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Sales Representative for Magento 2

Current extension version: 1.0.2 | Compatibility: CE 2.3.X - 2.4.X EE 2.3.X - 2.4.X

Provide tailored experience for each customer with personal sales managers.

  • Assign sales representatives to orders automatically
  • Engage personal sales consultants for customers
  • Display sales managers' contact info in customer account
  • Control sales representatives' performance at ease
  • Send notifications for both customer and sales dealer
  • Manage sales representatives' permissions in the back-end
  • Integration with M2 Company Accounts, M2 Cart to Quote 
Rating:
100% of 100
As low as $189.00
In stock
SKU
ext.m2.srep


Additional User Information

Add contacts info block on the front-end so that customers and sales representatives can establish communication easily.
 


Manual and auto-assign

Choose appropriate sales representatives for orders and customers or configure auto-assign by customer groups.
 


Advanced Permissions

Specify if sales managers can see and manage only those orders and customers he/she has been assigned to.
 

Sales Representative Magento 2 Business Value

Serving as proactive advisors, assigned sales reps provide detailed product information, superior customer service experiences, subsequently increasing customer retention rates and boost sales revenue. Improve post-purchase experience and make it more “human” oriented by displaying photo, email, phone number and additional information of a sales representative on the storefront. Such an individual approach introduces an easy way to solve sales-related issues.    

How Sales Representative Magento 2 works?

 

The Sales Representative is a tool for assigning sales managers to orders. This can be done automatically in accordance with customer groups specified in the configurations. Sales managers can also be chosen for orders manually by Admin. What is more, it is possible to decide on personal managers for particular customers.

 

Create users with the Backend User Profile

Some features of Sales Representative Magento 2 are put in the separate module - Backend User Profile that is used as a supporting extension.

  • Additional User Information tab appears on User Details page
  • Change user status between Active and Inactive
  • All fields are optional to customize sales manager’s information displayed on the storefront according to personal needs


Assign/unassign users at ease

Sales Representative Magento 2 Detailed Feature List

  Contact block for customers
  • Sales representative info on the Order View page 
  • Sales representative info in confirmation emails 
  • Special variables for email templates
  Email notifications
  • Order assignment email for sales representatives 
  • Order assignment email after changing sales managers manually
  • Links to assigned orders in the emails
   Appointed sales managers
  • An additional column in the Customers grid
  • Edit sales representatives in the grid
  • Update dedicated sales representatives in bulk
  • Assign sales managers in a special tab on Customer Account Information page
  Integrations
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  • 1.0.2
    Released 18.11.2020
    * Fixed issue with filtering customers by Sales Representative
  • 1.0.1
    Released 16.11.2020
    * Initial release
    * Design improvements
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