Sales Rep Tools: Selling on Behalf of Customers

Reps still place a large share of B2B orders. Giving them the same tools as buyers keeps data consistent and speeds up their day.

Let reps act as the customer

Allow an authorized rep to browse and order as the customer, with the customer's prices and terms. Record who placed the order so reporting is accurate and customers can see the history.

Reduce swivel-chair work

A rep who has to copy orders into an ERP will eventually stop using the portal. Make sure orders flow through automatically and that reps can see account status without leaving their workflow.

Key takeaways

• Support rep-assisted ordering

• Record who placed each order

• Remove double entry