Field Sales Teams Use Case

How field sales representatives use the Staff extension to manage their territory and customers on the go.

Scenario

Company: Industrial Equipment Distributor
Sales Team: 15 field sales representatives
Territory: Regional coverage (North, South, East, West)
Customers: 500+ B2B customers
Average Order: $5,000

Challenge

Field sales reps need to:

Access customer information on-site
Place orders during customer visits
Apply custom pricing and discounts
Create new customer accounts
Track commission earnings
Manage their territory efficiently

Solution

Staff Setup

Staff Groups:

Territory North (4 reps)
Territory South (4 reps)
Territory East (4 reps)
Territory West (3 reps)

Staff Configuration:

Can Edit Item Price: Yes
Can Create Customer: Yes
Commission: 7.5%
Access All Customers: No (territory-specific)

Mobile Access

Equipment:

Tablet or smartphone
Mobile data connection
Magento responsive frontend

Staff Login: https://yourstore.com/staff/account/login

Typical Workflow

Morning: Plan Route

Login to staff dashboard
View customer list for territory
Filter by city/region
Plan visit sequence
Check customer notes

On-Site Visit

Step 1: Customer Meeting

Discuss needs
Review products
Negotiate pricing

Step 2: Start Customer Context

Staff dashboard >Customers
Find customer
Use the customer login action (tooltip: "Login to this account")

Step 3: Build Order

Browse catalog
Add products to cart
Edit prices (apply negotiated discount)
Review cart

Step 4: Complete Order

Proceed to checkout
Verify shipping address
Select payment method
Place order

Step 5: Confirmation

Order confirmation displayed
Commission calculated automatically
Customer receives email
Click "Logout from current customer" to return to staff context

New Customer Acquisition

Step 1: Collect Information

Business card
Company details
Contact information
VAT number

Step 2: Create Account

Staff dashboard >Create Customer
Enter customer details
Select customer group (Wholesale)
Add billing address
Send email invitation

Step 3: First Order

Login as new customer
Place introductory order
Apply welcome discount
Complete checkout

End of Day

Review orders placed
Check commission earned
Add customer notes
Schedule follow-ups
Plan next day's route

Benefits

For Sales Reps

Efficiency:

No need to call office
Instant order placement
Real-time inventory check
Immediate confirmation

Flexibility:

Custom pricing on-site
Quick customer creation
Mobile access anywhere
Mobile web access (online)

Earnings:

Real-time commission tracking
Transparent calculations
Performance visibility
Goal tracking

For Management

Visibility:

Real-time sales data
Territory performance
Rep productivity
Customer coverage

Control:

Price editing limits
Approval workflows
Commission management
Territory assignments

Analytics:

Sales by territory
Rep performance
Customer acquisition
Average order value

For Customers

Service:

Personalized attention
On-site support
Quick order processing
Dedicated rep

Convenience:

No phone orders needed
Immediate confirmation
Custom pricing
Flexible terms

Key Features Used

Customer Impersonation: Place orders on behalf of customers
Price Editing: Apply negotiated discounts
Customer Creation: Onboard new customers on-site
Commission Tracking: Monitor earnings in real-time
Mobile Access: Work from anywhere
Territory Management: Staff groups by region

Best Practices

Preparation

Before Visit:

Review customer history
Check previous orders
Note special requirements
Prepare product samples
Charge mobile device

During Visit

Professional:

Dress appropriately
Arrive on time
Listen to customer needs
Demonstrate products
Provide solutions

Technical:

Test internet connection
Have backup (mobile hotspot)
Know product catalog
Understand pricing rules
Practice order process

Follow-Up

After Visit:

Add customer notes
Schedule next visit
Send thank you email
Track order delivery
Request feedback

Tools & Add-Ons

Recommended:

Staff API: Mobile app integration
Customer History: Track all interactions
Customer Visit: Visit planning and customer visit workflows
Core Reports: Territory performance analytics