Implementation of the month: Centralization of sales and management of external teams with Sales Portal

A leading company in the renewable energy industry faced significant challenges in managing its external sales teams. With a business model involving multiple agencies and external teams, they lacked a centralized solution to manage leads, opportunities, and sales orders. This situation resulted in inefficiencies, errors, and disorganization, negatively impacting their commercial performance.

To address these issues, the company implemented Sales Portal, a solution developed by InterConnecta designed to optimize external sales management and synchronize in real time with Zoho CRM.

 

Challenge

The company encountered several key obstacles in its external sales process:

• Lack of a centralized system: External teams lacked a robust tool to record and follow up on leads, leading to scattered and duplicated information.
• Disconnect between internal and external teams: The lack of real-time visibility caused delays in data updates and hindered strategic decision-making.
• Manual and inefficient processes: The absence of proper tools made it difficult to progress in the sales cycle, delaying the conversion of leads into clients.
• High operational costs: Providing Zoho CRM licenses to all external users was financially unsustainable.

 

Solution

InterConnecta implemented Sales Portal, a platform specifically designed for external users without Zoho CRM licenses. The solution included the following key features:

• Controlled access: Users access the portal via a personalized URL with specific credentials.
• Real-time synchronization: All data is automatically synchronized with Zoho CRM, ensuring consistency and accuracy.
• Customizable roles: Roles such as Agency Admin and Agency User were assigned to manage permissions based on levels of responsibility.
• Integrated task management: Tools to create tasks, schedule meetings, and attach documents directly within the portal.
• Process automation: Direct generation of sales orders that are seamlessly reflected in Zoho CRM.

 

Benefits

The implementation of Sales Portal had a significant impact on the company’s processes and results:

• Greater operational efficiency: Centralizing sales activities reduced time spent on administrative tasks, allowing teams to focus on client relationships.
• Improved customer experience: An optimized workflow enabled faster responses to customer needs, increasing satisfaction.
• Error reduction: Automation eliminated manual errors, ensuring accuracy in managing leads, contacts, and sales orders.
• Increased transparency and control: Agency Admins gained full visibility over their teams’ activities, while Agency Users efficiently managed their own records.
• Cost reduction: By eliminating the need for additional Zoho CRM licenses, the company optimized its financial resources.

 

 

Sales Portal enabled the renewable energy company to transform the management of its external teams, achieving efficiency, transparency, and cost reduction. This solution not only optimized every stage of the sales cycle but also strengthened collaboration between internal and external teams, ensuring sustainable results in the long term.

InterConnecta remains a leader in implementing innovative solutions like Sales Portal, adapting to the specific needs of diverse industries to maximize team and process performance.

 

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