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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.
Hi, I'm Diarmuid, one of the co-founders of EqualTo.
Today I'm going to show you how you can get real-time commission data
to present in your sales portal or CRM using EqualTo's open API.
EqualTo is a flexible platform which allows you to create, deploy and maintain incentive plans.
For this demo I'm going to use this Sales Partner incentive plan.
This incentive plan takes data which has been sent-in by the open API
and processes it using this incentive plan logic defined in the spreadsheet below.
We can see the multi-tier accelerator logic, as well as some other additional
components to this incentive plan such as a multi-year bonus and a new logo bonus.
These are all added together, in order to compute the commission
for each of the deals that are being processed by this plan.
So how do we get the data into this incentive plan?
To do that, we go to the data section of EqualTo. Here,
you can connect to external sources of data such as Salesforce, or Hubspot.
But you can also send data into EqualTo using our open API.
Here you can see the SalesData table,
which contains all of the data currently being processed by our Sales Partner incentive plan.
What we'd like to do now is add another row of data to this table
so that our Sales Partner plan can process that, compute the commission
and we can then get that commission out using the EqualTo open API.
To do this, I've opened a Python terminal.
I'm now going to establish a connection to the
EqualTo server using credentials downloaded from the platform.
Next, I'm going to insert a new sale into the table we were just looking at.
We can see that this new sale was
added to the table and should now be already processed by the Sales Partner incentive plan.
Re-opening the SalesData table we can see the new row has indeed been added. And if we open up the
Results section of EqualTo we can also see that the commission has been calculated for this sale.
So now the question is: how can we get this commission data out
so that we can potentially present it in our sales portal or CRM?
Well, let's return to our Python terminal. There are many different ways of accessing
the commission data, but the simplest way to get this commission for this recently added sale,
is to just retrieve the most recently created commission.
And there we have it! This is the sale to Facebook, that we just added to the table
and we see the commission payment is included in the JSON data.
Of course, today, we've only scratched the surface of what EqualTo can do.
Get in touch, and one of our specialists will be happy to show you how you can use
EqualTo - the Sales Commission Operating System - to automate your entire commission process.