Prestashop Account Manager | Sales Representative & Dealers | CRM Module

Assign personal managers to specific customers and groups, e.g. wholesale or VIP customers, to channel sales and manage grievances and customer relations. Boost your sales by setting targets for your team, and giving the ultimate customer experience

Key Feature

• Assign customers to the individual manager.

• Let shoppers choose their managers.

• display manager information on the front end.

• See the list of orders assigned to each manager.

• Use notifications to coordinate and control sales reps.

• Benefit from mobile-ready UX/UI.

• Have your B2B experience be as comfortable as possible!

• Let your corporate customers trade with you like brands, retaining the identity of both the company and its representatives;

• Allow wholesale and retail customers to personalize their b2b experience with Assigned Managers.

• Ensure the calm and quiet of the company employees with clear roles and permissions within a corporate account;

Managers Can:

• View and edit customers.

• See orders placed by customers.

• Create orders from the admin panel.

• Add new customers from the admin panel.

• Receive copies of order emails.

• Managers will filter data.

• Managers can have a chat with assigned customers.

What your customers will like

• Customers can also choose a manager they’d like to work with while registering.

• Change sales representatives in the customer account in the future.

• There's a great option for customers to get to know dealers - just display a block with basic information about them, for example, a photo, name and contacts.

• This tool is generally designed to improve your customer service and make it more personal.

Main Feature

Dashboard

• Employee-wise data will be displayed.

• Super admins can see the individual orders and customers of an employee.

• Detailed information including graph.

• Admin can review sales, Targets,s and differences.

General Setting

• Admin can set a default manager. All new orders will be assigned to this manager except if a specific customer is already assigned to another manager.

• Admin can enable manager information on Order detail page and customer detail page in back office.

• Customer can choose their own manager from “My Account Manager” tab in FO.

• Super admin has to approve/reject a customer's request from “Manager with Customer” table in BO.

• Customer can change their manager any time. However, admin has to approve the request manual (If enabled)

• Customer can choose their own manager while registering their account.

• Super admin has to approve/reject customer's request from “Manager with Customer” table in BO.

• Manager information will be displayed at “My Account Manager” in my account section.

• Manager information at order confirmation page(FO)

• Manager information at cart page (FO)

• Manager information at order detail page (FO)

Filter the Data

• Allow Managers to see all customer data

• Filter the view of customers

• Filter the view of address

• Filter the view of customer Messages

• Allow Managers to see all order data

• Filter the view of orders

• Filter the view of carts

• Allow managers to create orders (From BO) from assigned customers

• Allow managers to create customers (From BO)

Sales Team

• Assign customer with individual managers.

• Give a sales target to managers

• Admin can view the assigned customer list.

• Assignee can be changes anytime

• The request requires admin's approval. If a consumer selects a manager from the front office.

Emails

• Send order confirmation email to assign manager only.

• Send order messages to assign managers only.

• Send E-mail to Super Admin to Validate Customer Request.

• Send E-mail to the Customer as soon as Request Approved by Admin

Order Ticket

• General Setting

• Every time a client creates a ticket, the admin receives an email alert.

• The admin can specify several email addresses to receive this email alert.

• Customer email alert If an admin responds to a client message

• Admin can choose the appropriate file extension.

• The admin can choose the default reason that will be shown on the front end.

Ticket Setting

• Admins can use a flag to identify significant ticks.

• Admin can modify the status of a ticket as needed.

• A Admin may create various statuses.

• Admins have the ability to customize ticket priority.

• A Admin may set up many priorities.

• Multiple Reason can be created by the administrator.

• Administrators can see customer and product data in the conversation history.

• The images can also be sent to customers via chat by the admin.

• To save time, administrators have the ability to save predefined messages.

• An administrator may generate an unlimited number of predefined messages.