Keeping track of your team should be as easy as managing orders with OrderCircle. As the best account management software, it makes setting up staff accounts simple, assigning sales representatives to customers seamless, and tracking commissions effortless.
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Oversee your team’s performance and enable them to assist your customers easily, without jumbling up on key information.
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Customers often need assistance, even when shopping online. For customers who don’t want to or cannot place an order on your eCommerce website, OrderCircle allows your staff to place orders for them. You can give your customers the choice to receive notifications and invoices for complete transparency.
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As the main admin, you can grant each sales representative specific permissions—such as adding new customers, orders, and items—using OrderCircle’s account management software. Customize the platform to enable salespeople to communicate with their assigned customers and stay focused on their responsibilities.
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Having separate accounts for each employee is always a good idea when clients access your wholesale site.You will be able to implement staff account restrictions this way and grant others access to your admin area without giving them access to private data. Separate staff accounts on OrderCircle will make it easier for you to keep track of any recent events and changes that occur in your store.
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Each member of the team has a particular role to play. Others should not shadow their hard work and efforts. It is ideal to create unique logins for each staff member so that the details pertaining to their customers, brands, and commissions stay limited to them. While we don’t charge an extra fee for creating unique logins, you will require a Gold Package or higher to access uncountable staff accounts.
OrderCircle Integrates with leading apps to help you focus on what matters most for your business. Grow, scale and manage your B2B processes with automation and best integrations.
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With separate accounts for your sales team members, you can keep tabs on how each member is performing their assigned tasks. You can look at the progress they have made with customers, the kind of products they have forwarded and much more.
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Managing customers in a sales team is no less than an agency of its own. To keep roles clear and to avoid confusion, it is best to allot specific sales reps to customers. It also helps build a better customer relationship and build trust in your products.
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Want to know who your star performers are? It’s easy. Staff accounts help you determine the best performers because all the details of sales get restricted to each account. You can use this information to give credit where it is due and create a stronger team spirit.
Commissions can be made transparent and simple by taking a look at the staff accounts. You can track the products, customers, sales. While you get a full picture of the salesperson’s performance, you can allocate commissions automatically, and give them their due share.
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Track shipments in real time and keep customers updated on delivery status.
Learn More →Offer your wholesale customers a self-service B2B buying experience.
Learn More →Set custom pricing, credit limits, and payment terms for wholesale buyers.
Learn More →Sell globally with support for multiple currencies and automatic conversions.
Learn More →Gain actionable insights with detailed sales, inventory, and performance reports.
Learn More →Let businesses apply for wholesale access directly from your store.
Learn More →Handle complex inventory operations with enterprise-level control and scalability.
Learn More →Manage, process, and track all your orders from a single centralized dashboard.
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OrderCircle customers sharing their love. Our proprietary software has helped hundreds of brands increase operational efficiency
My wholesale customers used to have to call or email with orders, and I would send them back an invoice I made in Excel. Now I just watch the orders roll in and take action on any that need special attention. OrderCircle saves me a ton of time.
Bill D'Alessandro
NurtureMyBody
I order from Bill's company twice a month, and I used to have to call each time. Now I place orders myself online, and OrderCircle remembers my usual order, shipping address, and payment terms. Then I get a tracking number automatically.
Joe
Essence Salon and Spa
We setout to develop our own wholesale ordering portal, but decided to first look at third party vendors. OrderCircle was proven to be the best value (features to price ratio) with responsive support, helpful onboarding, and nice out-of-the-box functionality.
Ricky H.
Food Production
My wholesale customers used to have to call or email with orders, and I would send them back an invoice I made in Excel. Now I just watch the orders roll in and take action on any that need special attention. OrderCircle saves me a ton of time.
Bill D'Alessandro
NurtureMyBody
I order from Bill's company twice a month, and I used to have to call each time. Now I place orders myself online, and OrderCircle remembers my usual order, shipping address, and payment terms. Then I get a tracking number automatically. It's awesome.
Joe
Essence Salon and Spa
We setout to develop our own wholesale ordering portal, but decided to first look at third party vendors. OrderCircle was proven to be the best value (features to price ratio) with responsive support, helpful onboarding, and nice out-of-the-box functionality.
Ricky H.
Food Production
Offer your wholesale customers a self-service B2B buying experience.
Learn More →Create role-based staff accounts to manage operations securely and efficiently.
Learn More →Set custom pricing, credit limits, and payment terms for wholesale buyers.
Learn More →Let businesses apply for wholesale access directly from your store.
Learn More →Handle complex inventory operations with enterprise-level control and scalability.
Learn More →OrderCircle integrates with all the apps and tools you use every day. You will never miss a tool you love. Seamless integrations for eCommerce platforms, shipping, payments, accounting, invoicing, and many more.
No Credit Card Required. 30-Day Money Back Guarantee
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