Telephone sales are an effective way of responding individually to the wishes and needs of your customers. Personal communication gives you the chance to offer products that are tailored to their needs and increase your sales opportunities.
The most important advantages at a glance:
Efficient sales process: Quick conclusion through direct interaction and targeted information transfer.
Flexibility in payment processing: Customize payment data, e.g. amount, quantity or payment intervals, without changing the product settings.
Personalized customer service: Increase your customers' satisfaction with individual advice.
With CopeCart's telesales feature, you can optimize your sales processes while creating a more flexible and personalized shopping experience.
Please consider the following points:
Always record your sales conversation, the recording serves as the basis of the contract. If CopeCart does not have a recording of the sales conversation when asked, the order will be canceled.
Always inform the buyer that their contractual partner is CopeCart GmbH.
Be aware that only the General Terms and Conditions of CopeCart GmbH apply to the buyer.
Important notes on the functions:
The invoice payment method is available for one-off payments and installment payments.
Address fields are required for all product types to ensure smooth processing.
The telephone sales function can only be used for active products.
There are no sales restrictions by country for telephone sales - a flexible solution for international sales!
You have two options for accessing the telephone sales page:
Select your desired product on the product page and click on the “Phone offer” button or
Open the product editing page and click on the “Phone offer” button.
When you open the telephone sales page, all the payment plans stored for your product are immediately available. You can adjust the payment details and your customer's personal details directly before clicking the “Order now” button.
This gives you the flexibility to easily adjust the payment plan during the conversation - quickly and easily, without having to make any changes to the product settings.
FAQ
Can I change the main product when I use the telephone sales function?
Yes, you can easily do this via the drop-down menu.
Once you have entered the buyer information, all the data remains saved - even if you change the main product later (e.g. because the customer has chosen another of your products). Then just add the payment details, all other information is already stored.
I only have one payment plan configured. Do I need to change the initial product settings to select a different payment plan?
You can create a new payment plan at any time and select it flexibly for your telesales order - without having to make any changes to the product settings. Simply click on the pencil icon:
You can then make the desired adjustments, simply choose between one-time payment, subscription or installment. Once you have entered all the details, click on “Apply”.
Should I reconfigure the payment data to adjust the amount, quantity and intervals of installment payments?
Payment data does not need to be reconfigured.
Simply set the desired amount and select the appropriate payment interval.
Did any of my changes on the telesales page affect the initial product settings?
No, your change did not affect your product settings. These changes only apply to the order in question.
Can I choose different payment plans for different buyers purchasing the same product?
Sure! Configurations made on the telesales page do not affect other payment plans.
Do the JVP conditions apply to products sold with the telesales function?
Yes, if they have been configured in the product beforehand.
Telephone sales - Affiliates
Every affiliate to whom you grant extended rights as a seller can use the telephone sales function.
With this function, you can actively involve your affiliates in the sales process.
Telephone sales allows you to flexibly adjust schedules, quantities and amounts as required. Find out more about the seller function at CopeCart here.
Important: Make sure to set a commission to ensure that the affiliate share is calculated correctly. It is not possible to make a correction after the transaction has been completed.
In addition, the telephone sales function ensures that all required fields, including the buyer's personal data, are filled in correctly and completely. Missing information is therefore a thing of the past.
Sellers can also select the desired payment method for the purchase.
For further questions, please feel free to contact our support team.
Best regards
Your CopeCart Team