Sales Reps play a critical role in driving wholesale growth and building strong Retailer relationships.
Quivers allows Brands to assign Sales Reps to specific Retailer accounts based on Claiming Regions, giving reps visibility and control over their assigned territory to drive wholesale growth and in-store sell-through with analytics.
This article walks you through the complete process of setting up Sales Reps in Quivers, from creating Claiming Regions to assigning retailers and user permissions.
Step 1: Create a Claiming Region
Before assigning Sales Reps, you’ll need to define Claiming Regions. The geographic region does not affect this grouping, these claiming regions are just used to group retailers into conceptual “territories”.
- Log in to admin.quivers.com.
- Navigate to the Fulfillment > Claiming Regions.
- Click “Create New Region"
- Name your region
- We recommend naming them in a way that associates them with the Sales Rep or territory.
- Select “Locations”
- Choose the States/Countries associated with your Sales Reps or their Retailers.
- Save the Claiming Region.
Step 2: Assign a Claiming Region to Retailers
Once the region is created, link it to the appropriate Retailer accounts:
- Go to Fulfillment > Fulfillers
- Navigate to your “Connected” Retailers and click on a specific Retailer
- In the Retailer Profile on the right, find the “Claiming Region” section and select the associated Claiming Region.
Step 3: Add a Sales Rep to Your Quivers Brand Portal
Now that your Claiming Regions are created and assigned:
- Navigate to Settings > Details & Users.
- Click “Add User"
- In the invitation form:
- Enter the Sales Rep’s name and email address.
- Select the “Sales Rep” role.
- Assign the Sales Rep to the appropriate Claiming Region.
- Click Add/Invite.
The Sales Rep will receive an email to create their password and log in. Sales Reps can be associated with multiple regions, and each region can accommodate multiple sales representatives.
Step 4: Access Sales Rep View
Once a Sales Rep accepts the invite, they can log into apollo.quivers.com to view their dashboard:
- They will only see retailer accounts associated with their assigned Claiming Region(s).
- They have access to view analytics data about their Retailers: “Retailers Missed Orders - No Inventory”, “Retailers Missed Orders - Out of Stock”, and “Retailer Sell Through” in addition to other reports.