GoCanvas
- Information Technology And Services
- Large
Reston, USA
Leapsome helped GoCanvas bring all HR systems into one platform. Before, GoCanvas used many tools for HR tasks, which made... work slow and costly. With Leapsome, GoCanvas made learning and onboarding easier by automating training modules. Managers now track team progress and compliance in one place. Regular surveys give leaders insights into employee mood. GoCanvas improved performance reviews and recognition programs using Leapsome.
OpenSignal
- Information Technology And Services
- Medium
London, UK
15Five helped OpenSignal improve employee engagement. The platform supported better performance management. OpenSignal used 15Five to boost team morale. The... company saw stronger connections between managers and employees. 15Five made it easier to track progress and give feedback. OpenSignal reported higher engagement scores after using the tool.
Recharge
- Information Technology And Services
- Medium
Santa Monica, USA
Scratchpad helped Recharge save 455 hours of seller admin work each month. The sales team used Scratchpad to centralize deal... updates, structure call notes, and automate MEDDIC updates in Salesforce. Sellers no longer wasted time switching tabs or retyping notes. AI-driven suggestions improved data accuracy and reduced manual entry. Leaders gained trust in CRM data and could coach more effectively. Recharge saw cleaner CRM hygiene and sharper sales execution.
Fiery
- Information Technology And Services
- Medium
Fremont, USA
Fiery used CloudShare to improve its educational portfolio. Pedro da Silva from Fiery shared his experience with the CloudShare solution.... The testimonial highlights success in delivering educational services. CloudShare helped Fiery scale its training programs. The solution supported Fiery’s global education goals.
Voxel
- Information Technology And Services
- Small
San Francisco, USA
Voxel used Palette to automate sales commissions from the start. As a growing startup, they needed a flexible tool for... different commission structures. Palette helped them save time by removing manual work. The sales team gained trust in the process with real-time dashboards. Voxel’s finance lead now spends more time on strategic projects, not spreadsheets.
Bravon helped CTG improve internal and external communication with a gamified platform. CTG wanted employees to become brand ambassadors by... sharing company messages in their networks. Bravon provided a central platform to share content and reward employees for engagement. Almost every employee participated. Employees shared at least one post, leading to 80% higher post reach, 97% higher social share of voice, and 150% higher applause rate. The platform made it easy to track and reward employee participation.
Extreme Networks
- Information Technology And Services
SetSail helped Extreme Networks centralize sales data from email, calendars, and their entire RevOps tech stack. Before SetSail, sales data... was inconsistent and incomplete because reps logged activity manually. With SetSail, leaders now see real-time rep activity and deal health in one dashboard. This lets them coach reps with accurate metrics and adjust incentives quickly. The sales team improved performance and made better revenue-driving decisions.
A 250M provider of high-performance data center services
- Information Technology And Services
Intelliverse helped a large data center services provider improve appointment setting and marketing intelligence. The client wanted more qualified meetings... and better brand awareness than their in-house team could deliver. Intelliverse provided a dedicated team and transparent reporting. In 6 months, they generated over 85 qualified prospect meetings, found 50 future interest prospects, and uncovered 35 competitor contracts. The program also disqualified 270 suspects and improved outbound prospecting results.
The Sales Performance Management Blueprint for Better Selection Decisions in Manufacturing
Milwaukee Tool
- Manufacturing
- Large
Brookfield, USA
Milwaukee Tool unified its global supply chain using Oracle Fusion Cloud. The company replaced separate ERP and SCM systems in... the US, Mexico, and Vietnam. Now, planners see every order and shipment in real time. Automated trade compliance replaced manual spreadsheets. Milwaukee Tool scaled production and improved service to contractors with a single platform.
TeamViewer helps teamtechnik Group reduce machine downtime for its global customers. The company uses TeamViewer Tensor and Frontline for remote... support, augmented reality troubleshooting, and internal IT maintenance. This digital approach cuts travel time and costs, speeds up repairs, and boosts customer satisfaction. Security features like conditional access and SSO protect sensitive systems. TeamViewer also streamlines system testing and documentation for teamtechnik engineers.
Zoho One helped Zikodrive cut production and operations management time by over 90%. The company eliminated all factory paperwork and... reduced inter-departmental calls by 80%. Zikodrive improved its development process by 60% after switching from many isolated apps. The team now uses fourteen Zoho apps, including CRM, Projects, and Creator, for better integration and flexibility. Custom systems and automation with Zoho Flow support their growth and efficiency.
IActionable's gamification platform helped a Fortune 100 manufacturer boost sales team motivation and performance. The sales team lacked energy and... real-time performance visibility. IActionable provided immediate feedback and increased data visibility for managers and sales reps. The tool made sales targets and progress clear, encouraging competition and engagement. Status meetings became more frequent, and the team saw better communication and faster deal targeting. The company improved data visibility, performance reporting, and employee engagement.
Salesforce helped Green Team Group move from spreadsheets to a modern CRM. They had no CRM and struggled with reporting... and planning. ARPEDIO implemented Salesforce and integrated it with their ERP system. Now Green Team can plan, track, and report sales activities in one place. The company is more agile and commercially focused. Data now flows automatically from Salesforce to ERP, saving time and reducing manual work.
Sales Performance Management in Action in Insurance
Zurich North America
- Insurance
- Large
Schaumburg, USA
Zurich North America used Dynatrace to speed up its move to the cloud. The company automated IT operations and improved... monitoring with AI-powered insights. Dynatrace helped reduce manual work by 80%. Zurich North America saw faster problem resolution and better system reliability. The solution supported their sustainability goals by optimizing resource use.
Funifier helped Wiz Soluções boost outbound insurance sales. Over 1,500 agents used Salesforce CRM to manage more than 1 million... leads. Lead handling jumped 1013% from 31,671 to 352,550 in one year. Sales rose 155%, from 25,103 to 64,109. Planning execution improved by 80%. Funifier's gamification tools drove engagement and results.
Varicent helped AG2R La Mondiale unify three commission systems into one cloud platform. The company reduced monthly commission processing time... by 15%. Teams gained more autonomy and could update commission rules without IT. The number of payroll-related claims dropped by 15%. New products were integrated into commission plans in less than a month. Managers now have clearer reporting and better visibility.
Plecto and Aircall helped The Insurance Surgery boost daily calls per rep from 150 to over 200. The company replaced... manual reporting with real-time dashboards and gamification. Live data visualization let managers track sales and support activity instantly. Gamification features increased motivation and sales performance. The team now hits higher call targets as a new standard, with no extra stress for agents.
The Sales Performance Management Blueprint for Better Selection Decisions in Computer Software
Tebra
- Computer Software
- Medium
Newport Beach, USA
Everstage helped Tebra cut manual commission processing time by 45%. Tebra switched from SPIFF to Everstage for a more intuitive,... user-friendly platform. The RevOps team now manages 2.5x more compensation plans and connects 4x more data sources. Automation reduced manual work and improved payout accuracy. Real-time dashboards increased visibility for both finance and sales teams.
Toast used Xactly to automate complex compensation processes. They eliminated a recurring reporting issue and now save about 10 hours... each month. The team created a seamless way to assign credit for deals after employee turnover. Integrations with Workday, Salesforce, and Snowflake improved data management and sales rep visibility. Toast reduced rule volume by 70% and made compensation plans easier to manage.
Toast used Xactly to automate complex compensation processes. They eliminated a recurring reporting issue and now save about 10 hours... each month. The team created a seamless way to assign credit for deals after employee turnover. Integrations with Workday, Salesforce, and Snowflake improved data management and sales rep visibility. Toast reduced rule volume by 70% and made compensation plans easier to manage.
Toast used Xactly to automate complex compensation processes. They eliminated a recurring reporting issue and now save about 10 hours... each month. The team created a seamless way to assign credit for deals after employee turnover. Integrations with Workday, Salesforce, and Snowflake improved data management and sales rep visibility. Toast reduced rule volume by 70% and made compensation plans easier to manage.
Department of Transport and Main Roads (TMR) Queensland
- Government Administration
- Large
Brisbane, Australia
TMR Queensland used SAP Business Technology Platform and SAP AI Core to improve road asset management. The ADVICE solution helped... automate and speed up analysis cycles, cutting scenario analysis from 11 hours to 4 hours. TMR achieved 80% faster results and ten times more accurate investment decisions. Automated data checks reduced manual errors and improved auditability. The platform enabled smarter, targeted investments and better outcomes for Queensland communities.
Department of Transport and Main Roads (TMR) Queensland
- Government Administration
- Large
Brisbane, Australia
TMR Queensland used SAP Business Technology Platform and SAP AI Core to improve road asset management. The ADVICE solution helped... automate and speed up analysis cycles, cutting scenario analysis from 11 hours to 4 hours. TMR achieved 80% faster results and ten times more accurate investment decisions. Automated data checks reduced manual errors and improved auditability. The platform enabled smarter, targeted investments and better outcomes for Queensland communities.
Landesvermessung und Geobasisinformation Brandenburg (LGB)
- Government Administration
- Medium
Frankfurt (Oder), Germany
Checkmk and Checkmk Synthetic Monitoring helped LGB cut downtime on Brandenburg's geodata services by over 90%. LGB’s map applications, used... by emergency services and 110+ public authorities, now see less than 3 hours of downtime per year. Synthetic Monitoring catches faults before users notice, isolating issues in minutes. LGB raised availability above 99.9% and improved visibility across infrastructure and applications. QA and monitoring now share the same acceptance criteria, reducing specialist workload.
Sales Performance Management in Action in Other Industries
A value added reseller (VAR) of computer hardware and software
- Computer Hardware
- Medium
Optymyze helped a value added reseller manage 250 SPIF programs at once. The finance team struggled with manual, paper-based processes... and lacked clear reporting. Using Optymyze’s no-code platform, they built an app to automate SPIF management. Product managers now enter program details in a standard form. Sales teams see real-time rankings and payouts. The new system improved efficiency, accuracy, and sales motivation.
Synergita helped Caspro Group improve their performance management process. Caspro Group used Synergita's solution to make their process more transparent.... The case study shows how the company moved from an opaque system to a clear one. Synergita's platform made it easier for Caspro Group to manage employee performance. The story highlights the benefits of using performance management software.
Hurrah! by CRMGamified helped OSEG boost sales team performance by 61% in just one month. The gamification software increased sales... metric visibility and created a more engaging team environment. OSEG achieved $2 million more in campaign sales compared to previous seasons. The solution made outbound sales efforts more effective. Sales gamification and performance tracking were key benefits.
Recent adoption and success with Sales Performance Management software in Financial Services
PitchBook
- Financial Services
- Medium
Seattle, USA
PitchBook used Lattice to shift from process-focused performance reviews to impact-driven talent management. They embedded company values and competencies into... reviews, making feedback more specific and actionable. As a result, 80% of employees now say they receive useful feedback, and 77% report that feedback helps them improve. Review completion rates rose from 65% to over 90% in one quarter, and Talent Review launch time dropped from a week to a fraction of that. AI-powered audits improved feedback quality, with the lowest-scoring department improving by 19 points in three quarters.
UK Government Investments (UKGI)
- Financial Services
- Small
London, UK
StaffCircle helped UK Government Investments (UKGI) move from paper-based reviews to a digital platform. Before, UKGI used Word documents and... emails for performance management. Now, all objectives and reviews are in one place. The 360 review tool makes feedback easy to collect from managers and teams. UKGI now runs three reviews a year with less admin work and better data security.
Westfield Capital Management
- Financial Services
- Small
Boston, USA
PerformYard helped Westfield Capital Management automate its performance management process. The HR team replaced outdated Word-based reviews with a seamless... digital workflow. They introduced year-round 360 feedback and custom review cycles. Managers now access all review data in one place, reducing lost files and confusion. Employees receive more timely feedback and have clearer growth paths. The new system increased organization and enthusiasm for performance reviews.
The Latest Sales Performance Management Deployments delivering value in Retail
Global office supply distributor
- Retail
- Very Large
Conga's cloud platform helped a global office supply distributor achieve a $74M revenue uplift after years of decline. The company replaced... manual quoting and outdated pricing tools with Conga Smart CPQ and Price Optimization and Management. Sales reps now generate quotes faster and manage up to 22,000 line items per quote. The platform improved profitability and time-to-quote on over $1B in contract sales. Dynamic pricing and streamlined processes let the distributor compete effectively during inflation.
Goalplan helps Macforum track sales and performance data in real time. Macforum replaced manual spreadsheets with Goalplan's platform. Staff at... all levels can now see their progress toward goals on any device. This boosts engagement, transparency, and a sense of belonging. Macforum uses Goalplan to coach employees and improve sales KPIs across stores.
Rogers Communications
- Telecommunications
- Very Large
Toronto, Canada
LevelEleven helped Rogers Communications boost Salesforce adoption and increase sales productivity by 20%. Rogers struggled with unclear KPI tracking and... labor-intensive sales incentive workflows. The company needed a user-friendly gamification tool to drive adoption after moving to Salesforce. LevelEleven’s Performance Scorecards aligned teams on key metrics and made contests easy to set up. Managers gained better visibility into sales behaviors and improved communication with reps.
Top 3 Telecom Brand via BPO
- Telecommunications
- Very Large
AmplifAI helped a top 3 telecom brand improve close rates by 13 points in just 90 days. The company used... AmplifAI to give agents real-time sales metrics and boost employee engagement. This made it easier to spot coaching needs and improve agent retention. Coaching effectiveness increased by 25%. The solution addressed agent attrition and negative CSAT from new hires. AmplifAI became a key tool for targeted coaching and performance tracking.
Driving ROI and results: Understanding the Impact of Sales Performance Management in Hospitality
IHG Hotels & Resorts
- Hospitality
- Very Large
London, UK
IHG Hotels & Resorts used Centrical to engage frontline hotel teams and boost loyalty program results. The IHG Climb platform... helped teams deliver IHG One Rewards consistently across thousands of properties. Properties with high engagement saw a 4.01 point year-over-year improvement in enrollment efficiency and a 3.26 point increase in loyalty recognition. Sales improved by +1.32 RGI year-over-year for engaged properties. Friendly competition and personalized KPIs drove strong adoption and exceeded IHG’s goals.
A large multi-national hotel chain (600 person call center)
- Hospitality
Snowfly provided a gamified employee engagement and incentives program for a 600-person call center at a major hotel brand. The solution let... managers and peers reward achievements using a common reward currency. Employees could earn tokens for meeting performance metrics, passing quizzes, and peer recognition. The program increased engagement and improved key metrics like quality scores, loyalty club enrollments, and credit card transfers. The flexible system allowed recognition for both objective and subjective achievements, boosting motivation and reducing program fatigue.
Recent adoption and success with Sales Performance Management software in Internet
DoorDash
- Internet
- Very Large
San Francisco, USA
DoorDash used Observe. AI to automate quality assurance for 19,000 support agents. The company moved from manual reviews of a...small sample to nearly 100% automated evaluation of customer conversations. This shift enabled faster detection of customer issues, improved coaching, and deeper insight into customer sentiment. DoorDash now identifies friction points in near real time and maintains consistent standards across global teams and BPO partners. The result is stronger customer trust and a scalable foundation for AI-driven customer experience.
trivago worked with IBM Consulting to build the trivago Copilot, a secure AI platform for employees. The solution improved productivity... and made it easier to access and reuse company knowledge. Over 600 employees now use the platform daily, with adoption rates near 90%. Employees saved an average of 8 days per year in 2023, rising to over 16 days by 2025. The platform ensures data security and compliance with EU regulations while enabling faster project starts and better decision-making.
The Latest Sales Performance Management Deployments delivering value in Real Estate
Long & Foster Property Services
- Real Estate
Arcade helped Long & Foster Property Services boost sales by 20%. The company used Arcade to keep remote insurance reps... and property managers engaged. Gamification made work fun and improved team communication. The team saved 10% on sales incentives. Arcade helped build a strong remote-first culture and kept employees motivated during the COVID-19 crisis.
Sales Performance Management in Action in Education
Cengage Learning
- Education
- Large
LogicMonitor helped Cengage Learning, a global education company, manage data from over 1,200 engineers across 60 products. The platform made... it easier for teams to see the same data in one place. Cengage Learning spent less time setting up monitoring and received fewer alerts. This improved team efficiency and streamlined IT operations. The solution supported Cengage Learning's digital transformation and technology management.
Driving ROI and results: Understanding the Impact of Sales Performance Management in Utilities
E.ON Grid Solutions (EGS)
- Utilities
- Very Large
Essen, Germany
E. ON Grid Solutions used a WhatsApp AI Agent to automate meter reading submissions. Over 90,000 customers started the process...in nine weeks, with 85% completing their submission. The solution guided users step by step, improving completion rates and reducing manual work. Customer satisfaction reached 4.8 out of 5. The automated flow increased efficiency and made meter reading more convenient for customers.
Validity Everest helped 1440 achieve over 99% inbox placement for their daily email newsletter. 1440 relies on email for 99%... of its revenue and needed stable deliverability as its subscriber base grew to 3.6 million. Everest gave 1440 full visibility into inbox and spam placement, plus list validation to keep their email list clean. After joining Validity’s Sender Certification, 1440 saw a 3% increase in open rates and reduced bounce rates to as low as 0.08%. Validity’s support team ensured compliance with new bulk sender rules, helping 1440 scale their email program smoothly.
Driving ROI and results: Understanding the Impact of Sales Performance Management in Banking
Bank Norwegian
- Banking
- Medium
Oslo, Norway
SalesScreen helped Bank Norwegian replace manual spreadsheets and slow KPI meetings. Customer service teams now see real-time performance and join... cross-office competitions. Agents use TV displays and the Missions feature to track daily progress. Managers spend less time on admin and more on motivating staff. The team logs in daily and feels more connected across offices.
Driving ROI and results: Understanding the Impact of Sales Performance Management in Human Resources
Employsure
- Human Resources
- Large
Brisbane, Australia
Spinify helps Employsure boost sales team motivation and engagement. The sales team uses Spinify’s gamified competitions, like the Race competition,... to drive performance. Leaderboards and interactive cues spark laughter and friendly rivalry. Staff energy rises as they move up tiers. Employsure values Spinify’s fast customer support and fun features.
Aza Fashion used CREST ERP to replace manual Excel tracking for inventory, costing, and production orders. Before, they struggled with... production tracking, inventory management, and supplier delivery estimates. CREST ERP centralized all data, improved financial tracking, and added audit logs for accountability. Real-time production tracking and better supply chain management helped streamline their workflow. The solution connected sales, production, and dispatch for smoother operations.
Driving ROI and results: Understanding the Impact of Sales Performance Management in Consumer Services
Vivint
- Consumer Services
- Large
Provo, USA
Cresta helped Vivint gain 5,400 new subscribers by raising install rates 3%. Vivint used Cresta to automate QA, track agent... behaviors, and gain 100% visibility into sales calls. Managers saved at least 5 hours per week on QA tasks. Vivint cut sales costs by $150 per truck roll and improved win rates by 7%. Cresta enabled faster coaching and reduced post-sale cancellations.
The Executive Centre
- Professional & Business Services
- Large
Hong Kong, Hong Kong
Anaplan helped The Executive Centre cut long-range planning cycle time by 75%. The company now reforecasts monthly instead of twice... a year. Payroll allocation is automated, saving 60 person-hours each year. Monthly reporting time dropped by 96% with Anaplan XL Reporting. Finance and HR teams now use real-time data for better decisions. Scenario analysis is faster and more accurate.
Motley Crew CrossFit
- Health, Wellness And Fitness
Octiv helped Motley Crew CrossFit simplify gym management. The platform combined training tracking and booking in one place. Motley Crew... saved the cost of an extra staff member by using Octiv for bookings, member management, and payments. The injury tracker feature let coaches personalize workouts for safety. Octiv also improved member growth and retention by tracking leads and engagement. Motley Crew values Octiv's personal support and modern, user-friendly interface.
KONE Philippines
- Mechanical Or Industrial Engineering
- Very Large
Makati, Philippines
Salestrail helped KONE Philippines improve sales data quality and transparency. Before, sales managers struggled with outdated Salesforce data due to... manual logging. With Salestrail, sales activities are logged automatically, making data more accurate. The app enabled real-time visibility and healthy competition among remote sales reps. Managers now spend less time tracking pipelines, and reps get data-driven coaching. Weekly recognition of top performers boosts motivation.
Top Gun Sales Performance supported over 60,000 Panasonic in-car video devices for law enforcement. Panasonic needed 24/7 technical helpdesk support... for complex, mixed-technology systems. Top Gun provided live helpdesk, inventory management, software licensing, and analytics. Customer satisfaction reached 98%+. Panasonic reduced costs and avoided adding headcount by outsourcing to Top Gun.
BlueGrace
- Transportation/Trucking/Railroad
- Large
Tampa, USA
BlueGrace used Ambition to boost sales team performance. They launched a new competition during their slowest sales quarter. Activity and... loads moved increased by 40%. Output rose by 80%. Scorecards tracked seven levels of seniority. The team saw new efficiency metrics and upward trends. Ambition helped remote reps feel connected and motivated.
Driving ROI and results: Understanding the Impact of Sales Performance Management in Hospital And Health Care
Large national health plan (Medicare Advantage)
- Hospital & Health Care
- Very Large
USA
ZS used generative AI to automate document review for a large national Medicare Advantage plan. The AI-powered tool reduced manual... review time for EOC and ANOC documents by 60%-70%. Reviewers now spend less time on repetitive checks and more on complex issues. The solution improved compliance, accuracy, and scalability. This was the client's first business-facing use of generative AI in compliance workflows.
