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Sales Rep Enablement & Marketing Capabilities — B2B Channel Digitalization
Sales Enablement
Sales Rep Enablement & Marketing Capabilities
Comprehensively enhance sales rep efficiency and platform sales growth through approval configuration, performance monitoring, CRM suite, and marketing promotion engine
📱
Section Guide
Through this page, you will learn:
01
Sales Rep CRM Suite: Customer pool → Leads → Contacts → Material pool, mobile-enabled pre-sales follow-up
02
Order on Behalf + Discount Approval + Receivables Management, digital closed-loop for in-sales processes
03
Approval Configuration & Real-time Performance Monitoring, enabling managers to track team sales dynamics anytime
📱
Sales Rep CRM Suite
Improve sales rep efficiency across pre-sales, in-sales, and after-sales through mobile enablement and process tool integration
Pre-Sales Management
Customer Acquisition
My Customers
Sales Materials
Performance Management
Marketing Promotion
Lead Management
In-Sales Management
Order on Behalf
Discount Application
Order Approval
Inquiry & Quotation
Sales Collection
After-Sales Management
Follow-up Schedule
Customer Reconciliation
Invoicing & Collection
Order Inquiry
Order Payment Reminder
Order Modification
Mobile Empowerment
The CRM suite handles daily high-frequency sales rep operations on mobile, bringing customers, leads, schedules, orders, and collections to the front line, improving response speed and execution efficiency.
Mobile Management
Lead Follow-up
Schedule Planning
Customer Maintenance
On-site Ordering
Business Efficiency Improvements
01
Shortened Sales Action Chain
From customer contact to order processing, sales reps can complete high-frequency operations within one suite.
02
Enhanced Process Traceability
Process data such as leads, schedules, orders, and collections are fully recorded for easy tracking and review.
03
Improved Business Response Speed
Handle customer needs promptly on mobile, reducing wait times and cross-system switching costs.
04
Support Team Collaboration
The CRM suite provides managers and sales directors with more real-time process management tools.
📋
Approval Configuration & Real-time Performance Monitoring
Standardize approvals and transparentize sales performance based on brand sales organizational structure
Customer Account Approval
Self-service account opening for enterprise customers
Two-level system review
Review contract pricing, qualifications, funds, members, etc.
Order Review
Differentiated review for standard orders, custom orders, and gift orders
Review key elements: amount, quantity, products, delivery date
Financial Approval
Credit Review
Accounts Receivable Review
Voucher Review
Integration with OA / DingTalk / Internal Enterprise Systems
Sales Hierarchy Oversight
Supports organized oversight across different sales levels, enabling directors, supervisors, and frontline sales to collaboratively manage performance within the same business view.
Sales Director
Oversees team performance and commission rules
Sales Supervisor
Manages processes and breaks down targets
Frontline Sales
Consolidates personal orders, commissions, and performance
Commission & Performance Calculation Rules
01
Global Sales Commission Rate
Calculates commission based on total order amount, suitable for standard sales management.
02
Per-Product Commission Rate
Set commission rates for individual products, suitable for high-value or key promotion items.
03
Commission Attributed to Frontline Sales
Ensures clear and transparent personal incentives, facilitating process motivation and outcome evaluation.
04
Performance Attribution Statistics
Attribute performance to specific individuals based on attribution relationships, forming a complete sales total view.
🚀
Marketing Promotion Engine
Reorganize promotion methods into four main calculation dimensions to enhance marketing strategy flexibility and revenue efficiency
Marketing Promotions
The core of the marketing promotion engine is not simply listing promotion names, but flexibly embedding different promotion methods into B2B procurement scenarios: supporting both price incentives for bulk purchases and targeted pull for key products, key customers, and key regions.
🎁
Gift Promotions
Ideal for new product launches, bundled promotions, and add-on purchases. Customers receive free samples, accessories, or bundled items after meeting specified purchase thresholds, boosting order motivation and bundled sales efficiency.
💸
Spend & Save
Ideal for dealer replenishment and bulk procurement. Triggers discounts based on minimum spend or quantity thresholds, encouraging customers to increase order size and accelerate purchase conversion.
📈
Tiered Pricing
Ideal for bulk orders and channel volume pressure. Higher purchase quantities yield better unit prices, guiding customers to increase single-order volume through price gradients.
🏷️
Single-Product Special Price
Ideal for key SKU movement, inventory clearance, or traffic-driving campaigns. Offers special prices on specific products to quickly boost sales and channel attention.
🪜
Tiered Concessions
Ideal for growth incentives aimed at channel partners. Divides tiers based on order amount or purchase level, offering different concessions at each tier to encourage sustained volume growth.
🎯
Fixed Price
Ideal for standardized, tightly controlled procurement scenarios. Fixed transaction prices reduce customer confusion and enable fast quoting and unified price strategy execution.
🔁
Conditional Rebates
Ideal for annual partnerships, periodic volume drives, and channel incentives. Rebates are granted after meeting agreed purchase targets, customer scope, or contract conditions, balancing sales volume and process management.
Four Control Dimensions
Discount Feature Control
Controls basic discount logic such as promotion intensity and discount rules.
Activity Method Control
Manages activity types, time periods, and promotion method configuration and adjustment.
Transaction Feature Control
Flexible rule control over customer scope, transaction conditions, etc.
Rebate Feature Control
Manages rebate calculation methods, rebate distribution conditions, and rebate timing.
The four control dimensions define how marketing activities are calculated, triggered, and executed — the underlying engine that enables flexible configuration and stable execution of marketing promotion capabilities.
Rule Enumeration Capabilities
Rule enumeration is not an independent marketing result, but the condition control layer for marketing promotions. It defines under what thresholds, product ranges, customer targets, and rebate modes activities become effective.
Threshold Enumeration
Min. Quantity / Min. Amount
Product Scope
Specific Product / Category / Package
Regional Scope
Nationwide / Specific Region / Specific City
Customer Scope
Specific Customer / Contract Type / Price Group
Promotion Method
Gift / Discount / Tiered Price / Fixed Price
Rebate Mode
With Rebate / Without Rebate / Conditional Rebate
Conclusion
A Growth System From Sales Rep Enablement to Platform Marketing Engine
Approvals, performance tracking, CRM tools, and marketing activities are not isolated modules — together they form the business growth capability foundation: enabling sales reps on one end to improve execution efficiency, and empowering the platform on the other to enhance marketing conversion and revenue.
Approval
Process Integration
CRM
Mobile Efficiency
Marketing
Rule Engine
Index
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中文