Rider & Razzeto
Rider & Razzeto, Dallas, TX
Needing to track commissions that are received in varying amounts per project was a big headache for these interior designer representatives. QuickBooks was not the solution. Range CRM developed an easy way to input the check numbers and amounts in Act! for each project (Opportunity) which was summed up and subtracted from the commission owed. This provided them the balance due for commissions on each project with a couple clicks. “It’s only the second day and we already know that this is going to save us so much time and energy – time we need to be selling!”
Shannon Rider of Rider & Razzeto, manufacturers representatives for interior design furnishing has many projects with as many commissions to track, wrote to Range CRM after completing the project of making commissions easier to track (click image for larger view):
First, thank you for your patience and persistence to fully understand our needs for the TopLine Designer customization you developed for our ACT! database. It’s only the second day and we already know that this is going to save us so much time and energy – time we need to be selling!
…we turned to TopLine Dash and TopLine Designer [popular add-on apps for Act!] to help us bridge the gaps and enhance the usability of ACT! Topline Dash has been a terrific tool for reports and fast displays of exactly the information we need to see.
Topline Designer is a little more complex, which is the reason I came to Range CRM to help me with a specific interface/form in my Opportunities..”