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VIVIEB
INTERMEDIARY MANAGEMENT

THIS TOOL ALLOWS YOU TO MANAGE ALL SCENARIOS INVOLVING THE SALES FORCE: IT MAKES THE MOST OF STAFF ON THE GROUND, CHECKS SALESFLOWS, ACTIVE AND PASSIVE COMMISSION, QUOTATIONS AND DISCOUNTS. VIVIEB INTERMEDIARY MANAGEMENT STRENGTHENS YOUR BUSINESS BY OPTIMIZING ITS SALES NETWORK.

Fully integrated in the Liferay platform, it communicates natively with all other ViVieb products.

  • Advanced document system
  • Workflow engine
  • Types of mandate
  • Definition of commission models
  • Management of active and passive commission
  • Updating commission models for individual mandates
  • Review and approval process by type of mandate
  • Definition of commission maturity method
  • Definition of commission aggregation method
  • List of commissions earned and summary
  • Definition of invoicing models
  • Notifications integrated in the platform
  • Email integration
  • Custom fields
  • Auditing

All organizations can be managed with the highest level of customization, including classifications that allow you to lead the processes and to provide the necessary information to carry out specific analysis and provisioning. The intermediary management module has been designed to be highly customizable depending on client requirements.
The intermediary management module can be integrated with the other ViVieb products so it can also handle:

  • Management of intermediaries in the quotation process
  • Management of intermediaries in the sales process
  • Accounting record of commission earned
  • Accounting record of payments and receipts of commission
  • Mandate profiling with the CRM organizations
  • Classification of commission transactions with accounts and cost centres in the accounting module
  • Specialization of commission models with product module classifications
  • Data reporting and analysis
#intermediari

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