Applications

SalesSwitch Sub-Accounts

Transform your B2B BigCommerce by enabling sales representatives to seamlessly manage multiple customer accounts, switch between them instantly, and place orders on their behalf.

 

Our app leverages the BigCommerce customer attributes system to make it easy to link sub-accounts to a manager account. These managers can use a convenient sidebar to access, manage, and place orders for many different customer accounts, without the hassle of multiple logins or complex workflows. This streamlined approach saves valuable time, reduces order errors, and improves customer service.

With fully customisable settings, mobile-friendly design, and instant setup, your sales teams can begin using the functionality immediately after installation!


Supported Platforms

BigCommerce

Benefits

Switch up your sales
  • Have sales reps place orders directly for your customers, quickly and easily
  • Easily define which sales reps manage which customer accounts
  • Tailor the system to your specific workflow through simple settings adjustments

Features

Effortless Account Management

Sales teams can instantly switch between customer accounts without logging out.

Order on Behalf

Sales representatives can log in and place orders for customers, improving service and reducing purchase delays.

Easy Setup

Configure with existing customer attributes like ‘Manager Code’ to establish relationships between sales managers and their customer accounts.

We also do custom workflows for ERP / Accounting system integrations
Contact Us

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