Description
Easy-Commission allows easy setup of commission plans for reps and managers. Easy-Commission is always available online, giving reps access to their commission statements from anywhere, anytime.
Sales rep commission plans
Commissions can be calculated with a few simple steps in Easy-Commission. Commission plans can be unique for each rep. Flat rate, flat amount, flat percentage commissions and bonuses can be calculated.
Commission variations
Commissions can be split between multiple reps, and managers can get overrides. Adjustments can be made to commissions and draws can be managed.
Sales rep access
Clear and detailed statement on rep commissions are created and historical statements are available in the system online. Emailing the commission statement to reps are also available.
Multiple Integration Capabilities
Easy-Commission supports import of data from your local Excel and CSV files. The sales information can be imported and commissions can be calculated on that.
Reporting
Multiple reports by rep, products, customers and territories are available. Report designers allow creation of new reports. Analytics and query tools are available.
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Easy-Commission
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Easy Commission calculation based on your QuickBooks Invoices
I am an Advanced Certified QuickBooks Pro Advisor. I work with companies in all industries, although my primary expertise is with service companies and billing, accounting and practice management software.
Easy Commission is designed to help small firms calculate commissions. The company has other products that are designed for larger firms or those with more sophisticated needs.
PROS:
- Flexibility in setting up commission arrangements
- Extensive reporting and dashboard
- Good navigation – once you get started
- Videos on setting up commissions
CONS:
- Videos on home page don’t address getting started with the QuickBooks version, although I was sent a link to a video to address this
- 15 day trial period doesn’t include support.
- Need clear directions on how to get QuickBooks data into Easy Commission
- Can only calculate commissions against invoices
When I signed up for the trial version I received a welcome email with data sync instructions that included how to reach Intuit technical support if you have sync problems.
I also received an email with an offer for a 20 minute session to help with setup, but I am not sure if this is normal or because I sent an email that I was having trouble setting it up and was testing for the purpose of writing a review. Regardless, the person who called was very helpful and did an excellent job of getting me started. I do think they should have a video on the site that shows how to start with the QuickBooks version.
In the personal session I found out that I had to go to tools – import – import from IAC to get started. Once I understood that Import from IAC meant Import data from the Intuit App Center, I was able to quickly and easily import my data and get started.
The rest of the navigation is pretty straight-forward and the video shows how to setup commission arrangements. The system handles a number of different arrangements as long as they are based on invoices. I happen to use a lot of sales receipts and you can’t calculate commissions on this, with this product.
Easy Commission imports your Sales Reps (vendor and employee based) and your customers. The names appear as hyperlinks and clicking will open for view only. If you want to edit, you must click on the edit icon. This confused me a little at first as I couldn’t figure out why I couldn’t change information.
Commission plans are setup and associated with a rep name. Each commission plan can include one or more incentives. While you can copy a commission plan it seems to me you should setup commission plans and from the rep screen choose the appropriate commission plan. This would make it easier to setup and maintain if reps have the same commission plan and the only thing that varied was the assigned rep. You can also setup filters and a draw under the commission plan.
Invoices are imported from QuickBooks by a manual process. Commission periods can be setup to meet most needs. While I think the interface could use some improvements to make it easier to use, once setup the system runs nicely and offers a number of reports. You can setup the reps so that they can see their own commission reports or you can email reports to them directly from Easy Commission. The help area also needs improvements as there is no way to search the long list of Frequently Asked Questions.
Easy Commission offers a free version for up to 2 users-reps. There is an economy version starting at $3.95 per month and a regular version starting at $9.95 per month. Discounts are offered for 1 and 2 year subscriptions. Both the free and the economy edition include ads. While there is reference to a list of features in the economy and regular versions, I was unable to access the list using my Chrome Browser.
If you use QuickBooks and need to calculate commission based purely on invoices – either paid or invoiced - Easy Commission is worth checking out. My recommendation is to use the 14 day free trial to see if your commission structure will be supported using sample data. If it looks good, then focus on getting it setup for your company.
February 4, 2012
Support & FAQ
Contact us using the online feedback form available within the application or email us at ipp_support@cellarstone.com. You
can also fill out our support form at: http://ippweb.easy-commission.com/filloutform.aspx.
Our customer support hours are Monday through Friday, 8 AM to 5 PM and 10 PM to 6 AM Pacific Time.
We’ll respond to your inquiries within one business day.
(650) 242-0008
http://ippweb.easy-commission.com/faq.aspx
Check out the most frequently asked questions below: Expand all
- Who can use Easy-Commission?
- Any organization that has variable pay structure for their sales people can benefit from Easy-Commission.
- Is the application easy to use?
- The application is easy to set up and use without the need for expensive support services from the vendor. There are recorded demos, sample data and plan guides to help set up the system for your needs.
- Can I split the commissions among sales reps?
- Yes, splitting commissions among reps is easy in Easy-Commission. Also Easy-Commission can be set to pay manager overrides.
- What QuickBooks data is shared with Easy-Commission?
- Easy-Commission imports Reps, Customers, Items, Vendors and Invoices from QuickBooks so you can save time. Easy-Commission does not write data back into QuickBooks.
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