Question 1

1. What is the Union Scheme Management application?

Accepted Answer

Union is a sales incentive and performance management application integrated with Incluziv Cloud and Incluziv ERP.
It allows businesses to create sales schemes, allocate targets, and track customer, dealer, agent, or salesperson achievement using real-time sales information available in the system.
It provides clear visibility into target versus achievement throughout the scheme period.

Question 2

2. Can I create multiple sales schemes?

Accepted Answer

Yes. You can create multiple sales schemes for the same customers, dealers, agents, or sales teams.
These schemes can run during different periods or overlap with one another. Each scheme can have its own targets, eligibility conditions, duration, and performance criteria.
This allows businesses to run quarterly, annual, product-specific, collection-specific, or promotional schemes simultaneously.

Question 3

3. Can the application automatically calculate incentives?

Accepted Answer

Union can automatically calculate target achievement based on the relevant sales information available in Incluziv Cloud or Incluziv ERP.
At present, the final incentive calculation and approval process is handled manually.
The system provides complete visibility into target versus achievement, helping the business determine the applicable incentive accurately.

Question 4

4. Can sales representatives track their targets?

Accepted Answer

Yes. Sales representatives can track their targets and performance when Union is integrated with Incluziv SFM.
They can also view the target and achievement details of the customers or dealers assigned to them, subject to the permissions provided by the organisation.

Question 5

5. Can managers monitor team performance?

Accepted Answer

Yes. Managers can monitor overall team performance as well as individual customer, dealer, salesperson, territory, and zone-wise performance.
The available reports help managers identify high performers, customers approaching their targets, and areas that require additional follow-up.

Question 6

6. Is Union suitable for distributors and manufacturers?

Accepted Answer

Yes. Union is particularly suitable for distributors and manufacturers using Incluziv Cloud or Incluziv ERP who require an easy and seamless way to manage sales schemes.
Since the sales information is already available within the Incluziv environment, scheme performance can be tracked with minimal manual intervention.
The solution can also be evaluated for businesses using other software applications through suitable integration methods.

Question 7

7. Can Union integrate with Incluziv ERP?

Accepted Answer

Yes. Incluziv ERP and Incluziv Cloud are the native environments for Union.
The application can use sales information from these platforms to track targets and achievements for customers, dealers, agents, salespeople, and territories.
This integration reduces manual effort and improves the accuracy of scheme tracking.

Question 8

8. Is the application available on mobile devices?

Accepted Answer

Union is currently available through a responsive web interface that can be accessed using the Incluziv ERP or Incluziv Cloud environment.
APIs are available to display target-versus-achievement information within supported mobile applications such as the Incluziv Customer App and Incluziv SFM.
At present, complete scheme creation and scheme administration are not available through a standalone mobile application.

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