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Salesforce Spiff

Score8.4 out of 10

463 Reviews and Ratings

What is Salesforce Spiff?

Salesforce Spiff is a commission software that combines the familiarity of a spreadsheet with automation at scale. It is designed to streamline workflows, enable easier communication, and instill a high level of trust across all stakeholders.

Media

real-time commission statements.
customized plans in Spiff's Designer tool.
the Spiff experience within Salesforce.
multi-step approval workflows to expedite statements getting approved and finalized for payroll.
Commission Estimator for improved visibility and behavior for sellers and managers, which in turn, drives more revenue.
With Spiff’s Mobile App you can understand how much you are making, how much you have the potential to earn, and progress toward goals, from anywhere!
Built-in reporting such as Leader Dashboard, and point and click reporting via Spiff reporting in-app give you real-time insights in your organization's performance.

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Top Performing Features

  • Sales compensation process automation

    Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

    Category average: 8.8

  • Incentive modeling

    Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

    Category average: 8.2

  • Sales compensation plan creation

    Easy for Sales to create incentive compensation plans without IT assistance.

    Category average: 8.5

Areas for Improvement

  • Sales compensation dashboards & forecasting

    Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

    Category average: 8.3

  • ICM mobile visibility

    Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

    Category average: 7.1

  • Complex sales crediting

    Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

    Category average: 8.1

Simplified Commission Insights and Approval

Use Cases and Deployment Scope

Spiff is used to payout all commission paychecks monthly, for approximately 150 employees. This platform makes it easy and simple to review your commission amount and details and approve or send back for further review.

Pros

  • Simple breakdown
  • Ease of use
  • Clear information and actionable steps

Cons

  • Sometimes too simplified
  • Nowhere to include detailed comments or specific questions
  • vague submission - who is my approval going to?

Return on Investment

  • decreased commissions processing time
  • increased transparency into compensation calculations
  • improved sales rep productivity and performance

Usability

Other Software Used

Smartsheet, LinkedIn Sales Navigator, Microsoft 365 Business Premium

Sleek Tracking Method for salesforce data

Use Cases and Deployment Scope

Salesforce Spiff is used to track our individual metrics in accordance with our personal goals for a bonus at the end of the year. This helps me track and visualize Salesforce Spiff reports to show where i am at and how much further i have to achieve my goal. If you click into the individual goal you can see a breakdown of the metric and what data Salesforce Spiff is pulling in

Pros

  • visualizing the data, based on the goal, there is a gas gauge, graph or number
  • breaking down how they are getting the numbers, if something is missing and not being pulled in you can easily tell and fix that
  • stays up to date immediately when data is put in, everyone that needs to has access to it

Cons

  • i would like to see this information on my front page right when i log in instead of going to a separate tab
  • i would like the boxes to highlight green once ive reached a goal
  • i would like to see the payout totaled once a goal is hit

Return on Investment

  • increased transparency, allows me to share with my boss where i am at, i dont have to create a separate document tracking this information myself
  • Reassurance on payout and accuracy, i know what is in Salesforce Spiff is already approved and directly translates to the payout of my goals
  • reduction in errors and improved/less communication with the finance team for payouts. no other conversation needs to happen

Usability

Other Software Used

Slack, Salesloft, Rootly

Spiff - User Friendly to Sales Reps.

Use Cases and Deployment Scope

Spiff is our primary compensation tool for our entire sales team. It is great in showing reps all of their deals and their commission throughout the month.

Pros

  • Intuitive for reps.
  • Aesthetic
  • Calculates % attainment that every deal contributes to.

Cons

  • If commission was calculated in May for April, then all the late deals with the Service start date in April but close the day after commissions is calculated, those get lost. I have to manually run those and recalculate. In other words, some opportunities fall through the cracks.
  • As an admin, it is not user-friendly or intuitive to create formulas/filters/ create new logic in the back end. We're at the mercy of the Implementor. That's not cool.
  • In my experience, the reports are so bad! SO BAD! The columns are limited, and half of the data points are not filled in.
  • If there's an ICR change, then I have to manually recalculate the difference throughout the entire period. Which I feel is not really good.
  • The charts for the reps are not great either. It's minimal and not very useful to anyone.

Return on Investment

  • I have to spend more time pulling separate reports to fact-check Spiff to see if there are missing opportunities.
  • I pull separate reports to manually input all the spiffs and complexities. Otherwise, it'd be a nightmare.
  • Any quota changes affect ICR, and when the ICR changes, it is an absolute nightmare to calculate the difference when backtracking.

Usability

Alternatives Considered

CaptivateIQ

Spiff transformed our commission process

Use Cases and Deployment Scope

we use Salesforce Spiff primarily to automate and manage our sales commission processes. I'm a part of the sales team and we use it to track the team's individual target achievements and the commission they are to receive for each quarter. It even calculated the clawback amount, considering the churn anticipated for the next quarter so it has a lot of features and a very extensive dashboard

Pros

  • clear and user friendly UI with an extensive dashboard to see everything at a glance
  • Real time visibility of the individual target achievement and commission to be paid out per quarter
  • clawback amount based on the churn for the upcoming quarters
  • Great integration with Salesforce which is our CRM

Cons

  • We experienced a couple of users not being able to login even after the password change, so there a a few bugs here and there
  • For a new user, it can be a bit overwhelming looking at all the numbers on the dashboard as it is quite extensive

Return on Investment

  • Initially, our commission calculation and processing was done manually, so this has had a very heavy impact on that process, increasing overall efficiency
  • There is no way more transparency into how we are being compensated as a sales team
  • There is a motivation in the sales team to up their numbers seeing the dashboard display their performance

Usability

Other Software Used

Salesforce CRM Analytics, LinkedIn Sales Navigator, Google Meet

Easy visibility into my commissions

Use Cases and Deployment Scope

I use Salesforce Spiff to monitor my commissions. The tool allows me to easily see how much I'll be making at the end of the quarter and breaks down my earnings by type so there are no questions asked and I don't need to reach out to my comp team for clarification.

Pros

  • commission totals
  • quota attainment

Cons

  • Timely data syncs

Return on Investment

  • Increased transparency into compensation calculations

Usability

Other Software Used

Gong, Tableau Server, BoostUp