We grabbed a client in the USA that manufactures consumer and commercial lighting products. They used to update and manage their sales order, purchase orders, and invoices in Zoho Books. They had two types of Sales Persons:
They had a complex commission structure for Sales Person and Sales Reps, so the client wanted us to build an automated commission calculation software to calculate and manage the commission calculation for both their internal Salespersons and Sales Reps so that they could replace their manual process, which was very time-consuming and error-prone.
The client had a complex commission structure:
The client used to export the reports from Zoho Books into Excel and was doing commission calculations manually. This had several cons for their businesses:
Doing the commission calculation manually led to frequent calculation errors and financial inaccuracy, affecting employee satisfaction.
Manually calculating the commission was very time-consuming. Employees had to spend more time calculating the commissions manually, which they could utilize in other business tasks.
Manual calculation would take time, and the delay in generating the commission reports manually hindered real-time performance tracking.
Sales team performance and commission forecasting were difficult to manage with spreadsheets, making trend analysis less reliable.
To address these issues, we implemented a fully automated commission calculator using Zoho Creator. This automated sales commission calculation software handles the client’s complex commission calculation structure and eliminates manual work and errors. The system now automatically calculates monthly commissions and generates detailed reports for both salespersons and sales reps.
We built custom forms and functions using Zoho Creator that automatically calculates commissions based on some rules set:
We configured individual profiles for sales reps and salespersons in Zoho Creator. Each user can log in and access only their relevant reports, with access control levels based on organizational roles.
We integrated Zoho Writer with Zoho Creator to generate detailed commission reports in PDF formats. These reports were automatically stored within Zoho Creator for easy access, and it can be sent to the respective sales personnel via email for their review and record-keeping. This eliminated the need for manual report generation and distribution, further reducing the administrative burden.
The sales commission software also includes analysis features to:
By automating the commission calculation process, the client benefited in multiple ways, including eliminating manual errors or saving the client’s significant time.
The automated Zoho commission calculator helped remove human errors and provided 100% accurate commission reports.
Due to the automation of commission calculations, staff can now focus more on their core business tasks, irrespective to the time and effort they use to spend on manual commission calculations.
The client now enjoys real-time data, allowing them to track sales and commissions instantaneously with sales commission software.
This provided clients with a historical trend analysis, which provided the sales team with valuable insights and performance tracking, improving their decision-making.
By automating the commission calculation process, the client benefited in multiple ways, including eliminating manual errors or saving the client’s significant time.
In today’s fast-moving business world, manual processes can really slow you down. As automating sales commission calculation software reduces errors, saves time, and provides real-time insights, which drive better decision-making.
At Infomaze, our team of experienced Zoho Creator developers specialize in building custom automation solutions tailored to your unique needs. Whether you’re struggling with manual tasks, data inefficiencies, or complex processes, we can help you simplify operations and unlock your business’s full potential.
If you’re ready to eliminate tedious manual work and move toward a more efficient, error-free future, reach out to us today.
Let’s discuss how our expertise in Zoho Creator App development can transform your business with smart automation solutions!
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