LeadSmart Collaboration Portal and Partner Center

As a leading manufacturer, you most likely market and sell your products through third party channel partners such as brokers, sales agents, manufacturers, reps, bars, resellers, distributors and dealers. However, with fewer in person meetings and more digital interactions taking place with your partners, it is more important than ever to have a centralized online hub that can be used collaborating on sales opportunities, sharing your latest product and marketing material, sharing sales POS and commission reports, processing sample and literature requests, and providing just in time training and enablement. In addition, an online hub can help you avoid the many communication chasms, security issues and lost sales opportunities that are prevalent with a spreadsheet and email approach to partner communication and collaboration. Introducing the new LeadSmart Collaboration Portal in Partner center the LeadSmart Collaboration Portal can be set up in minutes and provides a central hub for all partner communications and collaboration. Each of your partners receive a fully configured version of the portal that includes only the data and information that is associated with and relevant to that specific partner. Each partner simply logs into the portal and views their specific data and information and the portal can be used to support all of your sales agents, distributors, dealers and other partners. In this demo we will view the portal as a member of Pro Sales Agents, Inc. Who acts as a manufacturer's rep for industrial equipment manufacturers. The Portal homepage displays real time dashboards and analytics related to the partner's activity and performance. No more waiting for end of month reporting or sharing of sales results. The Account page shows all accounts and leads that have been assigned to that partner and their status. The Partner can easily drill into each account for more information, access related contacts and deal information, and make activity updates that are immediately visible to all parties. The Deal Page lists all deals and opportunities associated with the partner and enables the partner to quickly add a new deal or opportunity that is also immediately visible to all parties. The Resource center provides a central, up to date location to access all relevant information that needs to be shared with your partners, POs and Commission Reports, pricing information, marketing materials and partner training. The Reports page allows you to provide custom reports for your partners, eliminating the need for back and forth emails or phone calls to get up to date data and information. The News Feed enables you to share and spotlight product announcements, show information or any other relevant news that you want to be sharing with your partners as well as provide streams of your social media feeds. You can even add the ability for your partners to request samples or literature right from the portal and everything that takes place in the portal across all your partners is recorded in LeadSmart in real time and can be accessed and visualized in your LeadSmart Partner Center. So as you can see, the LeadSmart Collaboration Portal and Partner center is the permission perfect online hub for providing visibility and accountability with all your partners, ensuring that no leads or accounts are lost or overlooked, ensuring your partners have the latest up to date news and resources and maximizing sales results and productivity across all of your channel. Partners, thank you for listening and we look forward to working with you. Sam.