Optymyze Cloud
Applications Overview
Improving the performance of a sales organization requires the ability to rapidly execute sales and channel
strategies, drive desired selling behaviors, enable people to produce results, and analyze and improve
performance. This requires specialized Sales Compensation Management (SCM), Sales Performance
Management (SPM), and Sales Force Automation (SFA) software.
Optymyze enterprise cloud applications are a combination of 30+ software as a service (SaaS) applications
and a platform as a service (PaaS) for creating, configuring, and deploying purpose-built SFA applications.
All Optymyze applications are fully-integrated, utilize a common data repository, share a common user
interface, interoperate easily with Oracle, Salesforce, SAP, and other platforms, and are fully configurable,
which enables business analysts to implement even the most complex sales compensation plans and sales
operations processes—without programming, scripting, or coding.
Optymyze SPM Cloud
Optymyze’s flagship offering, Optymyze SPM Cloud,
supports a wide range of sales performance management
activities. Delivered as a secure cloud service that can be
deployed servers anywhere in the world and accessed
from practically any mobile device or computer,
Optymyze applications help companies:
• improve sales performance in direct and
indirect channels
• bring order, clarity, and flexibility to the management
of incentive compensation, territories, and quotas
• gain actionable insight from big sales data and
sales analytics
• increase the effectiveness of mobile salespeople
www.optymyze.com
Copyright © 2015 Optymyze Pte. Ltd. All rights reserved.
SPM Business Applications
Optymyze SPM Cloud applications are packaged into five categories of business applications for managing incentive
compensation, quotas and targets, objectives and goals, territories and channels, and sales force staffing:
• Incentive Compensation Management – used to
manage all forms of compensation and commissions
of salespeople, agents, partners, distributors, resellers,
stores, and other entities
• Quotas and Target Management – used to manage
the setting, allocation, and adjustment of quotas
and targets
• Objectives and Goals Management – used to set,
evaluate, and score objectives and other goals,
subjective and quantitative
• Territory and Channel Management – used to
manage business processes associated with selling
organizations (hierarchies, organizational alignments,
and other territory and sales channel processes)
• Sales Force Staffing Management – used to
manage individual salespeople and channel partners
(assignments, adjustments, change approvals, and
other staffing processes)
Supporting SPM Applications
Sales Compensation Management
In addition to the SPM business application, there are a
wide range of supporting applications, including:
• Data Repository Management – used to extend the
Optymyze data repository with unlimited sets of
data tables
• Dashboards and Reports Management – used to
provide dashboards, reports, and other content and
data visualizations
• Process Automation Management – used to
automate and schedule end-to-end processes across
Optymyze and third-party apps
• Data Integration and Transformation – used to load
and combine large, diverse data sets for use across
applications
• Business Intelligence and Analytics – used to define
advanced, web-based analytics and BI tools
Sales Performance Management
www.optymyze.com
Copyright © 2015 Optymyze Pte. Ltd. All rights reserved.
Optymyze SFA Cloud
Optymyze SFA Cloud is used to easily configure sales
force automation applications that are created for and
by Optymyze customers to improve the efficiency of
specific sales processes, to enable salespeople to be
more productive with tailored tools and information,
and to increase visibility across functions.
Sales Force Automation
The key capabilities of Optymyze SFA Cloud include:
• SFA Applications Management – used to organize all
Optymyze and third-party apps
• Data Forms Management – used to gather and
validate data from users
• Workflow Process Management – used to define the
steps involving the initiation, review, and approval of
business processes often associated with data records,
reports, and other content
• Content Views Management – used to define
Sales Force Automation
browser-based content flows (including data views,
visualizations, and analytics) that vary by user and role
• Messaging Management - used to define notifications and enable collaborative messaging
• Agreements Management - used to manage user acceptance and other agreements
Growing Collection of SFA Applications
Optymyze SFA Cloud has been used to create an ever-growing collection of purpose-built
SFA applications, including:
• Account Planning
Management
• Account & Order
Management
• Candidate Management
• Certification Management
• Contract Management
• Credential Management
• Dealer/Agent Management
• Distribution Management
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•
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Document Management
Expense Management
Inquiries Management
Inventory Management
Licensing & Appointments
Location/Store
Management
• Onboarding Management
• Participant Management
• Payment Management
• Plan Parameter
Management
• Rebates Management
• Referrals Management
• Revenue Crediting
Management
• Rewards & Recognition
Management
• Route & Incident
Management
• Royalty Management
• Sales Coaching
Management
• Sales Crediting
Management
• Software Issue
Management
• Training & Certification
Management
Like the 30+ applications that make up Optymyze SPM Cloud, all of the Optymyze SFA apps
are also fully integrated and leverage the same infrastructure, data repository, and technology.
www.optymyze.com
Copyright © 2015 Optymyze Pte. Ltd. All rights reserved.
Why Optymyze Cloud Applications?
From managing incentive compensation, quotas,
objectives, and territories to managing sales organizations,
sales processes, and beyond, Optymyze SPM Cloud
and Optymyze SFA Cloud make it easy to manage sales
performance without relying on scarce IT resources.
Accuracy – identification, correction, and prevention of
errors in data, calculations, and reports
Adaptability – agile response to changing sales strategy
and business needs
Operational efficiency – end to end streamlining of SPM
processes
Process consistency – organization wide enforcement of
standards, practices, and policies
Sales effectiveness – ongoing review and analysis that
drives continuous performance improvement
Strategic alignment – automation of sales processes to
support the execution of sales strategy
Visibility – clear visibility into personal, team, and
company performance
Available globally through a network of select business
partners, companies around the world and in nearly every
industry are making their sales organizations more effective
with Optymyze enterprise cloud applications.
Isn’t it time to discover what Optymyze can do for yours?
About Optymyze
Optymyze provides enterprise cloud applications for improving sales and channel performance. The Optymyze platform
includes incentive compensation management, sales force automation, and sales performance management applications for
executing sales and channel strategies; driving desired selling behaviors; enabling people to produce better results; and using
business intelligence to analyze and improve performance.
www.optymyze.com
Copyright © 2015 Optymyze Pte. Ltd. All rights reserved.