Callidus Software (CALD)

accurately acquire and reflect all relevant sales data, apply it precisely to each payee’s pay-for-performance program, and automate the day-to-day activities associated with administering transaction-driven, variable incentive compensation. TrueComp provides a flexible, user-maintainable system that can be easily modified to align direct or indirect sales compensation with corporate goals and shareholder value. It also provides modeling functionality to enable the finance organization to accurately forecast compensation spend, or to perform plan modeling to understand the impact on spend of a change in compensation plan. This combined modeling functionality enables organizations to substantially reduce their exposure to unexpected compensation overspend.

 

TrueComp collects and integrates the different data feeds used to compile applicable sales data. The TrueComp Repository module serves as the database, and TrueComp Manager serves as the business user-facing application to set-up compensation plans, manage day-to-day operations, and make manual adjustments. The TrueComp Grid component provides high-performance processing of compensation data and results, and together with our parallel processing functionality, enables organizations to manage global compensation. The application’s modular, structured approach to defining compensation plans avoids the reliability, flexibility and maintenance issues associated with homegrown solutions. The Manager module guides users through the process of paying variable compensation via a graphical and intuitive rule editor, which is usable by compensation analysts without coding or scripting skills. The TrueComp application was initially shipped in the first quarter of 1999.

 

TrueInformation^® Software

 

Our TrueInformation software is a self-service, highly scalable web-based production reporting application for incentive compensation systems throughout the organization. TrueInformation provides sales and incentive reporting capabilities to sales, finance, and business partners, giving them immediate access to personalized pay-for-performance information. By providing timely and accurate compensation information throughout the enterprise, TrueInformation builds trust and confidence among operational and finance personnel — thereby improving morale and operational results, while reducing errors that increase the costs of incentive compensation. The TrueInformation application includes sophisticated date-effective organizational, position and title-based security that allows for appropriate controls on dissemination of sensitive compensation data, and is accessed through an intuitive web-based interface that offers ease of use throughout the organization. TrueInformation allows integration with salesforce.com via AppExchange, and also provides “Powered by SAP NetWeaver”-certified integration to offer accessibility from products such as SAP CRM. It is also accessible from homegrown customer portals. The original TrueInformation application was initially shipped in the fourth quarter of 2002.

 

Callidus TrueAnalytics

 

Callidus TrueAnalytics software is a web-based reporting and ad-hoc query application that provides executives and compensation analysts with the insight and analysis they need to drive sales and incentive performance, whether they are in sales, marketing or finance. With Callidus TrueAnalytics software, organizations can gain further benefit from the valuable information within the TrueComp Suite of applications, and can combine it with other information to provide analytic dashboards, key performance indicators, management reports, and ad-hoc analysis. Organizations can quickly identify opportunities to drive customer, product, geographic and channel performance with new incentive plans, as well as analyze and optimize incentive spend and key profitability measures. Callidus TrueAnalytics eliminates the need to wait for ad-hoc reports, and delivers rapid insights into key issues by providing exception variances, alerts, and personal indicators — resulting in increased business agility and better decision making on how to drive revenue and grow profits. Callidus TrueAnalytics software enables organizations to benefit from rapid time to deployment. In addition, because Callidus TrueAnalytics software is integrated with our TrueComp software, organizations can quickly turn insight into incentive plan changes to align sales behavior with key business objectives. TrueAnalytics allows integration with salesforce.com via AppExchange, and also provides “Powered by SAP NetWeaver”-certified integration to offer accessibility from products such as SAP CRM. It is also accessible from homegrown customer portals. Callidus TrueAnalytics software was initially shipped in the first quarter of 2006.

TrueResolution^® Software

 

Our TrueResolution software is a rules-based application that streamlines and automates the sales and incentive performance management workflows and business processes within organizations. It serves as the foundation for our packaged workflow solution offerings, helps users manage compensation disputes and reduces the associated cost and diversion of management and sales resources. Scalable for the largest sales and channel organizations, the TrueResolution application eliminates manual, error-prone sales operation processes and allows dispute resolution to be initiated from the field, where the majority of disputes originate. TrueResolution automates functions such as changes, transfers and splits to territory assignments, quota adjustments, organizational changes, cleansing of bad data, and payee information updates. The TrueResolution application enables sales professionals and business partners to submit and track their claims through a completely web-based self-service workflow process, which automates the evaluation, routing, resolution and approval of day-to-day requests and consistently communicates payment and resolution status to sales people. The TrueResolution application keeps management informed of changes that may affect compensation, produces an audit trail for all requests and resolutions, reduces errors and the risk of fraud, and promotes enforcement of enterprise policies. The TrueResolution application was initially shipped in the second quarter of 2002.

 

TrueProducer^tm Software

 

Callidus TrueProducer software is for insurance carriers with independent distribution channels or captive agents that want to streamline their producer administration in order to have one location to view and update. Our TrueProducer software provides a 360-degree view of every detail of every producer in these organizations. TrueProducer provides the following benefits: increases loyalty of independent and captive producers by improving the service provided; decreases cost of servicing the distribution channel by having all the producer information in one interface; integrates with TrueComp to eliminate the need to reenter data that is required to pay compensation; ensures data integrity by enforcing data validation; and streamlines business processes for signing on new producers. TrueProducer is a web-based application that is easy to deploy across the entire enterprise. It provides integration with other Callidus applications, including access to compensation, dispute resolution, analytics, and reporting. TrueProducer was shipped in the second quarter of 2007.

 

Callidus Plan Communicator

 

Callidus Plan Communicator accelerates the process of rolling out a sales plan to the field and gaining acknowledgement from each sales person. With Callidus Plan Communicator, organizations can transform the sales plan approval process, so that it is completely online and in real time. Plan Communicator saves time and improves productivity by eliminating manual processes (fax, paper, e-mail) for managing, auditing and tracking sales plan acceptance. Plan Communicator is a 100% native force.com (Salesforce) application and provides integration to Callidus TrueComp data or to salesforce.com data sources. Callidus Plan Communicator was initially available in the third quarter of 2008.

 

TrueMBO^tm

 

TrueMBO enables organizations to implement and manage pay-for-performance initiatives to every employee, every department and every class of incentives. This enables organizations to implement an integrated pay-for-performance solution from a single vendor on a multi-tenant software-as-a-service (SaaS) architecture. With TrueMBO, organizations can transform the process of setting objectives and goals, making them completely online and transparent. The self-service application empowers managers to set and review objectives in a collaborative manner. TrueMBO saves time and improves productivity by eliminating manual processes for managing, auditing and tracking objectives and goals. With TrueMBO, managers spend less time on administrative tasks and more time coaching and giving valuable feedback — increasing employee morale and overall productivity, while ensuring alignment with corporate objectives. TrueMBO was initially available in the fourth quarter of 2008.

TrueQuota^tm

 

TrueQuota provides sales and finance teams with a solution that ensures sales quotas are allocated fairly, in a timely manner, and are aligned with corporate revenue goals and opportunities. TrueQuota is for sales and finance teams that are spending too much time in the quota-setting process, often due to multiple spreadsheets, lack of solid historical revenue and performance data, and no effective process. TrueQuota effectively manages the process across sales teams and regions in a coordinated and timely manner, ensuring everyone is brought into the process and offers a single place of reference for up to date, approved quotas to be put into effect in TrueComp. TrueQuota was initially available in the fourth quarter of 2008.

 

Our TrueComp software collects and integrates the different data feeds used to compile applicable sales data; the TrueComp Repository module serves as the database and TrueComp Manager serves as the business user-facing application to set up compensation plans, manage day-to-day operations, and make manual adjustments. The TrueComp Grid component provides high-performance processing of compensation data and results, and together with our parallel processing functionality enables organizations to manage global compensation. The TrueComp application’s modular, structured approach to defining compensation plans avoids the reliability, flexibility and maintenance issues associated with homegrown solutions. The TrueComp Manager module guides users through the process of paying variable compensation via a graphical and intuitive rule editor, which is usable by compensation analysts without coding or scripting skills. The original TrueComp application initially shipped in the second quarter of 1999.

 

TrueInformation Software

 

Our TrueInformation software is a self-service, highly scalable web-based production reporting application for incentive compensation systems throughout the organization. The TrueInformation software provides sales and incentive reporting capabilities to sales, finance, and business partners, giving them immediate access to personalized pay-for-performance information. By providing timely and accurate compensation information throughout the enterprise, our TrueInformation software builds trust and confidence among operational and finance personnel, thereby improving morale and operational results while reducing errors that increase the costs of incentive compensation. The TrueInformation application includes sophisticated date-effective organizational, position and title-based security that allows for appropriate controls on dissemination of sensitive compensation data, and is accessed through an intuitive web-based interface that offers ease of use throughout the organization. TrueInformation allows integration with salesforce.com via salesforce.com AppExchange, and also provides Powered by SAP NetWeaver certified integration to offer accessibility from products such as SAP CRM, as well as being accessible from customer homegrown portals. Our original TrueInformation application was initially shipped in the fourth quarter of 2002.

 

Callidus TrueAnalytics

 

Callidus TrueAnalytics software is a web-based reporting and ad-hoc query application that provides executives and compensation analysts with the insight and ad-hoc analysis they need to drive sales and incentive performance, whether they are in sales, marketing or finance. With Callidus TrueAnalytics software, organizations can gain further benefit from the valuable information within the TrueComp Suite of applications, and can combine it with other information to provide analytic dashboards, key performance indicators, management reports, and ad-hoc analysis. With Callidus TrueAnalytics software, organizations can quickly identify opportunities to drive customer, product, geographic and channel performance with new incentive plans, as well as analyze and optimize incentive spend and key profitability measures. Callidus TrueAnalytics software eliminates the need to wait for ad-hoc reports, and delivers rapid insights into key issues by providing exception variances, alerts, and personal indicators — resulting in increased business agility and better decision making on how to drive revenue and grow profits. Callidus TrueAnalytics software enables organizations to benefit from rapid time to deployment. In addition, because Callidus TrueAnalytics software is integrated with our TrueComp software, organizations can quickly turn insight into incentive plan changes to align sales behavior with key business objectives. TrueAnalytics allows integration with salesforce.com via salesforce.com AppExchange, and also provides Powered by SAP NetWeaver certified integration to offer accessibility from products such as SAP CRM, as well as being accessible from customer homegrown portals. Callidus TrueAnalytics software was initially shipped in the first quarter of 2006.

 

TrueResolution Software

 

Our TrueResolution software is a rules-based application that streamlines and automates the sales and incentive performance management workflows and business processes within organizations. It serves as the foundation for our packaged workflow solution offerings, in addition to providing a packaged application for managing compensation disputes, thereby reducing the associated cost and diversion of management and sales resources. Scalable for the largest sales and channel organizations, the TrueResolution application eliminates

manual, error-prone sales operation processes and allows dispute resolution to be initiated from the field where the majority of disputes originate. Our TrueResolution software automates functions such as changes, transfers and splits to territory assignments, quota adjustments, organizational changes, cleansing of bad data, and payee information updates. The TrueResolution application enables sales professionals and business partners to submit and track their claims through a completely web-based self-service workflow process, which automates the evaluation, routing, resolution and approval of day-to-day requests and consistently communicates payment and resolution status to sales people. The TrueResolution application keeps management informed of changes that may affect compensation, produces an audit trail for all requests and resolutions, reduces errors and the risk of fraud and promotes enforcement of enterprise policies. The TrueResolution application was initially shipped in the second quarter of 2002.

 

TrueProducer Software

 

Callidus TrueProducer software is for insurance carriers with independent distribution channels or captive agents that want to streamline their producer administration in order to have one location to view and update producer information. Our TrueProducer software provides a 360-degree view of every detail of every producer in these organizations. TrueProducer provides the following benefits: increases loyalty of independent and captive producers by improving the service provided; decreases cost of servicing the distribution channel by having all the producer information in one interface; integrates with TrueComp to eliminate the need to reenter data that is required to pay compensation; ensures data integrity by enforcing data validation; and streamlines business process for signing on new producers. Key elements include but are not limited to: producer demographics, licenses, appointments, continuing education, contracts, and payment schedules. TrueProducer is a 100% web-based application that is easy to deploy across the entire enterprise. It provides integration with other Callidus applications, including access to compensation, dispute resolution, analytics, and reporting. TrueProducer was shipped in the second quarter of 2007.

 

TrueQuota Software

 

Our TrueQuota software enables the finance and sales operations teams to identify opportunities to change quotas to maximize revenue based on historical performance, and to allocate quotas effectively using sophisticated business rules. Our TrueQuota software provides the functionality for organizations to model, compare and select quota scenarios that best achieve corporate or sales region revenue goals, and effectively manages the process across sales teams and regions in a coordinated and timely manner, while ensuring required constituents are brought into the process. TrueQuota provides configurable workflow processes based on quota setting best practices; supports multiple types of quota, whether product level, account level, or regional; provides top-down quota allocation; enables roll up of quotas and other metrics across the different aspects of the business; supports a descriptive, guided workflow process, ensuring the process is clear and followed; and is 100% web-based for ease of deployment. TrueQuota was shipped in the fourth quarter of 2006.

 

 

The Callidus product suite provides an end-to-end solution for
all aspects of the Sales Performance Management process. Our
products are available either installed on-premise, or as a
subscription, software-as-a- service (SaaS) offering through
Callidus On-Demand. With our products, organizations gain
insight into sales and incentive effectiveness; optimize
territories and quotas; automate incentive compensation
management; streamline sales dispute resolution, and deliver
sales incentive reporting to the sales team. While providing a
horizontal solution applicable to every industry, Callidus
additionally provides value added industry specific solutions
for financial services companies by streamlining producer
on-boarding, managing talent and regulatory processes around
producer management. Our products combine a complete web-based
solution, flexible rules-based architecture, grid-based
computing, reporting, analytics and workflow functionality that
provide the flexibility to serve a broad range of industries and
organizations of every size ranging from hundreds to hundreds of
thousands of sales people. Our products are cross-platform and
standards-based, enabling them to be integrated with a wide
range of IT systems and processes. Callidus also provides
packaged, certified integration with salesforce.com and SAP
NetWeaver, enabling an organization’s sales team to
seamlessly access Callidus from its Sales Force
Automation/Customer Relationship Management system of choice.

 

Callidus
On-Demand

 

Callidus On-Demand delivers all the advantages of Sales
Performance Management, available in an on-demand,
software-as-a-service (SaaS) subscription model without
compromise of features and functionality. By running Callidus
On-Demand, organizations gain the benefit of SPM with a
deployment that provides flexibility, efficiency, cost savings,
security and reliability. Callidus On-Demand can be configured
with a selection of service levels and options that suit an
organization’s business objectives, requirements and
resources. Callidus On-Demand customers can select either a
Technical Operations or a Business Operations service level.
Technical Operations includes the infrastructure, infrastructure
operations, and Callidus Software application operations layers
required for SPM. The Business Operations service level provides
all the benefits of Technical Operations and adds Business
Operations to it. With the Business Operations service level,
Callidus Software performs all the tasks involved in
establishing, running and managing the organization’s
Callidus Software SPM system. Companies selecting this service
level do not need to hire and train a compensation analyst or
compensation administration team to design and run the system.
Callidus On-Demand was launched in the first quarter of 2006.

 

TrueComp
Software

 

Our TrueComp software automates the modeling, design,
administration, reporting and analysis of pay-for-performance
programs for organizations ranging from hundreds to hundreds of
thousands of sales people. Our customers use TrueComp to design,
test and implement sales compensation plans that reward on the
profitability of the sale, discourage excessive sales discounts,
encourage team selling and promote new product introduction or
other sales activities customers wish to encourage. Our TrueComp
software enables our customers to accurately acquire and reflect
all relevant sales data, apply it precisely to each payee’s
pay-for-performance program, and automate the day-to-day
activities associated with administering transaction-driven,
variable incentive compensation. TrueComp provides a flexible,
user-maintainable system that can be easily modified to align
direct or indirect sales compensation with corporate goals and
shareholder value. It also provides modeling functionality to
enable the finance organization to accurately forecast
compensation spend, or perform plan modeling to understand the
impact on spend of a change in compensation plan. This combined
modeling functionality enables organizations to substantially
reduce their exposure to unexpected compensation overspend.

Our TrueComp software collects and integrates the different data
feeds used to compile applicable sales data; the TrueComp
Repository module serves as the database and TrueComp Manager
serves as the business user-facing application to set up
compensation plans, manage day-to-day operations, and make
manual adjustments. The TrueComp Grid component provides
high-performance processing of compensation data and results,
and together with our parallel processing functionality enables
organizations to manage global compensation. The TrueComp
application’s modular, structured approach to defining
compensation plans avoids the reliability, flexibility and
maintenance issues associated with homegrown solutions. The
TrueComp Manager module guides users through the process of
paying variable compensation via a graphical and intuitive rule
editor, which is usable by compensation analysts without coding
or scripting skills. The original TrueComp application initially
shipped in the second quarter of 1999.

 

TrueInformation
Software

 

Our TrueInformation software is a self-service, highly scalable
web-based production reporting application for incentive
compensation systems throughout the organization. The
TrueInformation software provides sales and incentive reporting
capabilities to sales, finance, and business partners, giving
them immediate access to personalized pay-for-performance
information. By providing timely and accurate compensation
information throughout the enterprise, our TrueInformation
software builds trust and confidence among operational and
finance personnel, thereby improving morale and operational
results while reducing errors that increase the costs of
incentive compensation. The TrueInformation application includes
sophisticated date-effective organizational, position and
title-based security that allows for appropriate controls on
dissemination of sensitive compensation data, and is accessed
through an intuitive web-based interface that offers ease of use
throughout the organization. TrueInformation allows integration
with salesforce.com via salesforce.com AppExchange, and also
provides Powered by SAP NetWeaver certified integration to offer
accessibility from products such as SAP CRM, as well as being
accessible from customer homegrown portals. Our original
TrueInformation application was initially shipped in the fourth
quarter of 2002.

 

Callidus
TrueAnalytics

 

Callidus TrueAnalytics software is a web-based reporting and
ad-hoc query application that provides executives and
compensation analysts with the insight and ad-hoc analysis they
need to drive sales and incentive performance, whether they are
in sales, marketing or finance. With Callidus TrueAnalytics
software, organizations can gain further benefit from the
valuable information within the TrueComp Suite of applications,
and can combine it with other information to provide analytic
dashboards, key performance indicators, management reports, and
ad-hoc analysis. With Callidus TrueAnalytics software,
organizations can quickly identify opportunities to drive
customer, product, geographic and channel performance with new
incentive plans, as well as analyze and optimize incentive spend
and key profitability measures. Callidus TrueAnalytics software
eliminates the need to wait for ad-hoc reports, and delivers
rapid insights into key issues by providing exception variances,
alerts, and personal indicators — resulting in
increased business agility and better decision making on how to
drive revenue and grow profits. Callidus TrueAnalytics software
enables organizations to benefit from rapid time to deployment.
In addition, because Callidus TrueAnalytics software is
integrated with our TrueComp software, organizations can quickly
turn insight into incentive plan changes to align sales behavior
with key business objectives. TrueAnalytics allows integration
with salesforce.com via salesforce.com AppExchange, and also
provides Powered by SAP NetWeaver certified integration to offer
accessibility from products such as SAP CRM, as well as being
accessible from customer homegrown portals. Callidus
TrueAnalytics software was initially shipped in the first
quarter of 2006.

 

TrueResolution
Software

 

Our TrueResolution software is a rules-based application that
streamlines and automates the sales and incentive performance
management workflows and business processes within
organizations. It serves as the foundation for our packaged
workflow solution offerings, in addition to providing a packaged
application for managing compensation disputes, thereby reducing
the associated cost and diversion of management and sales
resources. Scalable for the largest sales and channel
organizations, the TrueResolution application eliminates

manual, error-prone sales operation processes and allows dispute
resolution to be initiated from the field where the majority of
disputes originate. Our TrueResolution software automates
functions such as changes, transfers and splits to territory
assignments, quota adjustments, organizational changes,
cleansing of bad data, and payee information updates. The
TrueResolution application enables sales professionals and
business partners to submit and track their claims through a
completely web-based self-service workflow process, which
automates the evaluation, routing, resolution and approval of
day-to-day requests and consistently communicates payment and
resolution status to sales people. The TrueResolution
application keeps management informed of changes that may affect
compensation, produces an audit trail for all requests and
resolutions, reduces errors and the risk of fraud and promotes
enforcement of enterprise policies. The TrueResolution
application was initially shipped in the second quarter of 2002.

 

TrueProducer
Software

 

Callidus TrueProducer software is for insurance carriers with
independent distribution channels or captive agents that want to
streamline their producer administration in order to have one
location to view and update producer information. Our
TrueProducer software provides a
360-degree
view of every detail of every producer in these organizations.
TrueProducer provides the following benefits: increases loyalty
of independent and captive producers by improving the service
provided; decreases cost of servicing the distribution channel
by having all the producer information in one interface;
integrates with TrueComp to eliminate the need to reenter data
that is required to pay compensation; ensures data integrity by
enforcing data validation; and streamlines business process for
signing on new producers. Key elements include but are not
limited to: producer demographics, licenses, appointments,
continuing education, contracts, and payment schedules.
TrueProducer is a 100% web-based application that is easy to
deploy across the entire enterprise. It provides integration
with other Callidus applications, including access to
compensation, dispute resolution, analytics, and reporting.
TrueProducer was shipped in the second quarter of 2007.

 

TrueQuota
Software

 

Our TrueQuota software enables the finance and sales operations
teams to identify opportunities to change quotas to maximize
revenue based on historical performance, and to allocate quotas
effectively using sophisticated business rules. Our TrueQuota
software provides the functionality for organizations to model,
compare and select quota scenarios that best achieve corporate
or sales region revenue goals, and effectively manages the
process across sales teams and regions in a coordinated and
timely manner, while ensuring required constituents are brought
into the process. TrueQuota provides configurable workflow
processes based on quota setting best practices; supports
multiple types of quota, whether product level, account level,
or regional; provides top-down quota allocation; enables roll up
of quotas and other metrics across the different aspects of the
business; supports a descriptive, guided workflow process,
ensuring the process is clear and followed; and is 100%
web-based for ease of deployment. TrueQuota was shipped in the
fourth quarter of 2006.

 

 

TrueComp Software

 

Our TrueComp software automates the modeling, design, administration, reporting and analysis of pay-for-performance programs for enterprise-level sales and distribution organizations. Our customers use TrueComp to design, test and implement sales compensation plans that reward on the profitability of the sale, discourage excessive sales discounts, encourage team selling and promote new product introduction or other sales activities customers wish to encourage. Our TrueComp software enables our customers to accurately acquire and reflect all relevant sales data, apply it precisely to each payee’s pay-for-performance program, and automate the day-to-day activities associated with administering transaction-driven, variable incentive compensation. TrueComp provides a flexible, user-maintainable system that can be easily modified to align direct or indirect sales compensation with corporate goals and shareholder value.

 

Our TrueComp software consists of four principal modules: the TrueComp Integration module collects and integrates the different data feeds used to compile applicable sales data; the TrueComp Repository module serves as the database; the TrueComp Manager module serves as the user interface to set up compensation rules, run queries, and make manual adjustments; and the TrueComp Grid module is our proprietary computing architecture. The TrueComp application’s modular, structured approach to defining compensation plans avoids the reliability and maintenance issues associated with internally developed solutions and enables systematic administration over a high volume of transactions and varied compensation plans that is not attainable using manual methods. The TrueComp Manager module guides users through the process of paying variable compensation via a graphical and intuitive rule editor, which is usable by compensation analysts without coding or scripting skills. The original TrueComp application initially shipped in the second quarter of 1999, and to date has accounted for a majority of our revenues.

 

TrueInformation Software

 

Our TrueInformation software is a self-service, highly scalable web-based production reporting application for incentive compensation systems throughout the organization. The TrueInformation software provides sales and incentive reporting capabilities to sales, finance, and business partners, giving them immediate access to personalized pay-for-performance information. By providing timely and accurate compensation information throughout the enterprise, our TrueInformation software builds trust and confidence among operational and finance personnel, thereby improving morale and operational results while reducing errors that increase the costs of incentive compensation. The TrueInformation application includes sophisticated date-effective organizational, position and title-based security that allows for appropriate controls on dissemination of sensitive compensation data and is accessed through an intuitive web-based interface that offers ease of use throughout the organization. Our original TrueInformation application was initially shipped in the fourth quarter of 2002.

 

Callidus TrueAnalytics

 

Callidus TrueAnalytics software is a web-based reporting and ad-hoc query application that provides executives and compensation analysts with the insight and ad hoc analysis they need to drive sales and incentive performance, whether they are in sales, marketing, or finance. With Callidus TrueAnalytics software, organizations can gain further benefit from the valuable information within the TrueComp Suite of applications, and can combine it with other information to provide analytic dashboards, key performance indicators, management reports, and ad hoc analysis. With Callidus TrueAnalytics software, organizations can quickly identify opportunities to drive customer, product, geographic and channel performance with new incentive plans, as well as analyze and optimize incentive spend and key profitability measures. Callidus TrueAnalytics software eliminates the need to wait for ad hoc reports, and delivers rapid insights into key issues by providing exception variances, alerts, and personal indicators — resulting in increased business agility and better decision making on how to drive revenue and grow profits. Callidus TrueAnalytics software enables organizations to benefit from rapid time to deployment. In addition, because Callidus TrueAnalytics software is integrated with our TrueComp software, organizations can quickly turn insight into incentive plan changes to align sales behavior with key business objectives. Callidus TrueAnalytics software was initially shipped in the first quarter of 2006.

 

TrueResolution Software

 

Our TrueResolution software is a rules-based workflow application that streamlines and automates the resolution of incentive compensation disputes, thereby reducing the associated cost and diversion of management and sales resources. Scaleable for the largest sales channel organizations, the TrueResolution application eliminates manual, error-prone sales operation processes and allows dispute resolution to be initiated from the field where the majority of disputes originate. Our TrueResolution software automates functions such as changes, transfers and splits to territory assignments, quota adjustments, organizational changes and payee information updates. The TrueResolution application enables sales professionals and business partners to submit and track their claims through a completely web-based self-service workflow process, which automates the evaluation, routing, resolution and approval of day-to-day requests and consistently communicates payment and resolution status to sales people. The TrueResolution application keeps management informed of changes that may affect compensation, produces an audit trail for all requests and resolutions, reduces errors and the risk of fraud and promotes enforcement of enterprise policies. The TrueResolution application was initially shipped in the second quarter of 2002.