Offline Sales Development Associate

Training Guide

Part 2
Outline

1. Offline Manager CRM and KPI

2. Company Registration on CRM by Offline Manager
3. Accessing CRM from Web Browser
4. Visit / Appointments
5. Editing Company Details / Business Information
6. Advert Posting and Posting Rules
7. Creating Company Invoices and Modes of Payment
8. Blocked and Duplicated Accounts Resolution
9. The End - Questions
Offline Manager KPI
KPI stands for Key Performance Index or Indicator. The KPI shows your progress with respect to sales made. With
this feature, agents can see how much they have sold, their current grade, commission, grade pay and amount to sell
to reach a particular grade.
Offline Manager CRM
CRM is a work tool used in creating and managing agents Companies. It also
permits you access to the following below:

• Register companies

• Add adverts for the Company

• Monitor Company’s Status

• View Company Ads and Stats

• Create Invoice

• Review your own sales and KPI progress

Offline Manager CRM
How to Know if an Account is Registered on Jiji.ng
2.Type the email or phone 3.Brings result if registered
1.Click on join number and press enter and no result if not
registered
Company Registration on CRM
Click on companies Click on add Fill in all required fields

Note: Type Nil or None in the National ID field

Company Registration on CRM
The last step is to click on the save button after filling all required
fields.

Once this is done without encountering errors, the company has been
successfully registered and is automatically linked to your CRM.

Seller is then required to do the following:

1.Download the jiji app from google play store, do a forgot

password with the registered email address or phone number,
create password and log in.

2. Check registered email address inbox and phone sms for

confirmation links sent from jiji and click on them to successfully
activate account.
Company Registration on CRM
Common responses:
This phone is already used by another company: This means the
number is already registered on jiji.ng.

This email is already registered: This means the emails is

already registered on jiji.ng.

Resolution for the above errors: Send the phone number and or
email address to Tech / Sales support group on Telegram
requesting that they be linked to your CRM.

Activated which shows on companies in the companies section

means that seller has successfully confirmed both email address
and phone number.

NOTE: When you successfully create an Account from your

CRM, after clicking on SAVE, you DO NOT NEED to send the
same details (phone number and email address to the
TELEGRAM GROUP.
 After Registration and Seller wishes to Log in.

SIGN IN WITH GOOGLE: This is best if the email used for registration is a GMAIL,
and it is synched to Seller mobile phone.
SIGN IN WITH EMAIL: Seller will have to set a NEW PASSWORD, or if email used
is a Yahoo mail or any other domain.
Linking of Companies to CRM
For sellers who are already on jiji or who already have registered accounts on jiji, you
cannot register them via your CRM. In this case, you are required to send the number and /
email address to the Telegram support group for any of the admins to link to your crm .
There are some reasons why some companies may not be linked to you:

1.Seller has a manager already: This means that it is linked to another manager, be it
offline or online manager.

2.Seller requested for manager’s call: This means seller requested for assistance by an
online manager through the Manager’s call option on his jiji profile. However, there is
possibility for it to be linked.

3.Seller has not edit company details / business information: Seller is required to go to
company details/business information and add a business name before we can link.
6+ Companies Rule (Old Buyer)

6+ or old Subscribers’companies are companies that are 6 months or more old after first
time of subscribing to premium service.

The system is programmed to automatically unlink these companies from your crm if no boost
payment is made after 6 months of first subscription. Thus the need to follow up on our
sellers. There is grace of about 2 months before system unlinks.

Premium services that can make you entitled for allowance on 6+ companies are as follows:

-Boost Business (3 Months)

-Boost Premium (3 & 6 Months)
-Boost VIP (3 & 6 Months)
-Boost VIP+ (1, 3, 6 & 12 Months)
 How to Edit Company Details / Business Information
Seller should click on profile Click on settings Click on business information

NOTE: It is shown as Business information on a browser and shown as Company Details on jiji app
How to Edit Company Details / Business Information
Fill in the required fields Save

Domain name or
slug is the seller’s
page or profile
link name. Seller
is required to
type business
name all in small
letters without
spacing.
 RESOLVING BLOCKED AND DUPLICATED ACCOUNTS

Blocked Accounts
- Seller is required to provide valid government-issued ID
Valid government-issued ID include:
- International passport
- Voters card
- Digital National ID
- NIN (National Identification Number)

Duplicate Accounts
- Seller is Either required to subscribe to a Boost
Package or provide a valid ID

ALSO, SELLERS WHO WISH TO SELL MOBILE PHONES and PETS

(DOGS) ON JIJI,
THEY NEED TO UPLOAD THEIR ID CARDS FOR VERIFICATION
Manager posting on Behalf of sellers from the CRM
Manager posting on Behalf of sellers from the CRM
From the SELL, you can select
CATEGORY
Adverts Posting
2. Click on the dropdown “Choose
Category”, select the PICTURES
from the phone’s Gallery, fix in the
3. Select Category Of the 4. Select
TITLE and other details.
Ad Subcategory
Returning to Agent CRM after Posting Ads

Click on the last option which says SUDO EXIT

First click on PROFILE, then select SETTINGS
Posting Rules

Adverts will go on Reviewing for about 10 minutes to 12 hours to be approved

- All Active, Reviewing and Inactive ads Show on The Profile

Following rules are required while you are posting adverts on Jiji

1. Every advert must have a PRECISE TITLE.

2. Every advert should contain only unique images (taken by the seller and not downloaded from the Internet)
without any contact information or watermarks.
3. Every advert MUST contain images.
4. Make sure you choose an appropriate category. The prices of your items must correspond to the real prices of
similar products.
5. All posted products and/or services must be located in Nigeria.
6. All items and products must be legally permitted.
7. Each item for sale must be posted separately. You cannot post several products within one and the same
advert.
8. Every advert must contain a brief and clear description.
Creating Visits on Client’s page
Creating Visits
- Click on Report about visit summary
Creating Invoices for Client’s Subscriptions
Creating Invoices for Client’s Subscriptions
 Creating Invoices for Client’s Subscriptions

An SMS which includes the Client’s Contact, the PREFERRED PACKAGE, Jiji Bank Account Details,
the Amount to be paid and the PAYMENT ID will be sent to both the Client and Manager.
SMS Invoice Format

Zion Technologies (0805****791)

Details to make the payment
Service: Boost VIP+ (20X) 1 month
Acc NO: 1014931836 - Jiji.ng Zenith Bank
Total amount: ₦ 74,999
Payment ID: 1154444
Modes of Payment

1. Bank mobile app transfer

2. Bank deposit (Teller)
3. Online (Card) payment
4. Bank transfer via jiji app
5. Internet banking transfer
6. USSD Transfer
7. ATM transfer
8. Funds transfer
9. Cheques
 Modes of Payment: Bank
Mobile app transfer

This Mode of Payment activates automatically

once the right PAYMENT ID is attached in the
DESCRIPTION or NARRATION
Modes of Payment: Bank Deposit (Teller)

Account Name: Jiji collection

account
Bank: Zenith Bank
Account No: 1014931836
Depositors name: Invoice code
(676001)
PAYMENT WITH USSD CODE, ATM TRANSFER OR FUNDS
TRANSFER
When a seller makes payment for a package using any of the above listed methods, the
following should be provided and forwarded to the TELEGRAM GROUP

Depositor's name/ Source account name;

• Payment method (if ATM {provide location of atm and send debit or screenshot}, USSD, Mobile App
Transfer, Funds Transfer, Bank Teller…etc);
• Exact Amount paid;
• Date paid;
• Package paid for;
• Category;
• Registered Phone number or email of seller on JIJI;
• Your Crm name.
Sellers Safety Tips
Managers should inform Clients of These Tips regularly

● Seller should not give out email , password, or send a link to any person
requesting it.
● Seller should not reply to email or chat requesting for their Jiji email for a
business proposal.
● Seller should confirm any suspicious information from their Manager/ Agent
before taking any action.
● Seller should meet buyers in a public place.
Sellers should ALWAYS confirm the account number the Buyer is paying to
first, by giving their account details to dispatch riders to confirm before
buyer makes any form of payment.
Manager’s Safety Tips

How to register seller that called via phone to do business on Jiji:

● Ask what Seller intend to sell on Jiji.ng
● Ask for the sellers address and visit the seller
● Manager should check that company Ads are not too low and fraudulent

How to manage registered seller on Jiji:

● Manager should do regular routine check on sellers Ads
● Report suspicious activities noted from sellers Ads
● Manager should send safety tips to sellers once a month