elearning
• Optimize sales performance with coaching
• Engage reps and make it fun for them to perform
at their best
• Pay commissions on time, accurately
• Enjoy visual, easy-to-consume
reporting and dashboards
• Eliminate dependence on IT through with a user
interface tailored to the business user
• Handle retroactive changes and mid-year
changes easily
• Simulate impact of compensation process
changes risk-free
Make it fun and engaging for
reps to perform at their best
Compensation only goes so far; it allows you to
measure and reward your sales people based
on a small set of metrics in an organization.
Gamification allows you to motivate your entire
sales organization with tactical, near real-
time monetary and non-monetary incentives.
With MySalesGame you can easily design
leaderboards, contests, badges, and trophies,
all of which are known to resonate well with
sales people who, by nature, are competitive.
What’s more, you can reward them based on
criteria that you choose. Drive, measure, and
reward your sales representatives for specific
positive selling behaviors such as adoption
of new tools and technologies, face-to-face
meetings with a C-level executive, following up
on a lead, and so on.
Pay commissions on time
and accurately
Compensation administrators can easily design
compensation plans ranging in sophistication
from simple to very complex – and distribute
them across direct and indirect sales forces
with CallidusCloud Commissions.
With its powerful plan configuration and
rules engine, Commissions can support all
types of variable and fixed compensation
calculations including splits, recoverable and
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non-recoverable draws, draw-downs, revenue
schedules, product profitability, spiffs, multi-
dimensional rates, bonuses, rewards, ranking,
attainment achievement, accelerators, step-
rate tables, tiered-rate tables, prior period
aggregations, eligibility, and much more.
Make retroactive changes easily
CallidusCloud Commissions and Territory & Quota
provide the ability to go back in time, allowing
you to easily handle retroactive changes and
adjustments, make mid-year changes, correct
errors of the past, and protect against duplicates.
So, for instance, if you get faulty sales data
from a channel partner for a previous month
and need to reprocess payments, CallidusCloud
Commissions allows you to do so without
having to worry about hierarchy changes and
plan changes that may have taken place since
then, because all elements such as hierarchies
and plans are date-stamped. Date stamps are
applied to organization data, classification data,
plans, rules, role elements, and quota allocations,
giving organizations great flexibility in rolling out
plans, rules, promotions, and quotas. Pervasive
effective dating is built into our products from
the ground up, allowing you to manage evolving
organizational hierarchies and complex overlay
relationships with ease.
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See compensation payouts on
your mobile device
About CallidusCloud
Callidus Software Inc. (NASDAQ: CALD), doing business
as CallidusCloud®, is the global leader in cloud based sales,
marketing, learning and customer experience solutions.
CallidusCloud enables organizations to accelerate and
maximize their lead to money process with a complete
suite of solutions that identify the right leads, ensure
proper territory and quota distribution, enable sales
forces, automate configure price quote, and streamline
sales compensation -- driving bigger deals, faster. Over
3,500 leading organizations, across all industries, rely on
CallidusCloud to optimize the lead to money process to
close more deals for more money in record time.
Brochure
Improve trust and Modeling, forecasting, and tracking together
allow you to see what kind of incentives work
reduce disputes best for you, help you roll them out easily, and
With the Sales Performance Bundle sales reps ensure you don’t break the bank in the process.
not only get unprecedented visibility into Best of all: a compensation administrator can do
compensation plans, payouts, performance all this with zero IT assistance.
metrics, territory alignment, and quota
allocation but they also enjoy the ability to raise
disputes, make inquiries, and give feedback. Mobility gives you a
competitive advantage and
Sales reps have a portal to view commission
plans and performance metrics such as
increased convenience
attainment to goal, sales by product, year- Mobility allows sales people and managers
to-date sales, and much more. They have the to be more efficient with on-the-go learning,
ability to drill into payout statements and raise coaching, and visibility into commission data.
disputes against specific line items from within With the Salesforce1 app, reps can check their
the system, without using the phone or email. commission statements even when they are out
This transparency reduces disputes, helps win on the field, while administrators can configure
reps’ trust, reduces shadow accounting, and in their dashboards from a mobile device. Sales
turn increases productivity. managers can make coaching notes on their
iPad during a ride-along and complete coaching
sessions in under 15 minutes. Mobility allows sales
Simulate impact reps to continue training and learning outside the
of compensation plan classroom, improving convenience and knowledge
changes risk-free retention.
Modeling and forecasting in CallidusCloud
Commissions enables customers to simulate
changes in compensation plans, rates, rules,
hierarchies etc. within the same environment
at no extra cost. You can maintain a history
of all your simulations and easily promote to
production the model of your choice with just
a few clicks. Enjoy unlimited macro-modeling
at the organizational level as well as micro-
modeling at the individual sales rep level and/
or team level.
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This document is provided for information purposes only, and the contents hereof are subject to change
without notice. © 2015 Callidus Software Inc. All rights reserved.