Desafío‍‍

El equipo de ventas de la empresa, pequeño pero a pleno rendimiento, recibía pedidos a diario. Lo que le faltaba a la empresa era una fuente única para mantener y seguir los registros de ventas.

• Los detalles de los pedidos, las transacciones, los planes de comisiones, los objetivos de ventas y las cuotas se capturaban manualmente y se comentaban por correo electrónico. Esto hacía que la comunicación y la colaboración fueran complejas e ineficaces.
  

• Los jefes de ventas tenían dificultades para analizar los pedidos y el rendimiento del equipo con respecto a los planes de comisiones, mientras que los miembros de ventas tenían poca visibilidad de sus objetivos o ingresos.

The team needed a solution to consolidate their sales data and save time by running efficient commission plans.
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Solución

Compass worked closely with the company’s sales team to streamline its sales commission process.

• Data integration: At the outset, Compass helped the sales team consolidate sales records from multiple sources in a single Google sheet. With the help of the one-click integration feature, all the required sales data is synced with Compass seamlessly.
  

• Sales automation: The second step was to automate the sales commission process. Previously, the team ran commission programs where every step was done manually. The sales team got much time back with Compass as the commission setup, calculation, and approval process was automated end-to-end.

Resultado

• For managers: Automation freed up time for managers to focus on other critical business objectives. Now, they have one source to track sales numbers, transactions, and team performance.
  

• For sales members: Each member has complete visibility into their targets and earnings. By this, they can now plan and optimize their outreach to achieve targets