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Community: 2.2.x - 2.3.x - 2.4.2
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Enterprise: 2.2.x - 2.3.x - 2.4.2
Magento 2 Sales Rep
A Snapshot of Magento 2 Sales Rep to Professionalize Your B2B Business
Community: 2.2.x - 2.3.x - 2.4.2
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Enterprise: 2.2.x - 2.3.x - 2.4.2
MAGENTO 2 SALES REP FOR B2B
By default, the admin has to take over all transactions of customers which is such an overload.
For that reason, we come up with a Magento 2 Sales Rep extension to shoulder the work and make it easy for the sales team to manage all transactions with customers.
Professionalize The Work of B2B Sales Team
In B2B, every order is a network of transactions in which the business should keep in right touch with the customer - to be specific, another company, to deliver a professional shopping experience.
In that case, having several sales representatives will relieve the burden of customer management. Each of them will take care of specific customers from the point of creating an account to the point of sealing a deal, and to resolving customer-facing problems.
By default, the admin can create various users and assign roles. However, it lacks the role built for Magento sales representatives.
Fortunately, we help with the Magento 2 Sales Rep extension.
An Overview of Magento 2 Sales Rep Extension Solution
Simply put, we create a role with necessary resources and accesses for a Magento sales rep to manage the relationship with his/her customers - for example, updating on the customer information, proceeding orders, and receiving related email messages.
Then, all you need to do is to create a “Sales rep role” with the built-in role resources and “Sales rep users” accordingly.
Once the user is assigned to the customers, she/he will take charge of all transactions.
Create An Additional “Sales Rep” Resources
As mentioned, you - the store admin can create unlimited roles with the “Sales rep” resource we developed for your sake.
Even more, we provide two levels of Magento sales rep role to manage customers better:
- Sales rep: Users with this role can access a tab in the admin panel to manage customers, orders, and quotes assigned to them.
- Admin sales rep: Users with this role can manage customers, orders, and quotes assigned to all sales representatives.
Create Accounts for Magento Sales Rep and Admin Sales Rep
The next step is to create users and grant them the created Sales Rep and Admin Sales Rep roles.
The users, then, can login with the username and password.
In addition, you can tailor some information about the sales rep to show it in My Account of the customers.
Notify Customers of The Assigned Sales Rep
At the time that a customer is assigned under the management of the Magento sales rep, an email notification will be sent. In the future, when the customer switches to another sales rep, he/she will also be informed.
The information of the sales rep is also visible in My Account so that the two can connect to each other easily.
Take over Customers in The Sales Rep’s View
In the admin panel, the sales rep is able to access and take over the grids of customers and orders. The interface is similar to that of the store admin’s view.
In terms of the admin sales rep, he/she will have customers, and orders of all sales rep recorded.
Coming-soon Features That “Come Soon!”
We are in the development of Magento 2 Sales Rep extension and we promise to continuously update our solution with more advanced features in the time soon.
So, take notes:
- Choosing Sales Rep on the sign-up form
- Showing history log of Sales Rep appointments
- Keeping track of Sales Rep's performance via Reports
- Compatible with Company Account, B2B Registration, Quotes extension
Free Installation
Once you purchase the Magento 2 Sales Rep for B2B extension, our experienced developers get involved to install and ensure all features work right out of the box.
Free Lifetime Update
We give you our words to provide well-compatible features. Moreover, we are always available as a next-door neighbor whenever you need further helps.
Free 1 -Year Support
We update the Magento 2 Sales Rep extension frequently to meet the ever-changing demands of your business and your customers. Stay tuned and get more!
BSS Commerce is rated Excellent
Top Drawer Outfit
Top Drawer outfit, Fast, Reliable, and Dependable!
We have used BSS for a couple of years now, they are honest and trustworthy, and the service is better than any other Magento developer we have used, and when I say better, I mean by a country mile, just a great company all around and very nice people to deal with, so courteous. Big Thank You to everyone at BSS !!!
By Adrian Blazer on Dec 13, 2019
Excellent Extensions and Support, Always!
We have 16 extensions from BSS Commerce. Given the pace of change in Magento 2 and the often breaking (and sometimes pointless) changes made in M2 releases, BSS still manages to keep pace, deal with issues and all for a single payment.
Hat's off to the team!
Magestore could learn multiple lessons from BSS on how to properly support customers in a timely manner and honor the promises made at purchase.
By Adam Lavery on Aug 6, 2019
FAQs
Do your extensions support multiple domains?
Our license allows you to use a single extension license on one Magento installation. The extension is not domain related, but installation related. If you run several domains on the same instance of Magento, you can use one extension license. However, if you run each website on a new installation of Magento, you need a separate license for each of them.
Can I request trial?
We do not provide trial versions for our extensions. However, we are happy to offer 30-day money back guarantee if our extensions fail to function properly due to a bug and we cannot support to fix it. However, we always try our best to assist customer in solving problems.
What should I do if I can’t install the extension?
In case you cannot install the extension, please contact us to ask for more support. We are willing to install it for you based on our policy
How can I receive the updated version?
When BSSCommerce publishes new version of any product, please take notice of the release note tab in the product page to get the update news about the new version. Customers purchased product from us can get the updated version by contacting us via email; we will send the new package version once we receive this kind of request. In addition, you can go to My Account -> My Downloadable Products to download the latest version of the extension.
Release Note
- v1.0.4 (Jan 4, 2020): Fix bugs on Magento 2.4.1; Fix Sales/Order Permission of Sales Rep
- v1.0.2 (Oct 18, 2020): Fix bug of sales rep’s creating orders for new customers; Add "Is Company Account" column into customer grid page; Add "Sub user name", "Customer Name" columns into quote grid page; Fix display issue of 2 sales reps in column controls in customer grid page; Add "Created By Admin", "Sub user name" columns into quote grid page; Fix bug when installing Sales Rep and Quote Extension, Fix compatible issue on Magento 2.4
- v1.0.1 (Jun 08, 2020) : Fix bug assigning sales rep
- v1.0.0 (Jun 24, 2020): First Release
Contact Us
Fall for our Magento 2 Sales Rep extension, but still want further customization? Feel free to drop us a line.
