March 6, 2008

Sales & Commissions

Managing and effectively using sales and commission data from manufacturing partners can be complex for manufacturers reps. This data is critical when managing territories, salespeople or accounts and reps have adapted by becoming spreadsheet wizards or implementing some other sales tracking system. We believe it should be in the same system as you Contacts, Quotes and Documents for maximum value.

The first step, getting manufacturers to send this information in an electronic format, can be a battle in and of itself. Once you have this information though, analyzing and disseminating in a usable format to those who need it can be equally difficult. Five manufacturers will send information five different ways, each differing in the level of detail they provide.

RepConcert provides two ways to associate sales and commissions with the appropriate Account and Manufacturer. Invoices can be manually entered one at a time, or we provide an extremely easy to use import wizard for those who receive this information in MS Excel. By mapping and capturing as many fields as possible during the import, the data can be analyzed in many different ways. Customized reports can be generated for sales at an account, sales by salesperson, part number, city, state, and so on. Any field that is captured in the import or data entry process becomes searchable criterion.

See the whole picture in RepConcert.

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