Your Sales Staff

[Daniel]

I'm thinking about hiring a few sales staff who will be paid on a commission basis.

 

To start with, I don't really fancy giving them access to WHMCS for obvious reasons, I don't want them poking around my client data.

 

What would be the best way of making sure they earn their commission? Is giving them an affiliate link to start with fair?

 

I can't really think of other ways to handle this, and wondered how everyone else did this.

 

Thanks

[illuminati]

I'm thinking about hiring a few sales staff who will be paid on a commission basis.

 

To start with, I don't really fancy giving them access to WHMCS for obvious reasons, I don't want them poking around my client data.

 

What would be the best way of making sure they earn their commission? Is giving them an affiliate link to start with fair?

 

I can't really think of other ways to handle this, and wondered how everyone else did this.

 

Thanks

 

I can't think of any other way if you don't want to allow them to have access to so much information.

 

It would be good if specific menu options can be toggled on and off for Admin/Sales/Support staff.

 

Illuminati

[PPH]

I'm thinking about hiring a few sales staff who will be paid on a commission basis.

 

To start with, I don't really fancy giving them access to WHMCS for obvious reasons, I don't want them poking around my client data.

 

What would be the best way of making sure they earn their commission? Is giving them an affiliate link to start with fair?

 

I can't really think of other ways to handle this, and wondered how everyone else did this.

 

Thanks

There are plans for WHMCS to incorporate a more robust set of permissions within the admin area to limit what an admin may see or not. You can read more at http://dev.whmcs.com

[Methinks]

I have been giving this some thought also. I dont have enough clients starting out to warrant this but am sick of poor tech support from sites I have visited. As well as the attitude that some techys take when dealing with folks who dont even know much more than turning on and off the computer. I have decided when that time comes and I already have a couple people that I have given web space to who help me in return. But to hire folks I would think that a rate based on performance would be the best way to ensure courtesy in ever situation to your customers and potential customers.

example.... A customer comes to live support and at the finish the operator asks if I have satisfied you today please type yes. Without that yes at the bottom they dont get paid for that call. In a sales aspect it would make sure that after the warm up and the sale that the rep didnt just sell em and leave em.They would finish the call to a satisfactory end ensuring that your customer was not just your customer but felt that your company was there for them to the last minute.

 

just my own little opinion.

[Brett]

Having configurable permissions will be a great thing!

[chickendippers]

example.... A customer comes to live support and at the finish the operator asks if I have satisfied you today please type yes. Without that yes at the bottom they dont get paid for that call.

A bit harsh methinks, customers wouldn't know they had to stick around to answer this question, and some don't want to take part in satisfaction surveys even if it's just a simple case of typing yes.

 

If you are going to monitor chat logs, you may as well just read them through yourself and judge whether the staff member was polite etc.

[HostOrca]

A bit harsh methinks, customers wouldn't know they had to stick around to answer this question, and some don't want to take part in satisfaction surveys even if it's just a simple case of typing yes.

 

If you are going to monitor chat logs, you may as well just read them through yourself and judge whether the staff member was polite etc.

 

I agree. The sales rep could have been perfectly polite and helpful, but because the visitor did not type yes he does not get paid, a bit unfair, and you could find yourself losing good sales reps because of it. Your better off reveiwing the logs and deciding for yourself.

[railto]

thats defo the way to go by monitoring the chat logs, I have expereinced times when the agent was so helpfull that i was really impressed, but the customer wasnt happy with the chat because it was a policy within our company not to offer what the user wanted (IRC bots on our standard shared hosting)

[stabilityfocus]

Daniel, have you found a smart way of doing this?

Or anyone else?

 

I have tried configuring Admin Roles but haven't quite found the right combination in order for a "Sales Person" to be able to add and manage his own clients, give him commission for those sales, and answer tickets related to those customers.

This would be great to see and if someone figured it out i would like to know.

 

Thanks,

Jacob

[Daniel]

This post was made before the configurable roles option was available.

 

Since making this post we've simply created a sales role with access to client details and all areas that they need, minus the financial areas.

 

To make it easier, we pay them an hourly rate rather than commission. We couldn't really think of any other fair way of handling this.

[stabilityfocus]

Thanks for the quick reply sir...

so each rep is able to see the full list of customers is that it?

 

and would it be to much to ask which checkbox's you have checked in your role?

 

thanks again,

Jacob

[chrisnpg]

It would really be great to be able to set a sales rep so they can add new clients and services for them. But not able to see any other clients but the ones they have setup.

 

A sales rep doing new sales and to be able to create an account for that new sale. To also manage that client without being able to see any other accounts. In other words putting a tag on a client so that each sales rep can pull up only their sales.

In the affiliates part of WHMCS you can assign a affiliate to an account so they get credit for it. There must be a way to do this for different sales rep's.

 

Any ideas on how to do this??

[redrat]

@chrisnpg: I completely agree.

[RapidCityHosting]

The way we've done it in the past was quite simple.

 

I made a program (windows based), that when everytime a sales rep helped a customer, he would enter their name & email.

 

At the end of the week, i'd see if any of the people signed up. If yes, commission.

[Gears]

I do understand the issue but if you are in need of hiring sales staff then perhaps you should pay by the hour (plus commission) rather then just commission. This way you will probably get employees that are more professional/ethical. If you were to look in places (such as posting in the WHT employee forums) then you would probably come across people who are worthy of being hired. That combined with some permission-based pages will do you well I believe.

[Lawrence]

Agreed, however more granular permissions would be nice too, so a sales rep, for example, could only add new clients or view clients assigned to them.

[romes]

This is a good idea.

[Hosting&COLO]

Sounds to me like there needs to be something like a Reseller Role, similar to what currently exists in most of the Hosting Control Panels.

 

Resellers would be created as any other Customer, with a Reseller checkbox option added to define this Customer as a Reseller.

 

A simple dropdown box option with names of the existing Resellers could be added to the customer profile that would allow the Main Admin to select the specific reseller the customer will appear.

 

This would give the "Reseller" full access to WHMCS, but only to his/her customer base.

 

To take this one step further, if we had the ability to "Brand" a reseller, it would also create the opportunity for us to offer a all-in-one, ready-to-go hosting business.

[easyhosting]

when i use live chats I never complete the satisfaction surveys, as usually this is the last thing you are thinking of doing, if you have system problems

[RapidCityHosting]

Sales staff could always be given an affiliate url

[vT16]

I'm thinking about hiring a few sales staff who will be paid on a commission basis.

 

To start with, I don't really fancy giving them access to WHMCS for obvious reasons, I don't want them poking around my client data.

 

What would be the best way of making sure they earn their commission? Is giving them an affiliate link to start with fair?

 

I can't really think of other ways to handle this, and wondered how everyone else did this.

 

Thanks

 

When you pay them commision, then it's not hired sales representive. But an affiliate, wich is what the affiliate system is there for.

 

In my opinion a sales representive should have access to process an order, as of many clients like to be live with the representive during the order process to get information regarding the information you require and to get help making sure that everything is done correctly and to ensure that the account is setup as quickly as possible.

 

It would be a little dumb if the client asks the sales representive about something regarding his account, and the sales representives only possible answer is "I am sorry, but i don't have access to such information"

[fullflavournz]

We are upscaling into a situation where we will have regional sales reps... Obviously we want them to login to WHCMS to view their customers info, process orders....but don't want the reps to

 

a) see the complete financials of the company

b) view other reps accounts

[Lawrence]

We are upscaling into a situation where we will have regional sales reps... Obviously we want them to login to WHCMS to view their customers info, process orders....but don't want the reps to

 

a) see the complete financials of the company

b) view other reps accounts

 

Nothing yet.