What Are Some Pre-Requisites For Using Sales Cookie?

What Are Some Pre-Requisites For Using Sales Cookie?


There are no pre-requisites to using Sales Cookie. 

We do NOT require any of the following:
  • Provisioning servers
  • Setting up new permissions in your environment
  • Purchasing additional software / hardware
  • Providing a credit card at sign up

You can start automating sales incentives in a matter of hours.

Here is an example of a typical setup:
  1. Create a new production workspace
  2. Add users
  3. Create teams
  4. Import transactions (ex: from a CSV file)
  5. Design a new incentive plan
  6. Start a calculation
  7. Review calculation results (ex: create reports)

If you use a system such as SalesForce, Dynamics CRM, HubSpot, QuickBooks, or Stripe we offer native integration, allowing you to automatically import users and transactions. The integration is very easy - but does require you to gather SalesForce / Dynamics CRM / HubSpot / QuickBooks / Stripe credential information to configure the connection. For other types of sales or accounting systems, you can deploy a Web Endpoint connection to automate transaction upload. This requires you to deploy a single, secure web page. We also offer an option to fetch CSV files from an FTP site.

To learn more about connections, click here.
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