🎉Palette raised $6M to help Finance teams manage commission plansRead articlePalette raised $6MRead article
How to automate sales commission calculation in Close
Palette connects with Close to automate sales commission calculation! Get started very quickly with our intuitive yet very powerful compensation engine.
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Steli Efti
Chief Executive Officer @ Close
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, we’re dedicated to the business of the future: smart, agile teams who work remotely. If you’re a tech-enabled team who needs to scale without overpaying for enterprise software, you’ve found the right sales tool. Close lets you email, call, and text your leads — all without add-ons.
3 steps to get started with Palette
1
Connect your CRM
We developped 1-click secured connection with HubSpot, Salesforce, Sellsy, Close, QuickBooks and others.
2
Create plans
and define your rules
and define your rules
Use our templates or create your own rules with our plan designer.
3
Invite team
Invite your sales team in Palette as well as your managers, finance and HR teams so they can access the data they need.
Easily manage your sales reprensentative commissions
No more laborious calculation in Excel! The commission plan is a key element of your sales strategy and the performance of your teams. Palette allows you to manage it with serenity.
Strengthen your organization through a clear and transparent way of managing your commission plans
The benefits of healthy and simplified management of commission plans can shine through all of your teams and your organization. Thanks to Palette, save time and focus while bringing a culture of transparency.
With Palette Challenges, boost the morale of your teams and motivate your sales to exceed their goals!
In addition to calculating sales commissions, Palette also offers coaching and gamification software that gives sales managers the tools they need to coach their teams.
Why Palette?
Automate calculations
Automate sales commission payments. Create commission rules, define a payout schedule and access monthly statements for each sales rep.
Motivate and coach with real time dashboard
Motivate sales professionals with real-time visibility into commissions. Coach your team, align everybody with company goals and drive long term sales performance.
Compare, simulate and design commission plans
Roll out new commission plans with ease. Compare plans and simulate new rules with a single click.
No more errors
Palette keeps history logs and tracks every calculation detail, helping you to reduce sales commission errors.
Reconcile revenue with CRM data
With Palette you can reconcile invoices and payments with CRM data and pay commissions to your reps only when the money is in the bank.
Create challenges with one click
Incentivize your teams on short term goals. Create a challenge targeting any KPI you want to uplift, drive better results and boost your company’s culture.