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.

1. to
portal demo
of

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. Dashboard, where you get the status and live
details of your latest projects
Version 1.00, Published on June 2016 3

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. 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. 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. 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. 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. Commission Payouts
Incentive payouts, can be paid partial or full and either through Cash/Bank
Version 1.00, Published on June 2016 9

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. 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. 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. 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. 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. 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