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:
- Create a new production workspace
- Add users
- Create teams
- Import transactions (ex: from a CSV file)
- Design a new incentive plan
- Start a calculation
- Review calculation results (ex: create reports)
If you use a system such as QuickBooks, HubSpot, SalesForce, Stripe, Chargebee, Xero, Dynamics, etc., 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.