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
form
Documents & Forms included:
HTML_FORMS
Sales Incentive Claim
18 Fillable fields
Use Workflow
Bots included:
google-spreadsheets-prefill-addon
Pre-fill from Excel Spreadsheet Bot
Pre-fill a Slate with data from XLS/XLSX file
open-as-role-addon
Open as Role Bot
google-spreadsheets-export-addon
Export to Google Sheet Bot
Export data from a Slate to Google Sheets
packet-name-addon
Assign Slate Name Bot
Assign a name for a completed Slate
send-slate-addon
Send a Slate with Roles Bot
Assign custom roles to teammates