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.
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.
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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. 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.
