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Sales bonus calculator

Case for Automation

CRM systems contain key information on deals and sales teams’ activities.
However, CRM systems do not contain sufficient data to calculate sales
bonuses. Calculating bonuses requires the consolidation of data scattered
across multiple sources, including accounting, management, and administrative
systems as well as internal sales team spreadsheets.

Bot Activities

  • Opens folders containing relevant spreadsheets and files
  • Extracts data from relevant fields in sales files and systems
  • Consolidates extracted data into sales bonus calculation system/file
  • Calculates bonus according to preset formulas and data in relevant fields
  • Emails team members notifications of their appointed bonuses