Add Sales Agents to WooCommerce - How to Set Up Agents & Reps with SalesKing

August 25, 2021

Are you a business owner or developer looking to set up an e-commerce platform with full support for sales agents? Are you working on a B2B or wholesale setup? Read on.

Why add sales agents or reps?

In most retail-oriented stores, there's no need for sales representatives, as users shop and place orders for themselves, and those orders are often on the lower-value side. However, when it comes to high-value orders, and particularly B2B or wholesale businesses, reps have an important role to play.

In these setups, agents handle everything from keeping in touch with customers to advising them, presenting products, and taking orders. They are the link between the shop and the customer, and a strong relationship between agents and customers is essential. A good sales agent can make or break a business.

The challenge

Most e-commerce platforms and setups are built for retail, with little support for B2B features, high-value transactions, agents, or affiliate setups.

This is why we built SalesKing: The Ultimate Sales Team, Agents and Reps Plugin for WooCommerce.

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SalesKing aims to solve the sales challenges of B2B shops by adding a large number of sales features, a powerful agent dashboard, and a high degree of configuration flexibility, with support for commissions, earnings, payouts, coupons, affiliate links, messaging, customer and order management, and much more!

Is WooCommerce the right platform?

If you're still considering which platform is right for your store, here's a breakdown of the most important factors to consider.

The most popular platforms today for small to medium-sized stores are Shopify and WooCommerce. Shopify's approach is very streamlined and aims to take care of everything for the store, making it great for retail and business owners who want to focus on sales without worrying about the technical side of the store or its configuration.

On the other hand, WooCommerce is a powerhouse when it comes to flexibility. For B2B and wholesale setups in particular, flexibility is key, and every configuration and every business is different. This is why we believe WooCommerce is the best possible choice for complex operations such as B2B or sales agent management.

To give just one example, SalesKing has a feature that allows agents to manage orders in the backend (if enabled), taking on the role of the shop manager but strictly limited to orders assigned to them, without access to anything else. Such a setup is only possible in WooCommerce because of its open-source, flexible nature, whereas in Shopify, an agent could not get access to the backend.

SalesKing: Features in Detail

SalesKing aims to be the complete solution for managing a sales team, agents, or reps within a WooCommerce store. The plugin takes care of everything, from automatically setting up a powerful agent dashboard for each agent to managing commissions, payouts, orders, affiliate links, messages, and more.

The plugin is sold with a lifetime license, exclusively on CodeCanyon. Buy once, enjoy it forever, with full access to all future updates.

Incredible Value and Dozens of Features

There's a lot that SalesKing can do, but here are just the highlights:

Powerful agent dashboard where each agent can manage their own customers, orders, earnings, affiliate links, etc.
Agents can shop on behalf of customers, with customers only receiving notifications for payment.
Agents earn commissions based on powerful, versatile commission rules.
Announcements system that admins can use to publish notifications for all reps.
Messaging system that both reps and the shop can use to communicate.
Each agent can create and manage their own coupons.
Agents can view their earnings as well as detailed charts and reports.
Agents can negotiate pricing, edit pricing in the cart, and increase prices to pocket bonuses.
Payouts system with payout methods, configuration, and notification emails.
Agent Teams allow each agent to recruit subagents and earn commissions on their sales.
Shopping carts can be saved and easily shared by reps through a link.
Each agent can be part of an agent group, and they can also be promoted when they reach specific sales or commission targets.
Each customer can choose an agent at registration or be automatically assigned one.
Powerful integrations that make it work seamlessly with B2BKing, the ultimate B2B & wholesale plugin for WooCommerce.

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Integrating agents into an existing site

SalesKing can be added to any WooCommerce site, new or existing. Once the plugin is active, you can create agents and groups, as well as assign new or existing customers to agents. The plugin integrates with any site and does not require any preconditions.

Integrating sales reps into a B2B, B2C, or wholesale site

The plugin works great with both B2B and B2C setups, but it can be particularly useful in a B2B or wholesale configuration. For a B2B site, we recommend using it together with our powerful B2BKing plugin.

B2BKing enables powerful B2B platforms by adding a large number of features such as business registration, wholesale prices, product visibility, hidden prices, offers, bulk order forms, and more.

SalesKing works great with B2BKing out of the box, and together they can achieve more than either plugin can alone.

Customers can be organized into groups, and then each group can be assigned to a sales agent.
Commission plans can be applied based on groups, with different commissions for each group.
You can set up agent registration with options for custom fields, as well as automatic or manual user approval.
During B2B customer approval, you can assign a representative to the customer.