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Account manager

Account manager Module

Developed by Community developer
  • PrestaShop
    1.6.0.4 - 1.7.1.2
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Overview

Increase the productivity of your account managers with filtered views with their customers back office. Assign goals on sales ...
 

What this product does for you

Productivity Help save time

Your account managers can lose precious time, in information search and customer management, when they do not support dedicated customers.

The module "account manager", you will improve the productivity of your account manager, with filtered views with their respective customers. They will be more efficient and will be able to increase their sales.

Do you want to set monthly sales targets for each of your account managers? Know where they are in their goals at a given moment? The "account manager" module brings you these features, with a display of the objectives directly in the pages of the commands of the module.

Does your sales team have many employees, including sales representatives? You will also be able to add an additional level of filtering dedicated to these managers. They will be able to access and manage their clients, as well as the account managers (and their clients) under their responsibility.

Each account manager has statistics in relation to his clients. These statistics relate to customer data, carts and orders.

Accurate management of the after sales service, thanks to a dashboard displaying the different contacts of your shop, specifying for each, the number of messages according to their status.

Features

This very simple module to use, you can:
  • To link customers to account managers (based on existing employees: 1 account manager = 1 employee).
  • To link customers to sales manager  (based on existing employees: 1 sales manager = 1 employee).
  • To set goals for each sales account manager and sales managers.
  • Monitor monthly targets with a view directly into the module orders views (total goals shop to achieve, total goals to be achieved by sales manager, total goals to be achieved by account manager, calculation of the turnover achieved according to the filtering criteria of the view)
  • For statistics on customers, carts and orders
  • The email sent to the account manager concerned for each new order.
  • Allow the attachment "customer / client relationship" automatic back office, where an account manager to create a new account.
  • Allow the attachment "customer / client relationship" front office different way. For a list of account managers during account creation, for a coupon code when ordering (cart code rule previously communicated to customers by account manager)
  • Name Display Account Manager under "My Account" from the customer area.
  • Possibility for customers to change their account manager from the "My account" section at the front office
  • Switching the filter for each of the filtered views of the module.
  • The display of the back office is completed with filtered views similar to views default Prestashop (Orders, Customers, Addresses, Carts, Customer service, Outstanding)

Support and updates

You automatically get 3 months of support for this product.

For 90 days after your purchase, you can enjoy technical and feature support, as well as access to updates available for this product.


Make sure this product runs well on your store for 12 months with Option Zen!

With Option Zen, you get access to ALL updates for the product for one year following purchase. Support from the product developer is available by email to answer all your technical and feature-related questions.


What is Option Zen?


Option Zen includes two services:

  • Unlimited after-sales support during the period covered by the option
  • Access to all updates for the product during the period

Option Zen is available at a discount when purchasing this product, but, if you miss out, you can also buy it via your customer account later. It is valid up to one year following the date of purchase of your product. The earlier you buy it, the longer you can enjoy it!


What does it include?


The following are included in Option Zen:

  • questions about using the module/theme;
  • solving technical problems related to the module/theme;
  • access to all module/theme updates.

The following services are not included in Option Zen:

  • customization and special development;
  • installing and updating the module/theme;
  • solving problems concerning third-party services, hosting, the server, or the PrestaShop software.

Recommendation

For a more complete demonstration you can use the following accounts (password is common: demodemo) :
  • respscom@demo.com
  • huit.com@demo.com

What your customers will like

Your customers have a single point of contact responsible for monitoring. You will gain in quality of service and improve customer relationships / dealer.
 

Installation

  • Download module
  • Click Install.
  • After installation, click on "configure".
  • Configure your module as needed (Think of the user guide)
  • Define your account managers, their goals if necessary.
  • Connect customers with account managers for the module can perform filtering views.

Frequently purchased together

Account manager
Online Quotation
EU VAT and client group
  • Community developer Developed by

    PrestaShop v1.6.0.4 - v1.7.1.2 Compatibility

  • PrestaShop Developed by

    PrestaShop v1.6.0.4 - v1.6.1.16 Compatibility

  • Community developer Developed by

    PrestaShop v1.4.0.1 - v1.7.1.2 Compatibility

$514.97 Add all three to cart

Items from the same developer - Show more details

What's New in Version 1.3.2(07/08/2017)

  • Fixed the bug when creating a back office order
  • Fixed bug in search of a client when adding an address

About the developer

Community developer

Question?
Need help?

This developer answers your questions in:
fr

$214.99

Benefits:

  • 3 months of free support (Learn more)
  • Developed by a Top Developer
  • Documentation included
  • Compatibility v1.6.0.4 - v1.7.1.2

  • Version 1.3.2 (07/08/2017)

  • Already translated into en fr

Questions? Contact the developer
This developer answers your questions in:

fr