Sales Performance
Management Planning


Strategically get to your desired future state.


The key to effective SPM is effective sales performance management planning. OpenSymmetry brings unparalleled expertise from hundreds of deployments globally to ensure client success. Our team of SPM experts help you understand the common challenges, consequences, required resources, total time, and technology needed for each stage of your SPM journey. They set clear expectations on what a system will (and will not) do and they are able to relate that to a realistic ROI specific to your business case. They ensure that your organization will be able to adopt process improvements and be able to improve governance.

Simply put, their goal is to provide clients with what’s possible, what’s optimal, and what’s considered a best-in-class SPM solution, unique to the client’s needs.

Stop searching. We have your answers.


Providing objective opinions on products and industry best practices

Creating a customized design and approach specific to your business objectives

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And aligning technologies to your unique business requirements to facilitate effective decision making

How Can OpenSymmetry’s Strategic Services Help You?

SPM Program Assessment & Future State Planning

OpenSymmetry offers a complete end-to-end analysis for defining and planning a more efficient best-in-class future state solution to support your SPM program. We’ll work with you to assess your current state, determine the target future state, and develop the roadmap to get there. This includes optimization, justification, and solution recommendations.

Case Study: National Instruments – How NI Created a Path to Sales Performance Management Optimization

Case Study: Carnival Cruise Lines – Carnival’s Voyage to a Better Sales Performance Management Program

Case Study: Wacker Neuson – When Outsourcing Works

SPM Technology Evaluation & Selection

OpenSymmetry offers services including requirements gathering, RFI/RFP support and navigation, and facilitating demonstrations (quantitative and qualitative scoring, executive readout, and recommendation) so that you can confidently identify the right SPM technology solution for your specific needs. With our deep expertise on all the leading technology platforms in the SPM space, we’ll walk you through the key differences among the tools and help assess your best options.

Data Sheet: Technology Evaluation & Selection

eBook: Everything You Ever Wanted to Know About SPM

Guide: SPM Vendor Guide

eBook: The Ultimate Guide to SPM Selection

Whitepaper: Six Common Mistakes of Selecting a Sales Performance Management Solution

Whitepaper: Considerations When Replacing Your SPM Solution

Case Study: DSM – From Strategy to Service-How a global product company achieved SPM ultimate success with the help of a bowtie

Whitepaper: Is there a difference between SMB/Commercial & Enterprise SPM Platforms?

Advanced SPM Reporting & Analytics

OpenSymmetry helps harness your compensation and sales data to fuel impactful decision-making. We ensure that you leverage SPM reporting tools to enable high visibility for sales teams, deep analysis of compensation programs, and vital information to drive change and success within your sales force.

Data Sheet: Linking Performance Management & Sales Compensation

Research Study: Incentive Compensation and Sales Performance Reporting Practices

Webinar: Incentive Compensation and Sales Performance Reporting Practices

Implementation Readiness & Planning

OpenSymmetry has a thorough assessment to evaluate the readiness of organizations to move towards a defined future state for SPM, from defining the future state through developing the implementation plan that includes evaluating existing technology, processes, and resources related to the incentive compensation process. Defined scope and risk planning are used to create a roadmap for implementation representing dependencies, risks, data, and resource needs.

Data Sheet: OS Mentorship Program

Case Study: Vodacom – Fast and Effective Incentive Compensation Management for Telecommunications

Case Study: How the Co-operators Gained Confidence to Solve Any SPM Challenge

Business Case Development

OpenSymmetry supports the development of your business case needed for organizational buy-in for an SPM technology investment. Our methodology addresses both financial and non-financial factors as well as assessing the probability of ROI delivery, such as total cost savings and ease of doing business.

*This service is often combined with other Strategy Services.

POV: How to Build an Irrefutable Business Case for SPM Solutions

Whitepaper: SPM Challenges & Technology Considerations

Sales Plan Design Support

OpenSymmetry offers incentive compensation plan assessment and design services to ensure that your plans are built for purpose – to drive the most important sales results, retain top performers, and satisfy finance’s cost of compensation expectation. Additionally, we’ll help develop plans that are suited for automation and designed with full understanding of the strengths and limitations of SPM systems.

Whitepaper: Best Practices for Managing SPM Solutions During the COVID-19 Pandemic

Webinar: Designing High Performance Sales Compensation Plans

Webinar: Achieving World-Class Sales Compensation Design

Optimize SPM Technology

OpenSymmetry offers a complete evaluation of your current technology platform with a detailed look at your configuration, processing trends, and use/leverage of functionality in your SPM/ICM software. A clear plan is provided to move to a more efficient, effective future state.

Case Study: Blackbaud – No More IT Dependencies for ICM

Case Study: Abbott – The Journey to SPM Self-Sufficiency

Stop searching. We have your answers.


OpenSymmetry enables clients to achieve greater operational efficiency and get better sales results.  We are a global consulting company specializing in the planning, implementation, and optimization of industry leading technology suppliers of sales performance management solutions.

OpenSymmetry Global Offices