Cabaran

Pasukan jualan syarikat yang kecil namun penuh caj membawa pesanan setiap hari. Apa yang syarikat kekurangan adalah sumber tunggal untuk mengekalkan dan mengesan rekod jualan.

• Butiran pesanan, transaksi, rancangan komisen, sasaran jualan, dan kuota ditangkap secara manual dan dibincangkan dalam e-mel. Ini menjadikan komunikasi dan kerjasama kompleks dan tidak berkesan.
  

• Pengurus jualan menghadapi kesukaran menganalisis pesanan dan prestasi pasukan terhadap rancangan komisen, sementara ahli jualan tidak dapat melihat sasaran atau pendapatan mereka.

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

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.

Keputusan

• 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