Depending on your retailer's configuration, Selling Mode accounts can fall under two classifications:
- Associate Mode (aka Rep Mode)
- Team Mode (aka Store Mode)
Below you'll find a list of key differences between each type:
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Associate Mode
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Team Mode
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Log-in Credentials
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- Each associate receives a unique log-in credential and is assigned to 1 store
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- Each associate receives a unique log-in credential and is assigned to 1 store
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Customer Experience |
- Associate manages product updates
- The customer can reach out to a specific associate
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- Store manager manages product updates or delegates to associate(s)
- The customer connects with an associate at the store
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Clienteling Outreach Tools |
- Email, SMS, posting on associate’s social media profile
- Lookbooks: associate creates 1:1 personalized customer pages and “My Looks” as templates to share with multiple customers (both only visible to associate)
- Customer contact records: associate has visibility only into customer profiles assigned to their account.
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- Email, SMS, posting on retailer’s store social media profile (optional, not required)
- Lookbooks: associate create 1:1 personalized customer pages and “My Looks” as templates to share with multiple customers (both visible to all associates at the store)
- Customer contact records: associate has visibility into all of the store's customers’ profiles
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Tasking
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- Manual tasks created by an associate will be visible to that associate
- Automated tasks generated by system rules are visible to 1 associate based on customer assignment
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- Manual tasks created by all associates & automated tasks generated by system rules are visible to all associates at the store
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Online Connector Tool
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- All customer requests can be answered by any associate at the store
- Customers can select a specific associate they wish to connect with
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- All customer requests can be answered by any associate at the store
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Service Tools
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- An associate is present during the customer’s online shopping journey
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- A store is present during the customer’s online shopping journey
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Sales Tracking
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- Online sales influenced by associate are attributed to an associate
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- Online sales influenced by associate are attributed to the store
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Reporting
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- Associate has visibility into individual performance KPIs
- Associate receives notification of sales
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- Associate has visibility into store performance KPIs
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