The client is an Australian investment management firm managing rebate agreements across consultants, investment products, and multiple customer account levels.

Rebate rates varied across products, customers, and account structures, but much of this information was being tracked manually. This made agreement management more complex and limited visibility into rebate liabilities.

We implemented a custom rebate management solution in Salesforce Sales Cloud to centralize rebate records, support multi-tiered account structures, simplify agreement management, and improve reporting across customers and products.