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Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
Precise Commission Calculation Aligned with Payroll Cycle
Sales Team's Commission Expectations Made Clear
Established master of record with additional audit layer
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Key Capabilities
The challenges
The solutions
The challenge
For the commission process, information was taken out of Salesforce, tracked manually in spreadsheets, and then paid via the payroll system.The solution
Cloudpointe built a solution internally using Cloud Coach. Everything is native Salesforce and based on the Cloud Coach work entries of completed, invoiced and paid.The challenge
Manual processes meant a lack of visibility on what commissions were paid or upcoming, and the number of steps involved meant data was not always up-to-date or accurate.The solution
The commission process has been built to coincide with the bi-weekly payroll cycle, providing the ability to track and review commissions that are ready to be paid.The challenge
Cloudpointe needed an accurate and consistent method for setting and calculating commissions, with varying degrees of complexity.The solution
The established master of record for commissions now sits native in Salesforce and can only be controlled by operations.
In instances where there are discounts on sales, the new Cloudpointe system has been set up to apply commission adjustments automatically, using information in Salesforce.The challenge
Cloudpointe wanted to ensure the tracking and payment of commissions was safe from manipulation or error.The solution
Standard Salesforce security settings can control who can enter information, set up commissions, pay commissions, and also view their own commissions.
The new solution also provides an audit trail for added security, showing who has made changes and highlighting what changes have been made and when.The challenge
Sales employees were rewarded on projects that had been sold, delivered and invoiced. This was hard to track with a manual process.The solution
Commissions can be generated and paid through the new system.No Workarounds.
No Lost Hours.
Want to See
Take control of your services delivery with a PSA that works as fast as you do.
