Incentive Manager Features

Point Allocation According to Rules Applied to Sales Data

The FIMS system allows for the definition of parameters that are relevant to each participant, for example product speciality for sales staff, level of accreditation or grade of dealership. It is then appropriate to define the point allocation rules for sales achieved and the level in the campaign structure they should be allocated. For example, for every Product X sold the staff member receives 10 points, for every Product Y sold the member receives 20 points.

Other more complex rules can be applied for example if more than 50 points are earned in a month then additional points may be doubled. The participant parameters can also be used to influence the point allocation rules.

At the core of the system is the ability to maintain the list of individuals or teams who are participating in the incentive campaigns. Each team or individual can be flagged with any details which are relevant to the reporting, mailing or award system for each incentive campaign.

Against an individual or team, transactions are recorded and these are converted into points according to the type or category of product sold. Points can also be earned based on the responses to questionnaires, as part of a product educational incentive. (Or whatever other criteria is used to measure the performance).

These points can be aggregated over various periods (e.g. days, weeks, months, quarters) to provide results which are used to generate league tables. There are many options for aggregation e.g. by team, region or service category.