eComchain SalesRep/CSR Feature
eComchain’s SalesRep/CSR feature enables businesses to add sales representatives to customer accounts for the sales representatives are able to place orders on behalf of the assigned customers. This feature is very useful to support those customers who don’t have a way to get to their computers or who are not able to complete their order for some reason or who do have an appropriate login IDs to place an order.
Some of the key features of this SalesRep flow include the following:
- Businesses can add multiple Sales representatives.
- A single Sales representative can be assigned to multiple accounts
- Sales representatives can switch between customer accounts after searching by Account number.
- Sales representatives can make orders on behalf of the customers assigned to them.
After choosing the desired site from the list of sites on the eComchain admin dashboard, administrator can add or update the basic ‘Salesrep’ details of the selected sales representative or add a new sales representative to the list.
Once the sales representative is successfully added and assigned with the required accounts, they can login to store front as a normal user by clicking on the Switch User option under the My Accounts tab.
Salesrep can search by Account Number of the Customer who needs additional support and based on the search result, the Sales representative can switch to the desired Customer account.
The site session is now switched to the selected customer account, though the ‘Switch User’ tab is still intact as the logged in user is still a Sales representative.
Sales representative can then proceed to create orders on behalf of the selected customer account, going through the regular checkout process.
There are no comments yet.