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.

Author Information

Andy Halko is the CEO of Insivia is a Strategic Growth Consultancy helping companies scale through our Breakthrough Growth Program and Agile Marketing solutions.