What Goes into Commission Automation Setup & Implementation?

by | Apr 20, 2022

It’s a fact. When you incorporate commission automation into your commission management, you save time. All that work you pour into sourcing data, calculating it, auditing it, and reporting it shrinks. Your team can redistribute time and resources to more pressing priorities finally. That is once you’ve fully set up and implemented the tools.

Before you walk away from that commission process entirely, you need to ensure the software is up and running first. This initial setup period requires just a little more of your attention. When you work with Core Commissions, we make it as painless as possible and work with you. It all starts with our Quick Start program.

Image shows 4 people in a canoe rowing in tandem representing the synchronicity of loading all of your commission data into one software

When you work with Core Commissions, we collaborate with you to set up and implement your commission automation.

Now you may be asking, “What do I need to do for implementation and setup?” Keep reading for the answer.

Tell Us About Your Commission Structure

In order to automate the unique variables and rules of your commission plan, we need you to break it down for us. We collaborate with you to ensure that the application calculates rates and payouts properly every time.

Keep in mind: we need to get into the nitty-gritty. Detail all the tiered rateshierarchical overrides, and splits — even if they only happen once in a blue moon. The more information we have about how your organization calculates commissions, the more we can automate every payout.

With your help, we build out rules and bots that will basically run your commissions for you. All you need to do is click a button with every commission cycle.

Audit The Details with Us

Once we’ve mapped out your commission plan, we need you to review each piece for accuracy. This is an easy task with our automated auditing tools. This feature allows you to review every calculation that goes into a single commission result.

Whenever your commission plan needs an adjustment, you can audit the rules to see what needs a tweak. In that case, your implementer will work with you to put the change into effect.

Image of a man and a woman in a coffee shop looking at a shared laptop to review their commission data for accuracy

Train on the System with Our Team

Our experienced team of administrators assists our Enterprise and Managed Services customers whenever needed. However, it’s important for you to be knowledgeable about the system as well. That’s why we include training as part of our initial Quick Start program.

No matter how you need to use the system, we walk you through everything you need to know. As you get to know the programs and features, you’ll feel more at home with how the automation operates.

Build Out Your Commission Reporting Tools

With calculations automated to your specifications, now you just need to create a reporting arrangement. First, we build report templates that effectively communicate commission results to your payees. From there, we assemble dashboards and additional reports from the metrics generated through your commissions. These analytics tools allow you to review sales performance, revenue trends, and more.

If your organization aims to cut down on the time spent on commissions immediately, we have a solution for you! Launch gives you the tools to get started on commission automation immediately and then layer in features as needed.

We’d be happy to walk you through Quick Start, Launch, and all of our other solutionsContact us for more information or set up a free demo. We look forward to simplifying your commission process!

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