Sales Team - Tracking Sales reps performance

Track Sales rep performance, an account manager case (e.g. an account manager will have several customers assigned to him, and all orders they make will attribute to his sales)

  1. Tag the customer with the sales rep name (in Shopify Admin panel)
  2. Customers & orders are synced real-time to Revamp
  3. Use My Dashboard to track sales rep performance for a specified period.
  4. It is assumed that you receive orders either via
    1. Shopify Store
    2. Calls/emails then enter them manually via Shopify Admin

Track Sales rep performance, order by order case (where each order could be handled by a different sales person)

  1. Tag the order with the sales rep name (in Shopify Admin panel)
  2. Customers & orders are synced real-time to Revamp
  3. Use My Dashboard to track sales rep performance for a specified period.
  4. It is assumed that you receive orders either via
    1. Shopify Store
    2. Calls/emails then enter them manually via Shopify Admin

Additional ways to follow-up

1) Follow-up with a customer using last order date

  1. Go to Customer Dashboard, check the Last Order block
  2. If your customers are used to order on monthly basis, then click on the Customers count next to the 31-60 days to get all of the customer who were due for re-ordering.

2) Follow-up with a customer using last contacted date

  1. Go to Customer Dashboard, check the Last Contacted block
  2. If you’re used to follow-up with customers on monthly basis, then click on the Customers count next to the 31-60 days to get all of the customer who were due for follow-up.
  3. Note: Last contacted on, is updated if a sales rep emails the customer from within the CRM, or marked a meeting/call/lunch task as done.

3) Follow-up with a customer using their RFM classification (e.g. loyal, at risk)

  1. Go to Customer Dashboard, check the RFM Report block
  2. You would probably want to follow-up with your ‘slipping’ & ‘at risk’ customers, as well as reward your loyal customers..

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