Follow Us: facebook twitter linkedin

Posts Tagged 'Commission'

We are pleased to present below all posts tagged with 'Commission'. If you still can't find what you are looking for, try using the search box.

Tracking and Approving Sales Commissions in SharePoint

As a company that provides customer relationship management (CRM) services, we’re big advocates of using your CRM system to track and approve sales commissions.  But sometimes it can be impractical to do this.  This is particularly true in complex organizations, small organizations or fast-growing organizations where you need the flexibility to quickly adapt your commission model to a changing situation in the marketplace.  Long-term, everyone should aim to handle commissions in their CRM system, but what do these organizations do in the short-term?

The good news is that SharePoint is an excellent tool for giving you all of the flexibility you need, while still having an efficient process for setting, tracking and distributing commissions.  Here’s how it can work for you.

Blog Topics

1
Image

CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

2
Image

SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

3
Image

CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

4
Image

SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

9
Image

SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.