table of contents - calliduscloud web intelligence reports ... frequently asked questions instructor...

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Table of Contents CallidusCloud Training Course Offerings...................................................................................................... 3

About Callidus Education Services............................................................................................................... 5

How to Contact Us ...................................................................................................................................... 5

CallidusCloud Training by Role .................................................................................................................... 6

Training by Role for On Demand/SaaS ..................................................................................................... 6

Training by Role for On Premise/Enterprise ............................................................................................ 6

Fundamentals of Incentive Management .................................................................................................... 7

Compensation Management Basics ............................................................................................................ 8

Callidus Administration and Data Integration .............................................................................................. 9

Advanced Compensation .......................................................................................................................... 10

Incentive Management Delta .................................................................................................................... 11

Compensation Management Delta ........................................................................................................... 12

TrueComp Fundamentals 5.2 .................................................................................................................... 13

Callidus Administration and Datamart ...................................................................................................... 14

On Demand Integration (ODI) ................................................................................................................... 15

Channel Management .............................................................................................................................. 16

CallidusCloud Reporting ............................................................................................................................ 17

CallidusCloud Advanced Reporting ........................................................................................................... 18

Reporting and Analytics for On Demand Environments ............................................................................. 19

Creating Web Intelligence Reports ............................................................................................................ 20

End User Reporting ................................................................................................................................... 21

Objective Management eLearning ............................................................................................................ 22

Quota Management ................................................................................................................................. 23

Using the Communicator .......................................................................................................................... 24

Callidus CPQ Administration ..................................................................................................................... 25

Callidus CPQ Administration Basics ........................................................................................................... 26

Sales Selector ........................................................................................................................................... 27

Principles of Sales Compensation .............................................................................................................. 28

CLOUD Pass Knowledge Nuggets .............................................................................................................. 29

Onsite Training Offerings .......................................................................................................................... 30

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CallidusCloud Training Course Offerings

CallidusCloud* offers a comprehensive set of performance-oriented, role-based training courses that enable students to

become proficient in the implementation, administration and use of CallidusCloud Sales Performance Management

(SPM) and Pervasive Performance Management (PPM) solutions. The CallidusCloud SPM solution is utilized most

effectively when project members have both formal and informal training before, during and after the implementation

process, ensuring they possess the required skills and knowledge to use the software effectively.

The CallidusCloud Education Services team has designed each course to meet specific skill and performance objectives.

Based on training and implementation experience, our instructors guide students through relevant examples, hands-on

exercises and best practices. The training is focused on providing students with the abilities and understanding to take

advantage of the powerful capabilities of CallidusCloud solutions.

Course Delivery Methods

CallidusCloud recognizes and understands the varying needs of different CallidusCloud SPM users. As a result, the

Education Services team offers a variety of training delivery methods and approaches to meet the unique needs of every

customer.

eLearning Training provides opportunities to learn anywhere, anytime. These courses are designed to help students gain

knowledge through web based instruction, accessible with a simple Internet connection and browser. This learning

format is available for select courses.

Virtual Instructor Led Classes are offered with a Callidus instructor teaching remotely. The training is fully interactive

with sound, visuals, chat, and product demonstrations. In addition, students will have full access to their own Callidus

training environment to complete hands-on labs and exercises in a live application. All this can be done without leaving

your desk.

Onsite Instructor-Led Classes are offered at the customer location for groups that include a minimum of five students for

a single class. Onsite classes offer a more intimate setting where students can interact as a team with the instructor,

and focus on topics that are relevant to your specific environment. All required course materials are supplied. These

classes are offered by request.

Custom Training is available for those who are interested in specific topics, or want to use customer-specific data as part

of the training curriculum. This training may include Call Center Training, Plan Update Training, Process Training, or other

training that might be needed by your organization. These classes are offered by request.

4

Software Versions

CallidusCloud offers two types of implementations, On Demand/SaaS and Enterprise. Enterprise implementations

involve you, the customer, handling your own hardware equipment and data. In an On Demand, or SaaS,

implementation Callidus handles your data and there is no hardware to purchase. You will notice throughout the Course

Offerings Guide references to courses and the software versions they pertain to. There are slight differences in the

software versions and instructors do their best to point these out during class. Please make sure you are looking at the

correct course for the software version your company is implementing.

The CallidusCloud Customer Training Center

Students can now take some classes in our state of the art training center, located at CallidusCloud headquarters in

Pleasanton, California.

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About Callidus Education Services

CallidusCloud offers a comprehensive set of performance-oriented, role-based certified training courses and

Certification Programs for SPM professionals. These hands-on courses enable our customers and partners to become

proficient implementers, administrators and users of CallidusCloud products.

Comprehensive information about Callidus Education Services is available at

http://www.calliduscloud.com/services/education, including:

Course & Schedules

Policies

Frequently Asked Questions

Instructor Biographies

Training Formats

About CallidusCloud

Founded in 1996, CallidusCloud (www.CallidusCloud.com) is the industry’s leading Sales Performance Management

(SPM) provider to global companies across multiple industries. CallidusCloud SPM systems allow enterprises to develop

and manage incentive compensation linked to the achievement of strategic business objectives.

Customers and Partners include CUNA Mutual, DirecTV, IBM, Philips Medical, Key Bank, Allianz, Vodafone, US Bank,

Cadence, Eaton Vance, and Accenture.

How to Contact Us

Callidus Education Services

CallidusCloud Inc.

6200 Stoneridge Mall Road, Suite 500

Pleasanton, CA 94566

Email: [email protected]

Phone: 925-251-2200

http://www.calliduscloud.com/services/education

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CallidusCloud Training by Role

Depending on your role, recommended courses will help with the transfer of knowledge and understanding. The table

below provides a general timeline and course recommendations for each role. All classes are also recommended when

you have new users after implementation.

Training by Role for On Demand/SaaS

Role

Project Manager Fundamentals of Incentive

Management (6)

Business User Fundamentals of Incentive

Management (6)

Advanced

Compensation (10)

Callidus Admininstration

and Data Integration (8)

CallidusCloud Reporting (17)

Information

Technology

Fundamentals of Incentive

Management (6)



Report Developer Fundamentals of Incentive

Management (6)

Advanced

Compensation (10)




Payee End User Reporting (19)

Managers and Sales

Professionals

End User Reporting (19) Creating WebI

Reports (18)

Training by Role for On Premise/Enterprise

Role

Project Manager Compensation

Management Basics (8)

Business User Compensation


Advanced

Compensation (10)


and Datamart (14)


Information Technology Compensation



and Datamart (14)

Report Developer Compensation


Advanced

Compensation (10)


and Datamart (14)


Payee End User Reporting

Managers and Sales

Professionals

End User Reporting (19) Creating WebI

Reports (18)

Compensation and Incentive Management

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Fundamentals of Incentive Management

For On Demand/SaaS Edition

This instructor led course is a high-end overview of Incentive Management, and is designed to

introduce students to the user interface, its various components and the functions and features

which serve as the foundation to all compensation plans.

Who Should Attend Individuals who make up part of a compensation team, including compensation managers,

administrators, analysts and IT professionals.

Format Instructor Led Classroom or Virtual

Expectations Upon completion, students will have an understanding of the following:

Navigation, administration, and search functionality within the Commissions Interface

Organizational data and how it is used to manage payee information

How to categorize information to define and sort transactional data

The flexibility and capabilities of business rules to build effective compensation plans

Result-generation features including tracing results and managing adjustments

Duration Onsite or Classroom Delivery: 1 ½ Days

Virtual Instructor Led Training: 3 half day sessions

Requirements

Students: Individual laptops or personal computers with Internet access

Instructor: A wireless or LAN connection and a VGA or DVI projector

Cost $1800


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Compensation Management Basics

For Enterprise Edition

This instructor led course is a high-end overview of Compensation Management version 7, and is

designed to introduce students to the user interface, its various components and the functions

and features which serve as the foundation to all compensation plans.


administrators, analysts and IT professionals.



Navigation, administration, and search functionality within the Commissions Interface

Organizational data and how it is used to manage payee information

How to categorize information to define and sort transactional data

The flexibility and capabilities of business rules to build effective compensation plans

Result-generation features including tracing results and managing adjustments

Duration Onsite or Classroom Delivery: 2 Days


Requirements



Cost $2000


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Callidus Administration and Data Integration


In this instructor led course, students will learn to perform advanced administrative tasks for

CallidusCloud On Demand. Topics covered include data integration, setting user security, setting system preferences, and using the drop box.

Who Should Attend Advanced Compensation Administrators and other individuals who are involved in the

implementation and ongoing administration of an on demand CallidusCloud environment.

Format Instructor Led, classroom or virtual




Import data using an Excel ™ spreadsheet

Use the On Demand Integration tool to import large amounts of data

Manage user security

Set and manage system preferences

Customize the user interface

Prerequisites

Fundamentals of Incentive Management– REQUIRED

Cost $1800


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Advanced Compensation

For On Demand and Enterprise Edition

This instructor led course will introduce compensation professionals to the Commissions

application using real life scenarios to develop and execute compensation plan designs. After

the class, students will be able to develop, modify and design rules and compensation plans

using the Compensation Management application.

Who Should Attend Compensation professionals responsible for developing, modifying and designing Compensation

Plans.


Expectations Upon completion, students will be able to:

Create advanced Rule Elements

Create and assign Variables

Create advanced compensation rules

Create and manage formulas using functions

Set advanced Calculation options

Customize the system for flexible Rules and Plans

Create and manage Unit Types and Data Types

Set System Preferences for Rules and Plans

Understand the data integration process

Run a Calculation to process compensation plans



Prerequisites

Fundamentals of Incentive Management – REQUIRED

Familiarity with compensation terminology – RECOMMENDED

Cost $1800


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Incentive Management Delta


This eLearning course is designed to introduce students to the Incentive Management user interface and the new features available in this application.

Who Should Attend This self-paced course is intended for Compensation Administrators who are upgrading from

TrueComp Manager to CallidusCloud Incentive Management.

Format eLearning

Duration 1 Hour


Navigate the Commissions interface

Set user preferences

Create a Compensation Plan using Plan Components

Run a Calculation for multiple periods

Run a Calculation that populates data for reports

Customize Workspaces

Set user permissions for Quota and Objective Programs and Communications

Prerequisites

Experience with prior version of TrueComp Manager – REQUIRED

Cost $200


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Compensation Management Delta


This eLarning course is designed to provide students with the knowledge of changes and new

features in TrueComp 7.x.

Who Should Attend This course is intended for TrueComp® users, both business and IT professionals, with current

knowledge of TrueComp 5.x or earlier, and are upgrading to Compensation Management 7.x.

This program meets the requirements of the Callidus Certification Program in lieu of the Compensation Management Basics course.

Format eLearning

Duration 30 minutes


New interface navigation

Product enhancements and features related to the 7.x environment

Prerequisites

Experience with prior version of TrueComp – REQUIRED

Cost $100


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TrueComp Fundamentals 5.2


This Self-Paced course is designed to introduce students to TrueComp Manager 5.2, its features

and user interface. Using explanations and demonstrations, students will learn about creating

Organization Data, Classification Data, Rules, Plans, and Rule Elements, and how to run a Pipeline.

Who Should Attend This course is intended for TrueComp™

users, both business and IT professionals, working with TrueComp Manager 5.2.

Format eLearning

Duration 2 hours


Create and modify organization and classification data

Create a compensation plan and rules

Run a Pipeline

Understand Pipeline results

Prerequisites


Familiarity with Microsoft Windows – RECOMMENDED

Cost $400


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Callidus Administration and Datamart


In this course, students will learn the process of implementing a Callidus Compensation

Management environment, from the initial deployment through the generation of results for

Reporting and Analytics.

Who Should Attend This course is intended for Information Technology professionals, Database Administrators,

advanced Compensation Administrators, and other individuals who are involved in the deployment or ongoing implementation of a Callidus Enterprise environment.





Describe the architecture of a Callidus Enterprise environment

Deploy and configure a Callidus installation

Configure the Compensation Management environment

Manage user security

Manage the transfer of implementation and plan data

Understand the Calculation process

Describe the architecture of the Callidus databases

Deploy, Configure, and populate the Datamart

Prerequisites

Compensation Management Basics – REQUIRED

Cost $2400


15

On Demand Integration (ODI)

For On Demand Edition

This self-paced course is designed to familiarize CallidusCloud On Demand customers with the

tasks associated with managing data, users and administrators. Upon completion, students will

have an understanding of the following: Create data upload files using a set of templates,

Upload data to the On Demand environment, Use data upload files to add users and administrators, and Submit requests to run administrative tasks.


advanced Compensation Administrators, and other individuals who are involved in the deployment or ongoing implementation of a Callidus Enterprise environment.

Format eLearning

Duration 1 hour


Identify the steps in the data file transfer process

Understand the file naming conventions and requirements

Create data upload files using a set of templates

Upload data to the On Demand environment

Use data upload files to add users and administrators

Submit requests to run administrative tasks

Cost $200

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Channel Management


This instructor led course will introduce students to Channel Management – its architecture,

environment, and functionality. Students will learn the fundamentals of channel administration

and security, navigation and searches. In addition, students will learn various tasks related to

agent demographics, category hierarchy, contract, and credential management.


advanced Compensation Administrators, and other individuals who are involved in the

deployment or ongoing implementation of a Callidus Enterprise environment.





Perform quick and advanced searches

Create and navigate through a category hierarchy

Create and administer contracts

Create and view agent credentials

Customize the look and feel of the Channel Management interface

Cost $1800

Reporting and Analytics

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CallidusCloud Reporting


In this instructor led course, students will become familiar with CallidusCloud Reporting,

including dynamic and static reports. Additionally, students will become familiar with the Reporting security architecture.

Who Should Attend This course is intended for Managers, Compensation Administrators, Report Designers, or

individuals who will be creating or managing Callidus results data and reports.





Navigate the CallidusCloud reporting interface

Organize reports using folders and categories

Create dynamic analytic reports with Web Intelligence

Create and publish static Crystal Reports

Understand the Reporting & Analytics security architecture

Prerequisites

Fundamentals of Incentive Management – REQUIRED

Cost $2000


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CallidusCloud Advanced Reporting

For On Demand and Enterprise Editions

In this course, students will become familiar with Callidus Reporting tools, including dynamic

reports, static reports, visual dashboards and the data environments they are built upon.

Additionally, students will become familiar with the data structures, including the Universe and the Reporting & Analytics security architecture.

Who Should Attend This course is intended for Managers, Compensation Administrators, Report Designers, or

individuals who will be creating or managing Callidus results data and reports.





Describe the architecture of the Callidus reporting and analytics environment

Understand the Business Objects Universe

Create dynamic analytic reports with Web Intelligence

Create and publish static Crystal Reports

Understand the Reporting & Analytics security architecture

Prerequisites

Fundamentals of Incentive Management – REQUIRED Cost $2000


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Reporting and Analytics for On Demand Environments


This self-paced course gives a concise overview of Callidus Reporting & Analytic capabilities and

applications, including static reports, dynamic analytical reports, and publishing reports.

Who Should Attend This course is intended for users, administrators, and project managers of the Callidus Cloud

environment who need an overview of reporting capabilities and are unable to attend the

instructor led Callidus Reporting course.

Format eLearning

Duration 1 hour


How Incentive Management Data is captured for reporting

The role of the Business Objects Universe

Understanding static & ad-hoc, analytical report capabilities

Creating new analytical reports

Publishing reports.

Prerequisites None

Cost $200


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Creating Web Intelligence Reports


This self-paced course gives a concise overview of Callidus Reporting & Analytic capabilities and

applications, including static reports, dynamic analytical reports, and publishing reports.

Who Should Attend Managers, Report Administrators, and others who need to be able to create ad-hoc reports

based on Callidus Commissions results data.

Format eLearning

Duration 1 hour


Create Basic & Detailed Web Intelligence Reports

Understand “The Universe”

Create Queries & Query Filters

Create Various Tables

Format & Filter Reports

Modify Existing Reports

Add Charts & Graphics

Create Alerters

Publish Reports

Save Reports In Various File Types

Prerequisites None

Cost $200


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End User Reporting


This course is designed to give a quick overview of the Callidus On Demand report functions and

features.

Who Should Attend Anyone who will interact with reports within the organization, including Compensation Plan

Participants and Managers, Report Administrators, Report Developers, Business Analysts and

Compensation Analysts.

Format eLearning

Duration 30 minutes

Objectives Upon completion, students will have an understanding of the following:

Callidus Portal terminology and navigation

Reports available by role

Managing report security

Setting report preferences and options

Prerequisites

Familiarity with compensation terminology

Familiarity with Microsoft Windows

Cost $100

Objective Management

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Objective Management eLearning


This self paced course course covers the complete workflow associated with creating and

maintaining MBO programs. The course will cover a range of topics, including, navigation within

the interface, setting up organizational data, creating MBO program elements, creating MBO

programs, program distribution to managers and participants, program approvals and scoring and distribution of scores to program participants.

Who Should Attend Objective Management administrators and managers that will be responsible for creating,

distributing, managing and editing managed by objective programs in the organization. The

person in the role would be creating the objectives and program elements, distributing the

programs to participants, in some cases approving the programs and managing the program

workflow.

Format eLearning

Duration 2 hours


Be familiar with navigation of the Objective Management interface

Create organizational data such as participants, positions and titles

Create program elements that are used in MBO programs

Develop and distribute an MBO program to program participants

Manage the scoring process and payouts

Prerequisites

Fundamentals of Incentive Management – RECOMMENDED

Familiarity with obective programs – RECOMMENDED

Cost $400

Quota Management

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Quota Management


This self paced course is designed to introduce the administrative process for Managers and

Payees who use Callidus Quota Management™. Both Managers and Payees will become

proficient in implementing components needed to create a Quota Program, including defining

Objectives, creating a Program Template, distributing a Program, and publishing team Objectives.

Who Should Attend Plan Administrators who need to be able to create objective programs based on quota values,

for Managers who need to assign these quota objective programs to their teams and for Payees who need to be able to review and accept quota objective programs.

Format eLearning

Duration 1 hour


Identify the steps in the Quota Management Workflow

Create a Program Template using Compensation Management

Distribute a Program to a team

Adjust and assign quotas to team members

Review and accept quotas

Run standard Quota Management reports

Prerequisites

CallidusCloud Commissions– RECOMMENDED


Cost $200

Communicator

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Using the Communicator


This self paced course is designed to introduce students to the Communicator user interface

and request process. Other topics include how to create, implement and communicate a

compensation plan, and requirements and workflow features.

Who Should Attend administrators, managers and payees who will be creating, requesting or receiving a company’s

compensation plan communication process that requires approval by all parties involved.

Format eLearning

Duration 1 hour


Identify the steps in the Communicator workflow

Create a program template

Distribute a program to various members

Adjust and allocate quotas

Review and accept compensation proposals

Prerequisites

Fundamentals of Incentive Management – RECOMMENDED


Cost $200

25

Callidus CPQ Administration

This course provides the necessary skills for setting up and customizing Callidus Configure Price

Quote (CPQ) for end users. Each of these topics involve hands on labs and lectures designed to

fully create a CPQ installation by using one of the most common and recognizable products, the

Desktop PC. After successfully modeling this product, which resides in a traditional catalog

format, you will be able to setup your own products and services.

Who Should Attend Those responsible for CPQ, including Administrators and Sales and Marketing professionals.

Format Instructor Led classroom

Duration 4 full days

Objectives Upon completion, students will be able to:

Apply best practice modeling principles

Complete configuration and data management tasks

Model the sales process

Generate configured quotes using the CPQ Admin interface.

Apply this knowledge to launch, guide,configure, maintain, and maximize your use of CPQ. Requirements



Cost $2400

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Callidus CPQ Administration Basics

Designed for CPQ Administrators and Sales/Marketing professionals, the CPQ Administration

Basics course provides the necessary skills for setting up and customizing Callidus CPQ. Each of

these topics involve hands on labs and lectures designed to create a CPQ implementation. After

successfully modeling this product, students will be able to setup their own products in CPQ.

Who Should Attend CPQ administrators, sales and marketing professionals, product managers, and others involved

in the configure price and quotation process.

Format Instructor Led classroom or virtual




Apply best practice modeling principles

Complete configuration and data management tasks

Model the sales process

Generate configured quotes using the web-based CPQ Admin interface.

Apply this knowledge to launch, guide, configure, maintain, and maximize your company's use of CallidusCloud CPQ.

Requirements



Cost $2000

27

Sales Selector

This course introduces students to the features and capabilities of Sales Selector, and

demonstrates ways to improve the sales hiring process.

Who Should Attend Sales management professionals responsible for hiring and onboarding sales professionals for

their organization.

Format eLearning

Duration 15 minutes


Use Sales Selector to conduct online video interviews and hire remote candidates

Set up a test to screen the most suitable candidates for each sales job

Conduct benchmark tests against an existing sales team

Allow peer input using 360 Degree Review.

Requirements

Compensation Management Basics – REQUIRED


Cost $100

Non-Product Training

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Principles of Sales Compensation

This course introduces students to the basic principles of sales compensation. Emphasis is

placed on terminology and concepts used throughout the compensation process within

organizations. The course reviews compensation design techniques and how they may be

incorporated into sales planning. Students will review typical sales cycles and work to gain a better understanding of the influences that impact the sales compensation process.

Who Should Attend Compensation professionals and business analysts responsible for developing, modifying and

designing Compensation Plans for an organization.

Format eLearning

Duration 1 hour


Different corporate reward options and the impact they have on sales organizations

Various selling strategies that drive compensation

The components of a sales force lifecycle and influences they have on compensation

The key components of compensation plan design

Requirements

No course prerequisites

Internet Explorer 5.5 (SP2) or newer – REQUIRED

High-speed Internet connection – RECOMMENDED

Sound card – RECOMMENDED

Cost $200

CLOUD Pass

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CLOUD Pass Knowledge Nuggets

CLOUD Pass from CallidusCloud Education Services is a training videos library that delivers just

the right content to your users, at just the right time, in just the right manner. CLOUD Pass

entitles your users to access our vast library of training videos called Knowledge Nuggets

anytime and anywhere, including on the iPad. All you need is a CallidusCloud University login

and internet connection.

Knowledge nuggets are short educational recordings, 2-5 minutes, each targeted to a specific task.

The library is continuously expanding, so there’s always something fresh for your users to review or learn. Users are encouraged to send suggestions for additional knowledge nuggets to [email protected].


administrators, analysts and IT.

Duration Each Knowledge Nugget is 3-5 minutes in duration

Objectives CLOUD Pass accomplishes two main goals:

To help users right when they need it - in the middle of a task and simply can't remember the exact steps to complete it.

To teach advanced functionality users may not be aware of or didn't need when

attending standard training classes.

Prerequisites

This program is intended to complement our instructor-led training.

Cost $10,000 per year for the entire organization

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Onsite Training Offerings

Onsite instructor led classes are offered at the customer location for groups that include a minimum of five students for

a single class. Onsite classes offer a more intimate setting where students can interact as a team with the instructor. All

required course materials and a hands-on environment for labs are supplied. These classes are offered by request.

Compensation Week

This four day instructor led course will take students from the basics of CallidusCloud Commissions, Administration and

Data Integration, and Advanced Compensation. Compensation Week is ideal for anyone responsible for planning and

creating compensation rules and plans, running Calculation Pipelines, customizing and managing security, and

performing other administrative tasks.

Reporting Week

This four day course is intended for Managers, Compensation Administrators, Report Designers, or individuals who will

be creating or managing Callidus results data and reports. The course begins with a high-end overview of Incentive

Management, designed to introduce students to the software’s user-interface, its various components and the functions

and features which serve as the foundation to all compensation plans. It goes on to cover CallidusCloud Reporting

tools, including dynamic reports, static reports, visual dashboards and the data environments they are built upon.

Administration and Channel Management Week

This five day course is ideal for those responsible for channel management and producer administration. The course

begins with a high-end overview of CallidusCloud Commissions, then introduces students to TrueProducer and Channel

Management – its architecture, environment, and functionality. Students will learn the fundamentals of administration

and security, navigation and customization. It goes on to cover CallidusCloud Reporting tools, including dynamic

reports, static reports, visual dashboards, and the data environments upon whichthey are built.

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