Sales Rep Hub
One workspace to run your book of business: see every account, act on what needs attention, and reach customers in a click.
B2B reps manage dozens of customer organizations across orders, projects, and follow-ups. The Sales Rep Hub gives them a single home base: the accounts they serve, the orders that need action, and the tools to reach customers directly, all without hopping between screens.
How Sales Rep Hub Works in Virto Commerce
- My Customers, in one view: Every organization a rep serves, each with its latest order information, so account status is visible at a glance.
- Reach a whole organization in one action: Send push or email communications to an entire customer organization at once: campaign follow-ups, restock nudges, or service notices, without exporting lists.
- Built on governed assisted selling: Pairs with Login on Behalf and Multi-Account & Company Structure: act for a buyer with full audit trails and role-based controls, straight from the account view.
- Dashboard that surfaces what matters: KPI cards show orders on hold, active projects, and monthly order volume, alongside a customer list with recent order activity. Reps can drag dashboard widgets into the arrangement that suits how they work, and that layout follows them across sessions and devices.
Account Performance a Rep Can Act On
- Order totals, this period and last: For any customer organization a rep serves, month-to-date and year-to-date order totals sit alongside the same period last year, so a rep can see whether an account is ahead or behind without pulling a separate report.
- Top products, ranked: A ranked list of that organization’s top products, by revenue or by units, gives a rep the starting point for a reorder or upsell conversation.
- Customer and cart counts, traceable: The customer and active-cart counts behind the dashboard tiles are visible, so every number on the dashboard traces back to a real customer or cart.
- Filters that only show what’s relevant: Order status and category filters now list only what a rep actually has activity in, for the organization and period on screen, instead of scrolling past statuses that return nothing.
Put the Right Documents in the Customer’s Account
- A document library, published by the rep: A rep publishes catalogues, lookbooks, price sheets, and sales guides for their customers.
- Available from the customer’s own account: Customers open or download these documents directly, not from an email thread or a file-sharing link that expires.
- Material that outlives a single email: What a rep used to resend over and over now lives in one place, so a new buyer at the account can find it without asking.
Keep Every Follow-Up Next to the Account It Belongs To
Follow-up kept in a notebook, an inbox flag, or a separate CRM stays with whoever wrote it. Tasks keep it with the customer it concerns, so a colleague taking over can see what was promised.
- Tasks with the details that matter: A rep creates a task with a title, description, due date, and priority.
- Grouped by what needs attention: Active tasks are grouped as Upcoming, Overdue, and Completed, and a rep can complete a task straight from the list.
- Visible on a calendar: Tasks appear as indicators on a calendar, so the week’s follow-ups are visible at a glance.
What Sales Rep Hub Delivers for Your Business
- Scalable account coverage: Reps track and act on their full book of business without added headcount, since exceptions surface on their own instead of requiring manual review.
- Faster response on at-risk orders: Held orders and stalled projects show up on the dashboard the moment they need attention, not after a customer calls to ask.
- Consistent outreach: The same message reaches every account in an organization at once, instead of being sent one contact at a time.
- Accountable, auditable assistance: Every assisted action ties back to Login on Behalf’s audit trail and role-based controls, so nothing happens off the record.
Sales Rep Hub Use Case Examples
- A rep clears every held order before month-end using the KPI dashboard as a punch list, instead of checking each account individually.
- A rep sends a regional promotion to every account in that territory in one push, instead of building a distribution list by hand.
- A new rep inherits a portfolio and gets oriented in minutes from the customer list, instead of requesting a handover from the outgoing rep.
- A rep covering for a colleague sees every open and overdue task on the account and picks up where the conversation left off.
Watch Our Video for More Information
Your Questions, Answered
B2B sales reps who manage a portfolio of customer organizations: the accounts, orders, and projects they’re responsible for, in one workspace instead of scattered across admin screens.
They work together. The Hub is where a rep starts their day and sees what needs attention; Login on Behalf is how they act for a buyer once they’ve decided to help, with full audit trails and role-based controls. The Hub doesn’t replace it, it launches into it.
Yes. A rep can send a push or email communication to every contact in a customer organization in one action, for things like campaign follow-ups, restock nudges, or service notices, without building a distribution list by hand.
Yes. Reps create tasks with a title, description, due date, and priority. Active tasks are grouped as Upcoming, Overdue, and Completed, can be completed from the list, and appear as indicators on a calendar, next to the customer they relate to.
Yes. Actions taken on a buyer’s behalf inherit the same audit trails and role-based controls as Login on Behalf, so there’s a record of who did what, and when.
