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 profiles
- View a summary of each profile
- Manage campaigns:
- List, create, change, and delete campaigns
- List, create, change, and delete campaign initiatives
- View campaign initiative statistics
- Manage e-Marketing Spots
- Create, change, and delete e-Marketing Spots
- Schedule campaign initiatives 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
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