Consultant Self Attendance Flow
- Juan Pablo Lopera Pelaez (Unlicensed)
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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.
Consultant Registration: Consultants can register themselves in the system to become part of the company's network.
Profile Management: Consultants can manage their personal profiles, including contact information, preferences, and settings.
Microsite (Personal Website): Each consultant is provided with a personalized website to promote products and conduct business.
Training: Consultants can access training materials and courses to enhance their product knowledge and sales skills.
Academy / Learning Management System (LMS): The company offers an academy or LMS where consultants can access educational resources and track their progress.
Goals: Consultants can set and track their sales goals within the system.
User Files: Consultants can upload and manage their personal files and documents.
Order Management: Consultants can manage their orders, track shipments, and handle customer requests.
Personal Agenda: Consultants have access to a personal calendar or agenda to manage their appointments and activities.
360° View & Follow-up: Consultants can access a comprehensive view of their performance and customer interactions, enabling effective follow-up.
Commissions and Career Plan: The system provides visibility into earned commissions and progression within the company's career plan.
Personal Tracking: Consultants can track their individual progress and performance metrics.
Communications: The system facilitates communication channels between the company, consultants, and customers.
Lead Management (CRM): Consultants can manage and track their leads and prospects using the CRM functionality.
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:
Registration: Distributors can register themselves, and the process includes contract acceptance.
Training: Access to training materials and resources.
Goals/Guides: Distributors can set and track their sales goals and follow guidelines.
Support Files: Access to support materials and files.
Academy: Access to an educational platform for continuous learning.
Sales: Monitoring and managing sales activities.
Order Tracking: Ability to track orders and shipments.
Backoffice Orders: Option to place orders through the backoffice.
Personal Agenda: Distributors can manage their personal agendas and events.
Business Complements: Information about additional business opportunities.
Incentives: Information about incentives and rewards.
Goals
Fast Start: Guidance for new distributors to get started quickly.
Personal Tracking: Ability to monitor personal performance and progress.
360-degree View: Comprehensive view of personal performance and interactions.
Personal Profile: Ability to manage personal profile information.
Orders and Invoices: Access to order and invoice details.
Incidents: Handling and tracking of incidents.
Balance: View of account balance.
Points: Monitoring and tracking of earned points.
Commissions: Access to commission details.
Career Plan: Progression within the company's career plan.
Indicators: Access to key performance indicators.
Evolution: Tracking personal development and growth.
Statement: Access to financial statements.
Wallet (Conversion): Management of points-to-cash conversion.
Referrals: Tracking and managing referred prospects.
Communications: Internal communication features.
Order Comments: Ability to leave comments on orders.
Inbox: Management of internal messages.
Timeline Messages: Access to timeline-based messages.
Social Media: Integration with social media platforms.
Lead Management (CRM): Handling and tracking of leads and prospects.
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?
A replicated site is a copy of the corporate website. It has all the same functionalities as the corporate site but focuses on the consultants. It presents key information with a focus on the consultants, including their personal contact information and social media details, allowing them to share and sell products. The replicated site also enables the end customers to make purchases through a consultant's personalized URL, and the commission is automatically assigned and calculated for the consultant.
What is E-learning?
E-learning is a learning tool that allows the company to publish complementary information, including general topics of interest, courses for sales training or tool usage, tutorials, activities, etc. It provides all the training content necessary to support the company's personnel and independent representatives in improving their sales performance.
What is Backoffice?
The Backoffice is the administration platform for consultants. It handles the company's operational processes and flows, as well as personal business administration, order management, logistics, customer service, etc. The functionalities are enabled according to the business rules defined by the company.
What is a Lead?
A lead or prospect refers to any information collected about a potential customer. It can be an email address, contact number, or any relevant details about the audience, such as age or occupation. A lead represents a potential future customer. The sales force is responsible for attracting as many leads as possible to maintain a good rate of interested individuals in the products or services offered by the company.
What is a Commission?
A commission is a percentage of the transaction value that is either charged to the customer or paid to the salesperson. It is a way to reward the company's personnel for their performance and serves to increase their remuneration, commitment, and productivity.
What is an Extract?
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:
Juan Carlos hears about the opportunity to work with the company and decides to register on the company's website.
After registration, Juan Carlos gains access to his replicated site.
Juan Carlos starts promoting his site on social media.
He continues exploring his virtual office:
a. Organizes his social media profiles, including his photo and contact information.
b. Checks and reviews the contracts he needs to have signed.
c. Accesses his Backoffice to start training.
Juan Carlos can review his personal goals.
To achieve his goals, Juan Carlos starts selling:
a. Creates orders for his clients.
b. Schedules appointments with his customers.
He can also check and review:
a. Indicators related to his performance.
b. Commissions earned from his sales.
c. Bonuses earned from campaigns.
Juan Carlos can access and review his personal information.
He can also view information about the people below him in his network, including their performance over specific time periods.
Juan Carlos communicates directly with his network:
a. Engages in interactions with them.
b. Views his inbox to check notifications.
c. Sends emails and messages.
Finally, Juan Carlos can manage the information of his clients.
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:
Registration and Onboarding:
Configure the registration process for new Consultants, including form fields and validation.
Set up the onboarding process, including contract acceptance and required documentation.
Replicated Site:
Enable the creation of replicated sites for each Consultant with personalized information and product promotions.
Social Media Integration:
Integrate social media sharing functionalities into the replicated site for consultants to promote their businesses.
Profile Management:
Configure the profile section for consultants to manage their contact information, profile picture, and other details.
Backoffice Access:
Set up access to the Backoffice for consultants to access training materials, sales tools, and performance metrics.
Goal Tracking:
Implement a goal tracking system for consultants to monitor their personal sales targets and achievements.
Order Management:
Configure order creation and management functionalities for consultants to handle their customers' orders.
Appointment Scheduling:
Enable appointment scheduling capabilities for consultants to manage meetings with clients.
Performance Indicators:
Set up key performance indicators (KPIs) for consultants to track their sales performance and progress.
Commission and Bonus Calculation:
Configure the system to calculate commissions and bonuses based on sales performance and campaign results.
Network Visualization:
Implement a network visualization feature for consultants to view the performance of their downline members.
Communication Tools:
Set up communication tools, such as inbox and messaging, for consultants to interact with clients and their network.
Client Management:
Configure functionalities for consultants to manage information and interactions with their clients.
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:
If he is registered as an end customer and wants to become a distributor, he can do it through:
Purchasing a membership
Registering from the corporate website or replicated site.
Registering from a consultant's Backoffice
Registering from the corporate backend through specialized areas
One difference between registering on the consultant's site and the corporate site is that on the corporate site, he can enter the referring consultant (if he was referred). However, on the replicated site, this information is not necessary, as it is understood that by registering on a consultant's site, that consultant referred the person.
As part of the registration process, the company may have additional functionalities that include:
Purchase of kits
Approval of contracts, required documents, etc.
Request for credit and personal references.
Upon registration, he will be in a flow of approval and data verification to become a distributor.
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:
Direct Access Links: Juan Carlos will have quick access to important screens in the system to manage his business efficiently.
Intelligent Search: Through the intelligent search feature, Juan Carlos can quickly find any information he needs. He can search by order number, and the system will take him to the detailed view of that order. Alternatively, he can search for a product name, and the system will take him to the product catalog. He can also search for a specific person's name, and the system will direct him to that person's 360-degree overview. With just a few keywords in the search bar, Juan Carlos can retrieve relevant information.
Widgets/Reports on Screen: On this page, Juan Carlos will have access to small widgets that provide relevant information about his business. He can view order statistics by type, analyze the top performers in his network, monitor real-time sales trends through graphs, and access various other data points that allow him to have an instant overview of his business.
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.
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.
Training Modules: S4DS provides a comprehensive set of training modules covering various aspects of sales, product knowledge, customer engagement, and effective selling techniques. These modules are designed to enhance Juan Carlos's understanding and skills in the field of sales.
Academy/LMS (Learning Management System): Through the Academy, Juan Carlos can access a digital training platform where he can find a wide range of resources, tutorials, and courses. The LMS offers interactive and engaging training materials to ensure he grasps the content effectively.
Personalized Training Plans: S4DS offers personalized training plans based on Juan Carlos's goals, current skill level, and preferences. These plans may include targeted courses, mentorship programs, and coaching sessions to address specific areas of improvement.
Sales Guides and Support Materials: Juan Carlos will have access to sales guides, marketing materials, and other resources to boost his understanding of the products and sales techniques. These materials serve as valuable references during his journey in the business.
Webinars and Workshops: S4DS regularly hosts webinars and workshops conducted by industry experts and experienced sales professionals. These interactive sessions provide valuable insights and best practices to help Juan Carlos enhance his sales acumen.
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.
These guides or checklist-style lists can be presented under the "My Fast Start" section. Additionally, Juan Carlos can find guides in other screens, such as:
Goals Dashboard: Within the Goals Dashboard, the company can assign Juan Carlos a list of activities that he must complete to reach a specific level or rank within the company. These activities are aligned with his performance objectives and career advancement.
Training and Resources Section: In this section, Juan Carlos can access a variety of guides, tutorials, and resources provided by the company to support his professional growth and development. These resources can cover several topics, such as sales techniques, product knowledge, and customer service.
The company can enable a commissions dashboard: that provides Juan Carlos with a list of tasks indicating a specific order and guidance to help him achieve certain objectives and earn specific commissions. This dashboard serves as a motivational tool for Juan Carlos to strive towards meeting his goals and earning desirable commissions.
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:
Training Videos: The Knowledge Base contains a library of training videos that cover several topics related to sales techniques, product knowledge, negotiation skills, and more. These videos are designed to provide Juan Carlos with valuable insights and tips to improve his sales performance and overall business acumen.
Marketing Materials: Within the Knowledge Base, Juan Carlos can find brochures and other marketing materials that he can use to promote his business. These materials are designed to showcase the company's products and services, making it easier for him to attract potential customers and expand his network.
Sales Tips and Techniques: The Knowledge Base may also include files or documents with practical sales tips, effective communication strategies, and successful negotiation techniques. These resources are intended to empower Juan Carlos with the knowledge needed to excel in his sales interactions and achieve his goals.
By accessing the Knowledge Base, Juan Carlos can download the files and training materials directly to his computer or device. This allows him to review the content at his convenience and reference the information whenever he needs it. Additionally, he has the option to share these valuable resources directly with members of his network, enabling them to benefit from the training and marketing materials as well.
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.
S4 Academy is an online training solution managed by the Company, specifically designed to provide sales teams, including consultants like Juan Carlos, with valuable training resources to facilitate their professional growth and commercial management. The platform offers a wide range of courses and learning materials that are tailored to meet the specific needs of the sales force.
The Academy's importance lies in the Company's ability to structure its contents effectively, offering a comprehensive learning experience for consultants like Juan Carlos:
Publish using various formats: The Company can publish training materials in diverse formats, such as videos, tutorials, interactive presentations, and downloadable documents. This ensures that Juan Carlos has access to a variety of learning resources, catering to different learning preferences.
Create course dependencies: The Company can design courses with dependencies, where completion of certain courses is required before accessing more advanced ones. This allows for a logical progression of learning, ensuring that Juan Carlos acquires foundational knowledge before moving on to more complex topics.
Assign tasks: Through the Academy, the Company can assign tasks to Juan Carlos, reinforcing the concepts learned in the courses. These tasks may involve practical exercises, case studies, or real-world scenarios to apply theoretical knowledge into practice.
Communication with instructors: The Academy enables direct communication between Juan Carlos and instructors or trainers. This fosters a supportive learning environment where he can ask questions, seek clarification, and receive personalized guidance.
Self-assessment: Juan Carlos can participate in self-assessment exercises or quizzes included in the courses. These assessments help him evaluate his understanding of the material and identify areas for improvement.
Earn achievements and recognitions: The Academy may offer badges, certificates, or other forms of recognition to consultants who excel in their learning journey. These achievements serve as motivating incentives and acknowledge Juan Carlos's dedication to his professional growth.
Learning at various levels: The Company can structure courses to cater to consultants at various levels of experience and expertise. Whether Juan Carlos is a beginner or an experienced consultant, he can access relevant courses that match his skill level and professional goals.
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:
Statistics: Juan Carlos can access valuable statistics that provide insights into the different states of his orders. This data helps him understand his achievements and any pending tasks, enabling him to assess his sales performance effectively.
Order List and Status: The module presents a comprehensive list of all the orders, indicating their current status. This allows Juan Carlos to have a clear overview of his orders and easily identify any pending actions that require attention.
Order Management: Juan Carlos can manage and update the information related to each order. He can review the order details, modify the contents if need, and take actions accordingly.
Detailed Order View: For any specific order, Juan Carlos can access a detailed view that provides all the relevant information, such as order date, items purchased, customer details, and delivery status. This comprehensive view assists him in providing exceptional customer service.
Order Tracking: Through the order tracking feature, Juan Carlos can track the status of each order using its unique order number. If any of his customers need an update on their order, he can quickly retrieve the necessary information and communicate with the Company to ensure smooth order fulfillment.
Juan Carlos can also process returns and exchanges through the platform to provide support to customers who may have questions or encounter issues with their orders. If a customer requests a return or wishes to exchange a product, Juan Carlos can initiate the process seamlessly from the platform.
By having this functionality available, Juan Carlos can efficiently handle customer inquiries related to returns and exchanges, ensuring a smooth and satisfactory resolution for any issues that may arise. This capability enhances the overall customer experience and reinforces Juan Carlos' commitment to excellent customer service and support.
The "Payment in Consultan 360" feature allows you to make full payments or partial payments towards a specific invoice. It operates with credit card payments, and once you select this payment option, the system will prompt you to provide the necessary information to process the payment successfully.
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:
Invoice: The consultant can access and review the invoice associated with the order, which contains the details of the purchase and payment information.
Guide: If applicable, the consultant can view the shipping or tracking information for the order, allowing them to track the delivery status of the products.
Prices: The consultant can see the prices of the products included in the order, including any applicable taxes or additional charges.
Discounts: Any discounts applied to the order, whether promotional or based on the consultant's rank or achievements, will be displayed for their review.
Assigned Incentives: The consultant can check if any incentives or rewards have been assigned to the order, such as bonuses or commission percentages.
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.
The agenda feature allows Juan Carlos to:
Conduct sales through demonstration in party plan models: Juan Carlos can organize and conduct product demonstrations and sales events in a party-like setting, engaging potential customers and showcasing the company's offerings.
Event invitation: He can invite customers and potential clients to attend these product demonstration events, creating opportunities for face-to-face interactions and product experiences.
Host support: For events organized by hosts, the system can provide support through a host portal, enabling them to manage their events and invite guests.
Attendee invitations: Juan Carlos can invite attendees to these events, ensuring they have all the necessary details to participate.
Physical and virtual event consolidation: The platform allows for seamless integration of both physical and virtual event setups, catering to the preferences and needs of customers.
Host benefits: Hosts who organize and host events can be rewarded with benefits, such as incentives or discounts, as an appreciation for their active participation.
Moreover, Juan Carlos can use the agenda feature as a complement to his business, inviting attendees to various meetings, including training sessions, onboarding events, and other important gatherings.
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:
Career Plan: It shows the current rank or level he has achieved and the activities he needs to accomplish to reach the next level in the career plan.
Sales: The Dashboard includes a graph displaying the volume of qualified sales made by Juan Carlos.
KPIs (Key Performance Indicators): This section presents various KPIs calculated over a specific period, such as a campaign or month, providing insights into his performance metrics.
Commission Payouts: It provides a breakdown of commission earnings within a specified time frame, either for a campaign or month.
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.
Juan Carlos can access and view the commission statement for a specific month by filtering it according to the campaign. This enables him to review the payments made by the company based on the compensation plan. The commission statement provides a comprehensive breakdown of all the commissions earned by Juan Carlos during that specific campaign period, including details of sales, incentives, bonuses, and any other relevant information related to his earnings.
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:
Points: Juan Carlos can redeem points for the following options:
New order: He can use points to obtain products that are configured in the system for this purpose. When he redeems points for a new order, the corresponding points are deducted from his account.
Money: There should be a conversion table configured in the system that specifies the exchange rate for converting points to money. This allows Juan Carlos to convert a certain number of points into a specific amount of money, which will directly affect his account balance. The money obtained from point conversion is added to his wallet and can be used for future purchases or withdrawals.
Commissions and Money: Juan Carlos can also use the wallet module to manage his commissions and money (account balance). He can view his available commissions and withdraw them to his bank account or any other specified payment method. Additionally, he can use the money in his wallet to pay for new orders, thereby reducing his account balance.
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.
The company may set specific targets or milestones for the consultants to reach in order to qualify for these incentives. These targets could be related to sales volume, customer acquisition, team building, or other key performance indicators. Consultants who meet or exceed these targets are eligible to receive the incentives as a form of recognition and appreciation for their hard work and dedication.
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:
Travel Opportunities: The company may offer all-expenses-paid trips to exciting destinations as a reward for top-performing consultants. These trips can serve as a way to recognize and appreciate their hard work while also providing them with a chance to relax and recharge.
Recognitions: The company may hold special events or ceremonies to publicly recognize and applaud the achievements of outstanding consultants like Juan Carlos. This recognition can include awards, certificates, or plaques, which can be a source of pride and motivation for the consultants.
Prizes: Incentives can also come in the form of valuable prizes or gifts, such as electronic gadgets, luxury items, or exclusive company products. These prizes serve as tangible rewards for meeting specific sales targets or other performance criteria.
Bonuses: Consultants who excel in their sales performance may be eligible for monetary bonuses in addition to their regular commissions. These bonuses can provide an extra boost to their earnings and serve as a direct acknowledgment of their exceptional efforts.
Career Advancements: Some incentives may be tied to career advancements within the company. For example, achieving certain sales targets could lead to a promotion to a higher rank or level in the company's compensation plan, offering greater earning potential and opportunities for growth.
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.
In the "Comercial Dashboard," Juan Carlos can easily manage and track the performance of his referrals. He can view key details about each referral, such as their personal information, contact details, sales activity, and progress towards their sales goals. This allows Juan Carlos to stay informed about the performance and development of his referral network.
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:
Orders: Juan Carlos can view and manage the details of his orders, including the status and progress of each order.
Invoices: He can track invoices associated with his sales, ensuring timely payment and financial management.
News and Updates: Juan Carlos can stay informed about the latest news, updates, and announcements from the company.
Indicators and Commissions: He can monitor key performance indicators (KPIs) and track his earned commissions.
Balance: Juan Carlos can view the balance of his earnings, including commissions, bonuses, and other incentives.
Communication with his Leader: He can easily communicate with his team leader or manager through the platform.
Referrals: Juan Carlos can manage and track the performance of the individuals he has referred to join the company.
Returns and Refunds: He can handle and process returns and refunds for his customers as needed.
Loyalty Points: Juan Carlos can keep track of loyalty points earned through customer loyalty programs.
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.
Absolutely, Juan Carlos can review the metrics of his social media posts to gauge their performance and impact. He can see how many people have interacted with each post, including metrics like likes, comments, shares, and clicks. Additionally, he can track the number of new followers he has gained on each social media platform.
Analyzing these metrics allows Juan Carlos to measure the effectiveness of his content strategy and understand what type of posts resonate best with his audience. By identifying the most engaging and successful content, he can refine his social media approach to maximize reach, engagement, and ultimately, the growth of his online presence and business opportunities. This data-driven approach empowers Juan Carlos to make informed decisions and optimize his social media efforts to achieve his goals as a consultant.
Absolutely, Juan Carlos can schedule all his content for the month in advance, making it easier to maintain a consistent and engaging presence on his social media platforms. By planning and scheduling his posts ahead of time, he can ensure a steady flow of content that promotes his products, encourages purchases, invites others to join the business, and showcases a unique lifestyle associated with his brand.
Scheduling content allows Juan Carlos to strategically space out his posts for maximum impact, ensuring that his followers and customers stay informed and engaged without overwhelming them with too many posts at once. It also gives him the flexibility to curate content that provides value to his audience, such as tips, tutorials, behind-the-scenes glimpses, and inspirational stories.
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.
A lead is someone who might make a purchase in the near future. If a lead wants to receive the benefits of a consultant, Juan Carlos can utilize the "converter" feature. This feature enables the "Starter Kit" form (from the actions of any lead listed in this module) where he fills in the information of that potential buyer, selects the appropriate kit, and the system automatically converts the lead into an official customer.
By converting a lead into a customer, Juan Carlos can further engage and interact with them, offering personalized product recommendations, addressing any questions or concerns they may have, and guiding them through the purchase process. This efficient lead management system empowers Juan Carlos to grow his customer base and enhance his sales performance within the company.
To continue with the training on the S4DS platform, access the Session 2 - Portal: Consultant Genealogy Management.
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