Insight as a sales representative
Insight as a sales representative
Dashboard
On the customizable B2Bsellers Suite dashboard, store operators can display specific information based on a content page.
Client List
The "Orders" tab provides sales representatives with a complete overview of their existing orders; they can view them and reorder them with just one more click.
Log in as an employee
Once you've selected a company, you can quickly and easily log in as an employee for the desired customers. When you do so, you inherit the employee's exact permissions and can fill shopping carts and order lists on their behalf or make other adjustments.
Add an employee
Here, you can quickly and easily create new employee accounts for the customer and send the password setup email directly from your portal.
My Orders
Here you will find all the orders you have actively processed for the customers assigned to you. Use this information to document your activities or as a basis for calculating commissions.
Quick order
Use this feature to quickly enter new orders for your customers. Once the order is submitted via the quick order feature, your customer will receive all notifications as if they had placed the order themselves.
Offers
You can customize every aspect of the quote from A to Z—from recipient information and quote details to quote line items, and even the introductory and closing text—the entire quote is fully editable.
Create a Quote
You can create a customized quote from start to finish—from recipient information, quote details, and quote line items all the way to the introductory and closing text—just as you would in an ERP system.
Quotation Line Items
The quote items can also be customized entirely—whether it's a product, a heading, a discount, or a subtotal, everything can be added quickly and easily.
Overview of Services
After creating a quote, you can view it in the overview, where you have the options to duplicate it, download it, or send it directly via email.
Promotional Activities
All customers to whom the sales representative has access are clearly displayed in the customer list.
Sales Representative
The "Sales Representatives" tab provides a clear overview of all active and inactive sales representatives, both in the office and in the field.
Personal Settings
Editable Personal Information. Here you can, for example, change your email address or password.
Customer Activities
Sales representatives can view detailed information about their customers' activities here. In addition to standard activities—such as logging into the platform—they can also view sales-related activities, such as items added to the shopping cart.