Sales portals can significantly help improve the sales process and give you extremely valuable insight during a sales process.

Sales portals can be as simple as a password protected page with key links that allows you to track people who login.

It could be an online proposal that gives you the ability to embed galleries, links, videos, calculators or more in a proposal as well as see who accesses.

Or as blown out as a full fledged portal where each prospect has their own specialized files, views and tasks.

The greatest value is having analytics on when your prospects view information to get a sense of their interest level or queues to follow up.

July 11, 2019 Seminar

Marketing Uncovered: Market Research & Assessments To Win

Know Where You Stand To Reach Your Destination This seminar will give you a step-by-step approach to gathering information from prospects, assessing your current marketing, and evaluating competitors. These elements are key to creating a plan for successful marketing and we’ll be giving you a unique insight into how to get it done. During this […]


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