Sales teams, calls and deterministic commissions
Each person's commission is computed and paid from real money
Calls are logged and recorded, each call is tied to a customer and its outcome, and its quality is scored against defined criteria. A salesperson's, referrer's or partner's commission is computed from a versioned rule: first deposit, net deposits, gross deposits, trading volume or a mix of calls and outcomes; the rule applied on calculation day stays attached to that payment forever
Who it is for: For sales teams, referrers and partner networks whose commissions must be transparent and defensible
What we deliver
- Call logging and recording, each call tied to a customer and an outcome
- Call-quality scoring; AI transcripts and summaries only as suggestions to the assessor
- Lead assignment and response-time measurement
- Versioned commission rules: first deposit, net deposits, gross deposits, volume, tiered, or based on calls and outcomes
- Revenue and cost attribution to partners, referrers, campaigns and channels
- A commission statement per person, dual approval and payment with an accounting entry
- A claw-back rule when a transaction is reversed
What we need from you
- Your commission plan
- Access to the call system and CRM
- Deposit and trade data
Controls and approvals
- Commission is computed from money confirmed in the ledger, not from CRM claims
- The applied rule is recorded on every calculation
- Dual approval before payment
- Automatic claw-back when a transaction is reversed
Typical workflow
01Connect calls and CRM
02Define the commission rule
03Compute from the ledger
04Dual approval and payment
Arfinex
See a daily close using your own operating model
We show how the ledger, reconciliation and management reporting close each day and which exceptions AI agents bring to you for approval