Many partner recruiting and appointment activities are based on undocumented and ad-hoc processes that are challenging to implement, track, and modify – creating rigid infrastructures that prevent businesses from meeting capacity targets, revenue targets, and go-to-market deadlines. Callidus Onboarding provides a flexible, Saas-based platform for users to design, deploy, and optimize workflows for critical agent and producer onboarding processes. The On Demand solution helps accelerate agent and producer recruiting, onboarding, and appointing, enabling companies to reduce the time to meet critical capacity requirements and revenue goals, and control the cost and risk of doing business with large producer volumes.
At the same time, partner expansion needs to be balanced with tight control over contracts and payments, based on profitable performance. Callidus Channel Management is a highly scalable SaaS based solution that helps businesses not only realize significant hard dollar savings with better control and flexibility of incentive-based contracts and payments to agents, but also to grow agent revenue and mindshare, and ensure long-term partner loyalty with higher service levels.