Demo

API first

Create, maintain and deploy your commission plans with EqualTo. Our open API allows you to pull data from anywhere, and display real-time commission data in your sales portal or CRM.

3m41s

Share

Share via LinkedInShare via FacebookShare via Twitter
API first
Diarmuid Glynn

Video transcript

0:03

Hi, I'm Diarmuid, one of  the co-founders of EqualTo.

0:07

Today I'm going to show you how you  can get real-time commission data  

0:11

to present in your sales portal  or CRM using EqualTo's open API.

0:21

EqualTo is a flexible platform which allows you  to create, deploy and maintain incentive plans.

0:29

For this demo I'm going to use  this Sales Partner incentive plan.

0:36

This incentive plan takes data which  has been sent-in by the open API  

0:41

and processes it using this incentive plan  logic defined in the spreadsheet below.

0:48

We can see the multi-tier accelerator  logic, as well as some other additional  

0:53

components to this incentive plan such as  a multi-year bonus and a new logo bonus.

1:00

These are all added together, in  order to compute the commission  

1:03

for each of the deals that are  being processed by this plan.

1:08

So how do we get the data  into this incentive plan?

1:12

To do that, we go to the data  section of EqualTo. Here,  

1:16

you can connect to external sources of  data such as Salesforce, or Hubspot.

1:20

But you can also send data into  EqualTo using our open API.

1:27

Here you can see the SalesData table,  

1:30

which contains all of the data currently being  processed by our Sales Partner incentive plan.

1:36

What we'd like to do now is add  another row of data to this table

1:41

so that our Sales Partner plan can  process that, compute the commission  

1:45

and we can then get that commission  out using the EqualTo open API.

1:53

To do this, I've opened a Python terminal.

1:57

I'm now going to establish a connection to the  

1:59

EqualTo server using credentials  downloaded from the platform.

2:03

Next, I'm going to insert a new sale  into the table we were just looking at.

2:14

We can see that this new sale was  

2:18

added to the table and should now be already  processed by the Sales Partner incentive plan.

2:25

Re-opening the SalesData table we can see the new  row has indeed been added. And if we open up the  

2:32

Results section of EqualTo we can also see that  the commission has been calculated for this sale.

2:40

So now the question is: how can  we get this commission data out  

2:44

so that we can potentially present  it in our sales portal or CRM?

2:53

Well, let's return to our Python terminal.  There are many different ways of accessing  

2:59

the commission data, but the simplest way to get  this commission for this recently added sale,  

3:04

is to just retrieve the most  recently created commission.

3:11

And there we have it! This is the sale to  Facebook, that we just added to the table  

3:16

and we see the commission payment  is included in the JSON data.

3:22

Of course, today, we've only scratched  the surface of what EqualTo can do.

3:27

Get in touch, and one of our specialists  will be happy to show you how you can use  

3:30

EqualTo - the Sales Commission Operating System  - to automate your entire commission process.

Other recommended videos