Incentive Wizard Logo

Incentive wizard for your CRM

Motivate your team with incentives triggered via your CRM

Unlock the magic of sales incentives and celebrate success at any pipeline stage.

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Incentive Wizard Dashboard Interface
Incentive Wizard Salesforce Integration

Simple integration, powerful results

Sales incentive programs are an exciting and powerful way to motivate your team and drive sales. We've simplified the reward process, giving you the tools to build a custom incentive program in Salesforce that boosts team performance, saves time managing spifs, and helps you meet sales goals.

Incentive Wizard integrates with your Salesforce account to automatically capture your team's progress in their pipeline. When eligible Opportunity milestones are met, rewards are paid to your team member via a Reloadable Visa® Prepaid Reward Card.

CRMs we work with

Pipedrive CRM Platform
Salesforce CRM Platform
HubSpot CRM Platform
Zoho CRM Platform
Monday.com CRM Platform
Pipedrive CRM Platform
Salesforce CRM Platform
HubSpot CRM Platform
Zoho CRM Platform
Monday.com CRM Platform

Inventive Wizard offers everything you need for
incentive program success

Customize Incentives Icon

Customizable Incentives

Set Opportunity incentives by Stage, Date, and Opportunity amount for total program customization.

Analytics Dashboard Icon

Insightful Analytics

See key metrics at a glance on your dashboard and dive deep into program performance with in-depth reports.

Seamless Integration Icon

Seamless participation

Eligible milestones achievements are recorded automatically, so your team never has to leave Salesforce to participate.

Communications Icon

Engaging Communications

Automated program emails deliver reward stats and encouragement. You can add announcements to the participant portal to drive team engagement.

Rewards Icon

Exciting Rewards

Reloadable Prepaid Visa Reward Cards give your team convenient, reliable access to their earnings.

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Pricing

The right plan for your incentive program needs

Get access to the most powerful tools to motivate teams big and small.

STANDARD

Best for small business

$5
/month per participant
After $499 Set Up Fee
+ $3.50 per card
+ Postage - Billed at actual
+ 3.5% card funding fee
Features:
Customizable incentives
Prepaid Visa RewardCard payouts
Ad-hoc Admin reporting
Responsive customer support
Quick Salesforce integration
Training slides
Push notifications
Performance tracking
Premium

Best for mid-market enterprise

$4
/month per participant
After $2,500 Set Up Fee
+ $3.50 per card
+ Postage - Billed at actual
+ 3.5% card funding fee
Everything in Standard, plus:
Quizzes & Education module
Branded Visa Reward Cards
Branded incentive portal
Branded training slides
Enterprise

Best for large enterprise

$3
/month per participant
Contact Sales for Set Up Fee
+ $3.50 per card
+ Postage - Billed at actual
+ 3.5% card funding fee
Everything in Premium, plus:
Custom development
Custom Education module
Custom reporting package
Custom training slides
Custom Salesforce integration

Getting started with Incentive Wizard is easy!

Contact us to integrate Incentive Wizard with your team's Salesforce account.
Add Opportunity incentives and invite your team.
Launch your program and watch sales soar!

GET STARTED
Incentive Wizard Launch Process
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