Success Story: Indiana Home Experts

The Challenge:

• Managing customer and transactional data across multiple systems
• Complex commission structure for internal agents and partners
• Unable to effectively report agent commissions and business margins
• Managing customer email communications throughout the sales lifecycle

The Solution:

• Custom Lightning screen to preview and send emails to customers
• Development to automatically calculate agent commissions when a new deal is closed
• Custom objects to track historical Agent commissions

The Results:

• Automatic commision calculation reducing deal closure time (30 – 4 mins)
• Streamlined email sending and Drip Campaigns
• Dashboards to track agent commissions and deals