The following steps will ensure you're set up for success on CommissionCrowd. You should follow this guide to get started.

STEP 1: COMPLETE YOUR SALES OPPORTUNITY 

  • Login
  • Click on the 'Opportunities tab'
  • Select the green drop-down button next to the opportunity you want to edit
  • Select 'Edit'

What to do: Fill in as much information as possible and follow the instructions in this guide to ensure that your sales opportunity is as attractive as possible to sales agents.

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STEP 2: COMPLETE YOUR COMPANY PROFILE

  • Click on your avatar image at the top right of your dashboard
  • Select 'Edit Company Profile' from the drop-down menu

Your company profile information is visible to sales agents looking at your sales opportunity and should be completed fully.

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STEP 3: SEARCH FOR (AND SHORTLIST) SALES AGENTS

By now you should have a complete sales opportunity and company profile. Now It's time to find the right people to work on your opportunity. You can search by clicking on the 'Find agents' button at the top right of your dashboard. 

Our search functionality also contains a number of filters to help you conduct more specific searches based on the sales partners you're looking for.

IMPORTANT TIP: There are a couple of important things you should know before conducting your searches and reaching out to commission only sales reps. The two short articles from our help centre will help you:

  1. How to optimise your search for sales agents
  2. Best practice for reaching out to sales agents

TIP 2: In the search results, use the favourites feature so you can build a shortlist and contact them later.

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STEP 5: CREATE TRAINING TASKS FOR YOUR NEW COMMISSION-ONLY SALES PARTNERS

Sales agents appreciate having a centralized place to access the documents and files they need in order to close business. CommissionCrowd gives you the ability to securely upload your training, Marketing, Sales, Pricing, Product documents or any documentation needed to ensure they can hit the ground running.

IMPORTANT NOTE: Your training tasks and files can only be accessed by sales reps that you've approved. You should set these up ahead of connecting with your first sales agent to ensure a quick and smooth transition.

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STEP 6: CREATE AND ADD A LEAD

CommissionCrowd is an integrated CRM specifically designed to eliminate manual activity reporting between you and your agents. In addition, companies can manage their own sales pipeline as well as create and allocate sales leads directly to your agents.

Give it a try now by easily creating your first sales lead using with the 'Quick Add' feature...

Or

Import a batch of leads from a CSV file

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STEP 7. EARN REFERRAL MONEY

Earn up to 10% referral commission on membership fees for every company you refer who buys a membership on CommissionCrowd. You can always find your unique referral link by clicking on your avatar image at the top right of your dashboard.

TIP: It couldn't be easier to earn with us. Tell your Linkedin network, message your email contacts, share on Twitter, Facebook, Instagram, Pinterest, YouTube or why not write a blog post about us which contains your unique referral URL.

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