Key Features
» Automatic commission calculation: Processes commissions based on sales and predefined hierarchical structures.
» Customizable hierarchical structures: Adjust commission percentages according to hierarchical levels.
» Flexible payments: Apply commissions based on sales type and product or service characteristics.
» Detailed reports: Generate clear, downloadable reports with account statements and approvals.
» Integration with Zoho CRM: Synchronize sales data in real-time to update commissions.
» Approval workflows: Define validation processes before making payments.
» History and audit: Complete log of payments, changes, and approvals for greater transparency.
» Automatic notifications: Email alerts before approvals and commission payments.
Requirements
» Large sales teams: Ideal for over 50 internal, external, or mixed representatives.
» Reliable database: Ensures accurate calculations regardless of data source.
» Defined hierarchical structure: Facilitates the configuration of commission plans by levels.
Technical Benefits
» Compatibility and APIs: Seamless integration with CRMs like Zoho, Salesforce, and external systems.
» Secure storage: Google Cloud ensures scalability and security.
» Complete automation: Compatible with leading browsers and modern technologies.
Target Audience
» Companies with hierarchical teams: Technology, real estate, insurance, retail, and direct sales.
» Businesses seeking automation: Tailored for customizable hierarchical structures.
» Organizations with high auditing demands: Detailed history and traceability.
Problems Solved
» Errors in manual calculations: Avoids inconsistencies and eliminates omissions of critical information.
» Slow approval processes: Optimizes workflows, speeding up validations.
» Scalability challenges: Easily manage commissions as the team grows.
Key Differentiators
» Advanced automation: Customizes calculations according to specific rules for each business model.
» Native integration with Zoho CRM: Real-time synchronization with key tools.
» Audit module: Ensures total control and regulatory compliance.
» Guaranteed scalability: Designed to adapt to business growth.
Summary
A system designed to automate, integrate, and scale commission management with transparency and efficiency. Ideal for companies with complex processes and distributed teams.
Frequently Asked Questions
» Can I customize commission structures? Yes, it fully adapts to your needs.
» Does it allow partial payments? Yes, you can distribute payments according to the sales terms.
» Is manual adjustment possible? Yes, the system allows it at any time.
» Can the commission structure be modified? Yes, you can adjust it as needed.
» Does it generate global reports? Yes, it includes detailed reports of all commissions paid.
» Can I reverse commissions if a sale is canceled? Yes, the system allows reversals in such cases.
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