Offer Function for Sales Agents
Directory: custom/plugins/B2BSellersCore/addons/B2bOffer
Reduce up to 50% of process costs with our unique offer function, which should replace the ERP offer function so that the sales team and buyers can work together interactively on a platform.
The buyer is given the option in the shop to start an offer request, e.g. from the shopping cart. This offer will be forwarded directly to the responsible sales staff (or several). The sales staff can edit the offer directly on the sales staff platform. This eliminates the detour via the shop operator's ERP system. The sales staff can place the offer directly in the buyer's account. The buyer receives an e-mail notification with the option to commission the offer (even complex offers with optional positions) with one click.
Advantages
Closer to the customer
No need to change systems
Request an offer from a shopping cart or create a PDF offer and order or reorder with one click
All offers and orders are in one place
No restrictions compared to ERP offers
All position types such as headings, subtotals, optional items, or product-independent positions can be added.
Significant reduction of internal process costs.
Actions of the sales staff
The requested offer is displayed directly in the offer overview of the sales staff platform.
Based on the status "Requested by customer", the employee can see that the request has not yet been processed. He can also filter the offers assigned to him.
Changing customer details
Both customer information and document information can be adjusted or completed.
Viewing and adjusting items
All positions requested by the customer are displayed and can be individually adjusted. Additional items can be added to the offer and also additional positions in the form of sub-headings (e.g. recommended items), discounts, optional products, product-independent positions or even subtotals. Therefore, the sales staff has all the rights.
Enter texts
An introductory text is preceded to the offer items.
A closing text appears below the offer items.
Show preview
The sales staff has the option of displaying a preview of the offer.
Show activities
In addition, sales staff can comprehend the customer's activities and further actions, such as ordering a call-back.
By clicking on "Send offer" a pop-up window opens with a draft mail. This draft contains a direct link to the offer and can be edited individually by the sales staff. If the checkbox "Set status to open" is activated, the status in the offer overview will be changed when the mail is sent. Via the "Send" button, the offer will be sent directly to the customer.
There is also an activity list for each offer. These activities are automatically tracked and made available to the sales staff in chronological order. He can also write his own comments as well as specify the type of comment such as telephone or e-mail.
Automatically recorded activities are e.g.:
When did the buyer look at the offer.
When was something edited by the sales team.
When did the buyer confirm the offer.
Admin configuration
See Offer Addon - Admin Settings
Entities
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