The Plans

Within the Test Drive environment, we have five (5) plans. The plans represent a common sales compensation approach for companies that sell Software and have 25-250 sales reps. With that said, the system is flexible to handle companies of varying industries and sizes. We chose these plans for illustration purposes only.

• Account Executive: The plan for the "closing reps". These are typically the Hunters on your sales team. This sales team member is your traditional sales person, charged with bringing in new business. In the beginning you staff up a team of Hunters to chase down every possible lead and turn it into revenue. Depending on how personalized your compensation plan is, a well rewarded hunter can focus on increasing revenue, market penetration, profit, or improved product mix.
• Customer Success: This sales team member focuses on renewals and up selling current customers. A team of Farmers guarantees you aren’t losing on-going revenue by tending to your current customers and reducing churn. A well-built Farmer incentive plan will recognize the daily consultative outreach and upselling activities that keep the Farmer harvesting.
• Lead Generation Reps: This sales team member finds new leads for hunters to
  track. Prospectors enable your Hunters to focus on their finishing deals, while they keep the pipeline full. Building an incentive plan that will drive the Prospector to find new leads for the Hunters to chase is critical to company growth.
• Regional Manager: Every sales team needs a leader, and the best sales teams rely on a Captain to keep them focused on the deals that matter. Rewarding your sales managers for team success motivates them to deliver the best numbers possible.
• Sales Director: Similar to the Regional Manager but in charge of multiple sets of teams or regions.

Each plan will have several users assigned to it, contain quotas and payments, and Terms & Conditions. Feel free to add or edit any rules that you want... this is your Test Drive.