Sales portal template

There’s no such thing as too many quality resources. Keep this section filled with relevant links to industry research, intel about competitors, the most up to date company messaging and positioning, and more.

Refresh this table on a regular basis with updates on new products, releases, and features. With prior knowledge, the sales team can plan their campaigns and outreach in advance and with each buyer’s specific needs in mind.

The Message from your leader section is a great opportunity to tie a direct line between the heads of the company and the sales team. Use this space as a reminder to the team what they’re trying to achieve and words of encouragement to keep up morale. 

You sell a great product or service, and people are talking. When you get a customer story from a satisfied client, this is the place where that content should live. By adding a label, you can group like stories together for easy access.

When your sales team is moving at high speed, you want to make sure everyone is on the same page. In this section, your sellers can find all of the most up-to-date forms for client interactions, so you can be sure the fine print is the same across the board.