Page Comparison

1. Scope

The scope of this process is to showcase the options available to consultants/distributors to manage their own business, receive training on products and sales techniques to achieve their sales and commission goals, and continuously grow within the company.

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These features empower consultants/distributors to efficiently manage their businesses, enhance their skills, and achieve success within the company's network.

1.1. SW Coverage

The focus is on the distributor's personal tracking (self-service) with the following features:

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These features empower distributors to have greater control over their business, track their progress, and access important information and resources, contributing to their success within the company's network.

2. Definitions

What is a Replicated Site?

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An extract is a report of consolidated account movements or those managed by each representative. It provides a summary of their financial activities and transactions.

3. Highlighted features

3.1. Enrollment and training

• Multiple Consultant Enrollment Options: Individuals who wish to join the company and start as a distributor can do so through various channels, including replicated and corporate websites, Backoffice, backend, or chatbot.

• Career Advancement through Personal Training: Robust functionalities are available to train the sales force and maximize performance in the sales area. These include goal setting and guidelines, support materials and files, and access to the academy/Learning Management System (LMS).

3.2. Sales

• Various Ways to Place Orders: Consultants can place orders through different channels, each offering the same functionalities and quality of experience based on their preferred platform (chatbot, replicated websites, corporate website, backend, and backoffice).

• Creation and Tracking of Orders for Others and Themselves: For greater effectiveness and to provide support in order creation or tracking, consultants can take orders on behalf of their customers or for consultants within their network. They can also place their own orders through different channels.

• Agenda for Activity and Commitment Management: Consultants can create events and invite clients or company personnel to conduct presentations, promote events, and more.

• Commission Management as a Performance Indicator Booster: Consultants can validate and track the commissions they will receive, which helps improve various performance indicators related to sales and the consultant's career plan, personal growth, and network growth.

• Access to Wallet and Currency Conversion: Consultants can perform all types of transactions (redeem points, commissions, money) from the platform, which aids in the growth of their business.

• Earning and Receiving Incentives through Business Goals: Consultants can earn incentives as rewards for achieving set goals and for bringing in new referrals to the company.

3.3. Follow-up

• Centralized Consultation, 360° Tracking: Business tracking is crucial for taking action plans, and this functionality allows consultants to access multiple information about their network members or their own data.

• Different Communication Channels: These features enable consultants to stay in constant contact with clients and sales force for general announcements, promotions, and more.

• Invitation and Lead Management: Consultants can handle prospects or potential customers of the company by inviting and attracting as many leads as possible to maintain a good conversion rate of people interested in the company's services.

4. ​Conditions

To ensure proper utilization of the software functionalities, it is necessary to have the following technical and/or business elements defined in advance:

• Content Plan: Define the focus and objective of the content to be covered.

• Graphic Schemes: Define the graphic schemes to establish the main ideas, points of interaction, and flows that the consultant will go through to join.

• Enrollment Model: Determine the type of form to be used (kit purchases, "Join Now" form) and the sites where registration can take place (Website, Contact Us, Backoffice, Chatbot).

• Scope of Interaction Functionalities: Define which interaction functionalities will be used, such as activation of the replicated site.

• Communication Channels: Define the contact channels with customers (email, contact forms, helplines, etc.).

• Consultants' Objectives and Functional Scope: Based on the business model, specify the types of actions consultants can perform and the functionalities they can access.

• Career Plan Scope: Define how consultants are classified and what the roadmap objectives are based on the reach plan they will have.

5. ​Functioning of the Software

5.1. Journey

Let's follow the journey of Junior Consultant Juan Carlos:

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Throughout this process, Juan Carlos takes advantage of the various functionalities and tools offered by the company to support his journey towards becoming one of the top sales professionals.

6. SW Configurable Elements

The following elements need to be configured in the software to achieve the functionality scope for the Consultant:

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These configurations will be documented separately, providing step-by-step instructions for users to set up and access the mentioned functionalities within the software.

6.1. Main Configurations

• Configuration of CMS and LMS aligned with marketing content.

• Configuration of roles and permissions.

• Configurations of communications in line with the Marketing module.

• Activation setup for replicated sites for consultants (if applicable according to the company's business model).

6.2. Configuration of related modules

• Set the required fields in the Consultant registration.

• Establish acceptance contracts.

• Configure environment variables for the contract acceptance process to function.

• Set up social media and content for the replicated site.

• Configure rank levels for segmentation purposes.

• Establish training guides and content.

• Determine templates for email notifications when creating or modifying a ticket.

• Configure political divisions and zones. Set currency conversions to be used in the system (commissions).

7. Detailed Scope

7.1. ​Enrollment

Juan Carlos wants to become a consultant, and to do so, he first needs to register and become part of the company as a distributor. There are many ways to join, depending on the site where it is done, for example:

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Note: These registration methods as a consultant are explained in greater detail in the commercial module - registration.

7.1.1. Contracts in the enrollment

7.1.1.1. Registration acceptance

In a company, the acceptance of contracts by users before using the company's services and/or benefits can be especially important.

For this reason, S4DS offers the option to accept the terms and conditions defined and configured by the company for a successful registration. The contract can be displayed in a text box or as a link for reading and acceptance.

7.1.1.2. Contracts: Acceptance from my profile

When there are updates to agreements and contracts, or new contracts based on different conditions, they will be available for review and acceptance in the profile section. In this section, the user can see the contracts that have been accepted and those that are pending acceptance. This allows users to stay informed about any changes or new agreements that they need to acknowledge and agree to continue using the company's services or benefits.

7.1.1.3. Acceptance from the login (popup)

After a certain period, if a user has not yet accepted a required contract from the company, access to the platform can be restricted. In this case, upon login, the user will be presented with the contract that requires acceptance before they can access the system. This restriction is implemented to ensure that all users have acknowledged and agreed to the necessary terms and conditions set by the company before they can continue using the platform. By displaying the contract during login, the user is prompted to review and accept the agreement, allowing them to regain access to the system once they have completed the acceptance process.

7.2 Landing page shortcuts

Juan Carlos, once registered and set up in the system, will access his personal back office where he will land on a page designed for easy navigation. Here, he will find the following features:

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With these features in his back office, Juan Carlos will have the tools he needs to efficiently manage and monitor his business activities, enabling him to make informed decisions and stay on top of his performance.

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7.3. Training

Juan Carlos, being new to the business, is eager to learn more about sales and how to improve his performance in the company. To cater to his needs, S4DS offers various training options that are tailored to his level and desired intensity.

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By leveraging the diverse training options offered by S4DS, Juan Carlos can gradually build his knowledge, skills, and confidence in sales, allowing him to excel in the company and achieve his career goals.

7.3.1. Guidelines

One of the most used guides is the "My Fast Start" or "Quick Start" guide, where Juan Carlos will find a series of activities suggested by the company to strengthen his knowledge and be ready to sell and grow.

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• Events Dashboard

  • The company can enable an events dashboard that provides Juan Carlos with a checklist of activities, guiding him on the minimum number of people he should invite, the sales targets he needs to achieve, and the number of events he should organize each month, among other related tasks.

7.3.2. ​Knowledge base

Juan Carlos has another convenient way to enhance his skills and knowledge by accessing the Knowledge Base available in his Backoffice. The Knowledge Base contains a collection of valuable resources uploaded by the company to assist him in his training and business promotion efforts. Some of the materials he can find in the Knowledge Base include:

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The Knowledge Base serves as a valuable repository of information, providing Juan Carlos with easy access to essential resources that can support his personal growth and business success. With this wealth of knowledge at his fingertips, he can continuously improve his skills, stay up to date with the latest company information, and effectively share valuable content with others to foster growth within his network.

7.3.3. ​​Academy (e-learning)

Through S4 Academy, Juan Carlos can access and participate in various training courses offered by the Company at various levels of depth, preparing him to excel in his sales efforts.

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The Academy's well-organized and structured contents empower Juan Carlos to learn and progress systematically, giving him the knowledge and skills needed to excel in his role as a consultant. With a mix of multimedia resources, course dependencies, hands-on tasks, and opportunities for communication and feedback, Juan Carlos gains a comprehensive and engaging learning experience that supports his personal and professional development within the Company.

7.4. Ventas

Juan Carlos can efficiently manage his sales through a module that allows him to access and review the total of orders he has directly added through his Backoffice or received from his clients via the replicated site. Within this module, he can perform various tasks, including:

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This payment option is only available if you have pending orders without any associated payments. It provides a convenient and secure way for users like Juan Carlos to settle their outstanding invoices or make partial payments towards them, ensuring a seamless and efficient payment process. By offering this functionality, the system streamlines the payment experience for users and enhances the overall efficiency of financial transactions within the platform.

7.4.1. Placing Orders: Backoffice & replicate site

From his portal or replicated site, the consultant can independently manage his orders and review essential details and information related to the order, such as:

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By having access to these details, the consultant can efficiently manage their orders, ensure accuracy in invoicing and pricing, and track the progress of their sales and incentives. This level of autonomy and transparency empowers the consultant to run their business effectively and enhances their overall experience with the company's platform.

7.5. Agenda

Juan Carlos can schedule commercial appointments in his calendar and plan all his activities for the month. Additionally, he can create events where he invites his customers, either to a physical or virtual location, to showcase products and conduct comprehensive sales activities with demonstrations that encourage them to make purchases.

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By utilizing the agenda feature, Juan Carlos can effectively manage and plan his sales and promotional activities, ensuring a well-structured approach to engaging customers, maximizing sales opportunities, and building strong relationships with clients and hosts alike.

7.6. ​Commissions

Juan Carlos will always want to see the results of his campaign or sales cycle. For this purpose, there is a Dashboard that displays all the information regarding the commissions he has earned so far, showing:

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The Dashboard empowers Juan Carlos, the sales force, or any user with relevant permissions to review the status of their commissions in real-time. It serves as a comprehensive overview of his sales performance, career progress, and financial rewards. By having access to this up-to-date information, Juan Carlos can track his sales achievements, monitor his progress towards career goals, and assess the effectiveness of his sales strategies. This data-driven approach allows him to make informed decisions, refine his sales techniques, and work towards maximizing his earnings and achieving success in the company.

7.6.1. ​Career path

This graph displays Juan Carlos' current rank in the company and allows him to visualize the activities he needs to complete to reach the next level. It provides a clear overview of his position within the company's career plan and the progression path towards higher ranks. By having access to this information, Juan Carlos can track his career advancement and understand the specific milestones or objectives he needs to achieve to advance to the next level. This empowers him to set clear goals, focus on the necessary tasks, and work strategically to climb the ranks and achieve success in the company. The visibility into the career progression path encourages Juan Carlos to stay motivated, improve his performance, and actively engage in activities that will contribute to his professional growth within the organization.

7.6.2. ​​Indicators

Juan Carlos can view the detailed breakdown of his indicators, identifying through which sales he earned commissions and obtained points or bonuses, among other rewards. The system provides a comprehensive overview of his performance metrics, allowing him to analyze the specific transactions and activities that contributed to his earnings. By reviewing the details of his indicators, Juan Carlos can gain valuable insights into his sales performance, track his achievements, and identify areas for improvement. This information enables him to make data-driven decisions, optimize his sales strategies, and focus on activities that have proven to be successful in generating revenue and rewards. Having access to this level of granular information empowers Juan Carlos to better understand his sales performance and take actions to enhance his overall effectiveness as a consultant within the company.

7.6.3. ​Evolution

In this graph, Juan Carlos can see the evolution of his sales over time, displayed on a month-to-month basis. The graph provides a visual representation of how his sales performance has varied over different periods, allowing him to track his progress and identify trends in his sales activities. By analyzing the sales data presented in the graph, Juan Carlos can gain valuable insights into his sales performance patterns, seasonal fluctuations, and overall growth trajectory. This information enables him to make informed decisions, set realistic sales goals, and implement strategies to improve his sales performance over time. The graphical representation of his sales evolution provides a clear and easy-to-understand view of his sales progress, empowering Juan Carlos to take proactive measures to achieve his sales targets and enhance his success as a consultant within the company.

7.6.4. Commissions statement

It is essential for the control of commissions and indicators for each consultant in your company to have access to the transactional movements of the indicators and commission details associated with each valid client.

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By having access to the commission statement, Juan Carlos can keep track of his commission earnings, reconcile them with his sales activities, and ensure that he is being compensated accurately according to the agreed-upon compensation plan. The ability to view and analyze the commission statement provides transparency and clarity, allowing Juan Carlos to better understand his earnings and make informed decisions to improve his sales performance and overall success as a consultant within the company.

7.6.5. Wallet (conversion)

The wallet module allows Juan Carlos to redeem (convert) points, commissions, and money in different ways:

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The wallet module provides Juan Carlos with flexibility in managing his earnings and rewards, allowing him to convert points into tangible benefits such as products or money. This feature enhances his overall experience as a consultant and empowers him to make informed decisions regarding his financial resources within the company's ecosystem.

7.6.6. ​Incentives

Incentives are rewards, recognitions, gifts, among others, that the company offers to the sales force, and they are earned by those who achieve the objectives or goals associated with each incentive. These incentives serve as motivating factors for the consultants like Juan Carlos to perform at their best and excel in their sales efforts.

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Incentives can take various forms, such as monetary bonuses, gift cards, travel opportunities, special recognition at company events, exclusive products, or services, and more. By offering incentives, the company not only motivates the sales force to achieve their goals but also fosters a positive and competitive environment within the organization, driving overall success and growth for both the consultants and the company.

7.6.6.1. Goals

Exactly, the incentives offered by the company to the sales force are directly tied to one or several goals for their achievement. Juan Carlos can focus on attaining these specific goals to qualify for and enjoy the offered incentives, which can include:

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These incentives play a crucial role in motivating the sales force to go above and beyond their targets and contribute to the company's overall success. They create a sense of excitement, healthy competition, and camaraderie among the consultants, driving them to strive for excellence and reach new heights in their sales performance.

7.6.6.2. ​Referidos

Juan Carlos has the ability to recruit individuals to join the company's sales force, known as "Referrals" or "Referidos" in Spanish. From the "Comercial Dashboard" option, he can access and review all of his referrals, view detailed information about each one, and generate an extract with their relevant data.

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Additionally, by generating an extract with their information, Juan Carlos can have a comprehensive overview of his entire referral network. This extract may include important data like the number of referrals, their sales achievements, commission earned, and any other relevant metrics. Having this consolidated information at his fingertips helps Juan Carlos to better manage and support his referral team and ensures he stays on top of their progress and success within the company's sales structure.

7.7. Personal follow-up

Juan Carlos can have a 360-degree view of his sales performance, which means he can access all the critical information about his commercial efforts from a single screen. In the "Comercial Dashboard" module, he can easily access and track the following:

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Having all this crucial information available in a single screen allows Juan Carlos to have a comprehensive overview of his sales activities and performance. It empowers him to make informed decisions, communicate effectively with his team, and manage his business more efficiently.

7.8. ​Communications

7.8.1. ​Comments on orders

Consultants, when creating orders, have the option to add comments to each order to provide clarity on any specific issues or special treatment required. This option can be enabled at various steps of the order process, including all steps, allowing the consultant to leave comments related to payment, shipping, or any other relevant topic. These comments are visible to the administrator in the order details once the order is completed. This feature ensures effective communication between the consultant and the administrative team, helping to address any concerns or special instructions associated with the order.

7.8.2. ​​Inbox

Juan Carlos has the option to access his inbox to review all the messages he has sent or received on his timeline. This includes messages he has entered in the orders as well as the responses provided by the company. The inbox serves as a central hub for communication and allows Juan Carlos to keep track of all the interactions and updates related to his business activities. It provides a convenient way for him to stay informed about important messages and discussions, ensuring effective communication and collaboration with the company and his clients.

7.8.3. ​Timeline

Juan Carlos has the option to send messages to the company or his sponsor through the timeline or internal social network. From there, he can attach photos or links to videos that will be delivered to them in their Backoffice, allowing them to maintain constant communication. This internal messaging system serves as a convenient and efficient way for Juan Carlos to interact with the company and his sponsor, enabling them to share important updates, questions, or any other information relevant to their business activities. The ability to exchange messages, along with multimedia attachments, fosters effective collaboration and ensures that everyone stays connected and informed.

7.8.4. ​Social Media

Juan Carlos can connect his social media profiles (Facebook, Instagram, LinkedIn) and manage all his posts from there. He can view interactions and engagement metrics for all the content he has published, including likes, comments, shares, and other relevant data. This integration allows him to have a centralized view of his social media activity and performance, making it easier for him to track the impact of his posts and engage with his audience effectively. By leveraging this feature, Juan Carlos can streamline his social media management and optimize his presence on various platforms to grow his network and increase his business opportunities.

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By utilizing social media scheduling tools, Juan Carlos can efficiently manage his online presence and devote more time to other aspects of his business. This organized approach to social media marketing can help him build a strong and loyal community around his brand, ultimately driving sales, growth, and success as a consultant in the company.

7.9. ​Leads Management

Juan Carlos has the option to register leads, which are potential buyers or customers. He can use a comprehensive module in his Backoffice to manage and control the information related to these leads, effectively keeping track of the customers associated with the company.

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