As you begin automating the sales commission automation process, you would obviously want something which is practically possible, and when it does not produce good results, it does not have much impact. Below mentioned are a few tips and ideas to keep into consideration always:
Once you have selected the business process, it’s time to initiate. To get it right the first time only is a challenge in itself, as it takes a little bit more time. But, it’s all worth it in the end.
When you have laid down the business workflows, you will be exposed to such circumstances that need a precise definition that never existed in the past. Every department like; marketing, operations, HR, finance, and sales should take responsibility and authority to bring about changes to current business workflows.
Documenting all sales incentive plans and terms and conditions is an essential task on the part of process owners. Besides, the process owner must clear the air with respect to grey areas, especially those that are not documented yet. For instance, on the first day of joining, personal work leaves should be updated.
Always keep in mind the ultimate goal of your automation. Are you putting effort to save time and money? Able to limit spreadsheet or not? Are you tracking items accurately?
Resist doing it all together in place. Instead, keep your focus on primary aspects and you will be able to automate the process in a better way.
Get some history stats and figures from the process owner as to how the workflow was managed earlier. If there had been any noteworthy changes in the last couple of years then try to know its reasons as well.
No doubt, workflows involve some office politics too, so refrain from assuming anything which is not true.
Make sure to create a workflow chart for each sales commission scheme from data integrations to planning calculations up to reporting and everything else will flow as per the plan. See if you want to include any conditional tasks. It is always best to have a shorter workflow as it gives you more scope for success.
Update only the necessary information into your workflow management software. You can always add the tasks later on if required.
Resist from providing the team with more data than they need to know about. Ask each and every task owner for the data they need access to.
Begin testing the automation by keeping tasks to yourself or the initiator. Be sure that all your conditional paths, parallel branches, and formula fields are functioning in the right way.
Make sure to run items of varied kinds so it follows the path as intended by you.
Be sure to keep a close watch over your automation process and ask the team if they got the access to required information.
The more you practice business automation, the better you become at it. Following the above-mentioned steps will always guide you through automating any process be it - small or big.
This way, creating advanced workflows after some time of practice will be a cakewalk for you. 1900.
© McAlign Consulting - 2021