Improving Sales Collateral delivery through a Portal - Kevin McKelvey

Marketing executives face a consistent challenge to provide selling teams better access to relevant content, such as sales collateral, product demos, case studies, sales battle cards, and industry news. This information delivery initiative is complicated by the technical nature of products, large product portfolios, industry specialization and customer segmentation. For salespeople, aligning the right product for the right customer can be a tremendous challenge. Without the “latest & greatest” collateral, to provide valuable insight for clients and prospects, selling today’s complex offerings is nearly impossible.

KMA has found that a well-organized sales portal provides selling teams a “single source” for all valuable content. Today’s content-rich portal sites can be designed to offer selling teams a wide range of materials, including document-based sales collateral, audio & video streaming, flash demonstrations, event calendars, sales proposals, discussions, RSS feeds to industry newswire services and more!

Ensuring sales portal success

Portal success relies on precise content organization, requiring that information technology teams work closely with marketing managers to understand the overall business process.  Examining “real life” scenarios about how salespeople access and use these materials provides the basis for effective content taxonomy.  Through this exercise, you will understand how portal design can best support the needs of your sales people.  For example, at any given time, a sales manager may need access to technical product specifications for a current customer, a presentation to a specific industry audience, or a positioning white paper in a competitive selling situation.  Providing information in a format that is easy to navigate, search and re-use will increase individual productivity and drive overall value of the portal to the organization.

Through specialized portal permission privileges, an organization can even offer some or all of this content to business partners. In today’s competitive technology industry, your channel partners are looking for those companies that are easiest to do business with. Access to collateral, presentations and technical materials reduces the selling cycle for partners, who otherwise spend much of their time simply gathering information from multiple industry sources. Offering portal content to partners also allows your company to present consistent messages to the marketplace. Simply stated, loyal partners sell more of your products. Partner loyalty can be dramatically increased with better information and better access through a portal.

Improving the collateral creation process

Marketing teams use a portal for content creation, organization and maintenance. The portal offers marketing teams a single, easy interface to update collateral, revise content or delete outdated materials. Business owners can be authorized to add content directly, reducing cycle time and offloading the IT and Web designer burden. Portal collaboration features like version control, alerts, team workspaces and instant messaging reduce redundant emails, voicemails and meetings for marketing teams. Marketing teams can leverage document “metatags”, or categories, to publish documents through customized business views. And through the use of “dynamic pages”, content can be filtered for specific audiences - allowing users one-click access to materials delivered by sales role, business audience, industry segment, product type, etc. This dramatically reduces search requirements, while offering business users a “one stop shop” for information critical to their role.

Successful organizations rely on the portal as a single interface for all sales & marketing collateral creation, notification, approval, categorization and enterprise delivery.

Conclusion

Sales portal business benefits include obvious productivity gains for sales contributors and management. Successful sales portals can be easily scaled to meet the information needs of the enterprise. For example, a product development manager across the street, or across the globe, can access technical documentation now available on the portal. Marketing teams can use the portal to reduce delivery expense and cycle times – from content creation, through edits and alerts, to required approvals and content delivery – by using the portal as a single content delivery vehicle. Further, organizations can increase partner loyalty and sales, by offering partner selling teams access to the same up-to-date materials as internal staff through an easy browser interface.

Finally, as the portal becomes entrenched in the sales and marketing organization, applications such as performance management and executive dashboards can be easily delivered through the same interface.