Strona główna Blog The Commission module in Salesbook CRM. Choose a simple and automated calculation system

The Commission module in Salesbook CRM. Choose a simple and automated calculation system

Daria Olech

2023-04-04

The commission on the sales result is a strong motivating incentive. Thanks to such stimulus, sales reps feel their real impact on their payment. Consequently, they are more motivated to close deals. However, an effective financial settlement system should not be complicated. If you use the Commission module from Salesbook, you will automatically calculate your employees’ bonuses.

What should you know about the Commission module?

One of the fundamental rules of payment based on a commission is a simple system of calculation that mechanisms are easy to understand by sales reps. The Commission module from Salesbook has been created to simplify this process.

You will find the Commission module inside a thread of a given customer. Thanks to this solution, you are certain which sales activities have been undertaken to close this deal. Moreover, you have access to information about sales values and the kind of products that have been sold.

The Commission module in a CRM system. — Fig. 1. The Commission module inside a thread of a given customer in a CRM system.

How does the Commission module work?

If you use this module, you can take several steps. First, you can edit the value of a commission and other information related to it.

Start from choosing a sales rep who made a profit. You choose their name from the defined list of salespeople in your sales team.

A sales rep that will receive a commission. — Fig. 2. You choose a sales rep who will receive a commission.

Your next step is to type the amount of a commission in the column Commission. However, you do not have to do it manually. Instead, you can choose the Source of a commission. If you choose the Source, the system will automatically count the commission.

The commissions in a CRM system. — Fig. 3. The columns in the Commission module.

The Source allows you to define sales activities that are related to the commission. You can configure Sources using the administration panel.

You will find more information in the paragraph the Personalized system of commissions management.

If you choose the Source and sales rep, the module will display updated information.

Updated data in a CRM system. — Fig. 4. Updated information in a CRM system.

You do not have to be afraid of chaos if several sales reps have worked with the same customer and closed deals with different sales values. You can simply add information about the next commission and assign a given salesperson to it.

Calculating commissions for several sales reps. — Fig. 5. The module will calculate the commission for several sales reps.

After this step, you will see the details about sales reps and the adequate sums of money assigned to them. You will find the total sum of all commissions in the column All commissions.

All commissions in a thread in a CRM system. — Fig. 6. The sum of commissions in a CRM system.

If a sales rep uses the Configurator from Salesbook, the tool will calculate the commission automatically. You do not have to type it in manually.

The system of calculating commissions

The Commission module offers a convenient system of calculation. You will find the list of all commissions in the tab Commission in the Back Office.

he list of commissions in a CRM system. — Fig. 7. The list of all commissions of a given company in CRM.

You can add a defined status to a chosen commission and explain the reason for that status.

Statuses of commissions are:

new,
accepted,
paid,
rejected.

The statuses of commissions in CRM. — Fig. 8. You can change statuses in a CRM system.

Thanks to statuses, you avoid chaos in settlements. For example, you can reject an incorrectly calculated commission.

If you click the Details, you have access to more information about a given commission. You will find here data about the reason for a rejected commission and if it is manually or automatically calculated.

The details of a commission in CRM. — Fig. 9. Click the Details to have more information.

You should fill in more columns such as:

number of a document – it can be an invoice related to the commission,
planned data of payment – data of paying the commission to the sales rep,
percent of a commission and margin – these columns are automatically filled in by the Salesbook configurator during a meeting. You can also fill in columns manually.

Changing details of a commission in CRM. — Fig. 10. Detailed information about the commission.

To make things easier, you will find the total sum of commissions at the top left of the screen.

The total sum of commissions in a CRM system. — Fig. 11. The total sum of commissions for all sales reps.

A personalized system of commissions management

The Commission module has a lot more to offer. In the administration panel and Settings of the side menu, you can define the Source of a commission and its value in relation to sales activities and sales reps.

The Sources and values of commissions in CRM. — Fig. 12. The Sources and values of commissions.

Setting commissions percentage in a CRM system. — Fig. 13. You can change the commission percentage.

Summary

The Commision module is a useful tool that calculates commissions for sales reps. Thanks to its many functions, you can react in a flexible way if a situation in your company changes. You can change the commission value in relation to the sales value, type of products and services, or commitment of sales reps.

If you want to use the Commission module in your app, contact your Salesbook manager, or write an e-mail: sales@salesbook.com. Check also other functions.

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