Onboarding Sales Reps

Why Get Your Sales Reps Involved?

Sales Reps can help play an essential role in signing up retailers to then access and share your brand's marketing content. If reps are talking to their dealers about Promoboxx, we have seen increases in dealer engagement by 20-40%. Ensuring reps are enthusiastic, empowered to promote the program and educated on how to help a dealer navigate their dashboard is essential.

Sales reps can be the glue that connects a brand to their local retailers. They can serve as the friendly face of a brand, while also promoting key sales and marketing initiatives at the local level. Sales reps are an essential part of educating retailers about a brand’s products, informing them about what’s going on internally at the company, and helping them with marketing initiatives.

What does the Rep Reporting Account Do?

• Reps can preview active brand campaigns, scroll through a live activity feed of their retailers' marketing actions, message retailers directly from the platform, access reporting on their accounts.
• Reps can get a pulse check on their assigned retailers by analyzing how many retailers are (or are not) utilizing the platform and what campaign content they're choosing.
• Reps can see which of their retailers are invited to promote brand campaigns, update the contact information associated with each account, and view the specific marketing actions their retailers have taken on the platform.

Assigning Reps to Accounts

Do your field reps report to a territory manager? Do territory managers report to a district manager? We can create filters when setting up rep reporting accounts which allow district managers (for example) to view reporting on their territory managers accounts - limiting the reporting to specifically the accounts and reps they care most to see. It's our recommendation to share an organization chart. 

Reps can (and should) be included in the retailer list import process. For instructions on how to add reps to your retailer list for import, please refer to this article here. 

3 Ways to Get Sales Reps Involved

1. Communicate With Your Sales Reps.

Provide the right level of hands-on product and digital marketing training, education, and resources (that reps can then transfer on to retailers in-store!). By providing sales reps with access to marketing materials, they can analyze retailer engagement with brand campaigns and can look into their regions and retailers to help increase engagement. Reps should be emphasizing the current campaigns your brand has going on and highlighting these campaigns during their visits with retailers. Attend a sales meeting and walk through the marketing initiatives you have going on that they need to know about and communicate why they are essential, to the reps AND the retailers. Your retailers trust the sales reps they work with. If the rep can explain the importance of a new campaign or digital marketing tactic, and how that ties to a retailer’s business goals, the retailer adoption rate will be much higher than solely through brand email communication.

2. Engage Your Sales Reps.

Involve your reps and provide them with the tools and resources they need to succeed. Build and maintain a strong relationship with your sales reps that unifies your brand message and drives other sales and marketing initiatives out to local retailers through creating involved and educated reps. Start by listening to your reps and the insight they can provide about your retailers. Sales reps can be a great source of information based on their in-person interactions with the retailers. Encourage them to share information about what content retailers ask for, which campaigns retailers participated in that saw in-store sales and much more. You should be asking for their feedback.

3. Motivate Your Sales Reps.

Sales reps are ambitious people, so speak their language! Find out what will empower them to take action, optimize their retail strategies, and sell more product. Brands who have involved their reps through competitions see high levels of engagement. Set up a contest between reps for the highest engagement rate with digital marketing campaigns. Whichever rep gets the most retailers to engage with that brand’s content by a specific date, wins a gift card.