Sales
Operations
Finance
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CloudComp
RevenueCloud
Professional ServicesAbout Surfwriter
For 17 years, Surfwriter has been the trusted choice for businesses looking to maximize their Salesforce investment. We’ve built powerful native apps and deep expertise in commission management, revenue automation, and sales performance optimization—all backed by 5-star reviews from satisfied clients. Our mission is simple: share our wealth of knowledge to help you automate processes, boost efficiency, and drive more revenue through your Salesforce platform.
Surfwriter is your partner in success!
About Surfwriter
For 17 years, Surfwriter has been the trusted choice for businesses looking to maximize their Salesforce investment. We’ve built powerful native apps and deep expertise in commission management, revenue automation, and sales performance optimization—all backed by 5-star reviews from satisfied clients. Our mission is simple: share our wealth of knowledge to help you automate processes, boost efficiency, and drive more revenue through your Salesforce platform.
Surfwriter is your partner in success!
About Surfwriter
For 17 years, Surfwriter has been the trusted choice for businesses looking to maximize their Salesforce investment. We’ve built powerful native apps and deep expertise in commission management, revenue automation, and sales performance optimization—all backed by 5-star reviews from satisfied clients. Our mission is simple: share our wealth of knowledge to help you automate processes, boost efficiency, and drive more revenue through your Salesforce platform.
Surfwriter is your partner in success!
Surfwriter Products
CloudComp
CloudComp
If you’re searching for the best sales commission tool for Salesforce, you’re likely trying to eliminate complexity, automate payouts, and give your sales team real-time clarity — all while staying within Salesforce. CloudComp by Surfwriter is purpose-built to deliver exactly that.
RevenueCloud
RevenueCloud
RevenueCloud by Surfwriter transforms how you handle revenue allocation within Salesforce. This powerful, flexible app automates Opportunity Splitting, Product Splitting, and Revenue Scheduling while seamlessly integrating with all your custom fields and child objects like invoices and payments. Free your sales reps from repetitive manual tasks and optimize your revenue processes with the comprehensive solution that drives sales success like never before.
Pricing
CloudComp Core
Salesforce Native Sales Commission Management
Unlimited personalized compensation plans, rate tables, quotas, tiers, spiffs accelerators, overlays, payments, multi-currency, dated FX, teams, payouts).
For CloudComp Core with annual subscription, 5-user minimum
Included features
Visual Compensation Plan Builder
- Visual compensation plan designer (point-and-click, no code).
- Multi-tier plans with accelerators, retroactive gates, bonuses, and caps.
- Each plan tier supports separate quota attainment data, commission rules, and commissionable sales data feeds.
- Each rule supports separate date fields for accruing vs paying out commissions.
Visual Quota Management
- Define quotas, targets, or goals for individuals and teams.
- Support for monthly, quarterly, annual, and year-to-date quota periods.
- Track attainment continuously across users, roles, and teams.
- Flexible quota adjustments to reflect org, territory, or plan changes.
- Unified view of quota progress alongside commission earnings.
Performance Driven Commissions and Accelerators
- Supports separate sales data feeds for quota attainment and commission calculations.
- Configure feeds independently per tier for maximum flexibility.
- Apply accelerators, retroactive gates, and tier logic based on attainment feeds.
- Populate pay periods with commissionable transactions as they become payable.
- Keep attainment and payouts aligned automatically — no manual reconciliation.
Sales Data Connections / Integration
- Map any Salesforce object as commissionable or quota basis.
- Visual setup of filters, attribution fields, and date logic.
- Filter logic for complex business rules.
- Reusable definitions for both Compensation Plans and Quota Types.
Sales Team Builder / Drag and Drop Hierarchy
- Interactive drag-and-drop hierarchy builder for teams and overlays.
- Credit sales to individuals, overlays, and shared teams.
- Flexible start/end dates for team members to reflect org changes.
Individual and Overlay (team-based) Quotas and Commissions
- Compensation plan tiers can be driven by individual or sales team member attainment.
Compensation plans support mixing tiers with manager overlays backed by team quotas with individual production tiers.
Custom Commission Logic
- Flexible commission structures (percent, per-unit, bonus, caps, retroactive).
- Rate tables for handling large number of rates by sku / id / custom attribute, etc.
- Conditional rules and special incentives.
Multi-Currency & Global Support
- Native Salesforce multi-currency support.
- Dated FX rates for accurate conversion.
- Corporate roll-ups for consolidated reporting.
Automated Payments and Adjustments
- Automated payment runs (monthly, quarterly, or custom pay schedules).
- Automated clawbacks and true-ups after payouts.
- Recoverable & non-recoverable draws.
- Balance forward and carryover across pay periods.
- Granular payment lines for full audit & review.
- PDF payment summaries.
Certified Salesforce-Native Architecture and Security
- 100% Salesforce-native (no external platforms or data syncs).
- Secure by design with Salesforce sharing & audit trails.
- Salesforce Government Cloud support.
Dynamic Reporting and Dashboards
Everyone gets the view that matters to them. Reps see progress and next milestones; managers see team pacing and coaching moments; finance sees exceptions and payout readiness—all in Salesforce, all in real time.
- Role-based tiles for reps, managers, and finance
- Attainment, tiers, accelerators, and spiffs at a glance
- One platform, not two—native app/plugin simplicity
CloudComp Core + Insights
Everything in Core plus CloudComp Assistant (real-time guidance) and CloudComp Statement (live commission trend & breakdown).
For CloudComp Core + Insights with annual subscription, 5-user minimum
Includes all features in Core +
CloudComp Assistant
Your on-platform copilot for commission clarity. The Assistant turns live Salesforce data into plain-English nudges—“You’re 82% to Tier 2; close $14,500 to unlock 1.2×.” It also surfaces time-boxed spiffs and specials so reps know exactly what to do next.
- Real-time prompts inside Salesforce (desktop & mobile)
- Highlights spiffs/specials that apply to this rep, right now
- Admin-controlled and permission-aware (native app/plugin)
CloudComp Statement
A clear, real-time view of commissions—by period. Statement shows your trend over the fiscal year and a simple breakdown of the selected month/period by tier, so reps and managers see where earnings come from at a glance. It automatically formats to each user’s currency and locale.
- Live trend by month/period with simple back/forward controls.
- Instant breakdown of the period (e.g., base vs accelerators).
- Locale & currency aware; trustworthy at first look.
Real-Time Specials / Spiffs and Guided Selling
- Time boxed specials and spiffs by tier or rate table line integrated with Assistant empower you to guide your sales team to focus on selling what matters most in real-time.
- Add specials to your compensation plans any time and they are immediately surfaced to your sales reps in Assistant as they edit sales deals in Opportunities or any object in Salesforce.
Surfwriter RevenueCloud Pricing
Salesforce native, highly flexible and customizable opportunity & product-splitting, splits template engine, automated revenue scheduling, custom product schedules, reporting.
With annual subscription, 5-user minimum
Included Features
Advanced Opportunity and Product Splitting
- Highly flexible and extensible Opportunity and Product splitting.
- Supports Revenue and Overlay splits simultaneously.
- Seamless integration with CloudComp for advanced splitting requirements that are unsupported by standard Salesforce Opportunity splits.
- Extends with custom fields and formulas for nearly unlimited customization and integration options.
- Your existing Opportunity data is never changed by RevenueCloud splits.
Splits Template Engine - Automated Splits
Establish standard revenue allocation rules and define custom arrangements for cross-functional and cross-territory scenarios. Ensure consistency and accuracy across your organization while streamlining processes for maximum efficiency.
- Create Sets of Splits for Any Number of Scenarios
- Easily Override and Lock Down Your Templated Splits
- Configure Splits Templates by User or Path
Auto-Schedule - Automated Revenue Schedules
Automated revenue scheduling creates granular, deeply configurable and extensible data sets for reporting, forecasting, quotas and sales commissions.
- Configuration-driven auto-schedule by Product Record.
- Revenue schedules generated between start and end dates of Opportunity Products.
Revenue Schedule Auto-Calc
RevenueCloud Auto-Calc eliminates a major frustration with Salesforce’s native schedules, where changing a quantity can unexpectedly change the sales price.
- With Auto-Calc, reps simply enter a new quantity, and RevenueCloud calculates the correct revenue schedule automatically — without altering the Opportunity Product’s sales price.
- Admins stay in control by enabling scheduling only for selected products in the catalog.
Surfwriter Professional Services
Surfwriter offers dedicated support and service to Salesforce customers throughout the implementation process and beyond. Our team of experts provides assistance with configuration, training, and ongoing support, ensuring a smooth and successful experience for Salesforce customers.
Partner with Surfwriter and see for yourself how we excel in assisting Salesforce customers with sales commissions management automation and Salesforce configuration by providing our deep expertise, tailored solutions, scalability, automation, real-time visibility, compliance, and dedicated support. Our commitment to customer success makes Surfwriter a superior choice for businesses looking to optimize their commission management processes within Salesforce.
