CADspace Manages Sales Commissions with Zoho CRM and Zoho Creator

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About Company  

CADspace has over 30 years of experience in the 3D CAD and CAM industry, making it Australia’s most trusted dedicated reseller of SOLIDWORKS. The company offers both hardware and software solutions for SOLIDWORKS, alongside fully certified and accredited in-house and on-site training programs.

SOLIDWORKS is widely regarded as the gold standard in the design and engineering industry. It enables businesses to conceptualize, design, verify, and manage innovative product ideas using intuitive 3D modeling tools. CADspace helps clients develop accurate 3D models and 2D drawings, with additional tools to estimate cost and manufacturing feasibility.

With offices located across Australia, CADspace is well-positioned to connect with businesses and assist them in selecting the right SOLIDWORKS solutions based on their specific needs.

The Challenge  

Due to its nationwide presence and diverse range of hardware and software offerings, CADspace operates with a large sales team. The company uses a commission-based incentive structure to compensate its sales staff.

As the company continued to grow, it became increasingly difficult to manage product information, sales data, revenue tracking, and individual commission calculations using its legacy systems.

In addition, CADspace wanted to improve sales operations by implementing tools that could support:

  • Marketing and sales funnel insights

  • Real-time reporting

  • Progressive tracking

  • Centralized data management

To explore viable solutions, CADspace reached out to Zoho implementation partners for consultation and guidance.

Solution by Senthuraa  

After gaining a clear understanding of CADspace’s requirements, Senthuraa Technologies was engaged as the Zoho Implementation Partner.

Senthuraa developed a custom commission management system using Zoho Creator, which was seamlessly integrated with Zoho CRM to meet both operational and managerial needs.

Key components of the solution included:

  • A centralized database with master records for salespeople, products, and price lists

  • Custom commission calculation parameters built within Zoho Creator

  • Deployment of Zoho CRM for marketing and sales operations

  • Real-time reporting and sales funnel insights

  • Streamlined data tracking and management tools

This end-to-end solution was designed to simplify sales management and enhance visibility for both the sales team and upper management.

Business Impact  

The implementation of Zoho Creator and Zoho CRM led to significant improvements:

  • Increased efficiency in managing sales and commission data

  • Accurate and automated commission tracking

  • Access to real-time analytical sales reports

  • Enhanced visibility into the sales funnel and customer journey

  • Improved conversion tracking and performance insights

The integration allowed CADspace to eliminate manual errors, streamline operations, and operate with greater control and transparency.

As a result, CADspace experienced increased efficiency in sales data management, commission tracking, analytical sales reporting, and overall conversion monitoring.

Client Feedback  

"Veera has been very helpful indeed. he has taken over a previous project started by someone else and has fixed a lot of problems and will be our developer from now on. We recommend his services."

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