Monthly Archives: November 2016

Commission Automation using Visualflow

Introduction Our client sells trrvel and concierge services to consumers. They needed a solution to automatically calculate the sales commission for each of their commission earners. They have target based sales commission and bonus programmes that are applied to different roles in the company, e.g. Sales Reps, Deal Managers, Territory managers, Marketing Managers, Collections managers, Training Managers. Sales commissions and [...]

By |2017-05-26T11:44:37+01:00November 29th, 2016|Salesforce Automation, Visual Workflow|Comments Off on Commission Automation using Visualflow

Xero & Salesforce Calculate Gross Profit

We got an exciting request from one of our customers—they wanted to show the Gross Profit on a Salesforce Opportunity based on their Xero (online accounting) data. What made this exciting is that Xero doesn't offer traditional Job Costing, so the solution had to exceed the existing capabilities of both Salesforce and Xero. The customer's goal was to put Purchase Orders and [...]

By |2017-05-26T11:44:37+01:00November 25th, 2016|Uncategorised|Comments Off on Xero & Salesforce Calculate Gross Profit
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