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Sales tracking and commissions for staff

CDJ HOSTING shared this idea 6 years ago
Under Consideration

We currently have client side affiliation and this gives me an idea for commission based sales on the admin side.

If a client contacts the sales team by chat, ticket or the sales representative follows a sales lead, I think that it would be a great feature for the responding sales representative to be assigned a commission for any conversion that commences. This will lead to better customer support with better response times from the sales team.

As a side effect to this, you open up a possibility to have the commission recurring, your staff would earn the commission for as long as the client has an active product sold by the sales representative and thus their commission income would continue to grow as they complete conversions.

I believe the commissions should be assigned per sale, not per client so that the responding sales representative will receive the commission for that product which further increases response times.

I believe there are several key areas that this feature will satisfy.

Client/Employee Satisfaction: Clients will receive faster and better sales support. Employees will feel happier to do the job they are asked to do.

Business Reputation: a client who receives great service is more likely to recommend your business.

Business Growth: Employee satisfaction will help your business grow, if you cant satisfy your employee needs, how can you expect them to satisfy your clients needs.

This obviously needs some further consideration from the WHMCS community so please pitch in your ideas on how this can be developed further and introduces.

Comments (5)

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Hi,

I think you are right,

But how will you track the sales that a staff member participate in?

I think that the way to do it is by using the quote system,

* There should be an option to create a quote directly from the ticket (just like the “Create New Project” option in the ticket).

•If you open a quote from a ticket – the quote should be opened with the client information from the ticket.

•There should be a way to “flag” the quote to a specific admin (If you open a quote from a ticket – the quote should be opened and be flag to the staff member that handled the ticket).

•After the customer accept the quote - an invoice should be send automatically and after the customer pays an order will be open automatically.

• The quote should be grayed out after the customer accepted it - so no one can change the quote that the customer agreed on.

• The product should be activated automatically after the automatically processing of the order.

• There should be a way to “flag” the order to a specific admin (If you open a quote from a ticket – the quote should be opened and be flag to the staff member that handled the ticket and then the same flag in the order).just like the Affiliate option.

We want to send customers quote, have them accept it and then to send them the Invoices automatically immediately after they accept the quote. After the customer pays the Invoices an order should be open automatically and if it’s a product that setup to be automatically setup as soon as an order is placed - it should be done automatically.

So all the process from quote to a working product is fully automated (as long as the customer accepted the quote and paid the Invoice).

Now, let’s talk about reporting:

•Ticket to quote conversion- the amount / percentage of tickets that a quote was from in respective to all the tickets that were handled by a staff member. In a specific time-frame (specific day, week, month, monthly progress and so on).

•Quotes conversion – the amount / percentage of quotes that where accepted in respective to all the tickets that were handled by a staff member. In a specific time-frame (specific day, week, month, monthly progress and so on).

•Quotes results pie - the amount / percentage of quotes answers/ results in respective to all the tickets that were handled by a staff member. In a specific time-frame (specific day, week, month, monthly progress and so on).

•Quotes breakdown - the type and amount of products and the amount of money (monthly and one time) that was offered to customers by each sales rep in a specific time-frame (specific day, week, month, monthly progress and so on).

•The type and amount of products and the amount of money (monthly and one time) that was "sold" (orders by customers) by each staff member in a specific time-frame (specific day, week, month,monthly progress and so on).

•The monthly and one time earnings by staff member in a specific time-frame (specific day, week, month, monthly progress and so on).

•Commission by staff member in a specific time-frame (specific day, week, month, monthly progress and so on).

• The percentage or “distance” from the sales target by staff member in aspecific time-frame (specific day, week, month, monthly progress and so on).

•And much more…

Now, let’s talk about commission:

This should be a very flexible system – since every company handle the commission differently.

This is what I think should be:

• Have the ability to set sales target to each staff member. The target can be amount of sales in products or in money – earnings.

• I think there should be a deference targets for monthly earnings and one time earnings.• There should be a connection between the commission and the gap that the staff member is from his target. Let’s say that the monthly earnings target is 1000$, there should be a difference if the staff member reach 100$ monthly or 1500$... we should have an option to set different commission by level. Something like up to the target (100% target) the staff member should get 80% of the monthly earnings (one time commission…), between 100% and 120% of the target (overachievement) he should get 100% of the monthly earnings (one time commission…), between 120% and 150% of the target (overachievement) he should get 120% of the monthly earnings (one time commission…) – and so on and so on.

•There should be an option to a “one time” promotion – let’s say you want to promote the sales of a specific product, there should be a way to give extra commission to staff members that sold this product. Or maybe end of the month promotion – 200% of the monthly earnings (one time commission…) regardless the gap from the target and so on

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I wasnt getting into details about the commissions because i believe these are not something of concern here. they should be set per business and so be set on the system and not hard coded to allow flexibility of the system. I wouldnt want to install or use a module that i couldnt set to my own needs.

With regards to how to track, its simple enough here, the affiliate system uses cookies, there is no reason you couldnt do the same with the ticket system, having the cookie set and if its present when the client orders the staff account is applied to the order as the responder.

If the client requests the order be placed by the staff, many will do its easier for them then the system should be able to place an order that requires sign up at payment time. simply the staff places the order for the client with the email they provide, they receive their invoice and use that to sign up, its a slight variant on how things are now because the sign up/login is done before the order is confirmed which would need to be different for the staff side.

It is still workable though

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Hi,

We have developed such addon , Please check and update if you require any further customization. visit whmcsplus <dot> com

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I like the idea of this, i came on this site to request something similar. How I would like it is when the sales rep login to whmcs > add new order. a drop down menu will give "sales rep" defaulting to the user logged in, with ability to choose another staff member. Then in the reports, their would be a sales rep report.

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I think that is something workable, as long as there is an option to turn off the dropdown and just use the signed in admin, that would make for a good additional feature.

Reporting would be another great benefit here too, thanks for the support on this.