Overview
What You Need To Know
T.D. Rooke was struggling with complicated commission splits and the territory reporting process, making it difficult to calculate commissions. This was leading to an inefficient business model of splitting revenue credit and commission among sales teams and partners.
Why It Matters
T.D. Rooke was struggling with complicated commission splits and the territory reporting process, making it difficult to calculate commissions. This was leading to an inefficient business model of splitting revenue credit and commission among sales teams and partners.
What HIC Did
HIC improved their Salesforce setup by enabling territory management, activating opportunity splits, and automating commission calculations. We also resolved data migration issues and created simple reports so everyone could see the right numbers in real time.
Overview
What You Need To Know
T.D. Rooke was struggling with complicated commission splits and the territory reporting process, making it difficult to calculate commissions. This was leading to an inefficient business model of splitting revenue credit and commission among sales teams and partners.
Why It Matters
T.D. Rooke was struggling with complicated commission splits and the territory reporting process, making it difficult to calculate commissions. This was leading to an inefficient business model of splitting revenue credit and commission among sales teams and partners.
What HIC Did
HIC improved their Salesforce setup by enabling territory management, activating opportunity splits, and automating commission calculations. We also resolved data migration issues and created simple reports so everyone could see the right numbers in real time.
About the Company
T.D. Rooke Associates Limited has been around since 1976. They help businesses find the right process equipment for their operations. Over the years, they have worked with industries like chemical, pharmaceutical, food & beverage, petrochemical, and water treatment.
About the Company
T.D. Rooke Associates Limited has been around since 1976. They help businesses find the right process equipment for their operations. Over the years, they have worked with industries like chemical, pharmaceutical, food & beverage, petrochemical, and water treatment.
Challenges Faced
Complex Sales Credit Allocation
Using the standard Salesforce setup that did not support their requirement of splitting revenue credit and commissions.
No Clear Territory Structure
Struggling to manage, track, and assign territory based on user role. Looking for a solution to automatically assign the territories.
Commission Calculations Took Extra Effort
Before, they were manually calculating commissions, leading to extra effort and errors.
Data Migration Issues
Data Migration Issues
Because of automatic changes in Salesforce Account IDs, they were struggling to import legacy data and required manual mapping with data validation.
Challenges Faced
Complex Sales Credit Allocation
Using the standard Salesforce setup that did not support their requirement of splitting revenue credit and commissions.
No Clear Territory Structure
Struggling to manage, track, and assign territory based on user role. Looking for a solution to automatically assign the territories.
Commission Calculations Took Extra Effort
Before, they were manually calculating commissions, leading to extra effort and errors.
Data Migration Issues
Data Migration Issues
Because of automatic changes in Salesforce Account IDs, they were struggling to import legacy data and required manual mapping with data validation.
Challenges Faced
They were facing issues with
- Complex Sales Credit Allocation
- No Clear Territory Structure
- Commission Calculations Took Extra Effort
- Data Migration Issues
Using the standard Salesforce setup that did not support their requirement of splitting revenue credit and commissions.
Struggling to manage, track, and assign territory based on user role. Looking for a solution to automatically assign the territories.
Before, they were manually calculating commissions, leading to extra effort and errors.
Data Migration Issues
Because of automatic changes in Salesforce Account IDs, they were struggling to import legacy data and required manual mapping with data validation.
Solutions Offered by HIC
Territory Management Setup
Set up Salesforce territory management for smooth tracking and reporting, and to align with their existing business model.
Opportunity Teams & Revenue Splits
HIC enabled the ability to split revenue and commissions properly between multiple contributors on a deal.
Custom Commission Field & Automation
Automated the entire process of commission calculator and display by adding a custom field for Revenue Commission on the Opportunity Split object.
Clear Reports & Dashboards
We built simple reports and dashboards so both sales reps and leadership could clearly see split revenue and estimated commissions.
Data Migration Fix
We solved the Account ID mapping issue during data import and made sure everything was tested properly before going live.
Solutions Offered by HIC
Territory Management Setup
Set up Salesforce territory management for smooth tracking and reporting, and to align with their existing business model.
Opportunity Teams & Revenue Splits
HIC enabled the ability to split revenue and commissions properly between multiple contributors on a deal.
Custom Commission Field & Automation
Automated the entire process of commission calculator and display by adding a custom field for Revenue Commission on the Opportunity Split object.
Clear Reports & Dashboards
We built simple reports and dashboards so both sales reps and leadership could clearly see split revenue and estimated commissions.
Data Migration Fix
We solved the Account ID mapping issue during data import and made sure everything was tested properly before going live.
Solutions Offered by HIC
The solutions which we offered to them
- Territory Management Setup
- Opportunity Teams & Revenue Splits
- Custom Commission Field & Automation
- Clear Reports & Dashboards
- Data Migration Fix
Set up Salesforce territory management for smooth tracking and reporting, and to align with their existing business model.
HIC enabled the ability to split revenue and commissions properly between multiple contributors on a deal.
Automated the entire process of commission calculator and display by adding a custom field for Revenue Commission on the Opportunity Split object.
We built simple reports and dashboards so both sales reps and leadership could clearly see split revenue and estimated commissions.
We solved the Account ID mapping issue during data import and made sure everything was tested properly before going live.
India 
USA
UK
Canada