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Optymyze SPM Cloud
Application Suites
Optymyze SPM Cloud is a comprehensive set of Sales Performance
Management (SPM) applications for automating the business
processes that drive sales and channel performance while leveraging
the elasticity, agility, and cost benefits of a cloud deployment.
Based on over two decades of real world SPM experience and utilizing the latest
cloud-based technologies, Optymyze SPM Cloud consists of ten out-of-the-box
applications. Optymyze Platform is also available, which is a Platform as a Service
(PaaS) that enables non-technical users to easily create and deploy custom
applications that fully integrate with Optymyze SPM Cloud applications.
Optymyze Suites
The simple and intuitive UI enables non-technical
resources to easily implement and manage even
the most complex compensation plans.
The standard Optymyze suites are:
ICM
Incentive Compensation Management
SPM
Sales Performance Management (including ICM)
SPM+ SPM plus Process Automation and Scheduling, Data Integration
and Transformation, and Business Intelligence and Analytics
Application
ICM
SPM
SPM+
Compensation Plan Management
X
X
X
Portal Management
X
X
X
Dashboard and Report Management
X
X
Process Automation and Scheduling
X
X
Territory and Channel Management
X
X
Quota and Target Management
X
X
Objectives and Goals Management
X
X
Workflow Process Management
X
Data Integration and Transformation
X
Business Intelligence and Analytics
X
Advanced browser-based analytics and BI tools
combine to deliver insight into sales performance
across the organization.
Stay connected and informed on-the-go using
virtually any web-enabled mobile device.
www.optymyze.com
Copyright © 2014 Optymyze Pte. Ltd. All rights reserved.
Optymyze Suite Capabilities
Optymyze SPM Cloud suites support a wide range of incentive compensation and sales performance management needs with
an extremely comprehensive suite of full-integrated SPM applications that:
• feature a common, touch-oriented user interface
• utilize a single, highly-configurable data repository
• interoperate easily with Oracle, Salesforce, SAP, Veeva, and other CRM platforms
Application
ICM
SPM
Includes the ability to:
ICM plus the ability to:
SPM plus the ability to:
• define and manage compensation plans and
• automatically generate
• use multiple currencies
• run end-to-end simulations
plan components
plan documents for each
• define and manage contest, reward, and
recognition programs
Compensation
Plan
Management
SPM+
•
•
•
•
individual
• define and manage the plan
maintain plan eligibility data
calculate earnings and payments for each plan
load data tables using data input files
inputs, compensation
acceptance process
rules and parameters, and
reports and other outputs
crediting process
• define plan eligibility logic
data repository
• use standard “what if” commission estimator
• modify request types, task
• assignments, and actions of standard workflow
the ability to modify data
document distribution and
• define and manage the sales
customize the fields in the tables of the
standard
in a sandbox, including
and manage eligibility data
• define and save alerts
• build, run, and compare
plan models in a sandbox,
processes
including the ability to
• view historical payee information
modify components, rules,
and parameters
Includes standard, role-based, web portals for:
•
•
•
•
administrators
sales reps
managers
executives
Also includes role-based ability to:
Portal
Management
•
•
•
•
manage and view alerts and messages
manage users and user roles
assign different portals to different user roles
view, filter, and sort
ICM plus standard, role-based
SPM web portals for:
•
•
•
•
administrators
SPM plus the ability to:
• deploy portals in
multiple languages
sales Reps
• define any number of
managers
custom data views, task
executives
and request views, alert
Also includes the ability to:
• use single sign-on
• email alerts
views, and
report views
• define, schedule, and
automate custom alerts
data tables
• create audit trails as data are adjusted or
overridden
www.optymyze.com
Copyright © 2014 Optymyze Pte. Ltd. All rights reserved.
Application
ICM
Includes standard
report templates
Dashboard
and Report
Management
Process
Automation
and Scheduling
Territory
and Channel
Management
Includes the ability
to run individual processes
SPM and SPM+
ICM plus the ability to create:
•
•
•
•
•
additional dashboards and reports
custom leaderboards and contest dashboards
“what if” commission estimators
interactive maps with drill through to underlying data
charts, graphs, and other data visualizations
ICM plus the ability to:
• define, schedule, and run a set of processes (“jobs”), including data load, data
validation, data transformation, earnings and payment calculations, message
generation, report generation, email, and other processes
Includes standard
territory and channel
data tables
ICM plus the ability to:
• manage territory, channel, product, role, and other hierarchies
• manage alignment logic and assignment data
• modify request types, task assignments, and actions of standard workflow
processes for managing adjustments to hierarchy and assignment data
Quota and
Target
Management
Includes standard
quotas data tables
ICM plus the ability to:
• define and manage quota-setting processes
• modify request types, task assignments, and actions of standard workflow
processes for adjusting quotas
• manage quota data
Objectives
and Goals
Management
Includes standard
objectives data tables
ICM plus the ability to:
• define and manage the objective setting and scoring process
• modify request types, task assignments, and actions of standard workflow
processes for setting, scoring, and approving objectives
• manage objectives data
Application
Workflow
Process
Management
Data
Integration and
Transformation
ICM and SPM
Includes standard
workflow process templates
SPM+
SPM plus the ability to:
• define and manage customized workflow processes associated with any data
table, dashboard, report, or document
Includes standard
data tables
SPM plus the ability to:
• modify the structure of the data repository
• define and automate the running of data transformation processes
• define custom data load and data export processes including the use of source
data connectors
Business
Intelligence
and Analytics
Includes standard
dashboards and reports
SPM plus the ability to create:
• multi-dimensional web-based sales, performance, compensation, and other
analytics using any number of data tables
• advanced web-based interactive dashboards using a wide variety of chart,
table, and other pre-built objects
www.optymyze.com
Copyright © 2014 Optymyze Pte. Ltd. All rights reserved.
Optymyze Business Partners
Optymyze SPM Cloud is available worldwide through a
network of select value-added business partners and may be
deployed on private, public, or hybrid clouds.
The Optymyze Business Partner Support Program includes
educational, sales, implementation, and technical support,
plus:
Optymyze Cloud Deployment Services – ongoing services
provided by Optymyze to monitor and tune application
performance and to continuously update the applications for
all customers
Optymyze Community Network – an online hub maintained
by Optymyze for promoting interaction between Optymyze,
its partners, and the customers of partners and delivering
training and other support resources
Enterprises around the world are making
their sales organizations more effective with
Optymyze SPM Cloud. Isn’t it time to discover
what Optymyze SPM Cloud can do for you?
Why Optymyze SPM Cloud and
Optymyze Platform
Quickly Transform Business Processes
One of the important differences between the
Optymyze SPM Cloud applications and other software
is the degree to which it allows business analysts—not
technologists, programmers, or coders—to quickly
deliver organizational impact by transforming data,
workflow, compensation, reporting, analytics, and other
business processes.
Easily Expand Organizational Impact
Without the complexity of coding an application or
buying and maintaining the infrastructure to deploy
applications, Optymyze Platform allows non-technical
people to easily expand organizational impact by
creating and deploying value-added applications
alongside the out-of-the-box applications that come
with Optymyze SPM Cloud.
SPM Leader
Optymyze SPM Cloud technology is based on more than two decades of experience developing specialized software
that drives sales performance and is used by many of the largest companies around the world. Notably, Gartner
highlighted Optymyze SPM Cloud in positioning Synygy, an Optymyze business partner, a Leader in the 2013 Magic
Quadrant for Sales Performance Management.
Available Optymyze Information: Applications – Optymyze SPM Cloud Applications Overview, Optymyze SPM Cloud Application Suites,
and individual Optymyze application sheets; Integration – Oracle Integration, SAP Integration, Salesforce Sales Cloud Integration, Veeva
Integration, and other Optymyze integration sheets; Other – Optymyze Platform, Optymyze Pricing
About Optymyze
Optymyze provides enterprise cloud applications for improving sales and channel performance. The Optymyze platform
includes incentive compensation 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 © 2014 Optymyze Pte. Ltd. All rights reserved.