Salespeople and Agents

One of Shopify's main advantages is its segmentation capabilities; it allows you to structure your digital channel based on each company's sales logic, both by customer type and sales agent.

Our clients have taught us that making life easier for their agents and salespeople is key to their business.

Carmela Pozuelo - COO Upango

Agility and efficiency

The platform allows you to define roles and permissions for each business profile, establish approval flows, and control what information each user sees, facilitating work in structures with branches, distributors, or external agents where coordination is key to maintaining control without losing agility.

With Shopify Plus, your sales team can manage orders, access assigned accounts, and operate under specific conditions (discounts, rates, exclusive products and/or promotions), all from a professional online store, enabling more agile, personalized, and efficient customer relationship management.

Salespeople with Shopify

Why choose Shopify

Segmentation

Agility of responses

Personalization

What dropshipping brings me

This feature transforms e-commerce into an extension of the sales team, connecting the digital channel with traditional sales operations. It improves efficiency, reduces errors, accelerates decision-making, and allows you to scale your business without losing control.

The goal is for the e-commerce platform to complement traditional commercial operations.

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What are the benefits of Shopify Plus?

Speed

Designed to withstand high volumes of traffic without affecting performance.

Automation

It allows you to automate complex tasks, product launches, and marketing campaigns.

Internationalization

Multilingual, multi-currency, and region-specific stores, personalized experiences.

Frequently Asked Questions

Shopify Plus allows you to segment by customer type (B2B/B2C), purchase volume, frequency, geographic location, or order history, and manage them using tags, custom lists, and behavioral rules. You can also apply specific conditions to pricing, promotions, product access, or payment terms. This segmentation can be synced with your CRM to maintain a unified view of your customer across all channels.

Yes. Shopify Plus offers APIs and connectors that allow you to integrate the platform with ERP and CRM systems such as Salesforce, HubSpot, SAP, Microsoft Dynamics, and others. Integration can be direct or through middleware, and allows you to synchronize customer, order, inventory, and billing data in real time, maintaining consistency between your eCommerce business and the rest of your operations.

Shopify Plus provides detailed sales reports by product, channel, customer, location, and sales representative. It also allows you to analyze performance by period, average ticket, conversion rate, and purchasing behavior. Data can be exported or integrated with Business Intelligence tools for more advanced analysis.

Yes. Shopify Plus offers real-time dashboards where you can view orders, reservations, products sold, and activity by channel. This information is accessible from any device and can be configured for different profiles within the sales or management team.

Yes. Shopify Plus integrates with most marketing automation platforms on the market, also allowing for custom integrations via API. These tools facilitate campaign automation, advanced segmentation, and message personalization based on customer behavior, both in B2B and B2C.