FieldTech Zoho Sales Commission Software benefits your entire team.

sales commission software

You know as well as anyone else that your ERP software should be all about your business processes.  You’ll need an app to help with order management, an app to manage your inventory, your work orders, your scheduling, and everything in between.  But, what happens at the end of your process, when you make a sale?  Your salespeople get paid.  Is that a process that’s been neglected?  If so, you’re probably hearing it from your salespeople–verbally or otherwise.

Your salespeople guide prospects to victory by using your products, your services.  Now, you deserve to be able to guide them to victory by calculating their sales commission and paying them without a second thought.  In doing so, you’ll be guiding yourself to victory too by saving loads of time.  And, you’ll eliminate the worry that comes with calculating complicated commissions.

The solution is using FieldTech sales commission software as part of your Zoho ERP system.

How the FieldTech Sales Commission Software works

Your sales commission software, otherwise known as a commission calculator, works in a self-explanatory way.  We program the software for you using your very own commission structure, including any special cases like bonuses and overrides in the calculations.

Once the sales rep commission tracking software is programmed, your other apps need to feed it invoice data, the same way you’d compile a list of paid invoices and send it to your accountant.  FieldTech accomplishes this by integrating with a number of other apps.  FieldTech Job Costing, Zoho Books, and even Zoho CRM can serve as origin points for invoices or orders to be fed to the commission calculator.

sales commission software

#1. Once you create the record(s) needed, those will sync to the commission calculator.  The calculator will then create a commission record in the app’s Commission to Approve module.

#2. As an admin, you can log into the app’s Commission to Approve module and manage any commission records that have synced.  You can then drill down to associated invoices, work orders, and more.  Then, once you are satisfied the commission meets your requirements, you can approve the commission.  This sends the commission to the Commission Approved module.

#3. Once you approve commissions, the sales commission calculator will create a bill and then send it to the accounting system of your choice.  That can be Zoho Books, QuickBooks, or another third-party platform–it’s up to you.

#4. What about your sales team?  They benefit from this too.  Apart from receiving their commissions accurately and painlessly, you can give them access to a special commission portal.  This portal allows for showing up-to-the-minute commission statistics.  That way, your salespeople always know exactly where they stand for a given commission period.  They can even look back on past periods to track their payments over time.

Features of the commission calculator

sales commission software

The sales rep commission tracking software comes with a variety of features, payable commission types, and modules.  Here are some of those:

Types of commission the app can calculate

  1. Sales volume
  2. Monthly & annual trend
  3. Gross profit
  4. Item-based
  5. Recurring
  6. Pay-when-paid
  7. Overrides
  8. Bonuses
  9. New business vs. Existing business
  10. Maintenance/Renewals

Key Features

  1. Automated commission statements
  2. Sales rep portal
  3. Commission history
  4. Special incentive plans
  5. Multiple approvals possible
  6. Clawbacks/chargebacks
  7. Payroll file export
  8. Convert statements to bills

Part of an entire family of FieldTech apps

Having a great sales commission calculator is one thing, but without the other ERP apps behind it, it’s almost meaningless.  For that reason, the FieldTech commission calculator is part of a whole family of ERP apps called FieldTech.  These include apps designed for services, manufacturing, and tech/SaaS companies.

  1. Quote Calculator (CPQ)
  2. SmartScheduler
  3. Field Service Management
    • Time Tracking
  4. Production Order Management
  5. Inventory Management
    • MRP
    • RMA
  6. Job Costing
    • Invoices & Expenses
  7. Commission Calculator

As FieldTech is built on the Zoho Creator platform, it’s extremely customizable.  That means that with FieldTech, you don’t have to worry about an overblown system.  Just tell us what you need, and we’ll make sure it will work for your exact business case.

Ready to see how this would improve morale at your office?

sales commission software

Get started today.

We’d love to take the time to learn a little about your business, so we can show you exactly how the FieldTech sales commission software would help in context.  Fill out the form below for a quick chat with a FieldTech consultant, along with a demo.  Your entire team will thank you!