3 steps to get started with Palette
1
Connect your CRM
We developped 1-click secured connection with Hubspot, Salesforce, Sellsy 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.
Features
Automate commission calculation
Create commission rules
Create commission plans based on any CRM element and on multiple criteria present in the CRM (Opportunities, engagement, deals, invoices, meetings etc.)
Define a payout schedule
Differentiate commission calculation and commission payment. With Palette you can create conditional payouts based on criteria (ex: pay commissions on annual deals the next month but pay the ones on monthly deals in 4 different payments)
Access monthly statements (export data into excel spreadsheets)
You may want to extract data to communicate with your team or to integrate the payouts in your HR software.
Motivate sales professionals with real-time visibility into commissions
Drive behavior
The comp plan should be aligned with your strategy in order to drive your sales team behavior.
Trust and transparency first
Bringing full transparency and visibility on the commissions improves trust in the company.
Salaries must have a precise and traceable way of calculation
The calculation HAS to be error-free and determinist. Using a software is essential to have history logs and to keep calculation details.
Easily track sales performance
With Palette you can easily check if a team is on target or not by checking their progress in the compensation plans.
Simulate, compare and design commission plans
Compare plans in one click
Easily compare plans and check sales performances side by side.
Design plans easily with our templates ready-to-go
Plans are often customized for your team but the base of the rules are usually known frameworks. We designed the most common type of plans and propose them as templates. They can be used like that but are also a great way to start designing a plan.
Regain control over commissions
Overwrite manually any data (we log every change)
Keep full flexibility over the data.
Handle commission splits
All corner cases are handled via Palette.
Use our threads to leave comments and keep track of every change
You will be able to explain and track every change.
Deploy more-complex but fairer commission rules
Unleash the power of Palette to align your compensation plans with your strategy.
Your data is safe
Security first
We deal with critical data. It is our job to keep everything safe and secure. We apply encryption and implemented security measures and procedures to secure the data.