Account Representative Information roadmap (B2B Direct) (Enterprise)

The Account Representative role is the primary role responsible for creating contracts for accounts, changing orders for accounts, and monitoring account activity. Account Representatives are part of the sales organization, and as such may be involved in the creation of targeted sales promotions such as discounts and coupons.

Learning objectives

Learn how to manage contracts and accounts using the WebSphere Commerce Accelerator. You will learn how to:

• Manage accounts
• Manage contracts
• Manage account-related marketing activities

 

Prerequisite skills

You should understand store procedures and how to use a Web browser.

Getting Started

The Account Representative uses the WebSphere Commerce Accelerator to manage accounts and contracts. The following list groups key Account Representative tasks by menu option.

Marketing

• List, create, change, delete, and duplicate customer segments
  • View a summary of each segment
• Manage campaigns:
  • List, create, change, and delete campaigns
  • List, create, change, and delete campaign activities
  • View campaign activity statistics
• Manage e-Marketing Spots
  • Create, change, and delete e-Marketing Spots
  • Schedule Web activities on e-Marketing Spots
• Deliver promotions using e-mail
• Manage awareness ads
  • Create, change, delete awareness ads
  • View a summary of each awareness ad

Product management

View catalog entries, catalog entry types (such as products, SKUs, bundles and kits), and merchandising associations (such as up-sells or cross-sells)

Sales

• Manage business accounts:
  • List, find, create, change, and delete accounts
  • View a summary of each business account
  • View contracts, order, and invoices for each business account
• Manage contracts:
  • Create, duplicate, change, view, delete, cancel, and export contracts
  • Submit a contract for approval
  • Redeploy contracts
  • Suspend and resume contracts

Store

• Work with approval requests and submissions
  • List, find, approve, and reject approval requests
  • View a summary of each approval request
  • List and find approval submissions
  • View a summary of each approval submission
• Request and view business intelligence reports, such as account and contract management, marketing, and sales reports. Many of the business reports are generated by WebSphere Commerce Analyzer.
• Request and view operational reports, such as inventory management, order management, and fulfillment reports; or traffic and sales performance. These reports are generated in real time from your operational database.
• Participate in asynchronous collaborative business discussions in the form of workspaces using Lotus QuickPlace

Related concepts

• Information roadmap

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