If your sales agency operates with multiple sales teams or has expanded its sales force through mergers and acquisitions, you want to monitor their performance. MarketTime's Salesperson Groups feature enables you to assign salespeople to their respective sales teams and track sales performance.
In this article, you'll learn about salesperson groups.
Before You Start
Here are a few important things to know about salesperson groups:
- Only users with "Admin" permission can create or delete salesperson groups and add or remove salespeople from groups
- Each salesperson is required to have a primary salesperson group
- Orders will be assigned to the primary salesperson group of the "Salesperson Assigned" on orders
- The use of salesperson groups is optional and not required
How to Create Salesperson Groups
As an operations manager for a sales agency, the "Salesperson Group" feature in MarketTime helps when you need to split salespeople into groups or teams. To utilize this feature, follow these steps:
- Navigate to Maintenance > Salesperson Groups
- Click Add
- Add a Group Name (required) and a Description (optional)
- Click Save
How to Add Salespeople to Salesperson Groups
To add salespeople to one or more salesperson groups, follow these steps:
- Navigate to Salespeople
- Click Edit (pencil icon) for a salesperson
- Click the pencil icon (Edit) button in the upper-left section
- Select one or more Salesperson Group(s)
- Choose a Primary Salesperson Group
- Click Update
Salesperson Groups on Orders
Once a salesperson belongs to a group, a "Salesperson Group" value can be selected on orders created by or for that salesperson.
- The salesperson group on an order is based on the "Salesperson Assigned" on the order.
- Orders will be assigned to the salesperson's "Primary" salesperson group by default.
- If a salesperson belongs to multiple groups, you can always change the "Salesperson Group" value on the order.
How to Add a Salesperson Group Value to an Order
To add, view, or edit Salesperson Group values on an order, follow these steps:
- Create an Order (using any manual, automated, or import method)
-
Navigate to the "Finalize" screen for that order
- Note: When creating a "Line Item" order, you will be navigated to the "Finalize" screen by default
- Look at the Salesperson Group field (located below the "Salesperson Assigned" field)
- To change the group, click on the dropdown
- Once you select a value, the order will be automatically saved
Salesperson Groups on Reports
Salesperson Groups allow you to report on sales by salesperson group using our Advanced Analytics tool mtView for reports including:
Sales Analysis
As a Level (data field that can be added to the report) and as a filter:
Agency Commission Comparison
As a filter:
Salesperson Commission Detail by Customer
As a filter:
Schedule a demo to learn how these reports can help your business succeed.
View Salesperson Groups
The Salesperson page includes a column showing which group(s) a salesperson belongs to. If you hover over the group name, you'll see the salesperson's primary group with a yellow star next to it. The export also contains the salesperson group information.