Sfida‍‍

Il team di vendita dell'azienda, piccolo ma pieno di energia, portava ordini ogni giorno. Ciò che mancava all'azienda era un'unica fonte per mantenere e tracciare i record di vendita.

• I dettagli degli ordini, le transazioni, i piani di provvigione, gli obiettivi di vendita e le quote venivano acquisiti manualmente e discussi via e-mail. Questo rendeva la comunicazione e la collaborazione complesse e inefficaci.
  

• I responsabili delle vendite avevano difficoltà ad analizzare gli ordini e le prestazioni del team rispetto ai piani di provvigione, mentre i membri delle vendite avevano poca visibilità sui loro obiettivi o sui loro guadagni.

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

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.

Risultato

• 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