survey project management demo
TRANSCRIPT
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toportal demo
of
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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
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Dashboard, where you get the status and live details of your latest projects
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Basic setup of survey research projectManages
Client CompanyClient ContactsProject ManagerSales ExecutiveRegionRequired completesMax completesCPC/CPILOIIRPanel Reward PointsClient Survey LinkProject StatusPre-Screeners
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Panel Vendors Setup, Under Project SetupManages
Vendor CompanyVendor ContactRequired completesMax completesCPC/CPIVendor End PagesProject StatusLive Analysis
Fast turn around of the project,
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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
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Live Project Statistics & ReportsAnalyze the live & clubbed statistics for full client project, for your own panel and for individual panel vendor/s
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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
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Commission PayoutsIncentive payouts, can be paid partial or full and either through
Cash/Bank
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Commission OutstandingCommission/Incentive outstanding report, either project wise,
client wise, sales executive wise or project manager wise
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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.
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Client & Vendor InvoicesWe facilitate to create client invoices & vendor invoices
directly from projects., Along with add, less and discount options.Client Invoice Vendor Invoice
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Client Receipts & Vendor PaymentsWe facilitate to manage outstanding against your client and
vendor invoices. Along with add, less & discount adjustments
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Client & Vendor OutstandingA hassle free client & vendor outstanding analysis. You can
analyze by project, by vendor, by client, by project manager & by sales executive
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That’s it folks
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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