We are having trouble finding a way to track sales to indivisual sales representatives. What do you use that works for you? Should there be a required field in the signup? We dont want to annoy potential clients but we also want to give credit to the appropiate indivisual.
Our sales people are in-house staff paid on salary plus commission.
I do recommend that you have very clear, concise documentation (aka a sales persons employee handbook) that goes over how the commission structure works, when commissions are payable, what happens with refunds (generally commission charge backs / deductions), what happens upon relationship termination, etc.
In terms of reporting, whatever works best for you – we’ve done Microsoft Excel spreadsheets, Microsoft Access, Microsoft Word.
We should have a standard by now, but found it easier (most sales people hate reporting… sigh) to allow the sales person to pick their own way as long as they did it.