to
portal demo
of
Here we take the honour to present the outlined
demo for “project management” of our portal
“surveybackoffice.com”.
A solu...
Dashboard, where you get the status and live
details of your latest projects
Version 1.00, Published on June 2016 3
Basic setup of survey research project
Manages
 Client Company
 Client Contacts
 Project Manager
 Sales Executive
 Re...
Panel Vendors Setup, Under Project Setup
Manages
 Vendor Company
 Vendor Contact
 Required completes
 Max completes
 ...
Panel Vendors & Client Unique Links
Analyze the live & clubbed statistics for full client project, for your own
panel and ...
Live Project Statistics & Reports
Analyze the live & clubbed statistics for full client project, for your own
panel and fo...
Project commissions for sales & management
Manages
 Sales Executive Commissions
 Project Manager Commissions
 Flat Comm...
Commission Payouts
Incentive payouts, can be paid partial or full and either through Cash/Bank
Version 1.00, Published on ...
Commission Outstanding
Commission/Incentive outstanding report, either project wise, client
wise, sales executive wise or ...
Rectify Redirection Statuses & Client Unique Links
As the domain demands a need for rectifying the redirection statues,
We...
Client & Vendor Invoices
We facilitate to create client invoices & vendor invoices directly
from projects., Along with add...
Client Receipts & Vendor Payments
We facilitate to manage outstanding against your client and
vendor invoices. Along with ...
Client & Vendor Outstanding
A hassle free client & vendor outstanding analysis. You can analyze by
project, by vendor, by ...
That’s it folks
Version 1.00, Published on June 2016 15
Write us at: info@surveybackoffice.com
Chat with us: skype (tarakg...
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Survey Project Management Demo

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Survey Back Office is available from any computer or any device and at any time.Also the solution is a subscription based, which means, No license fees, which will lower your costs. As it is SaaS model, it manages all updates and upgrades, there are no patches for company & customers to download or install.

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  • A dashboard to analyze your project revenues v/s vendor payouts, which give you an idea of your gross income
  • The project management, manages cost, redirections, completed with validations, test study, pre-screener etc.
  • Survey Project Management Demo

    1. 1. to portal demo of
    2. 2. Here we take the honour to present the outlined demo for “project management” of our portal “surveybackoffice.com”. A solution to manage and analyze your survey research projects Project Management Demo
    3. 3. Dashboard, where you get the status and live details of your latest projects Version 1.00, Published on June 2016 3
    4. 4. Basic setup of survey research project Manages  Client Company  Client Contacts  Project Manager  Sales Executive  Region  Required completes  Max completes  CPC/CPI  LOI  IR  Panel Reward Points  Client Survey Link  Project Status  Pre-Screeners Version 1.00, Published on June 2016 4
    5. 5. Panel Vendors Setup, Under Project Setup Manages  Vendor Company  Vendor Contact  Required completes  Max completes  CPC/CPI  Vendor End Pages  Project Status  Live Analysis Fast turn around of the project, Is major benefit or Panel Vendors Version 1.00, Published on June 2016 5
    6. 6. Panel Vendors & Client Unique Links Analyze the live & clubbed statistics for full client project, for your own panel and for individual panel vendor/s Besides adding your own panel, You can also add multiple panel vendors and manage their individual projects, as child projects, in your client’s project. We also facilitate with clients unique links Version 1.00, Published on June 2016 6
    7. 7. Live Project Statistics & Reports Analyze the live & clubbed statistics for full client project, for your own panel and for individual panel vendor/s Version 1.00, Published on June 2016 7
    8. 8. Project commissions for sales & management Manages  Sales Executive Commissions  Project Manager Commissions  Flat Commission Rates  Slab wise Commission Rates  5 Level of slab with option of slab on completed or amount  Commission on % or fix rates  Commission on Completed or Amounts Version 1.00, Published on June 2016 8
    9. 9. Commission Payouts Incentive payouts, can be paid partial or full and either through Cash/Bank Version 1.00, Published on June 2016 9
    10. 10. Commission Outstanding Commission/Incentive outstanding report, either project wise, client wise, sales executive wise or project manager wise Version 1.00, Published on June 2016 10
    11. 11. Rectify Redirection Statuses & Client Unique Links As the domain demands a need for rectifying the redirection statues, We facilitate to rectify it, as per the client’s IDs. Version 1.00, Published on June 2016 11
    12. 12. Client & Vendor Invoices We facilitate to create client invoices & vendor invoices directly from projects., Along with add, less and discount options. Client Invoice Vendor Invoice Version 1.00, Published on June 2016 12
    13. 13. Client Receipts & Vendor Payments We facilitate to manage outstanding against your client and vendor invoices. Along with add, less & discount adjustments Version 1.00, Published on June 2016 13
    14. 14. Client & Vendor Outstanding A hassle free client & vendor outstanding analysis. You can analyze by project, by vendor, by client, by project manager & by sales executive Version 1.00, Published on June 2016 14
    15. 15. That’s it folks Version 1.00, Published on June 2016 15 Write us at: info@surveybackoffice.com Chat with us: skype (tarakgandhi), google (tarakgandhi@gmail.com) Phone: +91 98241 47822 (10:00 to 19:00 IST, Mon-Fri) Demo Link: http://surveybackoffice.com/demo Contact Us Link: http://surveybackoffice.com/contact-us We end-up our summarized project management demo here, If you have any queries or are interested in our product/s then get in touch with us

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