Company X sought to improve the management of their sales agents and automate commission tracking. The existing system was manual and time-consuming, making it difficult to track performance and commission payouts accurately.
The Opportunity
Streamlining Sales Agent Management: Effectively managing sales agents and tracking their activities.
Automating Commission Calculations: Simplifying commission payout processes for increased accuracy.
The Challenge
Integrating a solution that could handle agent performance tracking and commission calculation while aligning with CRM workflows.
The Solutions
Sales Agent Management: Track sales agent performance, including targets, activities, and customer interactions, directly from the CRM.
Sales Commission Program: Automatically calculate commissions based on sales performance and predefined rules.
The Result
Improved Agent Performance Tracking: Better insights into individual and team performance.
Accurate Commission Management: Automated commission calculations ensured timely and correct payouts.
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