Commission Calculation in Salesforce - Case Study
 
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Commission Calculation In Salesforce

Introduction

Industry

Insurance Sector

Products

Easy Incentivizer

Capabilities

Build and Implement

Our client runs an insurance company which provides different kinds of insurance to their customers. Employees of this company get a commission at the end of the month which depends on the targets set by the management where each employee gets a different target depending upon experience and market demand. This company used to handle all the commission calculations manually and they wanted us to suggest and automate this whole process.

Project Challenges

Following are the challenges which they were facing:

  • Manual Calculation: Commission that was given to the employees was calculated manually. So the whole process of calculation was becoming tedious. Manual Commissioning restricts the team from making significant changes in the formula of commissioning. 
  • Higher Chances Of Error: Because of manual calculation, there were high chances of errors which were leading to undesired changes of commission to their employees. The manual payroll system was leading to frustration with manual interventions. It also overloads the Accounts/HR teams with daily tedious activities.
  • Cost Ineffective: The client team was looking for a better automation approach that can perform fast calculations and will be a cost-effective option for their company. 
  • Time-consuming when commissioning changes: Now when they were looking for options to automate their process, they often used to come across this problem of re-evaluating the rules whenever there is an alteration in commissioning calculating criteria.
  • Non-Personalized Approach: The client wanted to have a feature in which they can see the performance of every employee of the last few years. They were also looking to provide a personalization approach in their solution.
Image of Case Study Challenges

Project Challenges

Image of Case Study Challenges

Following are the challenges which they were facing:

  • Manual Calculation: Commission that was given to the employees was calculated manually. So the whole process of calculation was becoming tedious. Manual Commissioning restricts the team from making significant changes in the formula of commissioning. 
  • Higher Chances Of Error: Because of manual calculation, there were high chances of errors which were leading to undesired changes of commission to their employees. The manual payroll system was leading to frustration with manual interventions. It also overloads the Accounts/HR teams with daily tedious activities.
  • Cost Ineffective: The client team was looking for a better automation approach that can perform fast calculations and will be a cost-effective option for their company. 
  • Time-consuming when commissioning changes: Now when they were looking for options to automate their process, they often used to come across this problem of re-evaluating the rules whenever there is an alteration in commissioning calculating criteria.
  • Non-Personalized Approach: The client wanted to have a feature in which they can see the performance of every employee of the last few years. They were also looking to provide a personalization approach in their solution.
Image of Case Study Solution

Project Solutions

We implemented the following solution to overcome the above challenges for our client.

  • Automated Procedure: Our team suggested them to use our commission calculation application “Eazy Incentivizer”. Easy Incentivizer is a free application by Cyntexa which automates the whole commissioning process and it is also 100% native in Salesforce.
VIEW COMPLETE SOLUTION

Project Solutions

We implemented the following solution to overcome the above challenges for our client.

  • Automated Procedure: Our team suggested them to use our commission calculation application “Eazy Incentivizer”. Easy Incentivizer is a free application by Cyntexa which automates the whole commissioning process and it is also 100% native in Salesforce.
VIEW COMPLETE SOLUTION

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Cost decreased by

85%

Manual Work is decreased by

95%

Calculation time has decreased by

80%

Client Review

Easy to Install and Flexible Application

We can say that Easy Incentivizer is a flexible application in the marketplace. It allowed our sales reps and management to access an array of dashboards and provide the company with excellent analytics. Also, the customer support is great!

star star star star star

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