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D3 Investments · Real estate investment, multifamily syndication

No more “how much am I getting paid?”

2 wks
from kickoff to live
0
hours of rep time spent checking comp

Why

Deals lived in spreadsheets and inboxes, and so did pay. Working out who sold what, and who was owed which commission, meant someone rebuilding it by hand every month, producing numbers nobody fully trusted.

How

Set up Salesforce from scratch: one place for every contact and deal, stages with rules so records can’t skip ahead, old data migrated and cleaned, email and calendar connected.

Then built sales compensation and performance tracking on top. Every closed deal feeds each rep’s numbers automatically, so commissions and performance come straight from the system instead of a month-end spreadsheet.

What

  • Live in two weeks.
  • Every rep sees their own numbers and what they’re owed. No month-end spreadsheet, no commission disputes.
“Everyone can see their numbers now. I don't have to recalculate this every few weeks and reps don't argue about it anymore.”
Dain · Founder, D3 Investments

More money in, or less money out. Where should I look first?

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