Sales Incentive Management With CoreSALES

CoreSALES has been designed to help you track the productivity of your sales force by calculating commissions for Customer Service Representatives, Collectors and Merchant Sales Representatives. Using information gathered by CoreENGINE, the data is gathered in real-time allowing companies to stay on top of productivity.

CoreSALES’ RICH FEATURES INCLUDE

Interface Transactions and Files Automatically Placed into CoreSALES
Interface output transactions and files are received from CoreISSUE, CoreACQUIRE and CoreCOLLECT for posting to CoreSALES. Activity from sales agents, sales managers, and related account activity is tracked, settled and reported accordingly. 

Sales Rep Assignments
Each Sales Representative record is set up for either Direct Sales or as an Independent Contractor. Each Sales Manager record is set up as either Sales Management or as an Independent Sales Organization.

Commissions
Commissions are settled at both the sales rep and sales manager level based on many criteria including;

• Cardholder monetary activity,

• Merchant monetary activity,

• The number of new companies,

• Number of new cardholders,

• Number of new embossed cards, and/or

• Number of new merchants, stores, and/or

• Number of registers.

Companies can also pay collectors commissions based on;

• The amount of satisfied promise-to-pay records,

• The number of final dispositions, and

• The number of right party contacts.

With easy-to-define parameters companies set up how sales representatives earn commissions for issuing, acquiring, and collection activities. Commissions may be defined as;

• A Percent,

• An amount,

• A count, or

• A combination of all three.

Sales representatives may be paid commissions based on the a long list of activities in the system, including a flat fee for adding a new merchant, store, or register, a percentage of the merchant’s discount, a flat fee for a terminal, printer or imprinter, or a percentage of a terminal sales or lease price.

 

On the issuing side, companies can define a flat fee for adding a new company or cardholder, for the number of cards added, or calculates a flat fee per item posted to a cardholder or company.

 

For collection activity, companies can set up a flat fee for final dispositions, for satisfied promise-to-pays, or a flat fee for a right party contact. A commission notification (much like a cardholder statement) is available on the Internet. 

Reporting
Reports are available to review both issuing and acquiring sales activity.

Integrated Letters
Letters can be generated automatically or manually at any stage of the collection process and as part of any scripted outcome selected by a collector. Letter templates with commonly used variables are provided with the application, which can be easily customized as required. Full integration with Microsoft Word is supported.

Advanced Reporting
Standard and ad hoc reports are supported to monitor accounts in collections and collector performance. Activity-based costing reports enable accurate management of the cost of collections and recoveries.
 

CORECARD PRODUCTS SHARE A COMMON SET OF DISTINCTIVE CoreENGINE-ENABLED FEATURES

	CoreENGINE Platform   Transaction Processing Engine     Shared Components   User Security - GUI - Posting - Business Rules - Workflow - Data Access

Multilingual/Multi-Currency Support

• Multiple concurrent languages (includes double- and multi-byte characters) and multiple currencies supported.

• Unique GUI engine accommodates differences in character/alphabet spacing across languages.

• CoreCard Localization Editor allows non-programmers to perform translations.

 Real-Time Posting

• CoreENGINE’s powerful real-time posting engine provides up to the minute data.

• Projections and re-projections are processed in real-time and impacted balances and interest are recalculated automatically.

Open Architecture

• Facilitates easy integration with third party applications.

• Multiple concurrent languages (includes double- and multi-byte characters) and multiple currencies supported.

• Unique GUI engine accommodates differences in character/alphabet spacing across languages.

• CoreCard Localization Editor allows non-programmers to perform translations.

Account and Role-Based Security

• “CRUDE” (Create, Read, Update, Delete, and Execute) security feature enables point-and-click definition of system and account level access by user and user group levels.

Unmatched Flexibility

• Unlimited number of card and merchant account hierarchies supported.

• Parameter, language and currency inheritance capabilities enable rapid mass changes and eliminate manual data entry errors.

• Temporality feature enables merchant rates, payment schedules, credit limit increase and all processing rules to go into affect in the future and/or for a limited time period.

• Flexibility in scheduling critical and non-critical processes.

• Standard (e.g. daily, weekly & monthly) or custom (e.g. retail quarter) time periods supported.

Automatic Audit Trail

• Real-time or future-dated changes are fully tracked in audit trail logs.

User Assistance

• General online help tutorial, a “How to” FAQ, and field-specific help are all conveniently accessible within the application.

• User documentation available in both Microsoft Word and PDF formats.