Sage Intacct is the cloud native ERP platform used by organizations to manage their business operations. It is a premier product from Sage with multi-currency, multi-entity, multi-language support. Sage Intacct ERP platform is the latest offering from Sage to fill an important role for organizations looking to modernize their ERP environment.
CaptivateIQ is a premier product designed to help companies manage sales commission calculation for sales teams. The product provides excellent capabilities to calculate and disburse sales commissions to company sales teams based on complex agreements typically signed by sales teams members with their management.
The Challenge
One of the common challenges for sales team managers is the ability to quickly calculate commissions on sales, especially complex, multi-stage sales for projects or jobs. A good e.g. for this challenge would be sales commission calculation in construction industry where calculation is based on project stages and not just the initial sale.
The Solution
This process requires extensive integration between operating ERP platforms and CaptivateIQ. We at MyERPPartner have experience integrating various ERP platforms with other systems to complete outside processes. The latest of our integration solves the complex problem of connecting and updating CaptivateIQ data and worksheets in real time with events happening in Sage Intacct.
We achieve this by building a bridge between the two systems that takes AR, AP, GL data associated with projects or jobs and transmitting the data in near real time to CaptivateIQ API.
When combined with the data coming from operational or project management systems, the data feeds become a powerful driver for automated Sales commission calculation quickly and easily.
How do I get started?
If you are looking to integrate your Sage Intacct ERP with CaptivateIQ, fill out the discovery/demo form here. Once we understand your data and process in Sage Intacct, we can configure a quick connector in our integration platform. If your process does not fit exactly and requires additional modifications or customization, we can adapt our connector to your needs.
What if I use a different ERP?
Our connector is designed to allow easy adapt to other ERP platforms. If your current ERP platform provides API, database or file-based access, we can write a custom connector to pull data from your environment. Fill out the discovery/demo form here.
This is what the process would look like based on what type of integration or connections your current ERP platform allows:
In Conclusion
Sales commission calculation platforms such as CaptivateIQ do not need to work in isolation and the sales commission calculation process can be optimized to make sure the commission calculation process is accurate and timely.
