Automating Spiff Management for Dealer Sales Reps

Posted On: August 6, 2025

Are you looking to automate and scale your channel partner spiff program? Here are some strategies you can put in place. 

1. Automatically set the parent/child relationship between the sales rep individual and their employer (your customer) so that your sale/shipment record can link all the through to the permitted sales reps. 

2. Build adjudication into the spiff requests where each spiff instantly matches up to unique identifiers in your sale/shipment record such as a serial number or invoice number. 

3. Apply OCR keyword detection to the evidence document to see if a claimed model and serial number are also printed on the document. 

4. Enable direct communication between your spiff system and the sales rep requesting spiffs so that you can ask reps to edit their spiffs and you can post reminders on policy and practice. 

5. Apply API integrations for eligibilty conditions and outbound to payments, 

6, Outsource 1099 administration that is required in January.