WHY OPTYMYZE
BACK
No-Code Automation
Design, change and control data and logic at scale without code
Seamless Integration
Connect CRM, ERP, HR, and enterprise systems effortlessly
Security and Trust
Enterprise-grade protection for data, access, and compliance
Customer Enablement
Training, resources, and support to maximize platform value
AI-Powered Efficiency
AI insights that support faster decisions and clearer outcomes
SOLUTIONS
BACK
Compensation Management
Build, change, and run compensation programs with speed and control
Territory Management
Visualize, align, and update territories with ease
Quota Management
Set, adjust, and model quotas with confidence
Objective Management
Manage MBOs and KPIs with built-in workflows
App Gallery
Deploy prebuilt apps to accelerate outcomes
RESOURCES
BACK
Enterprise Success Stories
See how leading companies use Optymyze
Solution Sheets
Explore Optymyze capabilities at a glance
Videos
Watch demos and customer success in action
Knowledge Base
Find expert how-tos, tips, and documentation
Optymyze Blog
Get insights on sales ops and no-code automation
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CONTACT US
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OUT-OF-THE BOX APPS
Optymyze Apps Gallery
Prebuilt applications built on Optymyze for common sales performance and operational use cases.
Solution Group
Compensation Management
Objective Management
Quota Management
Sales Operations
Service Management
Territory Management
360 Feedback
Collect and review multi-source performance feedback
Account Activity Comparison (Target Activity Benchmark)
Compare an individual's activities to their target and highlight what contributes to the difference
Account and Contact Management
Manage accounts, contacts associated with accounts and tracking activities related to accounts
Activity Management
Manage activities relating to leads, contacts, accounts and opportunities
Appointment Management
Manage specific insurance products that producers are appointed to sell
Average Purchase Value
Track key performance indicators over rolling periods to identify trends
Budget Analysis
Track and forecast payments against budget to understand budget performance over time
Compensation Components
Understand how compensation components drive earnings
Compensation Plans
Build compensation plans by answering intuitive questions and utilizing pre-defined calculation types
Contract Management
Enable insurance carriers to maintain a database of contracts and other relevant documents with approval workflow for changes
Dispute Management
Initiate and resolve salesperson disputes related to sales compensation
Earnings Change (Period Over Period)
Determine change in individual's earnings over time and highlight what contributes to the change
Earnings Comparison (Position Average Benchmark)
Compare individual's earnings to their position average and highlight what contributes to the difference
Earnings Performance
Analyze earnings trends and income drivers
Executive Compensation Efficiency
Analyze compensation spend against revenue and productivity
Executive Geographic Performance
Visualize sales performance by state and city
Executive Regional Performance
Analyze regional revenue, growth, and operational performance
Executive Revenue Overview
Monitor sales performance across regions and business units
Executive Sales Performance
Review sales performance, talent impact, and regional coverage
Executive Territory Performance
Assess territory performance through an interactive map
Forecast Management
Forecast future project needs with available resources
Lead Management
End-to-end lead management process beginning with initial lead contact through to lead qualification
Leave Management
Automate leave management - request, track, and approval leave
License Management
Verify insurance producers' license information and associated lines of authorities
Manager Team Performance
Monitor team sales performance and compensation progress
New Accounts
Segment new accounts from returning accounts to understand the purchasing behavior from new business
Objective Performance Summary
Monitor progress against objectives
Opportunity Management
End-to-end opportunity management process from the point opportunities are identified through to their closure
Orders and Projects
Maintain a roadmap of prioritized, budgeted projects to ensure successful services delivery
Payment Insights
Understand how performance converts into pay
Payment Ledger
Sumarize a salesperson's earnings and payments over time
Payment Management
Automate the payroll review and approval process by leveraging no-code workflows and notifications
Payments Schedule
View payment amounts and payout timelines
Producer Management
Manage distributors (e.g., agencies, brokerages, banks) and producers (e.g., agents, brokers) alignment with insurance carriers and enable them to update their information
Project Assignments
View project assignments by resource
Quota Accuracy
Determine if there is a strong correlation between quota and sales by territory
Quota Adjustments
Evaluate the impact of quota adjustments across territory and product hierarchies
Quota Allocation/ Exceptions
Initiate requests for quota relief based on exceptions that may impact certain sales people
Quota Bias
Determine if there is a strong correlation between quota and attainment by territory
Quota Communication
Provide visibility into an individual's current quota details
Quota Exception Analysis
Identify the impact of quota exceptions across all territories
Quota Overview
Review quotas, targets, and performance context
Quota Performance Change (Period Over Period)
Determine change in an individual's quota performance over time and highlight what contributes to it
Quota Performance Comparison (Position Average Benchmark)
Compare individual's quota performance to their position average and highlight what contributes to the difference
Quota Performance Distribution
Visualize the attainment distribution by territory to help determine quota effectiveness
Quota Period Proration
Prorate quotas for product categories over a selected time span
Quota Scenario Comparison
Compare quota scenarios to assess the impact of using different quota methodologies or quota parameters on the resulting quotas
Sales Change (Period Over Period)
Determine change in individual's sales over time and highlight what contributes to the change
Sales Comparison (Geography Average Benchmark)
Compare individual's sales to their geography average and highlight what contributes to the difference
Sales Comparison (Position Average Benchmark)
Compare individual's sales to their position average and highlight what contributes to the difference
Sales Compensation Overview
Track earnings, targets, and payment progress
Sales Gamification
Motivate sales teams through goals, milestones, and recognition
Sales Objectives and Initiatives
Track assigned objectives and performance priorities
Sales Performance Overview
Track daily sales performance and key metrics
Sales Recommendation
Highlight which products have the most selling potential for a salesperson
Sales Recommendation by Account Type
Highlight which product and account combinations have the most sales potential for a salesperson
Sales Recommendation by Cluster
Highlight which products have the most sales potential, based on the sales of similar peers
Scenario Comparison (Average Earnings)
Compare compensation plan scenarios to assess the impact of different model rules or parameters on average earnings
Scenario Comparison (Earnings Rank)
Compare compensation plan scenarios to assess the impact of different model rules or parameters on earnings ranking
Scenario Comparison (Total Earnings)
Compare compensation plan scenarios to assess the impact of different model rules or parameters on total earnings
Standard Plan Compensation Report
Articulate the compensation plan calculations that determine the salesperson's commission earnings
Territory Accounts Balancing
Improve the effectiveness of territory alignments by harnessing key account balancing metrics
Territory Alignment Rules
Define and manage rules that constitute a set of territory alignments using specific entity instances such as accounts and territories
Territory Analysis
Visualize attainment by territory to gauge the performance of the individual's products through an interactive map
Territory Communication
Provide visibility into an individual's accounts and opportunities in a territory
Territory Revenue Potential Balancing
Enable a sales leader to identify imbalances in revenue potential across geography
Territory Workload Balancing
Improve effectiveness of territory alignments by harnessing key salesforce capacity metrics
Time Tracker
Track time against projects
Turnover Analysis
Visualize the impact of turnover through earnings analysis
Utilization Analysis
Guage workload balance to effectively deploy resources
What-If Calculator
Estimate a salesperson's earnings for one or more components from a specific compensation plan
YTD Payments
Visualize year-to-date payment trends against historical data to gauge relative performance
YTD Sales
Visualize year-to-date sales trends against quota and historical data to gauge relative performance
YTD Sales Rank
Visualize year-to-date sales rank trends against historical data to gauge relative performance
