A Sales Portal is an online interface that increases sales effectiveness by delivering actionable information and tools that help salespeople close deals. It can also be recognized as an internal collaborative community for the organization.

Sales being the end goal of any conventional for-profit organization, a dynamic solution harnesses the power of the internet to centralize sales by enabling sales representatives to enter quotes and orders while working remotely, locally, or from a customer site—while being online or offline.

The sales portal informs, educates, nurtures, and connects employees of an organization to help them engage in productive activities that increase the company’s overall success in achieving strategic objectives. Sales portals are not a new concept, but with sales portals traditionally considered a B2B requirement and eCommerce considered B2C, sales portal functionality has been largely absent from the eCommerce industry until recently.

Below are the critical features of a Sales Portal for an eCommerce business and how we have extended Magento to offer the same with our B2B modules.

Critical Information Available Over the Internet

Provide your sales representatives instant access to critical information via the Sales Portal to enable them to make more informed sales decisions.

360 Degree View of Customer

The Sales Portal enables sales representatives to access comprehensive customer information such as order history, purchased products, payment history, key contacts, open opportunities, and quotes. With this information, sales representatives can easily identify and leverage cross-selling and up-selling opportunities.

Unique Log-in Information

Each salesperson has an individual log-in to the sales portal. Administrators can control which customer profiles they can access, limiting sales representatives to only their assigned customers while sales managers can view all customers. Permissions can also be configured to restrict what each user can perform. Businesses can also use this functionality to measure and calculate sales commissions automatically.

Manage Leads

You can automate, manage, and track lead generation. Leads can be evaluated and distributed in real time using flexible rule-based business logic, while also allowing tracking of follow-ups.

Global Sales Support

The Sales Portal empowers organizations with multi-language and multi-currency capabilities. It allows businesses to create and manage customer quotations or RFQs for new and existing customers directly from the store with real-time access to product, pricing, and stock information.

It also enables the creation of virtual global teams by sharing leads, opportunities, quotes, contacts, notes, tasks, and more.

Sales Portal includes all the above features, but i95Dev E-commerce Growth Engine (EGE) goes far beyond that. EGE is a comprehensive application suite built on the Magento platform that enables businesses in the eCommerce ecosystem to optimize their online sales and services.

In addition to Sales Portal functionality, EGE provides features such as Credit Limits, Returns Management, Layered Navigation, Frequent Ordering, multiple shipping options, and multiple user access controls.

If you want your business to succeed in this highly competitive environment, learn more about EGE at: https://www.ecommerce-for-dynamics.com/