In this demo, our team member, Eloise, shows how EqualTo can help you automate approval workflows and dispute resolution– making your commission process faster and more transparent.
Hi there, this is Eloise, and today I'll be showing you how EqualTo can enhance your commission
process by automating approvals and centralizing dispute resolution.
Before commission is paid out, it often needs to be approved by different stakeholders.
This often means lots of emails and spreadsheets being shared internally, before the information can
be forwarded to payroll.
With EqualTo, you can automate approvals and dispute resolution, making the
process faster and more transparent for your teams.
Now let me show you how.
First, let's set up our approval workflow.
Our current workflow already has two steps, but I will add a third as the colleagues in Finance should
do the final approval before payroll is processed.
Since I am part of the workflow,
I need to approve the commission before it is advanced to the next team in the process.
But perhaps I have noticed that some key information is missing for one of the sales.
The seller didn't upload the contract in our CRM.
I can easily notify the seller and other stakeholders in the workflow if an action is needed.
EqualTo will restart the workflow and the seller will be automatically notified that they have to upload
Now that the seller has taken the appropriate action,
I will approve the commission so the workflow moves to the Finance team who will complete the
EqualTo is a next generation commission platform which streamlines the end-to-end commission
Book a demo to find out how EqualTo can accelerate your process, improve transparency and
ensure your commissions do what they are supposed to -
motivating and driving growth.
In today’s demo, Eloise showcases how EqualTo lets you retain the full flexibility of spreadsheets while combining it with powerful automation.
Create, maintain and deploy your commission plans with EqualTo. Our open API allows you to pull data from anywhere, and display real-time commission data in your sales portal or CRM.