Eliminate spreadsheets and VLOOKUP errors with rule-based logic
Sync real-time data from CRM, ERP, and billing tools automatically
Give reps live dashboards showing earnings and quota attainment
Auto-generate commission statements with no manual effort
Adapt comp plans instantly- no need to rebuild spreadsheets
What is Visdum and why does Sales Ops need it?
Visdum is a sales commission automation platform that integrates with your CRM, ERP, and payroll systems to calculate, track, and communicate payouts in real time.
If you’re manually exporting deals from Salesforce or HubSpot into spreadsheets, applying formulas and credit logic, and sharing payouts days later- Visdum eliminates that whole workflow. It’s faster, more accurate, and scalable.
Are you still managing commissions with spreadsheets?
Sales Ops teams often rely on Excel or Google Sheets to:
Export deal data from Salesforce or HubSpot
Manually assign credits and apply splits
Use VLOOKUP and nested formulas for calculations
Reconcile numbers with Finance
Send statements manually to reps
This approach breaks easily when:
There are >10 reps
Comp plans need to adapt to changes often
You need transparency and auditability
Reps want visibility into payout details
🔄 Before vs After Visdum: Commission Process Comparison
Commission Process Overview with vs. without Visdum
Visdum replaces 5 tools and 3 spreadsheets with one platform
No more managing multiple versions of comp plans across Excel files, Slack messages, and emails. With Visdum, Sales Ops teams can:
Pull clean data from CRM and billing tools
Apply plan rules using a no-code rule builder
Generate commission statements automatically
Offer real-time visibility to reps and managers through dashboards
How do Sales Ops teams use Visdum to automate payouts?
Let’s walk through how Visdum helps every step of the commission process.
How does Visdum sync CRM, ERP, and billing data?
Visdum integrates with:
Salesforce, HubSpot, Zoho CRM, Freshworks
QuickBooks, Netsuite, and Sage
Oracle, ADP, Workday
And more!
Create Input Data Stream Via Integrations or Manual Uploads with Visdum
What do these integrations mean for you? Visdum pulls and updates:
Deal info, close dates, reps, regions
Products, revenue, discounts
Custom fields (segment, geo, role, etc.)
No more copying-pasting or CSV exports.
Can I build comp plans without formulas?
Yes. Visdum's no-code Visual Rule Builder is built for Sales Ops. You can:
Define tiers, accelerators, splits, SPIFs
Set credit logic by role, product, or region
Reuse rules across teams and geos
Unlike Excel, changes don’t break other logic- and you don’t need IT to operate Visdum. Use multiple componenets in plans each customizable with unique credit, earning, and payout rules.
Create Plans with Different Components Each With Their Own Earning Rule
What if my plan requires derived fields or custom metrics?
Whether you're scaling from 10 to 100 reps or launching a new comp plan, Visdum handles the complexity without breaking. From CRM sync to payout- every step is automated.
What problems does Visdum solve for Sales Ops?
Common objections- and how Visdum answers them
“We’ve been using Excel for years- it works fine.” Spreadsheets break as plans grow. Visdum is purpose-built to scale without risk.
“Our plans change every quarter.” With Visdum, plan changes are modular and editable in minutes- not weeks.
“I don’t want to involve Engineering.” You don’t need to. Visdum is a no-code platform built for Sales Ops teams.
“How will reps see what they’re earning?” Visdum gives them real-time dashboards and detailed statements.
Use Case: A SaaS company saved 20+ hours per cycle
A 75-Rep SaaS company was managing commissions across 4 verticals and countless spreadsheets. The Sales Ops team:
Manually exported deals from Salesforce weekly
Applied VLOOKUPs for credits and tiers
Emailed statements after long Finance reconciliation
Back and forth over emails
After switching to Visdum:
CRM syncs hourly, with no manual exports
Rules are reusable and updated in one place
Statements generate automatically post-approval
Issue resolution and ticketing right within Visdum
Result: Commission processing time reduced to 3 days from 15 days. Read the full case study here.
FAQs
Is Visdum only for tech/SaaS companies?
No. Visdum works for any business with performance-based comp- including SaaS, B2B services, fintech, manufacturing, retail, and more.
How long does it take to go live?
Most teams are live within 2–4 weeks depending on plan complexity and systems.
What CRMs and billing tools does Visdum support?
Visdum integrates with Salesforce, HubSpot, Zoho, QBO, Stripe, Chargebee, and more. Custom integrations are also supported.
Can Finance teams use Visdum too?
Yes. Finance gets audit logs, payout summaries, and statements that integrate with payroll systems.
Final Thoughts: Visdum is Built for Sales Ops
If your current commission process involves spreadsheets, late nights, and rep confusion= Visdum was built to solve that. It automates the payout pipeline from data sync to statements, with no-code logic and full visibility.
Whether you're running a 20-rep team or managing global quotas, Visdum replaces tools, reduces effort, and builds rep trust.
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