Call Center Metrics and Commission Tracking

Goal/Problem: Track sales, renewals and returns resulting from call center activities as well as ROI and commission across multiple sales campaigns. Commission plans differed between agents and needed to be customizable. Lastly, all the sales data needed to be synced...

Real Estate Fund Tracking and Investor Statements

Goal/Problem: Take a manual reporting process and automate it so that investors receive auto-generated statements on their investments when adjustments are made by the firm. Solution: We implemented custom objects to track funds, investments, and the flow of capital...