Sales Incentive Claim Process Workflow

The Sales Incentive Claim Process Flow is used by Sales Departments to automate the process of reviewing sales incentive claims for newly completed orders. The sales manager initiates the Sales Incentive Claim Flow to collect information needed to approve or decline sales incentive plans and programs. This data, which includes claim and invoice order details, can be uploaded to your CRM or any sales management software as well as used to update sales records.

Motivate Employees with Sales Incentive Claim

It is a common practice to provide additional payments for managers. It's meant to be a great way to increase motivation for better job performance. 

But many companies still avoid this practice. This is because the manual processing of the application can be time-consuming. The Sales Incentive Claim Workflow from airSlate is a robust solution for the end-to-end automation of applications and payments. With its user-friendly toolkit, everyone can speed up internal document management processes. 

Here is what the company gets while handling sales incentives with airSlate's Flow:

  1. Safe environment for document creation, processing, and storage.
  2. The customizable HTML forms for easy sharing and filing.
  3. Notification and reminding Bots, set up for the full control of the filling out process.
  4. Personalized access management and partner mode for external filers. 
  5. Adding team members to the Workspace via e-mail or external link.

Implement bonuses for individuals who improve performance in your company. By doing so, all your managers will give even more effort into the growth of the business.

Use Workflow
By clicking «Use Workflow», you agree to the Terms of Service and Privacy Policy.
Documents & Forms included:
Sales Incentive Claim
12 Fillable fields
Use Workflow
Bots included:
Pre-fill from Google Sheets Bot
Pre-fill a Slate with data from a Google Sheet
Open under a Role Bot
Allow role-specific editing
Export to Google Sheet Bot
Export data from a Slate to Google Sheets
Assign Slate Name Bot
Assign a name for a completed Slate
Email Notification Postfinish Bot
Configure and send out email notifications