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Page 1: Survey Project Management Demo

toportal demo

of

Page 2: Survey Project Management Demo

Here we take the honour to present the outlined demo for “project management” of our portal “surveybackoffice.com”. A solution to manage and analyze your survey research projects

Project Management Demo

Page 3: Survey Project Management Demo

Dashboard, where you get the status and live details of your latest projects

Version 1.00, Published on June 2016 3

Page 4: Survey Project Management Demo

Basic setup of survey research projectManages

Client CompanyClient ContactsProject ManagerSales ExecutiveRegionRequired completesMax completesCPC/CPILOIIRPanel Reward PointsClient Survey LinkProject StatusPre-Screeners

Version 1.00, Published on June 2016 4

Page 5: Survey Project Management Demo

Panel Vendors Setup, Under Project SetupManages

Vendor CompanyVendor ContactRequired completesMax completesCPC/CPIVendor End PagesProject StatusLive Analysis

Fast turn around of the project,

Is major benefit or Panel VendorsVersion 1.00, Published on June 2016 5

Page 6: Survey Project Management Demo

Panel Vendors & Client Unique LinksAnalyze the live & clubbed statistics for full client project, for your own panel and for individual panel vendor/s

Besides adding your own panel, You can also add multiple panel vendors and manage their individual projects, as child projects, in your client’s project.

We also facilitate with clients unique links

Version 1.00, Published on June 2016 6

Page 7: Survey Project Management Demo

Live Project Statistics & ReportsAnalyze the live & clubbed statistics for full client project, for your own panel and for individual panel vendor/s

Version 1.00, Published on June 2016 7

Page 8: Survey Project Management Demo

Project commissions for sales & managementManages

Sales Executive Commissions Project Manager Commissions Flat Commission Rates Slab wise Commission Rates 5 Level of slab with option of

slab on completed or amount Commission on % or fix rates Commission on Completed or

Amounts

Version 1.00, Published on June 2016 8

Page 9: Survey Project Management Demo

Commission PayoutsIncentive payouts, can be paid partial or full and either through

Cash/Bank

Version 1.00, Published on June 2016 9

Page 10: Survey Project Management Demo

Commission OutstandingCommission/Incentive outstanding report, either project wise,

client wise, sales executive wise or project manager wise

Version 1.00, Published on June 2016 10

Page 11: Survey Project Management Demo

Rectify Redirection Statuses & Client Unique LinksAs the domain demands a need for rectifying the redirection

statues, We facilitate to rectify it, as per the client’s IDs.

Version 1.00, Published on June 2016 11

Page 12: Survey Project Management Demo

Client & Vendor InvoicesWe facilitate to create client invoices & vendor invoices

directly from projects., Along with add, less and discount options.Client Invoice Vendor Invoice

Version 1.00, Published on June 2016 12

Page 13: Survey Project Management Demo

Client Receipts & Vendor PaymentsWe facilitate to manage outstanding against your client and

vendor invoices. Along with add, less & discount adjustments

Version 1.00, Published on June 2016 13

Page 14: Survey Project Management Demo

Client & Vendor OutstandingA hassle free client & vendor outstanding analysis. You can

analyze by project, by vendor, by client, by project manager & by sales executive

Version 1.00, Published on June 2016 14

Page 15: Survey Project Management Demo

That’s it folks

Version 1.00, Published on June 2016 15

Write us at: [email protected] with us: skype (tarakgandhi),

google ([email protected])Phone: +91 98241 47822 (10:00 to 19:00 IST, Mon-Fri)Demo Link: http://surveybackoffice.com/demoContact Us Link: http://surveybackoffice.com/contact-us

We end-up our summarized project management demo here, If you have any queries or are

interested in our product/s then get in touch with us