Identifying and connecting with the right prospects is essential for the success of any company. With the SalesMatch client portal, you have an innovative solution designed to revolutionize your sales strategies.

Did you know that SalesMatch has advanced data analysis algorithms to help you identify the most promising potential clients and maximize your conversion opportunities?

Want to know more? Keep reading:

Benefits of Having a Virtual Office or Client Portal

A virtual office or client portal is an integrated resource and an excellent tool on your website that gives your clients the freedom to manage specific information and stay in contact with you. With this portal, you provide much more advanced customer service, giving clients the ability to request services, track their requests, and access relevant data more freely. In this way, you create a connection with them and build loyalty through a new service experience, which is essential for the growth of any business.

With the SalesMatch client portal, you have direct access to all types of information, from order tracking to technical requests, product catalogs, manuals, and much more. Its main advantages are:

• 24/7 tracking updates, 365 days a year
• Checking availability of services and products in orders
• Keeping all information organized in one place

How Does the SalesMatch Client Portal Work?

The SalesMatch client portal is very easy and intuitive, but what do you need to do to successfully launch your first client portal? Here’s how:

First, go to the “Add Client Portal” section to start the setup process.

Next, go to the general settings, add the client’s name, a description, and their website.

Proceed to the features section and enable different tools as needed.

Tools and Features:

• Help Center: Enabling this section displays the name of the knowledge base and its topics.
• Public Tasks: You’ll have visibility into the public task board and the funnel of your clients’ activities.
• Tickets: Access to the incident menu, divided into three parts: board, panel, and scenario.
• Tasks: You’ll find the task pipeline in three forms: board, panel, and scenario.

This way, you can customize the client portal and adapt it according to your business’s needs.

How to Boost Your Sales Strategy with Your Client Portal

The SalesMatch client portal aims to create a personalized and efficient service experience through its CRM software. With this platform, clients have access to a range of resources designed to optimize their interaction with the company, including:

1. Personalized Information Management: Easily updates and manages personal information, ensuring data accuracy and facilitating effective communication.

2. Service and Request Tracking: Real-time tracking of all client service requests; you can also check the status of ongoing projects, ensuring greater transparency and trust in the business relationship.

3. Access to Relevant Data: Access important information about your interaction history with the company, as well as personalized analysis and reports, allowing you to make informed and strategic decisions.

For companies, the SalesMatch client portal offers great benefits, such as:

• Improved customer satisfaction through a much more personalized service experience compared to other platforms on the market.
• Optimized efficiency, as clients can manage their own information and requests.
• Increased customer loyalty with access to the information they seek.

Features and Functionalities Available in the Client Portal

The SalesMatch client portal is a centralized platform that enhances business growth processes, with a primary goal of strengthening client relationships. But what functionalities does it offer beyond efficient management and request tracking?

• Access to Relevant Information: Users can access their interaction history with the company, including previous purchase records, recent transactions, and details of contracted services.

• Potential Use as a Supplier Portal: SalesMatch offers significant potential as an efficient supplier portal, centralizing all information in one place, from contact details to contract terms and service agreements.

  It is a comprehensive platform for effective supplier relationships because it:

  • Efficiently manages documents
  • Facilitates smooth communication and greater collaboration among stakeholders
  • Tracks performance in terms of quality and streamlines purchase, payment, and inventory processes, resulting in strong partnerships, more efficient processes, and better-informed decisions.

• Report Generation and Analysis: Users can generate custom reports and data analysis on their activity and performance, allowing them to assess the impact of their sales strategies and make adjustments as needed.

• Communication and Support: Users can communicate with the company’s sales and support team through the client portal, whether to ask questions, request assistance, or provide feedback on their experience.

• Task Feedback Exchange: This tool allows you to organize client inquiries directly from the inbox. Before creating tasks, assign team members to the conversation with the client.

• Create Tickets from Incoming Emails: Efficiently manage client inquiries by converting conversations into tickets. Follow these steps to create tickets effectively:

  • Assign Team Members: In the team inbox, select the relevant people.
  • Convert to Ticket: Once team members are assigned, click “Convert” at the top of the conversation toolbar.
  • Select “Convert to Tickets”: Choose the board where you want to organize the ticket.
  • Select the Appropriate Pipeline: Choose the workflow pipeline for the ticket.
  • Choose the Scenario: Select the scenario that best suits the nature of the client’s inquiry and name the ticket.

Turning client conversations into organized tickets assigned to the appropriate team members optimizes the query management process.

• Client Update Notifications: Keeping clients informed of updates ensures a satisfying communication experience. Send them easily:

  • Access the Control Panel
  • Select Notifications
  • Choose the Notification Type
  • Set Up the Notification
  • Review and Send

You can easily send update notifications to keep your clients informed and engaged with the latest product or service updates.

• Different Authorization Methods for Client Access: Ensure secure, controlled client access through methods tailored to meet each company’s specific needs, providing an intuitive and secure user experience while safeguarding sensitive data and user privacy.

Why is SalesMatch Your Best Ally in Sales Strategy?

SalesMatch is the tool that will help you boost your sales strategies, allowing you to automate various processes related to client management, such as tracking interactions, scheduling appointments, and sending emails. This saves time and resources, enabling you to focus on activities that require more attention.

It provides easy, fast access to relevant client data, allowing you to understand their needs better and offer a high-quality, personalized experience.

The tool segments your customer database into specific groups based on similar characteristics and behaviors, allowing you to send personalized messages and offers to each segment, thus increasing the relevance and effectiveness of your communication.

Learn More About SalesMatch!

We provide detailed information on all our solutions and how we can assist you. Schedule a FREE demo today.