We’ve added a new report: Salesperson Incentive and Sales Credit Report.
Salesperson Incentive and Sales Credit Report sample (click for larger view)
This report shows a list of all salespeople associated with every contract. This report details the incentive credit and sales credit for each salesperson. This is perfect for showing details on contracts that split sales credit and/or incentive credit between multiple salespeople.
We pushed this update out to all client sites on 14 Jun 2010.
Do you need a custom report? Give us a call and we’ll add it to our system for free.
About EasyTRC
EasyTRC is a Total Resource Campaign management system
EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships of events and publications.
It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.
You may have noticed some improvements to the system lately. We just wanted to detail them here. We hope this helps and thank you for using EasyTRC!
One of the most important things is a naming standardization across the site which is most obvious on the “My Sales” tab.
TERMINOLOGY NOTES
Sale Credit counts towards Team Goal and counts on the Leaderboard;
Incentive Credit counts towards Incentive Awards;
Contract Total counts towards campaign total and specific campaign goals. This is the amount shown to the buyer and is used on the contract.
v2.6 Improvements
A campaign summary is now directly on the login page. Page features a much bigger campaign graphic too; you worked hard on that logo – now EasyTRC shows it off. Example: http://demo.easytrc.com/login
The “My Sales” tab now has a box on the top that lets you view the “My Sales” tab of sales and incentive level progress of other people. If you login as an admin, you can see anyone’s info. If you login as a team leader, you can view all the members of your team. [User Requested Improvement]
New Reports – these are available on the Reports tab and in the Reporting section on the admin side. Salespeople are now able see some of these reports directly in the Reports tab. [User Requested Improvement]
More contract details included on the status update emails including the product being purchased, the authorized buyer’s contact info, the buyer’s company name, and more. [User Requested Improvement]
Search screen simplified. There used to be 2 search boxes – one for text and one for product number. We noticed people were putting text in the product number search and crashing it. Nobody was searching by product number anyhoo, so we removed the boxed. [User Requested Improvement]
Leaderboard team summary totals were misreporting sales [Bug Fix]
Previous improvements we didn’t announce:
v2.5.19 Improvements
Major optimization of the Pending Payments section of the admin. [Performance Improvement]
Clicking on some table column titles to sort by that column was sometimes crashing. [Bug Fix]
v2.5.18
New report that shows the history of incentive payments already made. This is also displayed at the bottom of the pending payments section now. [User Requested Feature Addition]
v2.5.17
My sales now helps with important TRC terminology and concepts. [User Requested Improvement]
My sales now includes additional sales and incentive totals to make it easier to understand a salesperson’s progress at a glance. [User Requested Improvement]
The campaign leaderboard has received numerous updates to make it consistent and easier to understand. [User Requested Improvement]
There are numerous improvements to the contract editing tools available to campaign administrators, which make important Total Resource Campaign concepts easier to understand and automatically assign appropriate amounts of sales and incentive credit in common cases. [User Requested Improvement]
Contracts can be viewed online by the buyer without having to login. However, they were able to see all the contract status messages and sales split information. They don’t need to see that info, so we hid it. In other words, The contract display intended for unauthenticated use by people purchasing products from the system has been streamlined so that it doesn’t include information relevant only to chamber staff and campaign volunteers. [User Requested Improvement]
A new report has been added that makes it easy to find contracts where the total amount on the contract is not equal to the amount of sales credit assigned to salespeople. [Admin Improvement]
About EasyTRC
EasyTRC is a Total Resource Campaign management system
EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships of events and publications.
It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.
A new report that shows the history of incentive payments already made has been added to the system. This is also displayed at the bottom of the pending payments section now.
This was a User Requested Feature Addition.
About EasyTRC
EasyTRC is a Total Resource Campaign management system
EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships to events and publications.
It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.
EasyTRC is a Total Resource Campaign management system
EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships to events and publications.
It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.
The latest version of EasyTRC went live just moments ago. Among other changes, this version includes a new product type called “Naming Rights.” The need for this feature arose when a client explained how one of the sponsorship products that they sell is the right to name their conference rooms. So much like Minute Maid Park or the Trans World Dome, EasyTRC now supports the ability to sell naming rights to any object you can think of such as memorial trees, commemorative park benches, engraved bricks in a walkway, roads, bridges, etc.
Other product types that EasyTRC supports includes Events, Publications, Memberships, Women’s Network Memberships, and Board of Advisors Seats.
Does your Chamber of Commerce sell sponsorships to something that doesn’t fit in one of these categories?
Your organization can sell temporary naming rights for conference rooms or the entry way. You may want to also sell permanent naming rights for a pedestrian bridge or a memorial tree. Other organizations have put in a “walk of fame” and “business memories” pathways where they sell bricks in the walkway that can be engraved to the donor’s liking. Other opportunities could be naming rights to park benches or garden spaces. The options are almost endless.
About EasyTRC
EasyTRC is a Total Resource Campaign management system
EasyTRC is a Total Resource Campaign total contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships as well as non-dues revenue event and publication sponsorships.
It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.
EasyTRC is a comprehensive Total Resource Campaign Management System
Version 2.5 of EasyTRC has been launched to rave reviews by current users. Dozens of user-requested features were added to the 100% online system.
EasyTRC is now the most comprehensive Total Resource Campaign management system in the world.
New Features in Version 2.5 Include
Fully multi-campaign aware: see contracts from this campaign as well as totals and links to previous campaign contracts
Contract Renewals take 2 clicks.
See what every company bought during the last campaign as well as what is pending and purchased in the current campaign
See what every salesperson sold during the last campaign as well as what they have pending and sold in the current campaign
See what every buyer bought during the last campaign as well as what they have pending and purchased in the current campaign
Detailed campaign calendar added
Campaign Events can now easily be added to your Outlook Calendar with a single click
Weekly Campaign Leaderboard is included to show top salesperson, team, and division. Also shows campaign-to-date totals as well as progress towards sales goals.
Dramatic reporting improvements – increased filtering and sorting capabilities; export to Excel.
Added the concept of “Campaign Weeks” so you can now specifically know in which week a sale should be credited. And the system can now accurately report sales by week.
System is now campaign renewal black out period aware. Unless you were the primary salesperson last year, you can’t sell it this year until the campaign blackout period ends.
Ability to change the sold date on a contract so you can ensure it goes in the sales week desired.
Incentive Reward level improvements – cash and trade incentives can be tracked
Ability to split a sale between salespeople on the same team or different teams but still retain right of first renewal by the primary salesperson next year.
Ability to assign a different representative to each product/sponsorship opportunity. If Linda is in charge of the room sponsorship and all trade opportunities and Judy is in charge of all the cash opportunities, you can now assign them as such.
EasyTRC is a total contract manager
Even if your Chamber of Commerce does not participate in a total resource campaign, your organization still sells sponsorships, memberships, ads, and more. And all those ads and sponsorships and memberships require contracts. . . Hundreds of contracts. Are you buried in a pile of faxes? Tired of manually keeping track of sales in an Excel spreadsheet? Had an intern build something in Access that kinda helps? Tired of trying to keep track of emails to check on the status of a contract?
What can help manage all that? EasyTRC is total contract management.
Call for a free demo 800-555-5133
Give us 20 minutes for a demo and we’ll show how you’ll save hours of time, decrease paperwork, and increase contract organization.
