SalesPortal

Feature

Defined access and roles
» Agency Admin: Manages and views all team records.
» Agency User: Manages only their own records.
Team and user management
» Agencies are configured in Zoho CRM, enabling structured organization.
» Admins can easily add users and assign roles.
Lead and contact management
» Create and update leads with essential data like name and source.
» Convert leads into contacts as they progress through the sales process.
Real-time synchronization
» Notes, files, tasks, and meetings are automatically reflected in Zoho CRM.
» Ensures consistency between internal and external teams.
Deal and order generation
» Create deals based on the type of sale (solar products or EcoFlow).
» Sales orders are recorded in real-time in Zoho CRM, streamlining workflow.]
Customizable domain
» The portal URL can be adapted to the company domain, strengthening its identity.

Target Audience

» External agencies and sales representatives: Specific roles to securely and efficiently manage leads and sales.
» Agency admins and supervisors: Manage teams and review activities.
» Internal staff with a Zoho license: Synchronize records and oversee portal activities from the CRM.

Key Benefits

» License-free access: External users work autonomously via a URL.
» Clear roles: Defined structure for efficient control.
» Real-time CRM synchronization: Updated data for all teams.
» Centralized management: Facilitates task organization and assignment.
» Complete sales flow: From lead acquisition to order generation.
» Adaptable domain: Reflects the company's corporate identity.

Problems Solved

» Limited and controlled access: External users only access information relevant to their roles.
» Standardized sales flow: Ensures uniform processes in CRM.
» Effective collaboration: Immediate synchronization between the portal and CRM.
» Autonomous management of external teams: Simplifies administration without direct intervention

Frequently Asked Questions

» What is the Sales Portal, and who uses it? A tool for external users without a Zoho license to manage sales from leads to orders.
» How do users access it? Via a customized URL with their credentials.
» What roles are available?
   - Agency Admin: Manages team records.
   - Agency User: Manages only their own records.
» How does it synchronize with Zoho CRM? All portal activities are automatically reflected in Zoho CRM for centralized supervision.
» What activities are managed in the portal? Creating and updating leads, notes, tasks, meetings, deals, and sales orders.

Sales Portal streamlines the comprehensive management of external teams, ensuring collaboration, efficiency, and security at every stage of the sales process.