Zoho CRM Commission Calculator
I track 5,000 potentials in Zoho CRM that each month we receive revenue on. I get a spreadsheet showing how much money we earn on each account, and I split that out to pay commissions based on the information stored in the potential record. Today, I'm processing this all in a FileMaker Pro database. Here are the steps: 1. Download all potentials from CRM 2. Import into filemaker DB 3. Import payment spreadsheets (7 sources per month right now, all excel spreadsheets in varying layouts) 4. Filemaker DB calculates payments to sales team, and produces Commission Statement PDF's which are sent via email 5. CSV file is produced to import these calculated payments back into the CRM for tracking/reporting. What I want to have happen is: 1. Upload payment spreadsheets as I receive them 2. Via the API, pull matching records from the CRM and calculate the commission payments 3. Identify any accounts that do not match potentials in the CRM (by account number and data range) 4. Allow us to easily modify the records in the CRM that are causing problems 5. When everything matches, produce commission statement PDFs and send via email to the appropriate people (currently about 21 people per month). 6. Commission payment results are pushed back into the CRM (I'm currently using the Cases module to track these). 7. Commission Statements are archived for future reference I want this process to be easy to complete by a non technical person. I'm happy to provide any additional information to help better quote this project.
Budget :
$3000 USD
|
Duration :
3 weeks
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