Skip to content
SPECIFICTION
Get listed

Incentive Manager

salesviz.com

Web
Visit salesviz.com
Spec score 7.2 #20 of 30 in Incentive Compensation Management Software

What it is

Incentive Manager is a web-based product in 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. Targets can be assigned to individual employees, and earnings are calculated daily. Management and staff receive earnings reports, while payroll integration supports payout management. Sales Vision says its incentive automation includes over 150 business rules. The wider suite covers sales, referrals, CRM, and employee performance tracking, with sales data updated daily from an institution’s core system. Listed capabilities include commission calculation, quota management, payout tracking, and compensation reporting. Sales Vision describes customers ranging from $100 million to $10 billion in size. The product is paid, but pricing is available on request; the product page invites prospective customers to request a detailed demonstration. Sales Vision lists headquarters in San Diego, California.

Spec sheet

Purpose
Incentive Manager is a web-based product in the Sales Vision suite for banks and credit unions to automate incentive programs.Read 11 Oct 2026 · salesviz.com
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.Read 11 Oct 2026 · salesviz.com
Security
The maker's opened homepage and Incentive Manager page do not state security certifications or compliance details.Read 11 Oct 2026 · salesviz.com
Support
Sales Vision lists support at [email protected] and business hours of Monday through Friday, 8:00 am–6:00 pm Pacific.Read 11 Oct 2026 · salesviz.com
Headquarters
Sales Vision says it is located in San Diego, California.Read 11 Oct 2026 · salesviz.com
Business rules
The maker's homepage says its incentive automation offers over 150 business rules.Read 11 Oct 2026 · salesviz.com
Calculations
Earnings are calculated daily to reduce manual tracking and support timely payouts.Read 11 Oct 2026 · salesviz.com
Company focus
Sales Vision describes its suite as serving banks and credit unions, including institutions ranging in size from $100 million to $10 billion.Read 11 Oct 2026 · salesviz.com
Company suite
Sales Vision covers sales, referrals, incentives, CRM, and employee performance tracking.Read 11 Oct 2026 · salesviz.com
Earnings calculations
Earnings are calculated daily.Read 11 Oct 2026 · salesviz.com
Employee targets
Targets can be assigned at the individual employee level.Read 11 Oct 2026 · salesviz.com
Incentive types
It supports sales, service, growth, referral, and promotion-based incentive plans.Read 11 Oct 2026 · salesviz.com
Intended customers
Sales Vision says its clients include banks and credit unions ranging from $100 million to $10 billion in size.Read 11 Oct 2026 · salesviz.com
Payroll
Sales Vision says Incentive Manager integrates with payroll systems for payout management.Read 11 Oct 2026 · salesviz.com
Payroll integration
The product page says it integrates with payroll systems for payout management.Read 11 Oct 2026 · salesviz.com
Plan structures
The product supports per-sale, tiered, and hurdle incentive structures, among others.Read 11 Oct 2026 · salesviz.com
Plan types
It supports sales, service, growth, referral, and promotion-based incentive plans.Read 11 Oct 2026 · salesviz.com
Pricing and demo
The product page invites prospective customers to request a detailed demonstration; it does not state a price.Read 11 Oct 2026 · salesviz.com
Reporting
The product provides earnings reports to management and staff.Read 11 Oct 2026 · salesviz.com
Rule structures
Incentive structures include per-sale, tiered, and hurdle types.Read 11 Oct 2026 · salesviz.com
Sales data
Sales tracking is updated daily from the institution's core system.Read 11 Oct 2026 · salesviz.com
Suite features
The Sales Vision suite covers sales, referrals, incentives, CRM, and employee performance tracking.Read 11 Oct 2026 · salesviz.com

Strong points and limits

Strong points

  • Supports sales, service, growth, and referral plans
  • Daily earnings calculations
  • Individual employee targets
  • Payroll integration for payout management
  • Over 150 stated business rules

Limits

  • Pricing is available only on request
  • Runs on the web

Who it suits

It suits banks and credit unions managing structured incentive plans, employee targets, commissions, quotas, and payouts. Sales Vision describes institutions from $100 million to $10 billion as customers.

Verdict

Incentive Manager focuses on incentive administration for banks and credit unions, combining plan structures, daily calculations, reporting, and payroll integration. Buyers must request pricing and should review security details separately.

Where Specifiction places it

Alternatives to Incentive ManagerAll alternatives →