Leaptree IncentivizeLeaptree
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Related Products
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About
Castine Consulting LLC (formerly named Cogent Consulting) has been a global provider of management solutions for over 30 years. Its legacy products have been installed in over 60 countries and at over 4,000 sites. We know the software and we know how to support it. Castine’s product line includes industry-leading solutions for the investment community for compliance, commission management, and compensation and performance reporting. Castine’s principals are recognized as industry leaders in commission management (28(e), CSA, RPA, MiFID II), compliance operations and due diligence, and broker/advisor compensation and performance reporting. Castine’s principals are recognized as world leaders in broker reviews, compensation, and commission management solutions. Castine’s partners, including Integrity Research, bring depth and breadth to our offerings. Castine’s technology uses the latest tools to provide a truly up-to-date experience to its clients.
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About
Leaptree Incentivize is a 100% Salesforce-native compensation and incentivization management platform designed to eliminate the need for manual spreadsheets and streamline sales incentive processes. With a no-code setup, users can create, configure, and edit intelligent sales incentive plans quickly and accurately. It offers significant efficiencies, including a 90% reduction in effort managing end-of-period compensation processing, a 50% reduction in disputes related to clawbacks and exceptions, and a 90% reduction in effort planning and modeling future compensation plans. Personalized commission dashboards motivate sales representatives by providing real-time access to earnings and transparent incentive calculations. Dynamic "what-if" scenario modeling allows users to devise, compare, and assess future commission plans, taking charge of sales performance outcomes.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Brokers in search of a complete performance and compensation system solution for their operations
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Audience
Sales operations managers seeking a solution to automate and optimize their team's commission structures directly within Salesforce
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$39 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCastine
United States
castinellc.com
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Company InformationLeaptree
Founded: 2009
Ireland
www.leaptree.com/products/incentivize
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Categories |
Categories |
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Integrations
Salesforce
Not Supported
Salesforce Experience Cloud
Not Supported
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