Making Sales Portals Work

LDS sees significant opportunities to use process portals with CRMs to streamline sales processes. Taking a process portal approach helps close gaps and misalignments in existing CRM transactions. Follow these steps to ensure success:

• Inventory what kinds of assets you have and how they align to user needs under each process area/goal.
• Factor in what you currently have ready for the portal, what is available in some other form but needs to be repurposed, and what doesn't yet exist, but should.
• Organize portal pages in an easy-to-use navigation scheme that makes sense to the full spectrum of your different sales team's (customer-facing, internal or administrative) work.

By being organized around sales processes below, the sales portal helps the user achieve his or her goals.

Find out more about some of LDS' enterprise management solutions by going to Human Resources or Corporate Communication.