Sales Crediting Management

‘Who should get credit for the sale?’ Use Sales Crediting Management and answer this question with confidence.

This Optymyze app helps large, hierarchy-based sales organizations streamline and maintain a crystal-clear view of their entire sales crediting process. It enables precise allocation of sales credits at sales rep, manager or higher levels of the sales hierarchy, and allows users to apply exceptions, splits and overrides, as needed. It also features a crediting and roll-up analysis dashboard for valuable insight into credited and non-credited sales, as well as crediting trends and outliers.

Improve operational efficiency and visibility into your sales crediting process. Ensure all sales efforts are accurately rewarded.