Tantangan‍‍

Tim penjualan perusahaan yang kecil namun penuh dengan tanggung jawab membawa pesanan setiap hari. Yang kurang dari perusahaan ini adalah sumber tunggal untuk memelihara dan melacak catatan penjualan.

• Detail pesanan, transaksi, rencana komisi, target penjualan, dan kuota dicatat secara manual dan didiskusikan melalui email. Hal ini membuat komunikasi dan kolaborasi menjadi rumit dan tidak efektif.
  

• Manajer penjualan menghadapi kesulitan dalam menganalisis pesanan dan kinerja tim terhadap rencana komisi, sementara anggota penjualan hanya memiliki sedikit visibilitas terhadap target atau penghasilan mereka.

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

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.

Hasil

• 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