Treasure

Treasure Points
Points
 Agenda

Treasure Point

Qualitative Assessment of Meetings

CSL Logs & Engagement Activities during Meeting duration

 Journey
Treasure Point
Journey

Start Discuss &

Update Earn
Meeting Perform
DSR TP
(Video/Physical) Activities

 Activities done within meeting time i.e after sending MAC & before
Note: updating DSR will only be considered
 All TP points will be updated in webERP next day
Physical Meeting Journey

Meeting started with Meeting code verification: 11 AM

Buylead filters are

Meeting started PSC Reports are
applied on "Relevant
with Meeting opened for ROI
leads section" to
code verification: Discussion:
identify the most
11:10
relevant leads:
11 AM AM
11:30 AM

3 Buylead are 3 Relevant Buy

Meeting DSR
marked as Not leads are
updated:
Interested: consumed:
11:55 AM
11:40 AM 11: 32 AM

Meeting DSR updated: 11:55 AM

 Video Meeting Journey

Meeting
Start Time Meeting
End Time
Client joining time
Client leaving time
Update STS (webERP/MERP)
Discussion points will be same as physical
meeting mentioned in earlier slide

 Please ensure to update the email id in webERP/MERP DSR

Update screen, from which the customer had joined Video meeting
 TP will be evaluated only if video meeting gets verified next day
and TP will be credited along with verification
Treasure points for Meeting
TP
TP
( PSC View )
( Buylead
20 Filter Use ) 5

TP ( Buylead TP ( Buylead
Purchase ) NI Feedback )
10 10

Treasure
Point for
Meeting = 45
Customer Login

Do not use your own Always ask Supplier to Supplier can also use his
login to enter seller login to his Seller Panel Mobile to login to IM App
panel from GL Admin from his Laptop/Desktop to access Seller Panel
Parameters | Score

Category Activities (9) Treasure Point

BL Consumption (min 2) 15
BuyLead BL NI (min 2) 5
BL Filters (apply filter) 5
Reply (min 1) 10
LMS
Reminder (min 1) 5
Buylead Preferences Page 10
PNS Settings Page 5 Visit the
Profile
Catalog Pages 10 page &
Performance Reports 20 explain the
Total 85 features
Points to remember

Only activities performed during

the meeting shall be considered

Buylead Consumption: Min 2

leads need to be consumed for
TP

Buylead NI: Min 2 leads need to

be marked NI for TP
 Laptop
Treasure Point
Buylead

Apply Filters Mark NI

Consume BL
LMS

Reminder

Reply
BL Preference page
PNS settings page
Catalog page
Performance Report
Performance Report
 Mobile
Treasure Point
 TP From Mobile Devices

BL Consumption BLNI BL Filters

Help customers realize

opportunity by not consuming Bl’s Assist in marking not relevant Help Identify leads from specific
Leads location
 TP From Mobile Devices

LMS Reply LMS remainder

Clock symbol  Set

Remainders

Lead Manager  Select

Lead  Reply

Review missed enquiries & show How clients can follow up with
use cases of lead manager their customer’s
 TP From Mobile Devices
BL Preferences PNS Settings Page

Setting  PNS

BL Settings  BL
Preference

Review A/D Rank for the customer Add Numbers /

Modify PNS timings
 Don’ts
Catalog Pages Performance Score

Home
 Store Link

Home  Performance
Report Card  View Now

Review customers Discuss customers IM usage & RnR

catalog/Store front
TP Allocation – Don'ts
Catalog Pages Performance Reports

• Who Viewed Your Catalog • My profile  Summary

• Manage Products • Daily Business Summary/Call Response Rate
 Tracking
Treasure Point
WebERP - How to check TP ?
 WebERP - How to check TP ?

L1 can download reports from this tab L2 & above can download reports from both tabs
MERP - How to check TP ?

Click
previous day

Click on
Activity
Tracker Check earned
TP
WebERP – Meeting Excel Enriched

Export to excel enriched

 Total & Activity wise TP’s earned

 Meeting Duration
 Sales & BDE Hierarchy
 Meeting type & verification status
 Met with Others details
 FAQs

 Treasure Point are tracked in your Rag Scores & BSC

 Treasure Point details are currently available only in webERP

 Supplier can do Activity both on Desktop & IM App

 All activities to be visible on webERP & MERP after one day

 All activities are independent from each other

 There is no encashment or incentive related to Treasure points

 Treasure Points will help judge the qualitative aspect only

Thank you