We automate the workflows, data pipelines, and reporting processes that keep your revenue engine running, so your ops team spends less time reconciling and more time driving strategy.
Every hour your ops team spends pulling data, fixing mismatches, chasing approvals, and building the same report for the fifth time is an hour not spent on the work that actually moves the business. The problem isn't effort, it's the systems underneath.
Most sales orgs already have the tools they need: a CRM, a data warehouse, Power BI or Tableau, maybe Excel. What they're missing is the connective tissue that makes those tools work together automatically. That's what we build.
Automated calculation pipelines that pull from your CRM and data sources, apply your plan rules, and produce clean, auditable payout numbers, without manual intervention. Month-end becomes a review, not a rebuild.
We connect your systems so data flows where it needs to go, automatically and accurately. CRM to data warehouse, payroll to finance, quota system to reporting layer. No more copy-paste, no more version conflicts.
Structured, documented approval flows for compensation, exceptions, and adjustments. Every decision tracked, timestamped, and auditable. No more email chains trying to reconstruct who approved what.
Automated distribution of payout statements, quota reports, and performance dashboards directly to reps and managers, segmented by hierarchy, role-based access, delivered on schedule.
We build and automate reporting in Power BI, Tableau, or the tools you already use, so leadership gets the visibility they need without ops manually refreshing a file every Monday morning.
We document your current state: every manual step, every data source, every handoff point. We find the bottlenecks and prioritize what to automate first for maximum impact.
We design the automated workflow, data model, and reporting architecture. You review it before we build anything.
We build on your existing infrastructure, no new platforms, no migrations. We run the automated process in parallel with your current process until the outputs match and the team trusts it.
Full documentation, training, and a clean handover so your team owns it. Or we continue running it, your choice.
You're the person who knows exactly which spreadsheet breaks if someone changes a formula. We help you get to a place where the system runs, and you manage exceptions, not exports.
You need comp numbers that reconcile cleanly to payroll, accruals you can forecast with confidence, and an audit trail that holds up. We connect the sales ops world to your financial systems so the numbers agree the first time.
You've been asked to build something for Sales Ops but the comp logic is more complex than anyone told you. We bring the domain expertise so you don't have to learn incentive comp from scratch.
Technology & SaaS · Life Sciences & Healthcare · Financial Services · Consulting & Services · Cyber Security
OMPV distributes auto accessories across Maharashtra and neighbouring states, 300+ car models, 12 to 15 accessories per model plus colour variants, totalling over 3,500 SKUs. Each of their 500+ dealers has custom pricing for each product variant based on their individual sales profile.
We built a fully custom platform connecting every layer of their distribution network. Dealers, sub-dealers, accountants, back-office staff, and admins each get a view tailored exactly to their role. KPIs tracked at dealer level, city level, and geo level. AI integrated into the analytics layer. WhatsApp integration handles order confirmations automatically. Email notifications keep the network informed without manual effort.
OMPV now knows not just who sells the most, but who sells the most profitable products, how fast they move inventory, and what the full breakdown looks like behind every number, every data cut, custom-tailored for each role.
We'll tell you what can be automated, what it takes to get there, and whether Falcon Incentives is the right fit.