SP Sales Portal is a next generation sales operational portal that is part of a Digital Workplace. Unlike traditional standalone CRM applications, SP Sales Portal is a complete operational portal that brings together the process automation of a CRM and the collaborative features that optimize sales team knowledge and sharing. With SP Sales Portal your sales reps not only track opportunities, but also have access to all of the resources, information, and knowledge they need to close the deal. Sales staff like sales engineers, sales development personnel, and sales managers work as a team using the portal collaboration features.

Get more information from SP Marketplace.

Track Sales in ​the CRM

  • Simple yet powerful CRM
  • Support entire sales cycle from lead to opportunity to closed account
  • ​See all activity in one view, correspondence, documents, appointments, discussions, and more
  • MyTerritory workspace for reps to optimize their work
  • Track sales process with stages and checklists in opportunities
  • Analyze pipeline with flexible report views and dashboards

Sales Team Portal

  • Central point to access resources like collateral, media, documents templates and more
  • Share tips and ideas through discussions, a knowledge base, and chat and online meetings
  • Research accounts and contacts with links to web services
  • Get the latest news, announcements, and meetings
  • ​Set up industry news feeds

Integrated with the Digital Workplace

  • Common user experience across Office 365 and Portal structure
  • Optionally link accounts to SP Projects and SP Customer Service to see the full picture
  • Integrated with Skype for Business so reps can contact clients directly and set up online meetings
  • Link email, calendars, and other Office 365 tools to CRM​

Easy to use, anywhere, any time any device

  • Intuitive common user experience across the Digital Workplace
  • No extra sign-ons or passwords
  • Responsive design supports any device with a browser
  • Access anywhere there is Internet access, at work, with a client, on the road

Marketing Features

  • Manage and Track contact databases
  • Create and track marketing campaigns, link tasks, and documents
  • Document management libraries for collateral development
  • Media library to manage and store videos, graphics, and audio
  • Marketing calendars for events, campaigns, and social networking

Native Office 365 and SharePoint ​

  • Built on native SharePoint using lists, libraries, and pages​
  • 100% customizable by power users using the web interface
  • No code template solution
  • Not impacted by Office 365 or SharePoint Online changes


Visit vendor for information regarding pricing, installation, customization, training and support.

Free Template Application

This solution is free to use, modify and re-purpose. UltimateForms is required to be licensed within your whole farm or only within one website

Easy to Learn

Watch videos to see the applications in action.

Self-configuring Site Template

Applications are self-installing, self-configuring site template. All the necessary configurations are done automatically.


Facing difficulties downloading the application? Contact our fantastic support team.

support@infowisesolutions.com

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Free Template Application

This solution is free to use, modify and re-purpose. UltimateForms is required to be licensed within your whole farm or only within one website

Easy to Learn

Watch videos to see the applications in action.

Self-configuring Site Template

Applications are regular SharePoint site templates. All the necessary configurations are done automatically by Template Manager.


Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com

Try for Free!

No credit card required. No setup fees. No obligation


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