Sales Portal
Tools For Successful Sales
Even when your sales team is working remotely, they still need the right tools to provide top-notch service to their clients. That’s where the sales portal comes in, offering all the essential features for successful client interactions, no matter where your reps are located.
Key benefits to your sales representatives:
- Effortless Order Placement: Sales representatives can easily place orders on behalf of clients, ensuring accurate pricing every time.
- Real-Time Inventory Visibility: They can instantly check current stock levels to provide accurate information and manage expectations.
- Order Tracking: Sales representatives can easily monitor open orders and provide status updates to clients, keeping them informed and engaged.
- Simplified Quoting: Generating professional quotes is quick and easy, directly from the sales portal.
Empower your remote sales team with the sales portal, giving them the resources they need to excel in their roles and deliver exceptional client experiences, even from afar.
Account Management Tools
In the fast-paced world of sales, staying organized and on top of your accounts is crucial. The sales portal offers a centralized hub for all your account information, easily accessible from your mobile phone, tablet, or computer, keeping your connected and informed wherever you are.
- Efficient Follow-ups: Schedule follow-up calls with accounts directly within the portal, ensuring no opportunities slip through the cracks.
- Quote Management: Review open quotes and prioritize those needing follow-up, maximizing your chances of closing deals.
- Contact Centralization: Access all your contacts and their details in one place, eliminating the need to search through multiple systems.
- Invoice Oversight: View invoices and quickly identify any delinquent accounts, enabling proactive collection efforts.
The sales portal empowers your reps to stay organized, informed, and proactive, ultimately driving greater productivity and sales success.
Tailoring Information Access for Sales Reps
Companies have different approaches to information access for their sales representatives. Some prefer strict controls, limiting what sales reps can see, while others opt for greater transparency.
Our sales portal offers flexible settings to manage this:
- Hide Product Costs: Prevent sales reps from viewing product costs.
- Control Account Visibility: Choose whether the reps see only their own accounts or have access to all accounts.
- Conceal Inventory Levels: Keep inventory stock levels hidden from sales reps.
