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Incentive Manager
Sales Vision says it is located in San Diego, California.
What it is
Incentive Manager is a web-based component of the Sales Vision suite for banks and credit unions creating and managing incentive programs. It supports sales, service, growth, referral and promotion plans, with per-sale, tiered and hurdle structures among its options. Targets can be assigned to individual employees, and earnings are calculated daily. Management and staff receive earnings reports, while payroll-system integration supports payout handling. Sales Vision says its incentive automation includes over 150 business rules. The wider suite covers sales, referrals, CRM and employee performance tracking, and sales data is updated daily from an institution’s core system. The company describes customers ranging from $100 million to $10 billion in size. Incentive Manager is listed as paid, with pricing on request, and the product page invites prospective customers to request a detailed demonstration. Sales Vision lists support by email during Monday–Friday, 8:00 am–6:00 pm Pacific. No security certifications or compliance details are stated on the opened pages.
For and against
For
- Supports multiple incentive plan types
- Offers per-sale, tiered and hurdle structures
- Calculates earnings daily
- Integrates with payroll systems
- Provides management and staff reports
Against
- Pricing is available only on request
- Designed for banks and credit unions
- No security certifications are stated
- Requires requesting a detailed demonstration
The verdict
Incentive Manager focuses on configurable incentive programs with daily calculations, reporting and payroll integration. Its stated audience is financial institutions, and buyers must request pricing and demonstration details.
Who it suits
It suits banks and credit unions that need structured incentive plans, employee targets, daily calculations, reporting and payroll-connected payouts. Sales Vision describes institutions from $100 million to $10 billion as customers.
On the record
- Business rules
- The maker's homepage says its incentive automation offers over 150 business rules.salesviz.com · read 11 Oct 2026
- Calculations
- Earnings are calculated daily to reduce manual tracking and support timely payouts.salesviz.com · read 11 Oct 2026
- Company focus
- Sales Vision describes its suite as serving banks and credit unions, including institutions ranging in size from $100 million to $10 billion.salesviz.com · read 11 Oct 2026
- Company suite
- Sales Vision covers sales, referrals, incentives, CRM, and employee performance tracking.salesviz.com · read 11 Oct 2026
- Earnings calculations
- Earnings are calculated daily.salesviz.com · read 11 Oct 2026
- Employee targets
- Targets can be assigned at the individual employee level.salesviz.com · read 11 Oct 2026
- Incentive types
- It supports sales, service, growth, referral, and promotion-based incentive plans.salesviz.com · read 11 Oct 2026
- Intended customers
- Sales Vision says its clients include banks and credit unions ranging from $100 million to $10 billion in size.salesviz.com · read 11 Oct 2026
- Payroll
- Sales Vision says Incentive Manager integrates with payroll systems for payout management.salesviz.com · read 11 Oct 2026
- Payroll integration
- The product page says it integrates with payroll systems for payout management.salesviz.com · read 11 Oct 2026
- Plan structures
- The product supports per-sale, tiered, and hurdle incentive structures, among others.salesviz.com · read 11 Oct 2026
- Plan types
- It supports sales, service, growth, referral, and promotion-based incentive plans.salesviz.com · read 11 Oct 2026
- Pricing and demo
- The product page invites prospective customers to request a detailed demonstration; it does not state a price.salesviz.com · read 11 Oct 2026
- Product
- Incentive Manager is a web-based part of the Sales Vision suite, designed for banks and credit unions to create and manage incentive programs.salesviz.com · read 11 Oct 2026
- Purpose
- Incentive Manager is a web-based product in the Sales Vision suite for banks and credit unions to automate incentive programs.salesviz.com · read 11 Oct 2026
- Reporting
- The product provides earnings reports to management and staff.salesviz.com · read 11 Oct 2026
- Rule structures
- Incentive structures include per-sale, tiered, and hurdle types.salesviz.com · read 11 Oct 2026
- Sales data
- Sales tracking is updated daily from the institution's core system.salesviz.com · read 11 Oct 2026
