Overview Herbalife International of America, Inc. All rights reserved. USA. WW /12

Transcription

1 Overview 2012 Herbalife International of America, Inc. All rights reserved. USA. WW /12

2 Why BizWorks, Why Now? Communicate easily and effectively with your downline Recognize, encourage and motivate your leads and customers Track and manage your downline activity Manage your time and schedule your business activities 2

3 What Does BizWorks Offer? 1. Organizational Analytics and Alerts See near real-time Volume for downline Supervisors Monitor the production trends of your business (Organizational Analysis report) Recognize your team for their achievements (Downline reports for newly qualified Qualified Producers and newly qualified Supervisors) 2. Communication and Time Management Communicate easily with your entire team with s and e-cards Schedule follow-up appointments Track history (i.e., calls with your organization, meetings, etc.) 3

4 Where to Find BizWorks Supervisor Volume Distributor Volume Linear View Organisational Analysis Supervisor Requalification New Distributor Level Advancement Herbalife Anniversaries Annual Processing Fee Build a Report And much more Lead Referral (Country Specific) My Contacts My Calendar My e-cards Compliance Settings BizWorks Billing Subscriptions Payment History (subscription payments) 4

5 How to Purchase a BizWorks Package 1. Via local Call Center: $7.95 in local currency SKU# 9942: One-month subscription Option to prepay for multiple months 2. Via MyHerbalife.com: Payment of $7.95 per month by credit card only (Visa, MasterCard, Discover, Amex) Monthly auto renewal An notification when subscription is nearing expiration Option to prepay multiple months is not available 5

6 Visibility and Blocking Rules 2012 Herbalife International of America, Inc. All rights reserved. USA. WW /12

7 Visibility Visibility Rule: See anyone in you lineage who you are eligible to earn on Royalty Override, Royalty Override Roll-Up and Production Bonus Explanation of Visibility: Lineage: All Distributors who are part of one organization as a result of sponsoring or being sponsored Organization: Downline who is currently contributing or can contribute to your earnings. Note: If a downline can not contribute to your earnings, you will not be able to see them in BizWorks. Enhanced Visibility: If the Distributor wishes to show their information to their upline who would otherwise not be able to see it, they may do this by selecting the Enhanced Visibility Display (on the bottom of the Downline Summary). Note: Who you are eligible to earn on (and hence see) within BizWorks can vary from month to month due to the blocking rules. 7

8 Visibility (cont d) To determine your visibility, consider the following: Supervisors and above may view down to a minimum of 3 active levels of Supervisors, including Royalty Roll-Up and contributing Supervisors TAB Team members have no limit to the number of Supervisors levels visible; however, the same blocking rules for TAB Team Production Bonus payment will apply When a TAB Team member in your downline earns a TAB Team Production Bonus at a lower percent level than you, you will be able to view the information for that TAB Team member and their downline organization down to the next TAB Team Production Bonus earner at an equal or higher Production Bonus earning percentage Note: Blocking will occur when there is a TAB Team Production Bonus earner below you with a higher Production Bonus earning percentage. 8

9 BizWorks Visibility and Blocking Rules Example 1 Visibility per Royalty and Royalty Override Roll-Up: GET Team member Nick is able to view his first 3 downline levels because they are in his first 3 levels of Supervisors. Nick will also have visibility to his fourth level of Supervisors because he is eligible to earn a 4% Royalty Override Roll-Up. Nick GET 5% R/O 2% P/B Mari GET 5% R/O 2% P/B Rodolfo World Team 5% R/O Elia Supervisor 1% R/O Example 2 Blocking: President s Team member Nick is able to view his first 3 downline levels because they are in his first 3 levels of Supervisors. Because Mari is earning a higher Production Bonus percentage, Nick will not have visibility below Elia because these levels are not contributing to his Royalty, Royalty Override Roll-Up or Production Bonus earnings. Nick President s Team 5% R/O 2% P/B Mari Millionaire Team 5% R/O 4% P/B Rodolfo World Team 5% R/O Elia Supervisor 5% R/O A B C A B C 1000 VP 500 VP 2500 VP 1000 VP 500 VP

10 Enhanced Lineage Visibility The Enhanced Lineage Visibility section is located at the bottom of the Downline Summary screen This is where a Distributor may opt in so that their upline, who is earning at 4% or higher Production Bonus, may pull reports and view a limited set of information of their organization (only Volume details) Note: If a Distributor opts out as they no longer wish to make their information visible to their upline they must click no in this field and save. Note: If upline wishes to view their whole organization, including downline who have opted in they may do so by selecting from the dropdown list. 10

11 Enhanced Lineage Visibility (cont d) In order for a Distributor to opt in or opt out, the upline TAB Team member must be earning at 4% production bonus or greater. If a Distributor opts in, this will provide the TAB Team, an option to view additional lineage currently being blocked by an equal or higher Production Bonus percentage earner - Upline must be earning at 4% or higher - Production Bonus earner who is blocking the upline must Opt In - Downline can opt in via BizWorks as a subscriber or via a consent form (if not a BizWorks subscriber) After Opt-in, Upline will be able to view limited information as follows: - Personal identifiable information on the Distributors that Opt-in - On the rest of the downline, only business data will be displayed (lineage level, country of residence, team level, volume and royalty points) 11

12 Frequently Asked Question Why am I unable to see a downline level that I could see last month? Points to consider: 1. Did you earn Royalty Override on the downline level you are trying to view? 2. Did you earn Royalty Roll-Up on the downline level you are trying to view? 3. Did you earn Production Bonus on the downline level you are trying to view? Due to the above, a Distributor may be blocked, as you can view only Distributors who you have earned on based on the last Royalty paid month. Note: In some cases, due to the TAB Team Payout Guidelines, a Supervisor may occasionally be blocked from viewing Distributor details for a Downline if they did not earn on them in the previous month. Supervisors subscribed to BizWorks will automatically be able to view their first three levels. 12

13 Organizational Analytics and Alerts 2012 Herbalife International of America, Inc. All rights reserved. USA. WW /12

14 Report Setting Information The Distributor Level will automatically default to 1st, 2nd and 3rd level. Supervisors and above may view down to a minimum of 3 levels of active Supervisors (including Royalty and Royalty Roll-Up contributing Supervisors) If you click the box Show Level 0, you can see the data of the Distributor listed in the Distributor ID field Select the Team Level you wish to view (for example, all Distributors between Supervisor and President s Team levels) Volume Months Between: you can select the timeframe you wish to view for a specific promotion or qualification Total Volume Between: you can view different Volume Point ranges. Great tool if you wish to track how your organization is doing with a specific qualification, for example, 4000 Volume Points between X and X months Enhanced Visibility allows you to view the downline who have opted in Save as My Default Parameters will save your settings as you listed them until you select Reset Parameters Reset Column Options allows you to tailor the report to your requirements by adding/removing columns Any reports that are saved will show in the drop-down list Saved Reports Note: The above filters will not be available for all of the reports. 14

15 My Downline Summary Quick access to Downline Alerts, such as New Distributors in the past 30 days View a Four-Month Summary based on the first three levels Clear view of first three levels of Supervisor Volume Note: A healthy organization is one where Volume doubles from level 1 to level 2 and from level 2 to level 3. 15

16 Supervisor Volume Report View the Volume of your Supervisors by level in a specific date range. Defaults to the current and previous month The levels represented here display the physical levels only All three levels will display Total Volume Quick Tip: Selecting Make Top will move that Distributor s ID to the Distributor ID field so that you can view the information specific to that Distributor s organization. 16

17 Supervisor Volume Report (cont d) The Supervisor Volume Report will default to display Total Volume (TV) for all levels You now have the ability to include the Personal Volume (PV) column in this report to provide you with direct insight into the Group Volume component for each of your Supervisors The PV column option can be added in via the Report Column Options section Quick Tips: Move Columns by dragging them. For example, if you wish to view the country after the level, click on the title on the header and drag to your chosen location Clicking on the Distributor s name (highlighted in green) will allow you to view their detailed information 17

18 Distributor Volume Report Free report available to all Supervisors who have accepted the BizWorks privacy/data agreement Track Personally Purchased Volume at Distributor level and determine who is close to Qualified Producer and 5K Supervisor qualifications View Milestones: select parameters for Qualified Producer or 5K Supervisor qualifications Note: Using the Distributor Volume Report is vital for every Supervisor and above to use to help their business by identifying Distributors who are close to qualifying. You can also contact them to ensure they meet their qualification! 18

19 Distributor Volume Report (cont d) 1. Use the drop-down menu to select the Distributor level. Choose from Distributors tracking for 5K Supervisor and Distributors tracking for Qualified Producer 1 2. If you select Distributors tracking for Qualified Producer or Distributors tracking for 5K Supervisor, you will need to choose from one of the Volume ranges indicated 2 19

20 Distributor Volume Report (cont d) 3. Click here to view and update Report Column Options 4. Choose your report format - Select Web to see the report results immediately on screen. - Export into PDF or Excel formats 5. Click this box to save these report parameters as your default Save these report parameters for future use. They will be stored in the My Saved Reports 7. Reset these report parameters to the default settings 8. Click here to Run Report 20

21 Distributor Volume Report (cont d) The Distributor Volume Report will display only the Volume Points that can be used by a Distributor toward Qualified Producer and 5K Supervisor qualifications Herbalife Business Rules state that if a Supervisor does not requalify his/her status annually, he/she will be demoted to Senior Consultant or Qualified Producer (if they have achieved the required Volume for the Qualified Producer level). Note: Demoted Supervisors can not use Personally Purchased Volume. Distributors cannot use Personally Purchased Volume from the previous fiscal year toward qualification to Qualified Producer or Supervisor The qualifications will begin with February Volume Points of the current fiscal year, thereby, showing the actual Volume that can be used toward qualification. For demoted Supervisor and Qualified Producers, the Distributor Volume Report will display 0 for the months on the report prior to the demotion date in February. 21

22 Linear View Report Available to all subscribers A free report for all TAB Team members who are currently eligible for 4% Production Bonus or greater (meaning, anyone who has qualified or requalified to their 4%) Top performing Distributors receive a way to monitor the detailed activity within their downline, by viewing Volume activity for individual lineages A great report if you want to see everyone in your organization (from Distributor level up to Founder s Circle level) as long as you are eligible to earn on them It shows you where the Distributors lie in your organization and not in groups of Level 1, Level 2, etc. (as in Supervisor Volume Report) 22

23 Tree View Report A genealogical visual snapshot of your organization, up to 6 levels deep Similar to the Linear View report with a different layout Displays the Personal Volume, Personally Purchased Volume, Total Volume and Royalty Override Points of each lineage Also displays Downline Volume for non-supervisors 23

24 Organizational Analysis Report Track month-by-month progress of your organization. Total Supervisors - the number of Distributors at Supervisor level or above Supervisor Change - the percentage increase or decrease in Supervisors, compared with the previous month New Supervisors - the number of Distributors who have achieved Supervisor level Ordering Supervisor - the number of Supervisors who have placed an order Volume - Total Volume activity of ordering Supervisors Number ranges all Supervisors grouped by their Volume activity 24

25 Requalification Reports: Supervisor and New Qualified Producers Generate reports so you can recognize and congratulate Distributors for completing their requalification and identify and encourage those who have not yet requalified. Identify Distributors who are doing the 4K requalification by encouraging them to achieve the other methods of requalification Note: Distributors requalifying with 4K method should be contacted and encouraged to qualify with the 1 or 2 month or 10K Accumulative Method. This way they won t lose their downline (if any). The Qualified Producer requalification report will allow you to view the requalification status of your downline You can recognize and congratulate Distributors for completing their requalification by sending an e-card or 25

26 New! Distributor, Qualified Producer, Supervisor Reports Identify new Distributors who have joined the organization and welcome them with a phone call, e-card or . Use the New Distributor report to add these Distributors to your BizWorks Address Book for future correspondence. Identify newly Qualified Producers in the organization and congratulate them with a phone call, e-card or e- mail. You can select Data Range for qualifiers to be in the current month, one or two months prior. Identify newly Qualified Supervisor in the organization based on a data range specified and congratulate them with a phone call, e-card or . Maintain one-to-one interaction to motivate them to continue moving upward. You can select Date Range for qualifiers to be in the current month, one or two months prior. 26

27 Level Advancement, Anniversaries and Change of Personal Information Reports Level Advancement allows you to recognize Distributors who have made it to the next level in your organization and congratulate them with a phone call, e-card or . Herbalife Anniversaries allows you to recognize Distributors within your organization for longevity with Herbalife, so you can congratulate them with a phone call, e-card or . Change of Personal Information displays all the Distributors who have changed their personal contact details. You can use this report to update your Address Book with the most up-to-date details. 27

28 Birthday and Annual Processing Fee Due Reports Birthday identifies Distributors with birthdays in the date range you specify. Recognize them with a phone call e-card or e- mail. Annual Processing Fee Due identifies Distributors whose Annual Processing Fee is close to being due, as well as past due. You can use this report to contact those Distributors and remind them to pay their fees by sending an e-card, or by telephone. Note: When Distributors are up-to-date with their fees, they will no longer appear in this report. 28

29 How to Build a Report Hot to set parameters and build a report to your specific requirements: By first and/or last name, city, state or country See Volume Points between a certain date range (for example, between March 2011 and April 2011) Volume Type (for example, Total Volume between ) View Supervisors who have qualified and their activity during 90 days after requalification - if they are not ordering you can contact them and help them to get back on track Note: The Supervisor Requalification report indicates only whether or not a Supervisor has met their requalification. If you wish to see how many Volume Points your downline needs in order to requalify, you can get this data using Build a Report Herbalife Anniversary dates Birthday 29

30 Communication and Time Management Tools 2012 Herbalife International of America, Inc. All rights reserved. USA. WW /12

31 My Leads Easily track and manage your leads. Opt in and out of the Lead Program based on your availability to ensure potential customers and business prospects are contacted in a timely manner Accept or Reject a lead via Once you opt into the program, accessing your leads is easy! Go to My Office Select My Accounts and Reports Click on Lead Management Options Note: Check with your local Distributor Services team if this is applicable to your country and the qualification requirements. 31

32 My Contacts Manage your contact information for customers, leads and your organization in one convenient place. You will see your contacts in List View, including Full Name, Phone, , City and contact type Click the Card View tab to see your contacts in Card View mode Click Detail View tab to see your contacts in Detail View mode You can click on any name to view or update details for that contact When in Detail View, a scrolling list of your contacts appears on the left side of your screen, click on any name to change to view to that contacts information 32

33 My Contacts (cont d) 1. Add New Contacts in My Contacts. You can also add a contact anytime by clicking on the box next to the Distributor's details. 2. You can use Import Contacts from your existing address book, in a variety of formats by clicking on Import Contacts Manage Lists: Create specific distribution lists (for example, friends or family ) that you can select to send bulk e- mail and e-cards, rather than sending individually. Quick Tip: To return to List View or Card View at any time simply click on either tab on top of the selection 33

34 My e-cards and s Use My e-cards and Bulk s to effectively communicate with your downline, customers and leads. Choose from different e-card subject categories and designs Use them for special occasions, for recognition, to inspire, to inform and to follow-up with your team Schedule an e-card or for a future date - for example, schedule an to be sent while you are away is a fast and effective way to communicate! 34

35 How to Send an e-card 1. Select the e-card you wish to send. You can sort by category with the drop-down menu. The default setting is to show all e- Cards 1 2. Click on the thumbnail image to see a full size preview of that e- Card 3. Click the Send link below the thumbnail images 2 3 Quick Tip: s sent to more than 100 people through a home address will get flagged as spam by gateways. BizWorks uses Exact Target, which is a known domain, so it is the most effective way for you to send bulk s! 35

36 How to Send an e-card (cont d) 1. Enter your name, , Phone and URL information 2. Enter your custom message this will appear on the e-card 3. Enter the Subject line for your e- Card, this is a brief message that recipients will see when your e- Card arrives in their inbox (200 character limit) 4. Add your Recipients. Use the buttons to the right to add contacts directly from your address book or lists. You can send an e-card to up to 3,000 contacts at a time 5. Click Next to proceed

37 How to Send an e-card (cont d) 1. Preview your customized e-card as it will appear to the recipients 2. Click the Back button to make any changes 3. You can Print a copy for your records, or include yourself in the distribution list so you can keep a copy of the communication 4. Click Schedule e-card to send it at a later date and time 5. Click Send e-card to send your e-card now 1 Quick Tip: You can see how many recipients have opened your e- Card and bulk s - over time this can help you identify which communications are most effective

38 How to Import Contacts 1. Click the drop-down box to select one of the following file types: Microsoft Excel, CSV, Outlook 2000, Outlook 2003 or Outlook Express 2. Alternatively, you can click on the browse button to locate the file on your computer and upload it 3. Click the import button to complete the process Quick Tip: You can create and update your lists of contacts. This allows you to easily send s and e-cards to specific groups of Distributors, customers and leads. 38

39 Other BizWorks Functions Compliance Settings: Required to comply with laws and restrictions of solicitation. Distributor s information will appear as the sender when the e-card/ is received and will be displayed on the footer of the communication. Update BizWorks Billing: Subscribers who pay monthly recurring billing must have an international credit card, as payment will be debited in U.S. dollars. You may change your billing details in Compliance Settings. Quick Tips: If you wish to change the contact information, select E- mail Compliance Settings. You do not have to use the e- mail address registered with Herbalife you can use any address. You can unsubscribe from receiving s at any point. Access your Customer and Distributor invoices: Identify the status of your invoices, so you can follow up on any that are unpaid. Coming soon: the feature Create New Invoices, which will allow invoices to be converted into orders! 39

40 Learn More About BizWorks BizWorks Tutorials: Under My Office tab, click on BizWorks tutorials Here, you may view various short training clips by clicking on the topic of your choice HBN: Under Training Programs, click on Business Methods Use Video Search feature and type in BizWorks Videos are available in English and Spanish 40