Sales & Commission Platform

Objective: Pay every rep correctly, every month

A telecommunications sales organization runs a network of dealers and sales offices, each with branch managers, team leaders, trainers, recruiters, and sales reps selling TV, internet, voice, and wireless service. Every day the carrier sends a report of the sales that were placed, installed, cancelled, or charged back. Turning those files into accurate commission statements for everyone in the organization, each paid differently by role, was slow manual work in spreadsheets.

The company asked Web Ascender to design and build a platform that would take in those files, keep track of who sold what, pay everyone correctly, and give the whole organization a reason to log in every day.

What Web Ascender Did

• Discovery and design - weekly working sessions, wireframes, and an interface designed around the dashboards each role actually needs
• The organization, modeled - dealers with co-owners, offices, branch managers, team leaders, sales trainers, recruiters, and reps, with permissions for each role
• Daily sales imports - automated processing of the carrier’s daily files, matching each sale to the right rep, office, and dealer, with merge tools for duplicates and a “held for review” queue for anything that doesn’t match
• Commission statements - calculated from the hierarchy, with overrides, holdbacks, chargebacks, bundles, and adjustments, and rebuilt automatically when a rep changes roles, offices, or dealers
• Commission invoices for each dealer, with printable PDFs and status tracking
• Sales competitions - a monthly leaderboard for offices, teams, and trainers, plus office performance reports, with each month saved as a snapshot
• Pending sales and escalations - pending installs with the commission at risk, escalations with required dates, and automatic cancellation of stale sales
• Field tools - printable rep badges, office health and visit tracking, a feedback loop, and CSV exports
• An API for exchanging lead and sales rep data, with documentation
• Security - encryption of sensitive personal and banking data, automated purging of data no longer needed, and two-factor authentication with an email fallback
• Multi-tenant platform - a super admin dashboard, per-tenant branding and labels, separate subdomains with wildcard SSL, and cloud file storage, so the platform could serve other sales organizations
• A team of their own - automated tests, a build server, and hands-on Ruby on Rails training so the client’s in-house developers could work alongside ours

The Outcome

Within five months of kickoff the platform was live, importing sales every day and producing commission statements that reps, managers, and dealers could all see. Over the next two years we kept adding to it as the business grew, and then rebuilt it as a multi-tenant product the company could offer to other sales organizations.

The header photo is representative stock photography and the illustration uses sample data, not the actual software. The client is not named.