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Commissions Conductor
Since 2018, SymFinTek has specialized in commission management, developing software tailored to customer needs. Our Commissions Conductor and Royalties is an automated, fully configurable system embedded in Acumatica, designed to enhance ROI by executing complex commission plans with precision and transparency.
Commissions Conductor provides detailed reports for SOX compliance and easy dispute resolution, offering role-based access to earnings and helping management track performance against quotas. Supported by the Acumatica community, our remarkable customer service makes it a favorite among users.
Discover how Commissions Conductor can improve your commission and incentive processes!
Key features
- Built inside Acumatica and connected with all your data
- Creation of multiple Incentive/Commission plans
- Creation of multiple sales roles
- Definition of Multiple Sales Agents in the system
- Commission rates applied on multiple targets, such as revenue, cost, margin, quantity, or customs
- Incentives calculated and paid on the desired frequency (weekly, quarterly, yearly, etc.)
- Sync your commissions by running them on a schedule
- Self-service for sales agents to audit their commissions and review their own performance
- Pay commissions on payroll for your employees
- Sales agents can be paid via multiple methods: payments and payroll
- Create commission reports and mail them to your sales team with a single click
- Pre-built dashboard for an interactive experience
- Mobile dashboards
- Track and pay KPIs
- Adjust commission amounts when receiving returns or credit memos
- Reduce the commission rate based on the time the invoice is closed
- Establish sales roles hierarchies
- Sales agents can be active or inactive over time, in different sales roles
- Sales agents can be subscribed to multiple Incentive/Commission Plans
- Incentive/Commission Plans can be by product, seasons, or sales roles
- Give money in advance to your sales team (Draws)
- Pay commissions by cutting checks to your sales vendors
- Accrue your commission expenses
- Create specific incentives by products, territories, and custom fields
- Create specific incentives by seasonality
- Set quota goals
- Define a tiered structure combining up to 3 different variables that can be pre-built or customized
- Commissions paid when the invoice is booked, partially paid, fully paid, or based on custom criteria
- Adjust the cost of goods following any criteria you want
- Incentives pulled from multiple sources, such as invoices, sales orders, and custom tables
- Inquiries to audit and get detailed information
- Commissions specific by roles
- Sales agents’ content controlled by Acumatica User ID
- Restrict the way sales agents update/insert/remove commission parameters on sales documents
About SymFinTech
SymFinTek Software Co. specializes in native Acumatica Framework application development – creating software to streamline your business operations. We have combined our Acumatica development expertise with extensive experience in developing, managing, and designing sales commission systems to create our Commissions Conductor Program. We take pride in tackling the complexities of commission plan implementation challenges. We thrive on solving such intricacies.
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Customer Reviews
The team at SymFinTek was solid at over-delivering on all aspects of our project.
From the outset, we had hoped SymFinTek would be able to tailor the Commissions Conductor to our multiple of external manufacturing representative structures, variety of customer contractual terms, and our internal sales roles.
Turnaround time was efficiently short to align with the greater go-live of our Acumatica modules.
During the development, and inspired by the capabilities being demonstrated, we realized there was a need to control commission payments with restrictions that had never been considered by SymFinTek.
Instead of stopping at their known deliverables, they further committed developer time to solve the novel coding needs of our situation.
In the end, the professionalism of the SymFinTek team, the accuracy of output, and the ease of maintenance of the product is fully endorsed without any restrictions.
In 2022 I had the distinct pleasure of working with SymFinTek's programmer, Deyban Perez and his boss Jorge Soto. We had a complex commission structure with a lot of twists that were solved with the excellent work by SymFinTek. I would recommend the Commission Calculator to anyone considering this solution. Mike Lupro - Synergy Resources - Acumatica Business Consultant.
As PennAir continues to grow, so do our needs. SymFinTek is more than willing to expand upon current capabilities to meet us as at our growing points, proving to be a valuable resource. Incentive Conductor meets PennAir’s demand for complex, customizable, and flexible commission programs. Deyban and Jorge, of SymFinTek, provide highly responsive and great customer service. They truly care about what we need, and go above and beyond to make sure all our requirements are met.
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