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Sales Rep

Modern CRM intended for sales reps and management staff

The Sales Rep module is intended for printing house sales reps and their managers.

The module provides sales reps with all the information that they need in their work, in a single place, with no time wasted on searching for data.

Main functions of the Sales Rep module

Sales offers

Create sales offers and browse offer and sales history

Custom product offers

Create ‘Custom products’ via text- based parameter input

Sales and commissions

View the sales rep’s and printing house’s sales and commission for the last 30 days

Discounts and commission

A clear discount and commission management system

Add customers

Add Customers and assign them to a sales rep. View customer lists including their particulars

Mailbox integration

Synchronize Sales Reps e-mail accounts

Calendar

A schedule function to remind you about upcoming events

Task management

To-do lists and notes

Statistics

Extensive statistics and sale rep comparisons

Repeat offers

Option to clone previous offers

Sales rep efficacy

Evaluate the actual efficacy of individual sales reps and their share in sales

Detailed sales rep info

Data on discounts, commissions, offer volume, and closed deals

Sales Rep Panel

All sales reps can access their own panel

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