Enterprise Portal - Sales Rep Role
Fact sheet
The sales representative role in our Sales Force Automation Solution connects your sales team to your business information regardless of time or location. Sitting at their desk, in an airport departure lounge or on the road, your sales reps can easily access, view and update customer and company information stored in the on-line database. Thanks to the Internet, your sales office is open 24 hours a day, 7 days a week, at low cost. Liberating your sales reps from the constraints of time and location and extending their reach in terms of the information they can access and where they can access it from, results in a more efficient and more knowledgeable sales team. Ultimately, however, your customers benefit most from accurate, up-to-date information and better service.
Role-based website
Using your personalized role-based web site, sales reps across a business can access all the company information they are entitled to view. For example, a sales rep can select a list of ‘favorite' customers whose information will be displayed first in his or her home page.
Sales reps can select a list of favorite customers and see their details first
Collaboration
Collaboration is central to the Sales Force Enterprise Portal. Because documents are stored in and accessed via a central repository - new and updated documents are immediately available to all. For example, when you change a price list, a sales rep, visiting, customers can immediately see the new prices via his or her personalized portal and begin to work with them. Back to top 
Complete customer overview
A complete customer overview for each stage of the sales process is on hand for your entire sales team. They can view the customer's key contacts, purchases, payment history and outstanding service requests. Based on this information, your sales team can identify new opportunities for additional sales and new campaign strategies. The sales representative role also makes it easier to share leads, contacts and competitor insights with colleagues. Sales reps can also create, edit and send quotations, sales orders and credit notes. Sales Force Enterprise Portal can be used to configure products on the Internet. The sales rep can generate an item based on a customer's specific needs and supply accurate quotations and delivery dates at the bargaining table.
Generate a variety of sales reports
Sales reps can also create and view a range of reports. The reporting feature also includes extensive statistical analysis, allowing a sales rep to turn raw sales-related data into useful information. Sales can be broken down by week, month, quarter and current and previous year. This information can be viewed by region or by customer. Sales reps can also view turnover by customer, the company's top 100 customers by revenue and margin, sales forecast per item, blanket orders, sales by person as well as overall pricelists, sales prices and discount lists. The information in these reports can be sent via email, fax and letter directly from the Sales Force Enterprise Portal.
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View documents over the Internet
The Sales Force Enterprise Portal has a comprehensive search feature, which means that a sales rep can search the entire back office system for documents using keywords. For example, a sales rep in the field can search for an old invoice or sales order for a customer simply by entering one or more key words into a search box on the portal.
View sales by customer and generate a report simply
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View PDF files
Sales reps can even view files in PDF format so that the original versions of documents can be pulled up on screen. As a result, the sales rep can pull up an exact copy of a signed contract, for example, for the benefit of a customer.
Easy to use
The consistent and intuitive layout of the sales representative role is easy to navigate around and new users require little or no training in order to be able to understand and use the services. This cuts down on training costs. The interface and the navigation follow common Web browser standards including menu bars, click functionality and GUI interfaces. Searches are performed in the same manner as any search on the Internet. All hyperlinks are underlined in blue and employees can bookmark pages just like any Internet page. This means that most users are able to navigate and take advantage of the portal as soon as they log on.
Manager Role
The Manager has access to ALL data; whereas Sales Reps can only view customers they have been assigned.Managers can assign new users and place users into various access groups; such as Sales, Accounting or Administration. Each of these access groups have access to restricted information.Managers can obtain reports on specific Sales Reps or the entire Sales Team.
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