Magento 2 Sales Representative is available for both B2C & B2B business!
Help you manage and improve the performance of your sales representatives by assigning them to specific customers, orders, and quote requests. Also, Magento 2 sales rep extension is an effective tool to enhance the personal shopping experience by letting customers choose preferred dealers they want to work with.
Build positive relationships with clients
Assign customers quotations to a salesperson
Enable shoppers to select preferred dealers
Check dealer info & change dealer in 'My Account'
Allow dealers to assign quote to others FEATURED
Display dealers information on frontend
Notify customers when dealers changed
Notify sales reps by emails
Freely customize email notification templates
Manage quotations & sales dealers effectively FEATURED
Quickly track sales reps customers
Assign to a sales order, invoice, shipment (coming)
Assign permission on cms pages, blocks (coming)
Send messages between dealers & assigned customers (coming)
Sales rep advanced report (coming)
This product is the part of the loyalty program
Explore Other Best Magento 2 Extensions
Community Edition: 2.0.x, 2.1.x, 2.2.x, 2.3.x, 2.4.x
Enterprise Edition: 2.0.x, 2.1.x, 2.2.x, 2.3.x, 2.4.x
Link: https://landofcoder.com/magento-2-sales-rep-extension.html/
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Magento 2 Sales Representative
1. Magento 2 Sales Representative
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2. Magento 2 Sales Representative is available for both B2C & B2B business!
Help you manage and improve the performance of your sales representatives by assigning them
to specific customers, orders, and quote requests. Also, Magento 2 sales rep extension is an
effective tool to enhance the personal shopping experience by letting customers choose preferred
dealers they want to work with.
OVERVIEW
FEATURES
● Build positive relationships with clients
● Assign customers quotations to a salesperson
● Enable shoppers to select preferred dealers
● Check dealer info & change dealer in 'My Account'
● Allow dealers to assign quote to others FEATURED
● Display dealers information on frontend
● Notify customers when dealers changed
3.
4. Build positive relationships with
clients
Magento 2 Sales Rep extension provides you with a powerful tool that can help to offer high-
quality personalized service to the customers. On that foundation, you can build strong
relationship with your customers.
5.
6. Check dealer info & change dealer in
'My Account'
In “My account”, the customers are enabled to check the detailed information of their sales
representatives such as name and contact information.
The customers are also able to change their current dealers into some other dealers that are
available at the moment.
7.
8. Allow dealers to assign quote to
others
This features in this amazing Magento 2 module allows the dealers to assign their quotes to
other dealers easily without having to adopt any additional procedure.
To be able to do this, the Magento 2 store admins should make a change to the general settings
in Magento 2 Sales Rep extension.
9.
10. Display dealers information on
frontend
To improve the customers’ look at the service of your Magento 2 store as well as to further
explain to the customers about your special service, our Magento 2 Sales Representatives allows
you to display the sales reps information on the frontend of the store.
The information being displayed includes name, phone, email, city, and description.
11.
12. Notify customers when dealers
changed
The customers will receive an email notification that informs them about the reassignment of the
dealers should it happen for some reason.
All you need to do to put this feature into effect is to set the email notifications in the general
setting.
13.
14. Notify sales reps by emails
Should any change happen on Magento 2, the Magento sale representatives can receive email
notification that inform them about the change.
On our Magento 2 Sale Reps extension, the dealers can receive the notification of the new
change with customized email template.
15.
16. Freely customize email notification
templates
Our Magento 2 module also allows the Magento 2 merchants to customize email templates to
suit their expectations.
With this feature, you can create as well as customize the email notification templates into the
look you want to achieve your certain business purpose.
17.
18. Manage quotations effectively
Using Magento sales rep extension, you can easily add new quotes and quickly review assigned
or not assigned quotes anytime. Track full information of all quotes quickly with an advanced
handy tool.
19.
20. Control sales dealers easily
Beside distributing sales dealers (assign & change different dealers to multiple quotations), on
the ‘Edit User’ (‘Edit Dealer’) page, you can edit the displayed information of each sales rep.
21.
22. Track sales reps customers quickly
Magento 2 sales reps and dealers also allow you to manage customers of multiple sales dealers.
You can search, filter and track information of any customer that sales reps are in charge of.