Admin enablement
Our Admin Enablement service is designed to empower your internal team by providing the training and resources they need to confidently manage and optimize your compensation system. We offer personalized, hands-on training to ensure your admins are equipped with the knowledge to navigate the system efficiently, troubleshoot issues, and handle day-to-day operations with ease.
What we provide
-
1. Understanding your commission process
We begin by gaining a clear understanding of your commission plans, including how they function, how they’re structured, and how they support your business objectives. This foundation ensures our training is aligned with your specific needs. -
2. Technical Training
We offer comprehensive training on your system, guiding administrators through key features, workflows, and day-to-day tasks so they can manage the platform with confidence. -
3. Tailored tool overview
Training is personalized to your unique environment, incorporating your processes, team roles, and plan designs to make the learning experience relevant and actionable. -
4. Documentation
We assist in creating detailed documentation that outlines your system setup and processing steps, supporting long-term consistency and making transitions or onboarding easier in the future.
Client success story
The challenge
A company was using CaptivateIQ, but after their key admin left, a new hire had to step into the role. With no prior experience in the system, they needed fast training to ensure seamless commissions processing.
Our approach
We provided tailored training, starting with a review of their commission plans and system setup. We guided the new hire through the tool’s features, personalized the training to their specific processes, and created helpful documentation for ongoing support.
The outcome
The new admin quickly became proficient in managing the system, ensuring accurate and timely commissions processing. The company experienced a smooth transition, and the admin was empowered to independently handle the tool going forward.