Power of oneCallidusCloud provides the most complete and comprehensive Sales Performance Management suite, allowing customers to depend on one vendor instead of several. One vendor means one contract, one service level agreement, one implementation team, and one customer support organization for superior speed and better alignment of sales strategy to sales execution. One vendor also means better user experience – at the security, navigation and theming level – and faster time to market due to faster implementation and less integration.

Easy to use and intuitive

Our solutions are designed from the ground up with business users in mind. Business users can build compensation plans, change organizational hierarchies, compare performance of teams, confi gure leaderboards, generate reports, and forecast expenses, all without any coding. There are wizards that guide users through creation of compensation plans and distribution of quotas. Performance metrics are presented in a color-coded, graphical format, making data easy to consume. Our learning solution is easy to use too, both for course creation and consumption, and requires no training.

Achieve superior sales performance

The Sales Performance Bundle includes the following products:

• Commissions

• Territory & Quota

• Litmos Mobile Learning

• Sales Performance Manager

• MySalesGame

• Workfl ow

Whether you are looking to onboard new reps quickly, train and motivate sales to perform at their best, reduce disputes, or increase transparency of the sales compensation process, the Sales Performance bundle by CallidusCloud has it all. This bundle equips you with all the tools necessary to set goals for your sales teams, and onboard, train, motivate, coach, and pay them to achieve those goals. The bundle also provides reporting and analytics to measure sales performance and enables you to take corrective actions to better align sales to corporate goals.

The bundle, rated as a leader in the 2015 Gartner Magic Quadrant on Sales Performance Management, helps you achieve superior sales performance by delivering on multiple fronts:

• Increase win rates and deal sizes with the right coaching and motivation.

• Make new hires productive faster with fl exible learning solutions.

• Measure sales performance with reporting and analytics.

• Complete your sales planning faster and intelligently so you can roll out new products quickly.

• Take well-informed business decisions with fi nancial modeling and simulation.

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Portal to view compensation data and metrics

Accelerate sales productivity with elearning CallidusCloud’s learning management system (LMS) helps learning professionals reduce risk, ensure compliance, improve sales performance, and better enable external audiences such as channel partners or customers. Unlike other solutions, CallidusCloud’s LMS leverages social, mobile, and analytic capabilities along with a powerful, elegant user experience that increases learning adoption and results. Litmos allows your organization to deploy a comprehensive learning strategy that includes elearning, virtual learning, instructor-led training, exams, certifi cations, and extended learning. You can create courses and curriculum based on sales performance goals, team objectives, career and succession plans,

Key features:

• Set quota based on historical trends and CRM opportunity data

• Take learning courses on your mobile device

• Coach your sales team

• Provide rewards and incentives with gamifi cation

• Manage complex compensation plans

• Get role-based metrics on revenue, performance, and KPIs

Optimize sales performance with coaching Take your sales team to the next level. Develop your people’s skills and abilities, boost their performance, and deal with issues and challenges before they become major problems. With CallidusCloud Sales Performance Manager you can set objectives, assign specifi c courses to individual sales reps, monitor their progress, and help them achieve their goals and ambitions, thereby optimizing the performance of the whole team. Built-in workfl ow ensures that individual sales reps are notifi ed of the objectives set for them and advised to take the assigned course. Dashboards allow sales managers to compare and track the behavior of their top players, and coach others to replicate that behavior.

Support company goals by aligning sales to the right territories and quotas

Territory & Quota has a powerful quota recommendation engine that intelligently recommends quotas for individual sales reps based on historical trends and CRM opportunities data. The use of backward and forward-looking metrics makes quota allocations fair and scientifi c. Together with the built-in workfl ow engine, the solution allows for faster, more intelligent and collaborative quota setting, distribution, and acceptance across your sales force. Unlike spreadsheets, mid-year quota allocations/changes for new hires are never a challenge. Territory & Quota gives you the fl exibility to make manual allocations at any point in time, plus it automatically rebalances the remaining territory and quota allocations across your sales force, thereby maintaining the balance.

or for individual development. Plus, it ensures you have records, reports and insight to see if you are meeting your objectives. With features such as automated assignment profi les, and REST APIs to integrate with any SaaS or on-premise application, CallidusCloud provides the most powerful and fl exible LMS available today.

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Get metrics-based quota recommendations Do e� ective fi eld coaching with the iPad app

Pay commissions on time and accurately Compensation administrators can easily design compensation plans ranging in sophistication from simple to very complex – and distribute them across direct and indirect sales forces with CallidusCloud Commissions.

With its powerful plan confi guration and rules engine, Commissions can support all types of variable and fi xed compensation calculations including splits, recoverable and

Make retroactive changes easily

CallidusCloud Commissions and Territory & Quota provide the ability to go back in time, allowing you to easily handle retroactive changes and adjustments, make mid-year changes, correct errors of the past, and protect against duplicates. So, for instance, if you get faulty sales data from a channel partner for a previous month and need to reprocess payments, CallidusCloud Commissions allows you to do so without having to worry about hierarchy changes and plan changes that may have taken place since then, because all elements such as hierarchies and plans are date-stamped. Date stamps are applied to organization data, classifi cation data, plans, rules, role elements, and quota allocations, giving organizations great fl exibility in rolling out plans, rules, promotions, and quotas. Pervasive e� ective dating is built into our products from the ground up, allowing you to manage evolving organizational hierarchies and complex overlay relationships with ease.

Key benefi ts:

• Support company goals by aligning sales to the right territories and quotas

• Accelerate sales productivity with elearning

• Optimize sales performance with coaching

• Engage reps and make it fun for them to perform at their best

• Pay commissions on time, accurately

• Enjoy visual, easy-to-consume reporting and dashboards

• Eliminate dependence on IT through with a user interface tailored to the business user

• Handle retroactive changes and mid-year changes easily

• Simulate impact of compensation process changes risk-free

Make it fun and engaging for reps to perform at their best Compensation only goes so far; it allows you to measure and reward your sales people based on a small set of metrics in an organization. Gamifi cation allows you to motivate your entire sales organization with tactical, near real-time monetary and non-monetary incentives. With MySalesGame you can easily design leaderboards, contests, badges, and trophies, all of which are known to resonate well with sales people who, by nature, are competitive. What’s more, you can reward them based on criteria that you choose. Drive, measure, and reward your sales representatives for specifi c positive selling behaviors such as adoption of new tools and technologies, face-to-face meetings with a C-level executive, following up on a lead, and so on.

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non-recoverable draws, draw-downs, revenue schedules, product profi tability, spi� s, multi-dimensional rates, bonuses, rewards, ranking, attainment achievement, accelerators, step-rate tables, tiered-rate tables, prior period aggregations, eligibility, and much more.

Mobility gives you a competitive advantage and increased convenience

Mobility allows sales people and managers to be more e� cient with on-the-go learning, coaching, and visibility into commission data. With the Salesforce1 app, reps can check their commission statements even when they are out on the fi eld, while administrators can confi gure their dashboards from a mobile device. Sales managers can make coaching notes on their iPad during a ride-along and complete coaching sessions in under 15 minutes. Mobility allows sales reps to continue training and learning outside the classroom, improving convenience and knowledge retention.

Improve trust and reduce disputes

With the Sales Performance Bundle sales reps not only get unprecedented visibility into compensation plans, payouts, performance metrics, territory alignment, and quota allocation but they also enjoy the ability to raise disputes, make inquiries, and give feedback.

Sales reps have a portal to view commission plans and performance metrics such as attainment to goal, sales by product, year-to-date sales, and much more. They have the ability to drill into payout statements and raise disputes against specifi c line items from within the system, without using the phone or email. This transparency reduces disputes, helps win reps’ trust, reduces shadow accounting, and in turn increases productivity.

Simulate impact of compensation plan changes risk-freeModeling and forecasting in CallidusCloud Commissions enables customers to simulate changes in compensation plans, rates, rules, hierarchies etc. within the same environment at no extra cost. You can maintain a history of all your simulations and easily promote to production the model of your choice with just a few clicks. Enjoy unlimited macro-modeling at the organizational level as well as micro-modeling at the individual sales rep level and/or team level.

About CallidusCloudCallidus Software Inc. (NASDAQ: CALD), doing business as CallidusCloud®, is the global leader in cloud based sales, marketing, learning and customer experience solutions. CallidusCloud enables organizations to accelerate and maximize their lead to money process with a complete suite of solutions that identify the right leads, ensure proper territory and quota distribution, enable sales forces, automate confi gure price quote, and streamline sales compensation -- driving bigger deals, faster. Over 3,500 leading organizations, across all industries, rely on CallidusCloud to optimize the lead to money process to close more deals for more money in record time.

Modeling, forecasting, and tracking together allow you to see what kind of incentives work best for you, help you roll them out easily, and ensure you don’t break the bank in the process. Best of all: a compensation administrator can do all this with zero IT assistance.

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This document is provided for information purposes only, and the contents hereof are subject to change

without notice. © 2015 Callidus Software Inc. All rights reserved.

See compensation payouts on your mobile device

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