Automated commission calculation in Salesforce
Standardised and in real time
Automated commission calculations in real time and without detours through various departments: eliminate tedious manual tasks with our app for Salesforce.
Commissions are a very useful and effective tool to motivate employees and reward them for exceptional work and commitment.
We have developed a solution for Salesforce which enables you to automate commission calculations — in real time. It's also possible to adjust the commission rates for individual recipients.
In many industries, commissions are an essential component of the pay structure. However, even for companies using Salesforce, the standard functions such as opportunity teams and opportunity splits may not be sufficient, as they don't allow users to directly calculate commissions. This means commission calculations often have to be outsourced to the finance department, possibly leading to delays and discrepancies in the rates calculated.
Commission rates are usually calculated using fixed or variable percentages based on the amount generated by an opportunity. Our app automatically processes these commission calculations in Salesforce in real time.
With our app, you can automate the process of rewarding your employees for new leads quickly and ensure that they are paid consistently calculated commissions for their results, with efficiency. Requiring minimal effort to implement, the app is easy to use, transparent and reduces a multitude of manual processes.
Assign a commission rate and recipient to leads and track them throughout the sales process, from closing to project implementation and invoicing.
Define the period for which commissions will be generated for the employee (for example, one year).
By linking invoices, commissions and customer records you can automatically process an employee’s commissions as a creditor invoice without any additional accounting work.
You can check the status of a commission in the system at any time.
Evaluate how much an employee has earned in commission and the number of commissions they have generated to use in reports and personnel evaluation.
Automated commission calculation
Commissions are calculated automatically and in real time in the respective Salesforce opportunity.
Flexible commission management
You can flexibly adjust individual recipients' commission rates without affecting commissions that have already been calculated.
Introduction and global implementation of Salesforce Sales Cloud and Service Cloud
The client originally used its ERP systems in combination with non-connected tools such as Outlook, Excel and Word. This led to a high manual workload in the sales and service areas of the business, and impaired the workflow.
Health & Pharma
Optimisation of an existing Salesforce Sales Cloud
The client commissioned us to completely re-work an inadequately set up Sales Cloud instance, together with all relevant processes. It was clear from a brief system and process audit that numerous central processes had only been partially, or in some cases even incorrectly, automated. After our overhaul of the client’s Sales Cloud, the lead generation and qualification process was once again state-of-the-art. All data could be accessed effortlessly at any time with the help of automated dashboards and reports.
Manufacturing / Medical technology
Introduction of Salesforce Sales Cloud as a scalable CRM system
The client needed an existing CRM to be replaced entirely by Salesforce Sales Cloud, which would be introduced as the cornerstone for all related processes (e.g., product service and interface with ERP). In this first phase of working together with the client, the objective was to provide marketing and sales via an expandable and future-proof CRM.