Page Comparison

1. Scope

The scope of this process is to showcase the different options that consultants/distributors must manage their network and enhance their commercial performance through various features and functionalities offered by the system. This scope includes the following:

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By leveraging these features, consultants can streamline their business operations, enhance their sales strategies, and nurture a thriving network of team members to achieve their business objectives and reach new heights of success in the company.

1.1. SW coverage

The scope includes the following functionalities and features available to consultants/distributors to manage their network and improve their business performance:

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These functionalities empower consultants to efficiently run their businesses, monitor their progress, communicate with their network, and achieve their business goals effectively.

2. Definitions

What is a Back office?

The Backoffice is the administrative system used to manage consultants, where operational processes and workflows of the company are carried out. It allows consultants to perform necessary business management tasks such as order management, logistics, customer service, etc., based on the functionalities defined by the company.

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Widgets, on the other hand, are essential tools for presenting real-time and summarized information on specific business processes. They offer quick and visual access to specific data, enabling consultants to make informed decisions on the go. Widgets are typically updated regularly, providing concise and focused information for effective internal management.

3. Highlighted functionalities

3.1. Positioning and promotion

Boost and Promotion of the Replicated Site: The consultant can implement various strategies to promote their profile, engage with their network, and share the diverse benefits offered by the company.

3.2. Genealogy Management and Development

• Network Management: Consultants will have access to organizing events, contacting their network, registering new customers, and helping with growth while also tracking their network's progress.

• Earning and Obtaining Benefits through Business Goals: Consultants can earn incentives as remuneration for achieving the goals assigned to them, thereby increasing their commissions.

• Commission Management as Performance Indicators: The consultant can verify and track their own and their network's commissions, which are granted based on their sales efforts and dedication.

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

3.3. Sales management

• Sales Tracking: The consultant has multiple options to track orders, access detailed information, and provide support to clients to expedite the process in case of any issues.

• Changes and Returns Management: With this option, the consultant can handle changes or returns made to orders in case of product dissatisfaction.

• Tickets (Inquiries, Queries): The consultant can monitor tickets generated to help resolve doubts and inquiries and take appropriate action.

• Business Monitoring: The system includes various modules for constant monitoring of performance indicators and network growth. Additionally, it offers various functionalities to export this information for comprehensive management.

4. Conditions

For the proper use of the software functionalities, it is necessary to have the following technical and/or business elements defined beforehand:

• Scope of interaction functionalities applicable to the business model (use of replicated sites).

• Objective and functional scope of the consultants: Based on the business model, define the types of actions consultants can perform and the functionalities they can access.

• Definition of goals and commission program: The company must have a clear and defined process for calculating and paying commissions to the sales force.

• Scope of the career plan: Define how consultants are classified and the objectives of the career roadmap according to the planned scope.

5. Performance

5.1. Journey

Lili Gómez is a Senior Consultant. Her experience and sales performance increase significantly over time, and her main goal is to continue growing her business by recruiting new people and excelling in the world of sales.

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Furthermore, for efficient management of information, Lili can generate reports and view widgets with summarized information.

6. Configurable Elements

This is a document outlining the scope of functionalities for the Consultant, and as such, it includes a series of configurations that need to be set up to achieve the presented scope for the Consultant.

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Below is a list of elements to be configured in the SW:

6.1. Main Configurations

• Configuration of roles and permissions.

• Configurations of communications aligned with the Marketing module.

• Establishment of the activation of replicated sites for consultants (if applicable according to the company's business model).

• Management of goals for the development of the network (if applicable according to the company's business model).

These configurations are essential to ensure that the system functions effectively and aligns with the company's specific business requirements. By setting up roles and permissions, the company can control access to different features and functionalities based on the user's position and responsibilities. Configuring communications in line with the Marketing module enables seamless communication with consultants and customers, promoting effective marketing strategies. Activating replicated sites for consultants allows them to have their personalized sites with relevant information. Finally, managing goals for the development of the network helps in promoting growth and success within the sales team. These configurations contribute to the overall efficiency and success of the company's operations.

6.2. Configuration of related modules

• Establish the consultant's and company's social media for replicated sites (if applicable).

• Define the scope of managing the consultant's own orders and the orders from their network (editing, canceling, etc.).

• Configure templates for sending email notifications when there is a change of status in the generated ticket, based on the selected templates.

7. Detailed Scope

7.1. Positioning

Lili Gómez, a Senior Consultant, starts her journey by engaging in a positioning effort through the promotion of her replicated site. She shares it with all her friends and followers on various social media platforms to attract sales and recruit new individuals who can join her network directly through the site.

7.1.1. Working with the replicated site

The company has the option to enable a replicated site for Lili Gómez as a consultant, or in case she holds significant influence in the company, they can provide her with an influencer site to enhance her potential.

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It is not recommended for the sales force to upload their own material since the company provides this site as an incentive for senior consultants or a kind of photo shoot session to refresh the consultant's personal information by showcasing their life, experience, through images, videos, and stories.

7.2. Genealogy development

In addition to self-management and tracking her own performance, Lili can focus on growing her business by managing her network. This is the primary task of a senior consultant, and S4DS offers many options to support her in this endeavor.

7.2.1. Genealogy management

After promoting her site, Lili can perform a comprehensive analysis and management of her network through her Backoffice.

• Network Graphs: Through graphs, Lili can gain insights into her network's distribution, including the number of customers and consultants. She can also determine how many of them are active, inactive, or newly registered.

• Enrolling New Consultants: Lili can directly register new individuals to her network from her Backoffice. This option allows her to streamline the process for people who wish to join her network.

• Filters for Network Management: Using filters, Lili can manage her network based on various conditions and take appropriate actions accordingly.

• Network Tree: The network tree enables Lili to manage information and indicators for specific individuals and view the overall structure of her network. Additionally, she can access and manage information related to sales, invoices, general information, financial data, KPI tracking, and commissions for each person in her network.

7.2.2. ​Genealogy follow-up

Centralized querying allows obtaining all kinds of information related to an individual, which helps the sales force manage their business more efficiently and easily. Various information can be accessed, including:

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For example, if Lili notices that Juan Carlos is not achieving enough sales and is not performing as expected, she can reach out to him and find ways to incentivize him to achieve his business objectives. Centralized querying enables Lili to have a comprehensive understanding of her network's performance and take proactive actions to support her team's success.

7.2.2.1. ​Commercial work to organize Events/ Calendar

As a support for Lili's commercial management in the search for clients and in supporting her team, she has the option to organize both physical and virtual events and manage her commercial schedule through:

• Physical Events: Lili can plan events at physical locations to keep her team motivated. Additionally, these events offer an opportunity to strategize together for better sales and recruiting more individuals.

• Virtual Events: This type of event allows Lili to organize online gatherings to maintain constant communication with her network, motivate them, and assist with their career plans.

• Agenda: Lili can schedule her own events, manage her commercial calendar, visit clients, and plan her monthly activities. The agenda feature helps her keep track of all her business-related activities for the month.

7.2.3. Communications with Genealogy

There are several options for Lili to communicate with her Junior Consultants and accompany them in their process. She can motivate them, share content, provide updates on new campaign offers, invite them to place their orders, and perform many other actions. Some of the communication options available to Lili include.

7.2.3.1. Timeline

From this internal social network, all consultants like Lili can send messages to their network, attach video links or photos, and the message will be displayed in the backoffice of the people tagged in the message. These recipients can interact by liking or commenting, similar to how a Facebook wall operates. This feature allows for seamless communication and engagement within the network, fostering a sense of community and collaboration among the consultants.

7.2.3.2. ​Send Massive Emails

It is also possible to send mass emails by accessing the consultant section. This feature allows filtering by specific conditions, for example, sending an email to all inactive consultants to encourage them to reactivate their status in the company. It can also be used to filter clients who haven't placed an order and send them reminders about the campaign deadline to encourage them to place their orders. This mass email functionality enables targeted communication with different groups within the network, making it an effective tool for managing and engaging consultants and customers alike.

7.2.3.3. Sharing information through different channels

Indeed, Lili can also send messages directly from a planner. This feature allows her to organize and schedule messages for the entire month, ensuring a consistent and well-planned communication strategy. She can schedule messages for her social media accounts, ensuring regular and timely updates to engage her followers and attract new customers.

Additionally, Lili can schedule private messages to send to her network of consultants. This enables her to provide timely support, motivation, and important updates to her team, even if she's not able to send the messages in real-time. By utilizing the message scheduler, Lili can maintain a strong and active presence in her network while efficiently managing her communication efforts.

7.3. ​Sales follow-up

7.3.1. Order management

Lili can efficiently manage her orders through various tools and features, including:

• Statistics: Lili can access statistics related to her orders, allowing her to analyze performance and track progress.

• Order Status: She can understand the different states of her orders, including achievements and pending tasks.

• Order List: Lili has a comprehensive list of all her orders and pending tasks, making it easy to keep track of her sales.

• Individual Order Management: Lili can manage each order on a case-by-case basis, ensuring that every transaction is handled effectively.

• Order Details: She can access detailed information about each order, including tracking details if applicable. This helps her stay informed and address any issues that may arise.

• Tracking Status: By using the order tracking feature, Lili can monitor the progress of her orders and provide updates to her customers, ensuring a smooth and efficient delivery process.

• Draft Order Management: Lili can filter orders in the "draft" state to identify consultants who may need assistance in completing their orders. This allows her to reach out and provide support when necessary.

• Opportunity Management: Lili can identify consultants who haven't placed orders yet and reach out to encourage them to do so. This feature helps her maximize sales opportunities and boost team performance.

7.3.1.1. Comments in the orders

Consultants, when creating orders for themselves or someone in their network, have the option to attach comments to each order to provide clarity on specific matters or if the order requires special attention. This feature can be enabled at various stages of the order, allowing consultants to leave comments related to payment, shipping, or the recipient of the order.

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Having the ability to leave comments on orders enhances communication and ensures that important information is recorded and shared effectively within the system, facilitating smooth order processing and customer service.

7.3.2. Creation of orders in Backoffice

Lili has the option to place orders on behalf of her junior consultants, ensuring that the order process is not interrupted, and the order is not lost. This allows her to support her junior consultants and ensure a smooth transaction.

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By having the ability to place orders for her junior consultants, Lili can effectively assist them in managing their business, ensuring that all orders are processed accurately and timely. This collaborative approach helps to strengthen the team's performance and overall success within the company.

7.4. Customer Service

Lili has the option to provide support to her customers and her network by helping them create tickets that the company will manage. Additionally, she can create tickets for her own inquiries or issues.

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By leveraging the ticketing system, Lili can offer excellent customer service and support to her clients and network, enhancing their overall experience and satisfaction with the company's products and services.

7.5. Business follow-up.

Lili has access to dynamic reports and downloadable reports.

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Both types of reports provide Lili with valuable insights into her business performance, sales trends, team progress, and other key metrics, enabling her to make informed decisions and take actions to drive her business growth and success.

7.5.1. Widgets

These reports that Lili can view on her screen in real-time are very useful for her to conduct her management activities when she is calling or visiting one of her junior consultants.

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Real-time reports provide Lili with up-to-date and relevant data, allowing her to stay informed and make informed decisions on the spot. These reports play a crucial role in Lili's day-to-day operations as a senior consultant, enabling her to effectively support and guide her team, identify areas for improvement, and ensure the smooth running of her business.

7.5.2. ​Downloadable Reports

These reports contain more detailed information compared to the dynamic reports, and Lili can download them in various formats such as Excel, PDF, etc. For example, she can access detailed reports on sales, stencil information, or any other relevant topic based on the selected report.

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With these downloadable reports, Lili can have a more thorough understanding of her business operations, identify areas of improvement, and make data-driven decisions to enhance overall performance and success within her network.

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