<ul class="wccom-tick-list-primary">
<li>Streamlined Sales Management: Everything you need to manage B2B sales agents and track sales is in one place, boosting efficiency.</li>
<li>Performance Insights: Gain complete visibility with dashboards for tracking commissions, sales, and agent productivity.</li>
<li>Flexible Commission Structures: Easily set global, category, or per-product commissions to suit your strategy.</li>
<li>Enhanced Communication: Keep communication between commission agents and admins for a cohesive team experience.</li>
</ul>
<hr />
Sales Agent for WooCommerce is the ultimate WooCommerce extension for managing and empowering your sales team in one seamless platform! This all-in-one system is designed to streamline sales agent management, track customers, automatically calculate commissions for sales agents, and boost revenue effortlessly. Perfect for WooCommerce store owners looking to supercharge their sales operations, this B2B sales commission plugin brings everything your team needs in one powerful tool!
<h2>Features</h2>
<h3>Sales Agent WooCommerce Dashboards</h3>
<img class="size-full wp-image-18734004430173 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/sales_agent_dashboards.webp" alt="Sales Agent Dashboards Feature" width="980" height="602" />
Empower each agent with a dedicated dashboard! Here, agents can add new customers, check notifications, view commission stats, and place orders on behalf of customers. The dashboard also provides access to performance insights and order tracking.
<h3>Global Commission Structure</h3>
<img class="size-full wp-image-18734004430181 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/global_commission_structure.webp" alt="Global Commission Structure Feature" width="980" height="602" />
Effortlessly set up a global commission structure that works across agents, allowing admins to create, assign, and edit commission percentages to ensure fair payouts.
<h3>Generate Affiliate Links</h3>
<img class="size-full wp-image-18734004430186 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/generate_affiliate_links.webp" alt="Generate Affiliate Links Feature" width="980" height="602" />
Boost visibility and sales with affiliate links tailored for agents. Each agent can generate unique links for:
<ul>
<li>User Registration: Encourage new customers to join with custom registration links.</li>
<li>Shop Link: Let agents share shop links and earn commissions on orders made through them.</li>
<li>Product Link Generator: Generate links for specific products, where agents receive a commission if a sale is completed using their referral link.</li>
</ul>
<h3>Instant Messaging for Admins, Agents, and Customers</h3>
<img class="size-full wp-image-18734004430325 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/instant_messaging_for_admins_agents.webp" alt="Instant Messaging for Admins and Agents Feature" width="980" height="602" />
Facilitate real-time communication with the Instant Messaging feature. Both admins and agents can stay updated with quick, convenient conversations directly through the platform.
<img class="alignnone size-full wp-image-18734004898137" src="https://woocommerce.com/wp-content/uploads/2021/05/intercommunication_between_agent_customer.webp" alt="Instant Messaging Between Agent & Customer" width="980" height="602" />
Enhance collaboration with built-in messaging! Agents and customers can now communicate directly through the message tab, improving support and sales efficiency.
<h3>Agent Levels</h3>
<img class="aligncenter size-full wp-image-18734005721593" src="https://woocommerce.com/wp-content/uploads/2021/05/agent_levels.webp" alt="Sales Agent Levels" width="980" height="602" />
Easily set up multiple agent levels with custom commission rates for products or categories. Reward performance with dynamic commission structures, and boost motivation through automatic level upgrades when agents hit their sales targets.
<h3>Commission Payout Options</h3>
<img class="size-full wp-image-18734004430331 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/commission_payout_options.webp" alt="Commission Payout Options Feature" width="980" height="602" />
Choose flexible commission payout options like PayPal or Bank Transfer, ensuring agents receive timely, secure payments for their efforts.
<h3>Customer-Based Commission</h3>
<img class="aligncenter size-full wp-image-18734005721600" src="https://woocommerce.com/wp-content/uploads/2021/05/customer_based_commission.webp" alt="Customer Based Commissions " width="980" height="602" />
Assign unique commission rates to sales agents for individual customers, giving you full flexibility to incentivize VIP clients and manage key relationships strategically.
<h3>Announcements to Sales Agents</h3>
<img class="size-full wp-image-18734004430334 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/announcements_to_sales_agents.webp" alt="Announcements to Sales Agents Feature" width="980" height="602" />
Admins can keep agents informed through announcement messages. Set messages to display on the announcements page, with options to filter by date, bulk actions, and a search bar for easy navigation.
<h3>Assign Agents to Commission Categories</h3>
<img class="size-full wp-image-18734004430342 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/assign_agents_to_commission_categories.webp" alt="Assign Agents to Commission Categories Feature" width="980" height="602" />
Customize commission rates by assigning agents to different commission categories. Each category can have unique commission percentages based on performance, product type, or strategy.
<h3>Set Commission for Sales Agents on Specific Products</h3>
<img class="size-full wp-image-18734004430349 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/set_commission_for_specific_products.webp" alt="Set Commission for Specific Products Feature" width="980" height="602" />
Admins have the power to set fixed or percentage-based commission rates for specific products, providing targeted incentives and control over high-demand items.
<h3>Comprehensive Performance Dashboard for Admins</h3>
<img class="size-full wp-image-18734004430355 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/comprehensive_performance_dashboard_for_admins.webp" alt="Comprehensive Performance Dashboard for Admins Feature" width="980" height="602" />
Track the full scope of agent activity with a monthly performance summary for created customers, sales orders, paid commissions, and more. Admins can manage agent profiles, adjust commission statuses, and stay in full control of sales operations.
<h3>Bulk Assign Customers to Sales Agent</h3>
Streamline your customer management with bulk assignment! Admins can now assign up to 100 customers to a sales agent at once, directly from the agent’s Edit Profile screen. No more visiting individual customer profiles one by one — simply select the customers you need, hit Update, and the assignments are saved instantly to the agent’s Customer Table.
<h3>Bulk Actions on Customers</h3>
Take control of customer management at scale with powerful bulk actions! From the customer table within any agent profile, admins can select multiple customers and choose from available bulk actions:
<ul>
<li style="font-weight: 400">Bulk Unassign: Remove selected customers from the agent in a single click, keeping your assignments clean and up to date.</li>
<li style="font-weight: 400">Assign Bulk Commission: Open a handy pop-up to set a commission percentage for multiple customers at once, saving time and ensuring consistency across your sales team.</li>
</ul>
<h2>How to Get Started</h2>
<ol>
<li>Buy Sales Agent for WooCommerce.</li>
<li>Download and install the extension.</li>
<li>You can find the installation guide <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/#section-2">here</a>.</li>
</ol>
Read the <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/">technical documentation</a> to set up Sales Agent for WooCommerce and build a successful B2B sales commission system.
<h3>Let’s turn your sales team into a revenue-boosting powerhouse!</h3>
This sales agent tool is the complete solution to simplify sales agent management, optimize sales commissions, and drive growth for your business.

Sales Agent

Manage sales agents, automatically calculate sales commissions and keep track of customers and data.

<ul class="wccom-tick-list-primary">
<li>Easily sync your WooCommerce data, like customer details and orders, to Bigin with simple one-click or bulk options, saving you time and effort.</li>
<li>Use flexible features like instant sync, background sync, and conditional filters to control what data syncs and when, making your workflow smoother.</li>
<li>Keep track of everything with detailed logging so you can quickly spot and fix any syncing issues.</li>
<li>Create custom feeds and map data based on events like order updates, so your Bigin CRM always has the latest information.</li>
</ul>
<h2>Features</h2>
<h3>Connecting WooCommerce and Bigin</h3>
Setting up the integration with Bigin is simple. First, select your Zoho domain based on your country. Then, click on “Login” and authorize the connection. 
You’ll be prompted to give permission; accept it and move to the next step. 
Here, you can create default contact feeds, and you’re all set! Now you’ll be redirected to the dashboard, and you can start syncing your data to Bigin.
By default, you get Contact, Products, Pipeline, and Accounts (Company) feeds that sync the data of these objects. Along with the predefined contact feeds, you can also create custom feeds to easily sync data for additional objects.
<h3>Synchronize</h3>
You can sync your existing (historical) data using this extensiopn:
<ol>
<li>One-click sync</li>
</ol>
Using the one-click sync option, you can sync newly added data or data that didn’t sync in the last process. Click on the option, select your Woo object type from the drop-down, select your feed, and start the process to sync.
<ol start="2">
<li>Bulk Data Sync</li>
</ol>
With Integration with Bigin for WooCommerce, you can send all the data of a WooCommerce Object in bulk; just select the object and related feed and start sending your existing data over Bigin.
<ol start="3">
<li>Instant sync</li>
</ol>
The extension comes with an instant sync feature that you can enable to sync your WooCommerce data instantly. This functionality depends on the event you have selected in your feed settings.
<ol start="4">
<li>Background Sync</li>
</ol>
Background sync is another great feature, which you can use to sync your existing data in the background over Bigin every 5 minutes. You can utilize this feature when you don’t want to initially sync the data during the extension setup.
<h3>Mapping</h3>
<ol>
<li>Synchronization Based on Events</li>
</ol>
You can sync newly added data based on specific, defined events like when an order is created and updated, the order status is changed to failed, refunded, or drafted, the product is created and updated, and many more. You can use these events to trigger the synchronization.
<ol start="2">
<li>Sync Contact Details</li>
</ol>
Sync customer information — like First Name, Last Name, Email, Phone, Mobile, Mailing City, and Street, etc. — to Bigin, keeping all your customer details in one place. 
<ol start="3">
<li>Sync Product Details</li>
</ol>
Zoho Bigin Integration plugin allows you to easily sync Product Details like Name, Code, Unit Price, Description, Product Category and More!! 
<ol start="4">
<li>Sync Account (Company) Details</li>
</ol>
Zoho Bigin has integrated accounts (company), also known as the company module, which you can utilize to sync company details such as owner, name, image, and more. This helps you in storing a specific type of data in a specific place.
<ol start="5">
<li>Sync Shipping Details</li>
</ol>
Easily sync all shipping details with Zoho Bigin through bulk or instant sync. You can choose to sync shipping as a line item within the order or as a separate shipping product. Along with this, the extension lets you sync the shipping total or the shipping total including tax, ensuring complete accuracy in order records.
<ol start="6">
<li>Pipeline Synchronization</li>
</ol>
Pipeline synchronization helps keep your order data updated by syncing important details such as order fields, values, order status, quantity, product list, price, discounts, and more.
Note: Make sure to include the Sub Pipeline standard field in the sub pipeline feed. If this field is missing or left blank, you might run into errors during the synchronization process.
<ol start="7">
<li> Map Woo Order Statuses in Pipeline </li>
</ol>
You can map WooCommerce order statuses to specific pipeline stages in Bigin. For example, pending payment orders can be assigned to a “Needs Analysis” stage, completed orders can move to “Closed Won,” and canceled orders can be synced to “Closed Lost.” 
<ol start="8">
<li>Sync Based on Conditional Filters</li>
</ol>
This extension features conditional filters, which you can use to control which data gets synced to Bigin by setting specific rules. Just pick the fields, choose the type of condition, and add the values to create your rule. You can also use multiple AND or OR filters to make your conditions more detailed.
<ol start="9">
<li>Sync Product Image</li>
</ol>
You can also sync product images from your WooCommerce store to Zoho Bigin. This makes sure your products look the same in both places. Having the images in Zoho Bigin, your team can quickly recognize products, manage them easily, and give customers a clear view of what you’re offering.
<ol start="10">
<li>Multi-Currency Synchronization</li>
</ol>
This extension supports multiple currencies, making it easy to manage international sales. When syncing data, both the store’s base currency and the customer’s shopping currency are shown in Zoho Bigin. The admin can set the preferred currency and define the conversion rate directly from their Bigin dashboard. 
<ol start="11">
<li>Sync Refund Details</li>
</ol>
Sync refund details such as the refund amount, reason, refund notes and date. This keeps all refund information updated in Zoho Bigin, helping you track order history and manage customer refunds with ease.
<ol start="12">
<li>Sync Tax Details</li>
</ol>
Now you can easily sync tax rates between your WooCommerce store and Zoho Bigin. Create tax rates in WooCommerce for standard, reduced, or zero rates, and map them directly to Zoho Bigin. 
<h3>Comprehensive Logging</h3>
The log tab gives you a detailed view of all your WooCommerce data that was successfully synced to Bigin or failed to sync.
<ol>
<li>Enable/Disable Loggin </li>
</ol>
Activate or deactivate sync logging whenever you want. You can also choose how many days to keep the logs, and they’ll be automatically deleted after that time.
<ol start="2">
<li>Sync Log Section</li>
</ol>
This extension includes a Sync Log section that shows details like Feed, WooCommerce Object, Woo Object ID, Bigin Object, and more. This information helps you spot and fix any errors that happen during syncing
<h2>Benefits</h2>
<ol>
<li>Save Time with Easy Syncing</li>
</ol>
Sync your WooCommerce data to Bigin in a single click or in bulk, without any complicated steps. This lets you focus on your business instead of manual data entry.
<ol start="2">
<li>Stay Organized with Automatic Updates</li>
</ol>
This extension has features like instant sync and background sync to keep your Bigin CRM updated with the latest customer and order details. You’ll always have accurate information at your fingertips.
<ol start="3">
<li>Reduce Errors with Smart Filters</li>
</ol>
The extension incudes conditional filters that let you set rules so that only the right data syncs to Bigin. This cuts down on mistakes and keeps your CRM clean and reliable.
<ol start="4">
<li>Fix Issues Quickly with Detailed Logs</li>
</ol>
The logging system shows you exactly what synced or failed, with clear details. You can spot problems fast and solve them without any hassle.
<ol start="5">
<li>Customize to Fit Your Needs</li>
</ol>
Create custom feeds and map data based on events like order changes or product updates. This ensures the integration works perfectly for your specific business needs.
<h2>Support</h2>
If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/">contact us</a>.

Integration For Bigin By Zoho CRM

Connect WooCommerce to Bigin CRM, sync customers, orders, and products, and control data with custom feeds and filters.

Sales Agent vs Integration For Bigin By Zoho CRM