Sales agents or resellers who manage sales activities and client relationships
Core Responsibilities
- Managing their own client base
- Creating and managing quotations
- Tracking sales and commissions
- Utilizing marketing tools and resources
- Creating/managing affiliate links
- Reviewing commission reports
Key Permissions
- Access to assigned product catalogs
- Ability to create/manage quotations
- View and manage client accounts
- Access to sales/commission reports
- Use of marketing tools and collateral
- Creation/management of affiliate links
Channel Partner Dashboard Navigation
|
Overview: Personal sales performance Commission earnings Active quotations and orders |
Client Management: Client list and profiles Client acquisition tools Communication history |
|
Quotation Management: Create new quotations Manage existing quotations Quotation templates |
Order Tracking: Active orders status Order history Order fulfillment tracking
|
|
Marketing Resources: Access marketing materials Create and manage affiliate links Campaign performance tracking |
Reports: Personal sales reports Commission statements Client activity reports
|
|
Affiliate Links / Sharelinks: Create new affiliate links Manage existing links Track link performance |
Commission Reports: Detailed commission breakdowns Historical commission data Commission forecasting tools |
Typical Tasks:
- Registering new clients
- Creating and sending quotations to clients
- Managing the sales pipeline
- Accessing and using marketing materials
- Reviewing personal performance and commission reports
- Generating and managing affiliate links for marketing campaigns
- Analyzing commission reports to optimize sales strategies
---------------------------------------------------------------------------------
Comments
0 comments
Please sign in to leave a comment.