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