SmartWinnr Features
Sales Rep Portal (6)
Commission Estimator
Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal.
Dispute Management
Method to manage and resolve varialble compensation disputes/descreptancies
Compensation Statements
Method for a salesrep to see breakdown of variable and base compensation payments that have been made.
Plan Documents and Agreements
Features that enable Sales rep to view details of compensation agreements
Individual and Team Performance Reports
Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole.
Mobile User Support
System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)
Management Portal (7)
Sales Org Performance Reports
Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions
Monitor Sales Rep Performance
Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives
Territory Assignments/Management
Allows Sales Management to adjust territorities by geography, product, org structure, etc as required.
Quota Assignments/Management
Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required.
Commission splits and overrides
Sales manaagement can override/adjust Compensation and split commission manually
Workflow and Approvals
Functionality to approve compensation statements or other processes that require approval relating to sales compensation
Budgeting
Features to model and roll up budgets
Administration (6)
Adjustments/Dispute Resolution
Functionality that allows admins to adjust and manage compensation disputes
Comp Modeling - Ease of Admin
Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource
Comp Modeling - Design Flexibility
Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires
Comp Statement Calculation and Distribution
Easily creates compensation statements and distributes them to sales team
Reports and Dashboards
Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs
Sales Hierarchy Management
Manages changes to sales organization easily
Platform (15)
CRM Integration
CRM integration is flexible and easy to maintain
Financial Integration
Financial System integration is flexible and easy to maintain
HCM/HRIS Integration
HCM/HRIS integration is flexible and easy to maintain
Customization
System provide sufficient customization to meet business requirements
APIs
System provide well documented API's that can be used to integrate to 3rd party systems
Internationalization
System support multiple currencies and languages to enable business in multiple countries
Performance and Reliability
System is consistently available (uptime) and system's speed is don't impact productivity
Reporting
Displays standard reports at the end of each competition showing overall employee performance.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Enterprise Scalability
Provides features to allow scaling for large organizations.
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
File support
Supports various file types including video
Mobile support
Allows users to access training content from mobile devices
Integration
Integrates with sales software such as sales performance management
Competition (6)
Competition Templates
Offers templates or examples of commonly used competition structures.
Custom Competitions
Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned.
Team Competitions
Set up competitions between groups of employees as opposed to competitions between individuals.
Simultaneous Competitions
Able to have multiple leaderboards and metrics running simultaneously for different groups of users.
Competition Adjustments
Easily modify leaderboards and goal metrics to support adjustments on how to motivate users.
Awards and Incentives
Provides sales teams with a list of rewards they can choose from based on high performance
Employee Features (3)
User Profiles
Provides each employee with a user profile for personal statistics and progress.
Notifications
Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc.
Mobile
Mobile app or mobile optimized website allows participants to easily view scores on the go.
Integrations (3)
CRM Integration
Integration with CRM software to access necessary metrics for the competition.
Social Collaboration Integration
Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition.
TV Streaming
Streams leaderboards and other competition-related news on company's TV.
Training (4)
Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (7)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Provides a scorecard to display team and/or individual performance.
Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals.
Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Competition
Motivates employees by creating time-sensitive competititons that drive performance.
Incentives (4)
Badges
Assigns achievement badges to high-performing employees based on pre-determined standards.
Triggers
Automatically recognizes achievements that should be added to the leaderboard.
Commission Calculator
Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Highlights top-performing employees to publicly reward their achievements.
Personalization (4)
Profiles
Creates user profiles similar to social media pages that display private or public statuses and updates.
Custom Reports
Generates reports with customizable fields to further understand employee performance.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls.
Goal Setting
Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Integrates with CRM and financial systems to help determine goals
Employee Structure
Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
Course Authoring (5)
Course Builder
Allows users to create sales training courses
Questions
Provides a range of premade question types for sales training courses
Instructor-Led Training
Enables for design of classes that are led by an instructor.
Customized Learning Paths
Allows managers to create custom learning paths based on role, or experience
Video simulations
Provides video coaching features with object handling scenarios
Course Management (5)
Gamification
Motivates users by tracking points, achievements, and badges.
Assessments
Enables the design and administration of tests and quizzes.
Certifications
Provides custom certifications to distribute after course completion.
Manager Portals
Allows managers to see progress of trainees
Feedback
Provides features for coworkers and managers to provide feedback on sales training lessons
Onboarding (3)
Documentation
Manages files and documents required to onboard new employees.
Coaching
Assign coaches to new employees based on role and experience.
Programs
Define various types of onboarding programs that can be customized by role or team.
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
Agentic AI - Sales Compensation (1)
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Sales Gamification (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Sales Performance Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Coaching (4)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives





