1
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
2
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.
3
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.
4
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
5
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
Management (6)
Information
Technology
Management (6)
Report Developer
Management (6)
Payee
End User Reporting (19)
Managers and Sales
Professionals
Advanced
Compensation (10)
Callidus Admininstration
and Data Integration (8)
CallidusCloud Reporting (17)
Advanced
Compensation (10)
Creating WebI
Reports (18)
Training by Role for On Premise/Enterprise
Role
Project Manager
Compensation
Management Basics (8)
Business User
Compensation
Information Technology
Compensation
Report Developer
Compensation
Payee
End User Reporting
Managers and Sales
Professionals
Advanced
Compensation (10)
and Datamart (14)
and Datamart (14)
Advanced
Compensation (10)
Creating WebI
Reports (18)
6
and Datamart (14)
Compensation and Incentive Management
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
Format
Expectations
Individuals who make up part of a compensation team, including compensation managers,
administrators, analysts and IT professionals.
Instructor Led Classroom or Virtual
Upon completion, students will have an understanding of the following:





Duration
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
Onsite or Classroom Delivery: 1 ½ Days
Virtual Instructor Led Training: 3 half day sessions
Requirements


Cost
Students: Individual laptops or personal computers with Internet access
Instructor: A wireless or LAN connection and a VGA or DVI projector
$1800
7
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.
Who Should Attend
Format
Expectations
administrators, analysts and IT professionals.





Duration
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
Onsite or Classroom Delivery: 2 Days
Requirements


Cost
$2000
8
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
Duration
Expectations





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

Fundamentals of Incentive Management– REQUIRED
Prerequisites
Cost
$1800
9
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
Format
Expectations
Compensation professionals responsible for developing, modifying and designing Compensation
Plans.
Upon completion, students will be able to:










Duration
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


Cost
Fundamentals of Incentive Management – REQUIRED
Familiarity with compensation terminology – RECOMMENDED
$1800
10
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
Expectations
 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

Cost
Experience with prior version of TrueComp Manager – REQUIRED
$200
11
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
Expectations
 New interface navigation
 Product enhancements and features related to the 7.x environment
Prerequisites

Cost
Experience with prior version of TrueComp – REQUIRED
$100
12
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
Expectations
 Create and modify organization and classification data
 Create a compensation plan and rules
 Run a Pipeline
 Understand Pipeline results
Prerequisites


Cost
Familiarity with Microsoft Windows – RECOMMENDED
$400
13
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.
Format
Duration
Expectations








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
14
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.
Who Should Attend
Format
eLearning
Duration
1 hour
Expectations






Cost
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
$200
15
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.
Who Should Attend
Format
Duration
Expectations





Cost
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
$1800
16
Reporting and Analytics
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.
Format
Duration
Expectations





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
Cost
$2000
17
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.
Format
Duration
Expectations





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
Cost
$2000
18
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
Expectations





Prerequisites
None
Cost
$200
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.
19
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
Expectations










Prerequisites
None
Cost
$200
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
20
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




Callidus Portal terminology and navigation
Reports available by role
Managing report security
Setting report preferences and options


Familiarity with compensation terminology
Familiarity with Microsoft Windows
Prerequisites
Cost
$100
21
Objective Management
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
Objectives





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


Fundamentals of Incentive Management – RECOMMENDED
Familiarity with obective programs – RECOMMENDED
Prerequisites
Cost
$400
22
Quota Management
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
Objectives






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


CallidusCloud Commissions– RECOMMENDED
Prerequisites
Cost
$200
23
Communicator
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
Objectives





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


Fundamentals of Incentive Management – RECOMMENDED
Prerequisites
Cost
$200
24
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





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
25
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
Duration
Objectives





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
26
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
Objectives
 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


Cost
Compensation Management Basics – REQUIRED
$100
27
Non-Product Training
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
Objectives




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




No course prerequisites
Internet Explorer 5.5 (SP2) or newer – REQUIRED
High-speed Internet connection – RECOMMENDED
Sound card – RECOMMENDED
Requirements
Cost
$200
28
CLOUD Pass
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].
Who Should Attend
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

Cost
This program is intended to complement our instructor-led training.
$10,000 per year for the entire organization
29
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.
30

Table of Contents

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